HIMS Classe A Hims & Hers Health, Inc. Class A Common Stock
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Sobre Hims & Hers Health, Inc. Class A Common Stock Visão geral da empresa 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 (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | HIMS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | -46.0média 5A ≈-0.6 | ≈-0.6 | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | HIMS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Bruta (TTM) | 68.4%média 5A ≈77.6% | ≈77.6% | 46.8% | Primeira linha | |
| Margem Operacional (TTM) | -6.0%média 5A ≈-10.0% | ≈-10.0% | 5.7% | Fraco | |
| Margem EBITDA (TTM) | -2.6%média 5A ≈-8.5% | ≈-8.5% | 7.6% | Fraco | |
| Margem de Impostos Pré-Tributação (TTM) | -6.3%média 5A ≈-9.1% | ≈-9.1% | 4.3% | Fraco | |
| Margem de Lucro Líquido (TTM) | -5.5%média 5A ≈-8.2% | ≈-8.2% | 4.1% | Fraco | |
| ROA (TTM) | -5.2%média 5A ≈-6.3% | ≈-6.3% | 2.3% | Primeira linha | |
| ROE (TTM) | -32.0%média 5A ≈-1.7% | ≈-1.7% | 8.4% | Primeira linha | |
| ROIC | 20.2%média 5A ≈-4.4% | ≈-4.4% | 5.0% | Primeira linha |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | HIMS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Índice de liquidez corrente (MRQ) | 0.9média 5A ≈2.9 | ≈2.9 | 1.5 | Baixa liquidez | |
| Quick Ratio (Índice de Liquidez Seca) | 0.6média 5A ≈1.0 | ≈1.0 | 1.1 | Baixa liquidez |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | HIMS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 59.0%média 5A ≈74.1% | ≈74.1% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 64.5%média 5A ≈73.5% | ≈73.5% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 73.6% | · | · | · | |
| EPS YoY | -3.8% | · | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | 1.8% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | HIMS | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 1.6média 5A ≈1.7 | ≈1.7 | 0.8 | Primeira linha | |
| Inventory Turnover (Giro de Estoque) | 8.5média 5A ≈7.4 | ≈7.4 | 10.2 | Abaixo da média | |
| Receivables Turnover (Giro de Contas a Receber) | 122.9média 5A ≈150.9 | ≈150.9 | 10.6 | Primeira linha | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$961.4K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 10, 2026 | $-0.37 | $-0.01 | -2487.4% |
| 31 de Março de 2026 | Mai 11, 2026 | $-0.19 | $0.04 | -529.9% |
| 31 de Dezembro de 2025 | $0.08 | $0.05 | 71.3% | |
| 30 de Setembro de 2025 | $0.06 | $0.11 | -43.6% | |
| 30 de Junho de 2025 | $0.17 | $0.15 | 10.3% | |
| 31 de Março de 2025 | $0.20 | $0.12 | 62.2% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 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 | · | · |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 | · | · | · | · | · |
Lucratividade
| Métrica | Tendência | 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% | · | · |
Liquidez e Solvência
| Métrica | Tendência | 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 |
Eficiência
| Métrica | Tendência | 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 | · | · |
Por Ação
| Métrica | Tendência | 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 |
Taxas de Crescimento
| Métrica | Tendência | 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% | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 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% |
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 | · | · | · | · | · | · | · | · | · | · |
Lucratividade
| Métrica | Tendência | 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% |
Liquidez e Solvência
| Métrica | Tendência | 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 |
Eficiência
| Métrica | Tendência | 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 | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Por Ação
| Métrica | Tendência | 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 |
Avaliação (TTM)
| Métrica | Tendência | 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% |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $2.35B | $1.48B | $872M | $527M | $272M |
| Margem Bruta % | 73.8% | 79.5% | 82.0% | 77.6% | 75.2% |
| Margem Operacional % | 4.5% | 4.2% | -3.4% | -13.0% | -42.3% |
| Lucro líquido | $128M | $126M | $-24M | $-66M | $-108M |
| EPS Diluído | $0.51 | $0.53 | $-0.11 | $-0.32 | $-0.58 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 1.9 | 1.8 | 3.0 | 4.5 | 3.4 |
| Índice de Liquidez Seca | 0.6 | 1.0 | 1.2 | 1.1 | 1.0 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $57M | $198M | · | · | · |
