HIMS Classe A Hims & Hers Health, Inc. Class A Common Stock
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Informazioni su Hims & Hers Health, Inc. Class A Common Stock Panoramica della società da Wikipedia
Hims & Hers Health, Inc., doing business as hims, is an American telehealth company headquartered in San Francisco. It provides prescription medications, over-the-counter medications, and personal care products through a direct-to-consumer subscription model.
History
Early history (2017–2020)
Hims, Inc. was founded in November 2017 by Andrew Dudum, Jack Abraham, and Hilary Coles as part of Atomic Labs, a San Francisco venture studio co-founded by Dudum and Abraham. It initially offered generic prescription treatments for erectile dysfunction and hair loss alongside skincare products, marketed to millennial men through a direct-to-consumer brand. Hims received $7 million in seed funding from investors including Kirsten Green of Forerunner Ventures and Josh Kushner's Thrive Capital.
In 2018, Hims launched Hers, a brand targeting women's health needs including birth control, skincare, and hair regrowth treatments. In January 2019, Hims raised $100 million in a Series C funding round at a $1 billion pre-money valuation. Later that year, the company expanded internationally with a launch in the United Kingdom.
In April 2020, amid the COVID-19 pandemic, Hims & Hers expanded into mental health with a rollout of free anonymous group therapy sessions, later adding online psychiatry consultations and, in 2021, individual teletherapy services.
SPAC merger, public listing, and acquisitions (2020–2023)
In October 2020, Hims announced an agreement to become a publicly traded company through a merger with Oaktree Acquisition Corp., a special-purpose acquisition company led by Oaktree Capital Management co-chairman Howard Marks. The transaction closed on January 20, 2021 at a valuation of $1.6 billion, and shares began trading the following day on the New York Stock Exchange. The deal provided the company with about $280 million in proceeds, including $75 million from private placement investors such as Franklin Templeton Investments.
In June 2021, Hims & Hers acquired London-based Honest Health Limited, marking its first international acquisition and expanding its United Kingdom operations. The following month, the company acquired the teledermatology platform Apostrophe (YoDerm, Inc.) for potential consideration of up to $200 million. Apostrophe was shut down in 2025.
GLP-1 weight loss entry and Super Bowl advertising (2024–2025)
In May 2024, Hims & Hers began offering access to compounded injectable semaglutide, a glucagon-like peptide-1 receptor agonist (GLP-1) prescription treatment, as part of a new weight-loss specialty on its platform. The move followed a national shortage of branded semaglutide products Ozempic and Wegovy made by Novo, which allowed Section 503A compounding pharmacies and 503B outsourcing facilities to legally produce copies of the drug. In September 2024, the company acquired MedisourceRx, a licensed 503B compounding outsourcing facility, to vertically integrate its compounded medicine supply chain.
In February 2025, Hims & Hers aired a 60-second commercial titled "Sick of the System" during Super Bowl LIX on Fox, the first Super Bowl advertisement to promote GLP-1 weight loss treatments. The advertisement drew criticism from public health experts, industry trade groups and members of the United States Congress for framing the compounded semaglutide products as a solution to the American obesity epidemic without disclosing side-effect or risk information. Senators Dick Durbin and Roger Marshall wrote a joint letter to the Food and Drug Administration urging enforcement action.
Novo collaboration and termination (2025)
In April 2025, Hims & Hers announced a collaboration with Novo under which branded Wegovy would be made available through the Hims & Hers platform as a bundled offering with a monthly membership. On June 23, 2025, Novo unilaterally terminated the collaboration, citing what it described as "deceptive promotion and selling of illegitimate, knockoff versions of Wegovy that put patient safety at risk," in reference to Hims & Hers' continued sale of compounded semaglutide. Shares of the company fell roughly 35% following the announcement, and multiple securities class action lawsuits were subsequently filed in the United States District Court for the Northern District of California alleging that the company had misled investors about the risk of the partnership's collapse.
Regulatory scrutiny and international expansion (2025–2026)
In June 2025, Hims & Hers acquired the London-based European digital health platform ZAVA for undisclosed cash consideration, extending the company's presence into Germany, France, and Ireland alongside deeper reach into the United Kingdom.
In August 2025, Bloomberg reported that the Federal Trade Commission had been investigating the company's advertising claims and subscription cancellation practices for more than a year. On September 9, 2025, the FDA sent Hims & Hers a warning letter as part of a broader enforcement effort targeting more than 100 drug advertisers, faulting the company for statements on its website claiming that its compounded products contained "the same active ingredient" as FDA-approved Ozempic and Wegovy.
On February 5, 2026, Hims & Hers introduced a compounded oral semaglutide pill for the first month, undercutting Novo's newly approved branded oral Wegovy pill. Novo announced its intention to sue the company for patent infringement related to U.S. Patent No. 8,129,343, which protects the semaglutide molecule until December 2031. On February 7, 2026, Hims & Hers announced it would withdraw the compounded oral pill from its platform. Novo formally filed the patent infringement suit in the United States District Court for the District of Delaware on February 9, 2026.
On February 19, 2026, Hims & Hers announced an agreement to acquire the Australian digital health company Eucalyptus Health, operator of the Juniper, Pilot, and Kin telehealth brands, for consideration of up to $1.15 billion.
Following the completion of the Eucalyptus acquisition, Hims launched in Australia on 1st September 2026, initially offering men's health treatments and weight-loss medication, including branded GLP-1 products. Alongside the launch, the company began retiring Eucalyptus's Pilot men's-health brand and rebranding under the Hims name. The company announced that it would transition existing Pilot clinicians to its platform and plans to introduce women's health services in Australia later in 2026 through their existing Juniper brand.
