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Chris Graebe
Hims & Hers’ Revenue Beat Came With a Profitability Problem
Authored by Jessica Mitacek. Publication Date: 8/12/2026.
Key Points
- Hims & Hers reported strong Q2 revenue growth, added subscribers and raised its full-year revenue outlook.
- Hims & Hers still posted a wider-than-expected loss as costs, restructuring charges and acquisition-related expenses pressured profitability.
- The Federal Trade Commission lawsuit, margin pressure and elevated short interest continue to weigh on Wall Street’s view of the stock.
- Special Report: The company SpaceX cannot operate without
After recently receiving the unwelcome news that Hims & Hers Health (NYSE: HIMS) was being sued by the U.S. Federal Trade Commission (FTC), California and Utah, investors were dealt another blow on Monday, Aug. 10.
The telehealth platform, which provides direct-to-consumer (D2C) personal care products and virtual medical services, reported its Q2 results, which included its second consecutive earnings miss and its fourth in the past five quarters.
Hims & Hers Sees Big Revenue Gain, Raises Full-Year Guidance
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Click here to learn this company's name for free todayOn a positive note, Hims & Hers saw accelerated revenue and subscriber growth in Q2. Q2 revenue of $753.21 million exceeded analyst expectations of $698.9 million, representing an increase of more than 38% year over year (YOY). Management raised its full-year 2026 revenue guidance to a range of $3.1 billion to $3.3 billion.
The company gained roughly 300,000 new subscribers, bringing its total to nearly 3 million. Additionally, Hims & Hers’ investment in AI is beginning to bear fruit. The company reported early benefits from its AI-native care platform, including a threefold increase in customer messaging, an approximately 50% reduction in nonclinical support tasks and lower cancellation rates in pilot cohorts. Management expects its AI investments to pay back within 12 to 18 months and support improved retention and cost efficiency.
The June acquisition of Australia-based Eucalyptus was also a major growth driver, with international revenue increasing more than 17-fold YOY to $131 million. Hims & Hers expects that figure to grow to at least $600 million for the full year as it expands its U.S. specialties—such as testosterone, sexual health and dermatology—into overseas markets. The acquisition, valued at up to $1.15 billion, targeted not only expansion into Australia and Japan but also a deeper presence in the United Kingdom, Germany, Ireland and Canada.
According to CFO Yemi Okupe’s comments on the earnings call, the company expects its testosterone segment to become its sixth U.S. specialty, reaching a $100 million annual revenue run rate. Hims & Hers also announced that Dr. Anant Vinjamoori joined the company in June as chief medical officer of the Hims brand, where he will guide clinical strategy. Meanwhile, the company’s network has grown to more than 1,600 providers across its global operations.
Earnings Continue to Be a Cause for Concern
Despite strong subscriber growth and 38% YOY revenue growth, the Q2 report had areas of concern. Namely, Q2 earnings per share (EPS) of negative 37 cents missed the consensus forecast of negative 5 cents and marked a notable YOY decline from Q2 2025’s EPS of 17 cents.
Notably, profitability and cash flow faced near-term pressure from the business mix and one-time costs, contributing to the stock’s after-hours decline. Adjusted gross margin fell to 64%, down approximately six percentage points from the previous quarter.
While branded GLP-1 weight-loss products and international revenue grew, Q2 free cash flow was negative $68 million. The company also incurred approximately $81 million in acquisition, restructuring and FTC-related legal costs.
Management also said international operations may remain near breakeven as it continues investing for scale. According to CEO Andrew Dudum, the company is “playing offense,” a strategy he expects to pay off in the long term. Dudum added that those moves—including the Eucalyptus acquisition and a strategic partnership with Novo Nordisk (NYSE: NVO), maker of the semaglutide brands Ozempic and Wegovy—are leveraging Hims & Hers’ leadership in digital telehealth platforms to deliver more value to customers at better prices, which is driving customer acquisition in turn.
Short-Term Hurdles Continue to Cloud Wall Street's Outlook
The FTC suit adds another potential source of financial pressure. Hims & Hers reported a Q2 net loss of $86.3 million, narrowing from a $92.1 million loss in Q1, while also recording $47.5 million in legal contingencies during the quarter.
Accordingly, Wall Street is exercising caution. HIMS currently carries a consensus Hold rating, with only four of the 16 analysts covering the stock assigning it a Buy rating. The average price target of $32.43 suggests limited upside from current levels, while institutional ownership has seen nearly equal inflows ($1.65 billion) and outflows ($1.34 billion) over the past year.
Meanwhile, the stock remains a favorite among the bears. The latest reported short interest now exceeds 30% of the float, or 61.4 million shares valued at $2.29 billion. Perhaps most concerning, insider trading has included just one buy in the past year, worth $1.17 million, compared with eight sales totaling more than $50 million.
The market will want the company to improve its profitability after Q2 produced a net loss equal to about 11% of revenue. Such an improvement could help stabilize the stock’s volatility. With a current beta of roughly 2.4, HIMS has historically been considerably more sensitive to broad-market moves than the overall market.
First Solar’s Profit Engine Faces a New Policy Test in Washington
By Peter Frank. Article Published: 8/10/2026.