Investidores institucionais (13F) 610 declarantes · $8.7B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 168 (+73 vs trimestre anterior) | 58 (-64 vs trimestre anterior) | 191 (+14 vs trimestre anterior) | 150 (-7 vs trimestre anterior) | +8.9M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $995.150.830 | 28.703.514 | 11,48% | Ações |
| VANGUARD GROUP INC | $679.456.374 | 20.925.666 | 7,84% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $469.421.399 | 13.539.700 | 5,41% | Opção de compra |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $366.091.416 | 10.559.314 | 4,22% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $330.799.783 | 9.541.384 | 3,82% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $312.199.883 | 9.004.900 | 3,60% | Opção de venda |
| STATE STREET CORP | $282.411.384 | 8.145.699 | 3,26% | Ações |
| MORGAN STANLEY | $247.977.138 | 7.152.498 | 2,86% | Ações |
| CITADEL ADVISORS LLC | $210.370.626 | 6.067.800 | 2,43% | Opção de compra |
| Divisadero Street Capital Management, LP | $208.349.538 | 6.009.505 | 2,40% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $197.024.228 | 5.681.832 | 2,27% | Ações |
| GOLDMAN SACHS GROUP INC | $179.377.886 | 5.173.865 | 2,07% | Ações |
| JANE STREET GROUP, LLC | $173.024.102 | 4.990.600 | 2,00% | Opção de compra |
| JPMORGAN CHASE & CO | $159.475.865 | 4.766.781 | 1,84% | Ações |
| FMR LLC | $149.888.528 | 4.323.292 | 1,73% | Ações |
| D. E. Shaw & Co., Inc. | $149.767.466 | 4.319.800 | 1,73% | Opção de compra |
| MARSHALL WACE, LLP | $146.229.983 | 4.217.767 | 1,69% | Ações |
| JANE STREET GROUP, LLC | $137.619.098 | 3.969.400 | 1,59% | Opção de venda |
| CITADEL ADVISORS LLC | $108.329.882 | 3.124.600 | 1,25% | Opção de venda |
| BNP PARIBAS FINANCIAL MARKETS | $102.276.500 | 29.500 | 1,18% | Opção de compra |
| GOLDMAN SACHS GROUP INC | $94.756.577 | 2.733.100 | 1,09% | Opção de venda |
| UBS Group AG | $92.250.283 | 2.660.810 | 1,06% | Ações |
| NORTHERN TRUST CORP | $89.943.583 | 2.594.277 | 1,04% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $85.072.795 | 2.453.787 | 0,98% | Ações |
| CLEAR STREET LLC | $83.581.850 | 1.676.667 | 0,96% | Ações |
| WOLVERINE TRADING, LLC | $82.809.384 | 1.400.700 | 0,96% | Opção de compra |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $81.345.597 | 2.346.282 | 0,94% | Ações |
| BANK OF AMERICA CORP /DE/ | $80.166.472 | 2.312.272 | 0,92% | Ações |
| CITIGROUP INC | $70.896.683 | 2.044.900 | 0,82% | Opção de compra |
| PRINCIPAL FINANCIAL GROUP INC | $57.797.421 | 1.667.073 | 0,67% | Ações |
| Cubist Systematic Strategies, LLC | $55.568.584 | 979.700 | 0,64% | Opção de compra |
| VANGUARD FIDUCIARY TRUST CO | $52.776.373 | 1.522.249 | 0,61% | Ações |
| WOLVERINE TRADING, LLC | $49.252.872 | 833.100 | 0,57% | Opção de venda |
| Bank of New York Mellon Corp | $46.220.159 | 1.333.146 | 0,53% | Ações |
| Toroso Investments, LLC | $41.892.794 | 1.290.200 | 0,48% | Opção de compra |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $37.723.388 | 1.129.781 | 0,44% | Ações |
| FRANKLIN RESOURCES INC | $35.801.594 | 1.032.639 | 0,41% | Ações |
| Point72 Asset Management, L.P. | $35.692.765 | 1.029.500 | 0,41% | Opção de venda |
| JANE STREET GROUP, LLC | $34.686.780 | 1.000.484 | 0,40% | Ações |
| Clear Street Group Inc. | $34.320.284 | 989.913 | 0,40% | Ações |
| Marex Group Ltd | $33.760.641 | 973.771 | 0,39% | Ações |
| BARCLAYS PLC | $29.851.079 | 861.006 | 0,34% | Ações |
| TUDOR INVESTMENT CORP ET AL | $29.746.860 | 858.000 | 0,34% | Opção de compra |
| CITADEL ADVISORS LLC | $29.363.271 | 846.936 | 0,34% | Ações |
| NATIONAL BANK OF CANADA /FI/ | $29.016.602 | 836.955 | 0,33% | Ações |
| BANK OF MONTREAL /CAN/ | $28.984.120 | 836.000 | 0,33% | Opção de venda |
| PEAK6 LLC | $28.602.750 | 825.000 | 0,33% | Opção de venda |
| Man Group plc | $28.543.811 | 823.300 | 0,33% | Opção de compra |
| Man Group plc | $28.543.811 | 823.300 | 0,33% | Opção de venda |
| IMC-Chicago, LLC | $27.372.416 | 789.513 | 0,32% | Ações |
Ativistas e proprietários de 5%+ 4 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Andrew Dudum ×5 declarações | 31 de Agosto de 2026 | 9,40% | Emenda | · | 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 declarações | 22 de Maio de 2024 | · | Declaração inicial | · | SEC |
| Redpoint Ventures VI, LLC (2), Redpoint Ventures VI, L.P. (2), Redpoint Associates VI, LLC (2) ×2 declarações | 6 de Março de 2023 | · | Declaração inicial | · | 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 declarações | 1 de Março de 2023 | · | Declaração inicial | · | 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.