AI Technology
In 2026, chief technology officer Mo Elshenawy described the rollout of an AI-assisted service for Hers weight-loss customers, combining AI coaches, clinicians and customer support in a single conversation. He said the system used clinical guidelines encoded in software, automated evaluation of AI responses, and escalation to human clinicians.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | HIMS | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | -44.0media 5 anni ≈-0.6 | ≈-0.6 | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | HIMS | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 68.4%media 5 anni ≈77.6% | ≈77.6% | 29.8% | Di prim'ordine | |
| Margine Operativo (TTM) | -6.0%media 5 anni ≈-10.0% | ≈-10.0% | 6.1% | Debole | |
| Margine EBITDA (TTM) | -2.6%media 5 anni ≈-8.5% | ≈-8.5% | 8.4% | Debole | |
| Margine ante imposte (TTM) | -6.3%media 5 anni ≈-9.1% | ≈-9.1% | 5.1% | Debole | |
| Margine di Profitto Netto (TTM) | -5.5%media 5 anni ≈-8.2% | ≈-8.2% | 4.6% | Debole | |
| ROA (TTM) | -5.2%media 5 anni ≈-6.3% | ≈-6.3% | 3.7% | Di prim'ordine | |
| ROE (TTM) | -32.0%media 5 anni ≈-1.7% | ≈-1.7% | 8.4% | Di prim'ordine | |
| ROIC | 20.2%media 5 anni ≈-4.4% | ≈-4.4% | 5.0% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | HIMS | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 0.9media 5 anni ≈2.9 | ≈2.9 | 1.5 | Bassa liquidità | |
| Quick Ratio | 0.6media 5 anni ≈1.0 | ≈1.0 | 1.0 | Bassa liquidità |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | HIMS | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 59.0%media 5 anni ≈74.1% | ≈74.1% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 64.5%media 5 anni ≈73.5% | ≈73.5% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 73.6% | · | · | · | |
| EPS YoY | -3.8% | · | · | · | |
| Net Income YoY (Utile Netto YoY) | 1.8% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | HIMS | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 1.6media 5 anni ≈1.7 | ≈1.7 | 1.2 | Di prim'ordine | |
| Inventory Turnover (Rotazione delle scorte) | 8.5media 5 anni ≈7.4 | ≈7.4 | 11.2 | Debole | |
| Receivables Turnover (Rotazione dei crediti) | 122.9media 5 anni ≈150.9 | ≈150.9 | 11.5 | Di prim'ordine | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$961.4K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 10, 2026 | $-0.37 | $-0.01 | -2487.4% |
| 31 Marzo 2026 | Mag 11, 2026 | $-0.19 | $0.04 | -529.9% |
| 31 Dicembre 2025 | $0.08 | $0.05 | 71.3% | |
| 30 Settembre 2025 | $0.06 | $0.11 | -43.6% | |
| 30 Giugno 2025 | $0.17 | $0.15 | 10.3% | |
| 31 Marzo 2025 | $0.20 | $0.12 | 62.2% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.35B | $1.48B | $872M | $527M | $272M | $149M | $83M | |
| Cost of Revenue | $614M | $303M | $157M | $118M | $67M | $39M | $38M | |
| Gross Profit | $1.73B | $1.17B | $715M | $409M | $204M | $109M | $45M | |
| SG&A Expense | $273M | $168M | $130M | $98M | $114M | $26M | $56M | |
| Operating Expenses | $1.63B | $1.11B | $744M | $477M | $320M | $125M | $119M | |
| Operating Income | $106M | $62M | $-29M | $-69M | $-115M | $-15M | $-74M | |
| Interest Expense | · | · | · | · | $0 | $10.0K | $369.0K | |
| Interest Income | · | · | · | · | · | $3M | · | |
| Other Non-op | $23M | $10M | $9M | $3M | $445.0K | $258.0K | $2M | |
| Pretax Income | $124M | $72M | $-22M | $-66M | $-111M | $-18M | $-72M | |
| Income Tax | $-4M | $-54M | $2M | $-31.0K | $-3M | $127.0K | $90.0K | |
| Net Income | $128M | $126M | $-24M | $-66M | $-108M | $-18M | $-72M | |
| EPS (Basic) | $0.57 | $0.58 | $-0.11 | $-0.32 | $-0.58 | $-0.51 | $-2.07 | |
| EPS (Diluted) | $0.51 | $0.53 | $-0.11 | $-0.32 | $-0.58 | $-0.51 | $-2.07 | |
| Shares (Basic) | 224,959,268 | 215,939,037 | 209,344,712 | 204,516,120 | 186,781,537 | 35,353,809 | 34,758,817 | |
| Shares (Diluted) | 258,230,547 | 236,808,876 | 209,344,712 | 204,516,120 | 186,781,537 | 35,353,809 | 34,758,817 | |
| EBITDA | $160M | $79M | $-20M | $-61M | $-111M | · | · |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $229M | $221M | $97M | $47M | $72M | $27M | $2M | |
| Receivables | $32M | $6M | $7M | $4M | $4M | $1M | · | |
| Inventory | $80M | $64M | $22M | $22M | $14M | $4M | · | |
| Prepaid Expense | $78M | $31M | $22M | $15M | $9M | $5M | $147.5K | |
| Other Current Assets | $4M | $400.0K | $4M | $2M | $890.0K | $2M | · | |
