[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.9K followers Created: 2025-07-07 12:00:18 UTC Truist: $HIMS: Truist Card Data Trends Point to Revenues Likely In-Line to Slightly Below Cons in Q2 Analyst comments "In partnership with the Truist Securities' Data Science Team, we conducted a refresh of Truist Card Data for Hims & Hers (HIMS, Hold), and Roman Health Ventures (private) based on June 2025 data. Our analysis indicates HIMS' revenues likely to come in in-line to slightly below consensus. As we have noted in the past, unless HIMS exits Q2 at a much higher run-rate relative to its guide or the recent acquisition/upcoming acquisitions contribute materially to revenues this year, 2H ramp and full year guide are likely to be a stretch. We remain cautious as we see risks to HIMS' 2025 revenue guide. Reiterate Hold. Our Card Data Analysis Indicates 2Q25 Revenues Slightly Ahead of Guide Midpoint But In Line to Slightly Below Consensus. Our Truist Card Data suggests HIMS' 2Q25 revenues down X% sequentially in 2Q25. Based on these trends and average historical variance between Truist Card Data and HIMS' reported online revenues, we estimate HIMS 2Q25 revenues in range of $543-$550 mln which will be in the upper half of HIMS' quarterly guidance range of $530-$550 mln, but in-line to slightly below consensus of $XXX mln. According to our data, relative to our estimates, GLP-1 related revenues in Q2 trended slightly lower, while non-GLP-1 revenues seem largely line." Analyst Jailendra Singh XXXXX engagements  **Related Topics** [hims](/topic/hims) [$hims](/topic/$hims) [hims hers](/topic/hims-hers) [stocks consumer defensive](/topic/stocks-consumer-defensive) [Post Link](https://x.com/wallstengine/status/1942191945708638606)
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Wall St Engine @wallstengine on x 71.9K followers
Created: 2025-07-07 12:00:18 UTC
Truist: $HIMS: Truist Card Data Trends Point to Revenues Likely In-Line to Slightly Below Cons in Q2
Analyst comments "In partnership with the Truist Securities' Data Science Team, we conducted a refresh of Truist Card Data for Hims & Hers (HIMS, Hold), and Roman Health Ventures (private) based on June 2025 data. Our analysis indicates HIMS' revenues likely to come in in-line to slightly below consensus. As we have noted in the past, unless HIMS exits Q2 at a much higher run-rate relative to its guide or the recent acquisition/upcoming acquisitions contribute materially to revenues this year, 2H ramp and full year guide are likely to be a stretch. We remain cautious as we see risks to HIMS' 2025 revenue guide. Reiterate Hold. Our Card Data Analysis Indicates 2Q25 Revenues Slightly Ahead of Guide Midpoint But In Line to Slightly Below Consensus. Our Truist Card Data suggests HIMS' 2Q25 revenues down X% sequentially in 2Q25. Based on these trends and average historical variance between Truist Card Data and HIMS' reported online revenues, we estimate HIMS 2Q25 revenues in range of $543-$550 mln which will be in the upper half of HIMS' quarterly guidance range of $530-$550 mln, but in-line to slightly below consensus of $XXX mln. According to our data, relative to our estimates, GLP-1 related revenues in Q2 trended slightly lower, while non-GLP-1 revenues seem largely line."
Analyst Jailendra Singh
XXXXX engagements
Related Topics hims $hims hims hers stocks consumer defensive