Executivos da empresa 25 insiders · 11 diretores · 15 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Andrew Dudum | Chief Executive Officer | 27 de Agosto de 2026 J | 103.406 | 0 | 9 | $-11.030.315 |
| Oluyemi Okupe | Chief Financial Officer | 1 de Outubro de 2026 S | 234.527 | 0 | 22 | $-11.017.050 |
| Spencer Lee | Chief Financial Officer | 15 de Setembro de 2021 M | 61.935 | 0 | 0 | $0 |
| Michael Chi | Chief Operating Officer | 15 de Setembro de 2026 S | 456.660 | 0 | 5 | $-3.799.329 |
| Nader Kabbani | Chief Operating Officer | 19 de Maio de 2025 A | · | 0 | 0 | $0 |
| Melissa Baird | Chief Operating Officer | 12 de Maio de 2025 M | 805.083 | 0 | 0 | $0 |
| Soleil Boughton | Chief Legal Officer | 30 de Setembro de 2026 S | 300.809 | 0 | 11 | $-2.018.235 |
| Mohamed Elshenawy | CTO | 15 de Setembro de 2026 S | 185.556 | 0 | 2 | $-1.172.074 |
| Deborah M. Autor | Chief Policy Officer | 18 de Agosto de 2026 S | 48.961 | 0 | 2 | $-726.080 |
| Irene Becklund | PAO | 14 de Agosto de 2026 M | 13.985 | 0 | 4 | $-815.797 |
| Carroll Patrick Harrison | Chief Medical Officer | 14 de Agosto de 2026 M | 197.847 | 0 | 2 | $-1.198.281 |
| Kare Schultz | Conselheiro | 14 de Agosto de 2026 M | 26.020 | 0 | 0 | $0 |
| Christopher D Payne | Conselheiro | 14 de Agosto de 2026 M | 34.863 | 0 | 0 | $0 |
| David B Wells | Conselheiro | 14 de Agosto de 2026 M | 229.808 | 1 | 0 | $1.173.216 |
| Garcia Andrea G Perez | Conselheiro | 12 de Agosto de 2026 A | 83.822 | 0 | 1 | $-97.925 |
| Kofi Owusu Amoo-Gottfried | Conselheiro | 12 de Agosto de 2026 A | · | 0 | 0 | $0 |
| Delos M. Cosgrove | Conselheiro | 12 de Agosto de 2026 A | 67.995 | 0 | 0 | $0 |
| Anja Manuel | Conselheiro | 12 de Agosto de 2026 A | 38.671 | 0 | 0 | $0 |
| Christiane Pendarvis | Conselheiro | 11 de Junho de 2026 M | 55.430 | 0 | 0 | $0 |
| Ambar Bhattacharyya | Conselheiro | 6 de Junho de 2024 M | 90.985 | 0 | 0 | $0 |
| Alex Bard | Conselheiro | 6 de Junho de 2024 M | 74.750 | 0 | 0 | $0 |
| Lynne Chou O'Keefe | Conselheiro | 6 de Junho de 2024 M | 19.707 | 0 | 0 | $0 |
| Kristen Green | Conselheiro | 1 de Junho de 2023 M | 45.248 | 0 | 0 | $0 |
| Jules A. Maltz | Conselheiro | 1 de Junho de 2023 M | 46.522 | 0 | 0 | $0 |
| Jack Abraham | Detentor de 10% | 14 de Dezembro de 2021 S | 7.171.203 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 44 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| PTH · Invesco Exchange-Traded Fund Trust | 1,61% | 198.688 SH | 1 de Outubro de 2026 | Diário |
| RFG · Invesco Exchange-Traded Fund Trust | 1,04% | 115.876 SH | 1 de Outubro de 2026 | Diário |
| IHF · iShares Trust | 0,85% | 407.385 SH | 11 de Setembro de 2026 | Diário |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,51% | 105.897 NS | 31 de Julho de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,44% | 231.345 SH | 19 de Agosto de 2026 | Diário |
| NUSC · Nushares ETF Trust | 0,41% | 191.493 NS | 31 de Julho de 2026 | N-PORT |
| IWO · iShares Trust | 0,39% | 2.031.476 SH | 11 de Setembro de 2026 | Diário |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0,38% | 52.104 SH | 1 de Outubro de 2026 | Diário |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,38% | 209.111 SH | 19 de Agosto de 2026 | Diário |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,23% | 1.243.675 SH | 19 de Agosto de 2026 | Diário |