| Current Assets | $768M | $396M | $265M | $217M | $270M | $113M | $2M | |
| PP&E (Net) | · | · | · | $3M | $2M | $2M | · | |
| Accum. Depreciation | $53M | $24M | $12M | $6M | · | · | · | |
| Goodwill | $278M | $113M | $111M | $111M | $111M | $0 | · | |
| Intangibles | $196M | $43M | $19M | $22M | $26M | $59.0K | · | |
| Other Non-current Assets | $30M | $147.0K | $91.0K | $33.0K | $8M | $5M | · | |
| Total Assets | $2.15B | $708M | $441M | $366M | $421M | $119M | $205M | |
| Accounts Payable | $143M | $91M | $43M | $32M | $20M | $8M | $18.5K | |
| Accrued Liabilities | $77M | $53M | $29M | $12M | $12M | $5M | $478.6K | |
| Current Liabilities | $404M | $221M | $88M | $48M | $79M | $15M | $979.4K | |
| Capital Leases | $143M | $9M | $9M | $4M | $4M | $0 | · | |
| Deferred Tax | $29M | $0 | · | · | · | · | · | |
| Other Non-current Liabilities | $6M | $0 | $22.0K | $35.0K | $629.0K | $381.0K | · | |
| Total Liabilities | $1.61B | $231M | $97M | $55M | $86M | $16M | $8M | |
| Common Stock | $23.0K | $22.0K | $21.0K | $21.0K | $20.0K | $5.0K | · | |
| Paid-in Capital | · | · | · | · | · | $7M | $4M | |
| Retained Earnings | $-114M | $-242M | $-368M | $-345M | $-279M | $-171M | $1M | |
| AOCI | $2M | $-324.0K | $-124.0K | $-277.0K | $-137.0K | $-11.0K | · | |
| Stockholders' Equity | $541M | $477M | $344M | $312M | $335M | $-147M | $-140M | |
| Liabilities + Equity | $2.15B | $708M | $441M | $366M | $421M | $119M | $205M |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $55M | $17M | $10M | $7M | $4M | $1M | $260.0K | |
| Stock-based Comp | $135M | $92M | $66M | $43M | $67M | $6M | $8M | |
| Deferred Tax | $-13M | $-62M | $-13.0K | $-594.0K | $-3M | $0 | $0 | |
| Amort. of Intangibles | $24M | $4M | $4M | $4M | $2M | $100.0K | $100.0K | |
| Other Non-cash | $-5M | $77M | $21M | $-11M | $5M | · | · | |
| Operating Cash Flow | $300M | $251M | $73M | $-27M | $-34M | $-2M | $-75M | |
| CapEx | $243M | $53M | $26M | $7M | · | · | · | |
| Investing Cash Flow | $-1.02B | $-19M | $-12M | $35M | $-156M | $-40M | $-39M | |
| Debt Issued | · | · | · | · | $0 | $0 | $2M | |
| Net Debt Issued | · | · | · | $0 | $0 | · | · | |
| Stock Repurchased | $90M | $83M | $2M | $0 | $0 | $0 | $0 | |
| Net Stock Activity | $-90M | $-83M | $-2M | $0 | $-22M | · | · | |
| Financing Cash Flow | $730M | $-108M | $-11M | $-33M | $235M | $48M | $95M | |
| Net Change in Cash | $7M | $124M | $50M | $-25M | $44M | $6M | $-19M | |
| Taxes Paid | $23M | $8M | $1M | · | · | · | · | |
| Free Cash Flow | $57M | $198M | · | · | · | · | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 73.8% | 79.5% | 82.0% | 77.6% | 75.2% | · | · | |
| Operating Margin | 4.5% | 4.2% | -3.4% | -13.0% | -42.3% | · | · | |
| Net Margin | 5.5% | 8.5% | -2.7% | -12.5% | -39.6% | · | · | |
| Pretax Margin | 5.3% | 4.9% | -2.5% | -12.5% | -40.8% | · | · | |
| EBITDA Margin | 6.8% | 5.3% | -2.3% | -11.6% | -40.8% | · | · | |
| ROA | 9.0% | 21.9% | -5.8% | -16.7% | -39.9% | · | · | |
| ROE | 23.3% | 27.5% | -7.0% | -21.1% | -31.2% | · | · | |
| ROIC | 20.2% | 22.8% | -9.3% | -22.0% | -33.4% | · | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | 1.8 | 3.0 | 4.5 | 3.4 | · | 1.7 | |
| Quick Ratio | 0.6 | 1.0 | 1.2 | 1.1 | 1.0 | · | 1.5 |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.6 | 2.6 | 2.2 | 1.3 | 1.0 | · | · | |
| Inventory Turnover | 8.5 | 7.0 | 7.1 | 6.7 | 7.9 | · | · | |
| Receivables Turnover | 122.9 | 230.7 | 164.5 | 131.7 | 104.6 | · | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $9.09 | $6.24 | $4.17 | $2.58 | $1.46 | · | · | |
| Cash Flow / Share | $1.16 | $1.06 | $0.35 | $-0.13 | $-0.18 | · | · | |
| EPS (TTM) | $0.51 | $0.53 | $-0.11 | $-0.32 | $-0.58 | $-0.51 | $-2.07 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 59.0% | 69.3% | 65.5% | 93.8% | 82.8% | · | · | |
| Revenue CAGR 3Y | 64.5% | 75.8% | 80.3% | · | · | · | · | |
| Revenue CAGR 5Y | 73.6% | · | · | · | · | · | · | |
| EPS YoY | -3.8% | · | · | · | · | · | · | |
| Net Income YoY | 1.8% | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.35B | $1.48B | $872M | $527M | $272M | $149M | $83M | |
| Net Income TTM | $128M | $126M | $-24M | $-66M | $-108M | $-18M | $-72M | |
| P/E | 63.7 | 45.6 | -80.9 | -20.0 | -11.3 | -28.6 | -4.8 | |
| Earnings Yield | 1.6% | 2.2% | -1.2% | -5.0% | -8.8% | -3.5% | -20.9% |
Conto Economico
