Hims Stock: Q3 Earnings and What's Next

Alright, folks, buckle up. Because what's happening over at Hims & Hers isn't just another earnings report—it's a glimpse into a future where healthcare is proactive, personalized, and, dare I say, human. We're talking about a paradigm shift, a fundamental change in how we approach well-being.

Beyond Prescriptions: A Health Membership Model

Let's be honest, the traditional healthcare system often feels like a reactive, one-size-fits-all machine. You get sick, you see a doctor, you get a prescription. Hims & Hers is flipping that script. They're building a platform, not just a pharmacy. Think of it like this: instead of just treating the symptoms, they're aiming to understand the whole person—their lifestyle, their genetics, their goals—and then crafting a plan that's as unique as they are.

And this isn’t just about convenience (though, let's be real, that’s a huge plus). It’s about access. It’s about breaking down the barriers that keep people from getting the care they need. From the comfort of their own home, individuals can now access "best-in-class, personalized care," says Andrew Dudum, co-founder and CEO.

The numbers speak for themselves. Subscriber growth is up 21% year-over-year, pushing them to almost 2.5 million. Revenue is climbing. And they're not just throwing spaghetti at the wall; they’re strategically expanding into areas like hormonal health, lab testing, and even AI-driven personalization. Hims & Hers Stock Pops After Q3 Earnings: Here's Why - Hims & Hers Health (NYSE:HIMS)

Speaking of AI, that's where things get really interesting. Imagine a 24/7 personalized care agent that's constantly learning and adapting to your needs. It's not just about answering questions; it's about anticipating them, about proactively guiding you towards better health. This isn't science fiction, folks. This is happening now.

They even plan to offer at-home diagnostics and integrate biomarker data into personalized treatment plans—laying groundwork for a future “health membership” model.

But here's the Big Idea: this isn't just about treating illness; it's about preventing it. By combining data, technology, and human expertise, Hims & Hers is creating a system that's designed to keep you healthy in the first place. It's like having a personal health concierge in your pocket, constantly working to optimize your well-being.

And, now, they're in active discussions to make Novo Nordisk A/S (NYSE:NVO) oral Wegovy and Wegovy injections available through their platform.

That acquisition of a blood-testing lab signals a broader shift toward longitudinal care.

Of course, with great power comes great responsibility. As we move towards more personalized and proactive healthcare, we need to be mindful of data privacy, algorithmic bias, and the potential for creating new inequalities. We need to ensure that these technologies are used ethically and equitably, so that everyone can benefit from the future of health.

The company reaffirmed its $725 million weight-loss revenue target for 2025, suggesting resilient demand and rising oral semaglutide adoption. And with the completed ZAVA acquisition, Hims’ footprint extends across the U.K., France, and Germany, with Canada slated for 2026.

This is the kind of breakthrough that reminds me why I got into this field in the first place.

The Dawn of Proactive Well-being