| BKSE · BNY Mellon ETF Trust | 0,23% | 7.077 NS | 31 de Julho de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,20% | 2.808.065 SH | 19 de Agosto de 2026 | Diário |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,20% | 342.551 SH | 19 de Agosto de 2026 | Diário |
| IWM · iShares Trust | 0,19% | 5.517.743 SH | 11 de Setembro de 2026 | Diário |
| RSSL · Global X Funds | 0,19% | 103.472 NS | 31 de Julho de 2026 | N-PORT |
| ISCG · iShares Trust | 0,18% | 63.987 SH | 11 de Setembro de 2026 | Diário |
| FNX · First Trust Exchange-Traded AlphaDE… | 0,18% | 89.127 NS | 31 de Julho de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,17% | 23.451 NS | 31 de Julho de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,15% | 31.797 NS | 31 de Julho de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,13% | 3.112 NS | 31 de Julho de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 88.303 NS | 31 de Julho de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,11% | 48.357 SH | 1 de Outubro de 2026 | Diário |
| VHT · VANGUARD WORLD FUND | 0,10% | 593.940 SH | 19 de Agosto de 2026 | Diário |
| ESML · iShares Trust | 0,09% | 92.205 SH | 11 de Setembro de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,09% | 4.861.017 SH | 19 de Agosto de 2026 | Diário |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 2.434.006 SH | 19 de Agosto de 2026 | Diário |
| FHLC · FIDELITY COVINGTON TRUST | 0,08% | 93.866 NS | 31 de Julho de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,07% | 59.914 SH | 1 de Outubro de 2026 | Diário |
| WSML · iShares Trust | 0,05% | 12.586 SH | 11 de Setembro de 2026 | Diário |
| RILA · Spinnaker ETF Series | 0,03% | 497 NS | 31 de Julho de 2026 | N-PORT |
| IUSG · iShares Trust | 0,02% | 183.076 SH | 11 de Setembro de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 6.717.035 SH | 19 de Agosto de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 175.475 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 17.757 SH | 19 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,01% | 47.659 SH | 19 de Agosto de 2026 | Diário |
| IYY · iShares Trust | 0,01% | 8.825 SH | 10 de Setembro de 2026 | Diário |
| ITOT · iShares Trust | 0,01% | 277.302 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,01% | 56.784 SH | 11 de Setembro de 2026 | Diário |
| TILT · FlexShares Trust | 0,01% | 6.004 NS | 31 de Julho de 2026 | N-PORT |
| IJH · iShares Trust | · | 7.436.599 SH | 11 de Setembro de 2026 | Diário |
| IJK · iShares Trust | · | 1.228.133 SH | 11 de Setembro de 2026 | Diário |
| XJH · iShares Trust | · | 29.067 SH | 8 de Setembro de 2026 | Diário |
| ISCB · iShares Trust | · | 9.005 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 144.512 SH | 11 de Setembro de 2026 | Diário |
HIMS Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
13 analistas · 2026-10-03Alvo médio $31.15 +7,4%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| HIMS | · | 63.7 | 59.0% | 5.5% | 23.3% | 73.8% |
| GH | $13.34B | -30.8 | 32.9% | -42.4% | 205.7% | · |
| 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% | · |
| CVS | $100.87B | 57.1 | 7.8% | 0.44% | 2.4% | · |
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