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $753M | $608M | $618M | $599M | $545M | $586M | $481M | $402M | $316M | $278M | $247M | $227M | $208M | $191M | $167M | $145M | |
| Cost of Revenue | $272M | $211M | $173M | $157M | $129M | $155M | $112M | $84M | $59M | $49M | $43M | $39M | $38M | $37M | $35M | $30M | |
| Gross Profit | $481M | $397M | $444M | $442M | $416M | $431M | $370M | $318M | $257M | $229M | $204M | $187M | $170M | $153M | $132M | $114M | |
| SG&A Expense | $165M | $110M | $76M | $81M | $67M | $49M | $48M | $45M | $41M | $35M | $32M | $36M | $31M | $31M | $28M | $26M | |
| Operating Expenses | $578M | $475M | $435M | $430M | $389M | $373M | $351M | $296M | $246M | $219M | $204M | $196M | $179M | $165M | $144M | $134M | |
| Operating Income | $-97M | $-78M | $9M | $12M | $27M | $58M | $19M | $22M | $11M | $10M | $-400.0K | $-9M | $-9M | $-11M | $-12M | $-20M | |
| Other Non-op | $4M | $4M | $6M | $8M | $6M | $3M | $4M | $1M | $2M | $2M | $3M | $2M | $2M | $2M | $2M | $677.0K | |
| Pretax Income | $-93M | $-102M | $18M | $12M | $33M | $60M | $22M | $24M | $13M | $12M | $2M | $-7M | $-7M | $-10M | $-11M | $-19M | |
| Income Tax | $-6M | $-9M | $-2M | $-4M | $-10M | $11M | $-4M | $-52M | $127.0K | $1M | $951.0K | $651.0K | $-13.0K | $386.0K | $-121.0K | $-16.0K | |
| Net Income | $-86M | $-92M | $21M | $16M | $43M | $49M | $26M | $76M | $13M | $11M | $1M | $-8M | $-7M | $-10M | $-11M | $-19M | |
| EPS (Basic) | $-0.37 | $-0.40 | $0.09 | $0.07 | $0.19 | $0.22 | $0.12 | $0.35 | $0.06 | $0.05 | $0.01 | $-0.04 | $-0.03 | $-0.05 | $-0.05 | $-0.09 | |
| EPS (Diluted) | $-0.37 | $-0.40 | $0.08 | $0.06 | $0.17 | $0.20 | $0.10 | $0.32 | $0.06 | $0.05 | $0.01 | $-0.04 | $-0.03 | $-0.05 | $-0.05 | $-0.09 | |
| Shares (Basic) | 231,746,126 | 228,357,303 | · | 226,346,815 | 224,373,375 | 221,989,327 | · | 216,617,143 | 214,618,037 | 213,452,092 | · | 210,134,681 | 208,422,825 | 207,140,298 | · | 205,232,967 | |
| Shares (Diluted) | 231,746,126 | 228,357,303 | · | 248,675,710 | 256,779,292 | 246,610,232 | · | 235,069,539 | 234,791,985 | 229,364,585 | · | 210,134,681 | 208,422,825 | 207,140,298 | · | 205,232,967 | |
| EBITDA | $-97M | $-56M | · | $12M | $27M | $66M | · | $22M | $11M | $13M | · | $-9M | $-9M | $-9M | · | $-20M |
Stato Patrimoniale
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $610M | $222M | $229M | $346M | $1.12B | $274M | $221M | $166M | $129M | $105M | $97M | $58M | $65M | $49M | $47M | $58M | |
| Receivables | $375M | $150M | $32M | · | · | · | $6M | · | · | · | · | · | · | · | · | · | |
| Inventory | $88M | $79M | $80M | $106M | $142M | $76M | $64M | $49M | $41M | $30M | · | $22M | $21M | $21M | · | $22M | |
| Prepaid Expense | $80M | $66M | $110M | $110M | $69M | $48M | $31M | $23M | $23M | $28M | · | $16M | $20M | $20M | · | $13M | |
| Other Current Assets | $12M | $11M | $4M | $35M | $21M | $12M | $400.0K | $6M | $3M | $7M | · | $1M | $2M | $2M | · | $2M | |
| Current Assets | $1.38B | $1.05B | $768M | $845M | $1.36B | $447M | $396M | $326M | $291M | $262M | · | $250M | $235M | $226M | · | $233M | |
| Accum. Depreciation | $71M | $62M | $53M | $45M | $37M | $30M | $24M | $20M | $17M | $14M | · | $10M | · | · | · | · | |
| Goodwill | $1.10B | $343M | $278M | $259M | $118M | $118M | $113M | $113M | $111M | $111M | $111M | $111M | $111M | $111M | · | $111M | |
| Intangibles | $423M | $261M | $196M | $195M | $41M | $43M | $43M | $45M | $17M | $18M | · | $19M | $20M | $21M | · | $22M | |
| Other Non-current Assets | $78M | $48M | $30M | $4M | $2M | $2M | $147.0K | $138.0K | $138.0K | $138.0K | · | $72.0K | $19M | $14M | · | $10M | |
| Total Assets | $3.63B | $2.27B | $2.15B | $2.23B | $1.88B | $892M | $708M | $602M | $480M | $448M | · | $414M | $390M | $376M | · | $383M | |
| Accounts Payable | $501M | $307M | $143M | $198M | $105M | $109M | $91M | $75M | $57M | $44M | · | $42M | $38M | $38M | · | $33M | |
| Accrued Liabilities | $210M | $91M | $79M | $80M | $66M | $57M | $53M | $43M | $29M | $27M | · | $27M | $20M | $14M | · | $17M | |
| Current Liabilities | $1.48B | $619M | $404M | $451M | $272M | $280M | $221M | $153M | $109M | $93M | · | $83M | $67M | $56M | · | $67M | |
| Capital Leases | $169M | $152M | $143M | $144M | $72M | $60M | $9M | $10M | $10M | $10M | · | $3M | $3M | $3M | · | $4M | |
| Deferred Tax | $31M | $24M | $29M | $31M | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $9M | $13M | $12M | $6M | $1M | $2M | $0 | $0 | $22.0K | $21.0K | · | $5.0K | $14.0K | $84.0K | · | $249.0K | |