Key Points
- First Solar remains one of the more profitable U.S. solar manufacturers, supported by strong margins and a large contracted backlog.
- First Solar reaffirmed 2026 guidance after Q2, but tariffs, trade policy and changing incentives remain major variables.
- First Solar’s valuation looks reasonable compared with many clean-energy names, but the stock still carries meaningful policy and demand risk.
- Special Report: The company SpaceX cannot operate without
First Solar (NASDAQ: FSLR) is proving it can turn the clean-energy buildout into real profit. What comes next, however, is harder to predict.
The company has moved beyond being a thematic bet on solar power. It has become a profitable manufacturer with hard numbers to support the narrative. First Solar has a deep contracted backlog, improving margins, and a growing role in U.S. clean-energy manufacturing.
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Click here to learn this company's name for free todayThe stock, however, trades well below its highs. It also carries real tariff and policy risks, along with the kind of volatility expected from a business whose fortunes are tied as much to the changing winds of Washington as to global solar demand.
Investors will want to weigh how well they understand both sides of that equation before moving forward.
First Solar Has Built a Strong Foundation
First Solar is not unique, but it has carved out a niche in domestically manufactured thin-film solar modules. As a result, it has positioned itself to benefit from U.S. clean-energy incentives rather than compete primarily on global commodity pricing. That strategy has led to rising earnings, a large order backlog, and significant investment in domestic production.
The most recent quarterly numbers show that the approach has worked. In the second quarter of 2026, First Solar posted net sales of $1.056 billion, up modestly from $1.04 billion in the first quarter but down slightly year-over-year.
Operating income climbed to $450.4 million from $361.6 million a year ago, while net income rose to $423 million from $342 million over the same period. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) totaled $644 million, compared with $560 million in the second quarter of 2025. Diluted earnings per share improved to $3.92 from $3.18, well above analyst expectations. The company's EBITDA margin expanded to 55% from 43% in the year-ago quarter.
Growth Momentum Faces New Questions
While the trajectory has been strong, maintaining that momentum could prove difficult. As of the end of the second quarter, First Solar carried a contracted backlog of 45.1 gigawatts through 2030, according to the company's CEO. That is an immense number, but it was down from an expected sales backlog of 64 GW a year earlier. Even so, the backlog gives investors concrete expectations for volume greater than those offered by most other solar companies. That has helped First Solar establish itself as one of the more credible growth stocks in the clean-energy sector.
Management has backed that confidence with capital investment. In late 2025, First Solar announced plans for a new 3.7 gigawatt manufacturing facility in the United States, with production expected to begin at the end of 2026 and ramp up through 2027.
Policy Risks Remain a Major Concern
The skeptical case, however, remains. In February 2026, First Solar forecast 2026 sales below analyst expectations and said it anticipated a tariff impact of $125 million to $135 million for the year.
That guidance was a reminder that policy matters. Some government initiatives are designed to protect the domestic industry, while others have the opposite effect. As a result, confidence in solar's future can change as quickly as the latest policy announcement.
Indeed, sentiment shifted again recently when the stock jumped after new federal trade measures targeted Chinese polysilicon imports. It was a move strongly supported by First Solar and the U.S. industry.
The company's guidance history has underscored the sector's inherent volatility. In July 2025, First Solar raised its full-year sales outlook to a range of $4.9 billion to $5.7 billion, up from the previous range of $4.5 billion to $5.5 billion, citing higher prices tied to tariffs on imported panels. Months later, however, the company lowered the high end of its guidance for net sales, operating income, and volume sold.
The company currently projects 2026 net sales of $4.9 billion to $5.2 billion and adjusted EBITDA of $2.6 billion to $2.8 billion.
Cash and Competition Bear Watching
The company also reported that net cash as of June 30 had fallen to $1.7 billion from $2.4 billion at year-end 2025. The decline resulted from seasonal working-capital needs and capital expenditures, primarily for its South Carolina finishing facility, the company said. First Solar now expects net cash to land between $1.7 billion and $2.3 billion this year.
Competition adds another layer of uncertainty. First Solar has built real advantages in thin-film technology and U.S.-based manufacturing. However, it still operates in a global solar market where pricing pressure can return quickly if overseas supply improves or demand softens.
Valuation Reflects Both Opportunity and Risk
Despite these challenges, First Solar's valuation keeps the stock worth watching.
Although down nearly 5% year-to-date, First Solar shares are up more than 30% over the past year.
Its price-to-earnings ratio of 15 could either signal investor concerns or represent an opportunity.
While analysts are split, the consensus rating is a Moderate Buy.
Of the 35 analysts following the stock, 20 recommend a Buy, 13 rate it a Hold, and two suggest it is time to Sell.
Currently trading around $250 per share, the 12-month price target sits just 2% above the current value.
The highest price target is $330, while the lowest is just $150. The company pays no dividend, so the investment thesis relies on share-price growth.
The Investment Case Rests on Policy
Investors who need steady income or want more security than policy swings allow are likely to look elsewhere.
For investors who believe in a clean-energy future, however, First Solar might be attractive for several reasons. It is a profitable, policy-supported company with a deep backlog, improving earnings, and strong analyst support. A new production facility could further strengthen its position. If the government, economy, and public remain supportive, there might still be real money to be made in the sector.
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