| Total Liabilities | $3.30B | $1.82B | $1.61B | $1.65B | $1.31B | $342M | $231M | $162M | $119M | $104M | · | $85M | $70M | $64M | · | $72M | |
| Common Stock | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $22.0K | $22.0K | $22.0K | $22.0K | $21.0K | · | $21.0K | $21.0K | $21.0K | · | $21.0K | |
| Retained Earnings | $-292M | $-206M | $-114M | $-134M | $-150M | $-193M | $-242M | $-268M | $-344M | $-357M | · | $-369M | $-362M | $-355M | · | $-334M | |
| AOCI | $-46M | $-4M | $2M | $921.0K | $822.0K | $-164.0K | $-324.0K | $229.0K | $-168.0K | $-162.0K | · | $-133.0K | $-258.0K | $-111.0K | · | $-462.0K | |
| Stockholders' Equity | $324M | $446M | $541M | $581M | $563M | $549M | $477M | $440M | $362M | $344M | $344M | $329M | $320M | $313M | $312M | $311M | |
| Liabilities + Equity | $3.63B | $2.27B | $2.15B | $2.23B | $1.88B | $892M | $708M | $602M | $480M | $448M | · | $414M | $390M | $376M | · | $383M |
Flusso di cassa
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $29M | $22M | $18M | $18M | $10M | $8M | $6M | $4M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $42M | $37M | $34M | $40M | $36M | $25M | $24M | $25M | $24M | $19M | $18M | $17M | $17M | $14M | $12M | $11M | |
| Deferred Tax | $-9M | $-14M | $-3M | $862.0K | $-9M | $-890.0K | $-7M | $-54M | $1.0K | $-1.0K | $17.0K | $-10.0K | $-69.0K | $49.0K | $-214.0K | $-122.0K | |
| Amort. of Intangibles | $19M | $12M | $10M | $9M | $3M | $2M | $1M | $900.0K | $800.0K | $700.0K | $700.0K | $800.0K | $1M | $1M | $1M | $1M | |
| Restructuring | $0 | $28M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $137M | · | · | · | $27M | · | · | · | $-7M | · | · | · | $3M | · | · | |
| Operating Cash Flow | $-36M | $89M | $61M | $149M | $-19M | $109M | $86M | $85M | $54M | $26M | $22M | $25M | $17M | $9M | $-7M | $6M | |
| CapEx | $32M | $36M | $64M | $69M | $50M | $59M | $27M | $6M | $6M | $14M | · | · | · | · | · | · | |
| Investing Cash Flow | $85M | $-15M | $-84M | $-887M | $-21M | $-33M | $-17M | $-10M | $-4M | $13M | $21M | $-31M | $2M | $-4M | $6M | $-3M | |
| Stock Repurchased | · | · | $80M | $9M | $0 | $0 | $5M | $30M | $20M | $28M | $2M | $0 | $0 | $0 | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | $0 | · | · | · | $-28M | · | · | · | · | · | · | |
| Financing Cash Flow | $342M | $-78M | $-98M | $-39M | $889M | $-23M | $-14M | $-39M | $-25M | $-30M | $-4M | $-2M | $-3M | $-3M | $-10M | $-494.0K | |
| Net Change in Cash | $388M | $-6M | $-117M | $-779M | $850M | $54M | $55M | $36M | $24M | $9M | $39M | $-7M | $17M | $2M | $-11M | $3M | |
| Taxes Paid | $4M | $-7M | · | · | $23M | $360.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $53M | · | · | · | $50M | · | · | · | · | · | · | · | · | · | · |
Redditività
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 63.8% | 65.2% | · | 73.8% | 76.4% | 73.5% | · | 79.2% | 81.3% | 82.4% | · | 82.6% | 81.8% | 80.4% | · | 79.0% | |
| Operating Margin | -12.9% | -12.9% | · | 2.0% | 4.9% | 9.9% | · | 5.6% | 3.5% | 3.6% | · | -3.8% | -4.4% | -5.9% | · | -13.8% | |
| Net Margin | -11.5% | -15.2% | · | 2.6% | 7.8% | 8.4% | · | 18.8% | 4.2% | 4.0% | · | -3.3% | -3.4% | -5.3% | · | -13.0% | |
| Pretax Margin | -12.3% | -16.7% | · | 2.0% | 6.0% | 10.3% | · | 5.9% | 4.2% | 4.5% | · | -3.0% | -3.5% | -5.1% | · | -13.0% | |
| EBITDA Margin | -12.9% | -9.3% | · | 2.0% | 4.9% | 11.3% | · | 5.6% | 3.5% | 4.6% | · | -3.8% | -4.4% | -4.8% | · | -13.8% | |
| ROA | -3.1% | -5.8% | · | 1.1% | 3.6% | 7.4% | · | 14.9% | 3.1% | 2.7% | · | -1.9% | -1.9% | -2.6% | · | -4.7% | |
| ROE | -19.5% | -18.5% | · | 3.1% | 9.2% | 11.1% | · | 19.7% | 3.9% | 3.4% | · | -2.4% | -2.2% | -3.1% | · | -5.7% | |
| ROIC | -27.9% | -15.9% | · | 2.6% | 6.1% | 8.6% | · | 16.3% | 3.0% | 2.6% | · | -2.9% | -2.9% | -3.7% | · | -6.4% |
Liquidità e Solvibilità
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.7 | · | 1.9 | 5.0 | 1.6 | · | 2.1 | 2.7 | 2.8 | · | 3.0 | 3.5 | 4.0 | · | 3.5 | |
| Quick Ratio | 0.7 | 0.6 | · | 0.8 | 4.1 | 1.0 | · | 1.1 | 1.2 | 1.1 | · | 0.7 | 1.0 | 0.9 | · | 0.9 |
Efficienza
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.4 | · | 0.4 | 0.5 | 0.9 | · | 0.8 | 0.7 | 0.7 | · | 0.6 | 0.5 | 0.5 | · | 0.4 | |
| Inventory Turnover | 2.4 | 2.7 | · | 2.0 | 1.4 | 2.9 | · | 2.4 | 1.9 | 1.9 | · | 1.8 | 1.8 | 2.3 | · | 1.8 | |
| Receivables Turnover | 4.0 | 8.1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Per Azione
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $3.25 | $2.66 | · | $2.41 | $2.12 | $2.38 | · | $1.71 | $1.34 | $1.21 | · | $1.08 | $1.00 | $0.92 | · | $0.71 | |
| Cash Flow / Share | · | $0.39 | · | · | · | $0.44 | · | · | · | $0.11 | · | · | · | $0.05 | · | · | |
| EPS (TTM) | $-0.63 | $-0.09 | · | $0.53 | $0.79 | $0.68 | · | $0.44 | $0.08 | $-0.01 | · | $-0.17 | $-0.22 | $-0.29 | · | $-0.38 |
Valutazione (TTM)
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.58B | $2.37B | · | $2.21B | $2.01B | $1.78B | · | $1.24B | $1.07B | $959M | · | $793M | $711M | $616M | · | $444M | |
| Net Income TTM | $-142M | $-13M | · | $134M | $194M | $164M | · | $101M | $18M | $-2M | · | $-36M | $-47M | $-59M | · | $-86M | |
| P/E | -55.0 | -230.7 | · | 107.0 | 63.1 | 43.5 | · | 41.9 | 252.4 | -1547.0 | · | -37.0 | -42.7 | -34.2 | · | -14.7 | |
| Earnings Yield | -1.8% | -0.43% | · | 0.93% | 1.6% | 2.3% | · | 2.4% | 0.40% | -0.06% | · | -2.7% | -2.3% | -2.9% | · | -6.8% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $2.35B | $1.48B | $872M | $527M | $272M |
| Margine Lordo % | 73.8% | 79.5% | 82.0% | 77.6% | 75.2% |
| Margine Operativo % | 4.5% | 4.2% | -3.4% | -13.0% | -42.3% |
| Utile netto | $128M | $126M | $-24M | $-66M | $-108M |
| EPS Diluito | $0.51 | $0.53 | $-0.11 | $-0.32 | $-0.58 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 1.9 | 1.8 | 3.0 | 4.5 | 3.4 |
| Quick Ratio | 0.6 | 1.0 | 1.2 | 1.1 | 1.0 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $57M | $198M | · | · | · |
Proprietari istituzionali (13F) 601 filer · $8.7B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 169 (+74 vs trimestre precedente) | 60 (-63 vs trimestre precedente) | 191 (+14 vs trimestre precedente) | 151 (-6 vs trimestre precedente) | +8.9M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $995.150.830 | 28.703.514 | 11,48% | Azioni |
| VANGUARD GROUP INC | $679.456.374 | 20.925.666 | 7,84% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $469.421.399 | 13.539.700 | 5,41% | Opzione Call |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $366.091.416 | 10.559.314 | 4,22% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $330.799.783 | 9.541.384 | 3,82% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $312.199.883 | 9.004.900 | 3,60% | Opzione Put |
| STATE STREET CORP | $282.411.384 | 8.145.699 | 3,26% | Azioni |
| MORGAN STANLEY | $247.977.138 | 7.152.498 | 2,86% | Azioni |
| CITADEL ADVISORS LLC | $210.370.626 | 6.067.800 | 2,43% | Opzione Call |
| Divisadero Street Capital Management, LP | $208.349.538 | 6.009.505 | 2,40% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $197.024.228 | 5.681.832 | 2,27% | Azioni |
| GOLDMAN SACHS GROUP INC | $179.377.886 | 5.173.865 | 2,07% | Azioni |
| JANE STREET GROUP, LLC | $173.024.102 | 4.990.600 | 2,00% | Opzione Call |
| JPMORGAN CHASE & CO | $159.475.865 | 4.766.781 | 1,84% | Azioni |
| FMR LLC | $149.888.528 | 4.323.292 | 1,73% | Azioni |
| D. E. Shaw & Co., Inc. | $149.767.466 | 4.319.800 | 1,73% | Opzione Call |
| MARSHALL WACE, LLP | $146.229.983 | 4.217.767 | 1,69% | Azioni |
| JANE STREET GROUP, LLC | $137.619.098 | 3.969.400 | 1,59% | Opzione Put |
| CITADEL ADVISORS LLC | $108.329.882 | 3.124.600 | 1,25% | Opzione Put |
| BNP PARIBAS FINANCIAL MARKETS | $102.276.500 | 29.500 | 1,18% | Opzione Call |
| GOLDMAN SACHS GROUP INC | $94.756.577 | 2.733.100 | 1,09% | Opzione Put |
| UBS Group AG | $92.250.283 | 2.660.810 | 1,06% | Azioni |
| NORTHERN TRUST CORP | $89.943.583 | 2.594.277 | 1,04% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $85.072.795 | 2.453.787 | 0,98% | Azioni |
| CLEAR STREET LLC | $83.581.850 | 1.676.667 | 0,96% | Azioni |
| WOLVERINE TRADING, LLC | $82.809.384 | 1.400.700 | 0,96% | Opzione Call |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $81.345.597 | 2.346.282 | 0,94% | Azioni |
| BANK OF AMERICA CORP /DE/ | $80.166.472 | 2.312.272 | 0,92% | Azioni |
| CITIGROUP INC | $70.896.683 | 2.044.900 | 0,82% | Opzione Call |
| PRINCIPAL FINANCIAL GROUP INC | $57.797.421 | 1.667.073 | 0,67% | Azioni |
| Cubist Systematic Strategies, LLC | $55.568.584 | 979.700 | 0,64% | Opzione Call |
| VANGUARD FIDUCIARY TRUST CO | $52.776.373 | 1.522.249 | 0,61% | Azioni |
| WOLVERINE TRADING, LLC | $49.252.872 | 833.100 | 0,57% | Opzione Put |
| Bank of New York Mellon Corp | $46.220.159 | 1.333.146 | 0,53% | Azioni |
| Toroso Investments, LLC | $41.892.794 | 1.290.200 | 0,48% | Opzione Call |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $37.723.388 | 1.129.781 | 0,44% | Azioni |
| FRANKLIN RESOURCES INC | $35.801.594 | 1.032.639 | 0,41% | Azioni |
| Point72 Asset Management, L.P. | $35.692.765 | 1.029.500 | 0,41% | Opzione Put |
| JANE STREET GROUP, LLC | $34.686.780 | 1.000.484 | 0,40% | Azioni |
| Clear Street Group Inc. | $34.320.284 | 989.913 | 0,40% | Azioni |
| Marex Group Ltd | $33.760.641 | 973.771 | 0,39% | Azioni |
| BARCLAYS PLC | $29.851.079 | 861.006 | 0,34% | Azioni |
| TUDOR INVESTMENT CORP ET AL | $29.746.860 | 858.000 | 0,34% | Opzione Call |
| CITADEL ADVISORS LLC | $29.363.271 | 846.936 | 0,34% | Azioni |
| NATIONAL BANK OF CANADA /FI/ | $29.016.602 | 836.955 | 0,33% | Azioni |
| BANK OF MONTREAL /CAN/ | $28.984.120 | 836.000 | 0,33% | Opzione Put |
| PEAK6 LLC | $28.602.750 | 825.000 | 0,33% | Opzione Put |
| Man Group plc | $28.543.811 | 823.300 | 0,33% | Opzione Call |
| Man Group plc | $28.543.811 | 823.300 | 0,33% | Opzione Put |
| IMC-Chicago, LLC | $27.372.416 | 789.513 | 0,32% | Azioni |
Attivisti e proprietari del 5%+ 4 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Andrew Dudum ×5 depositi | 31 Agosto 2026 | 9,40% | Modifica | · | SEC |
| Institutional Venture Management XV, LLC (2), Institutional Venture Partners XV, L.P. (2), Institutional Venture Partners Executive Fund XV, L.P. (2), Institutional Venture Management XVI, LLC (2), Institutional Venture Partners XVI, L.P. (2), Todd C. Chaffee (2), Norman A. Fogelsong (2), Stephen J. Harrick (2), J. Sanford Miller (2), Dennis B. Phelps (2), Eric Liaw (2), Somesh Dash (2), Jules A. Maltz (2) ×4 depositi | 22 Maggio 2024 | · | Deposito iniziale | · | SEC |
| Redpoint Ventures VI, LLC (2), Redpoint Ventures VI, L.P. (2), Redpoint Associates VI, LLC (2) ×2 depositi | 06 Marzo 2023 | · | Deposito iniziale | · | SEC |
| Forerunner Ventures GP III, LLC (2), Forerunner Builders II, L.P. (2), Forerunner Partners III, L.P. (2), Kirsten Green (2), Eurie Kim (2) ×2 depositi | 01 Marzo 2023 | · | Deposito iniziale | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Insider aziendali 25 insider · 11 dirigenti · 15 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Andrew Dudum | Chief Executive Officer | 27 Agosto 2026 J | 103.406 | 0 | 0 | $0 |
| Oluyemi Okupe | Chief Financial Officer | 01 Ottobre 2026 S | 234.527 | 0 | 20 | $-9.685.536 |
| Spencer Lee | Chief Financial Officer | 15 Settembre 2021 M | 61.935 | 0 | 0 | $0 |
| Michael Chi | Chief Operating Officer | 15 Settembre 2026 S | 456.660 | 0 | 4 | $-3.746.904 |
| Nader Kabbani | Chief Operating Officer | 19 Maggio 2025 A | · | 0 | 0 | $0 |
| Melissa Baird | Chief Operating Officer | 12 Maggio 2025 M | 805.083 | 0 | 0 | $0 |
| Soleil Boughton | Chief Legal Officer | 14 Ottobre 2026 S | 297.348 | 0 | 11 | $-1.975.412 |
| Mohamed Elshenawy | CTO | 15 Settembre 2026 S | 185.556 | 0 | 2 | $-1.172.074 |
| Deborah M. Autor | Chief Policy Officer | 18 Agosto 2026 S | 48.961 | 0 | 2 | $-726.080 |
| Irene Becklund | PAO | 14 Agosto 2026 M | 13.985 | 0 | 4 | $-815.797 |
| Carroll Patrick Harrison | Chief Medical Officer | 14 Agosto 2026 M | 197.847 | 0 | 2 | $-1.198.281 |
| Kare Schultz | Direttore | 14 Agosto 2026 M | 26.020 | 0 | 0 | $0 |
| Christopher D Payne | Direttore | 14 Agosto 2026 M | 34.863 | 0 | 0 | $0 |
| David B Wells | Direttore | 14 Agosto 2026 M | 229.808 | 1 | 0 | $1.173.216 |
| Garcia Andrea G Perez | Direttore | 12 Agosto 2026 A | 83.822 | 0 | 1 | $-97.925 |
| Kofi Owusu Amoo-Gottfried | Direttore | 12 Agosto 2026 A | · | 0 | 0 | $0 |
| Delos M. Cosgrove | Direttore | 12 Agosto 2026 A | 67.995 | 0 | 0 | $0 |
| Anja Manuel | Direttore | 12 Agosto 2026 A | 38.671 | 0 | 0 | $0 |
| Christiane Pendarvis | Direttore | 11 Giugno 2026 M | 55.430 | 0 | 0 | $0 |
| Ambar Bhattacharyya | Direttore | 06 Giugno 2024 M | 90.985 | 0 | 0 | $0 |
| Alex Bard | Direttore | 06 Giugno 2024 M | 74.750 | 0 | 0 | $0 |
| Lynne Chou O'Keefe | Direttore | 06 Giugno 2024 M | 19.707 | 0 | 0 | $0 |
| Kristen Green | Direttore | 01 Giugno 2023 M | 45.248 | 0 | 0 | $0 |
| Jules A. Maltz | Direttore | 01 Giugno 2023 M | 46.522 | 0 | 0 | $0 |
| Jack Abraham | Proprietario del 10% | 14 Dicembre 2021 S | 7.171.203 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 42 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| RFG · Invesco Exchange-Traded Fund Trust | 1,09% | 116.856 SH | 23 Ottobre 2026 | Giornaliero |
| IHF · iShares Trust | 0,85% | 407.385 SH | 11 Settembre 2026 | Giornaliero |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,51% | 105.897 NS | 31 Luglio 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,44% | 231.345 SH | 19 Agosto 2026 | Giornaliero |
| NUSC · Nushares ETF Trust | 0,41% | 191.493 NS | 31 Luglio 2026 | N-PORT |
| IWO · iShares Trust | 0,39% | 2.031.476 SH | 11 Settembre 2026 | Giornaliero |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,38% | 209.111 SH | 19 Agosto 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,23% | 1.243.675 SH | 19 Agosto 2026 | Giornaliero |
| BKSE · BNY Mellon ETF Trust | 0,23% | 7.077 NS | 31 Luglio 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,20% | 2.808.065 SH | 19 Agosto 2026 | Giornaliero |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,20% | 342.551 SH | 19 Agosto 2026 | Giornaliero |
| IWM · iShares Trust | 0,19% | 5.517.743 SH | 11 Settembre 2026 | Giornaliero |
| RSSL · Global X Funds | 0,19% | 103.472 NS | 31 Luglio 2026 | N-PORT |
| ISCG · iShares Trust | 0,18% | 63.987 SH | 11 Settembre 2026 | Giornaliero |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,18% | 89.127 NS | 31 Luglio 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,17% | 23.451 NS | 31 Luglio 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,15% | 31.797 NS | 31 Luglio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,13% | 3.112 NS | 31 Luglio 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 88.303 NS | 31 Luglio 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,11% | 48.515 SH | 23 Ottobre 2026 | Giornaliero |
| VHT · VANGUARD WORLD FUND | 0,10% | 593.940 SH | 19 Agosto 2026 | Giornaliero |
| ESML · iShares Trust | 0,09% | 92.205 SH | 11 Settembre 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,09% | 4.861.017 SH | 19 Agosto 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 2.434.006 SH | 19 Agosto 2026 | Giornaliero |
| FHLC · FIDELITY COVINGTON TRUST | 0,08% | 93.866 NS | 31 Luglio 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 58.186 SH | 23 Ottobre 2026 | Giornaliero |
| WSML · iShares Trust | 0,05% | 12.586 SH | 11 Settembre 2026 | Giornaliero |
| RILA · Spinnaker ETF Series | 0,03% | 497 NS | 31 Luglio 2026 | N-PORT |
| IUSG · iShares Trust | 0,02% | 183.076 SH | 11 Settembre 2026 | Giornaliero |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 6.717.035 SH | 19 Agosto 2026 | Giornaliero |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 175.475 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 17.757 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,01% | 47.659 SH | 19 Agosto 2026 | Giornaliero |
| IYY · iShares Trust | 0,01% | 8.825 SH | 10 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,01% | 277.302 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,01% | 56.784 SH | 11 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,01% | 6.004 NS | 31 Luglio 2026 | N-PORT |
| IJH · iShares Trust | · | 7.436.599 SH | 11 Settembre 2026 | Giornaliero |
| IJK · iShares Trust | · | 1.228.133 SH | 11 Settembre 2026 | Giornaliero |
| XJH · iShares Trust | · | 29.067 SH | 08 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 9.005 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 144.512 SH | 11 Settembre 2026 | Giornaliero |
HIMS Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
13 analisti · 2026-10-24Target medio $31.15 +12,4%
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| HIMS | · | 63.7 | 59.0% | 5.5% | 23.3% | 73.8% |
| LH | $20.62B | 24.0 | 7.2% | 6.3% | 10.3% | 28.8% |
| BTSG | $7.20B | 43.0 | 28.2% | 1.5% | 10.8% | 11.8% |
| DVA | $7.79B | 11.5 | 6.5% | 5.5% | -281.8% | · |
| HNGE | $0 | -6.0 | 50.6% | -89.9% | -299.8% | 79.7% |
| CHE | · | 23.3 | 4.1% | 10.5% | 24.4% | · |
| RDNT | $5.28B | -285.4 | 11.5% | -0.91% | -1.9% | · |
| BLLN | $0 | 584.6 | 100.0% | 2.4% | 6.5% | 68.3% |
| LFST | $2.73B | · | 13.9% | 0.68% | 0.65% | · |
| OPCH | $5.00B | 25.1 | 13.0% | 3.7% | 15.4% | 19.3% |
| CVS | $100.87B | 57.1 | 7.8% | 0.44% | 2.4% | · |
Ultime notizie Notizie recenti che menzionano questa società
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