What move does the options market price into Hims & Hers Health's report?

Implied ±10.8%, either direction.

How often does Hims & Hers Health move more than the options market prices?

2 of the last 8 reports moved at least as far as the implied move.

HIMSNYSEServices-Offices & Clinics of Doctors of Medicine

Hims & Hers Health, Inc. (HIMS) earnings date, market-implied expected move, and options open interest by expiry

25.73

pre 26.05 +1.36%

Pre-market08:31 ETdelayed

Open25.75Volume10.8MMkt cap$5.9BEPS-0.61

Day25.75 – 26.4046%52-wk13.74 – 48.3436%

HIMS

Hims & Hers Health, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±10.8%implied · report alone

8Q avg ±9.4%·×1.15·rich

22.9228.48

straddle ±13.9%

spot 25.70exp Nov 13ATM strike 25.5ATM straddle 4.19IV 124%

Nov 3 closereport share · term structure

Expected move

Inputs

Next report

Nov 9

after close · in 5 days

est.Q3 FY26

Calendar

Next report

Last report

−3.97%

vs ±13.1% implied · ×0.30

shaded = implied · ▲▼ = realized

Aug 10 '26 · confirmed

Implied vs realized

Largest filed tie

filed ties

13F top-10 QoQ

+4.87%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

519 managers

Top fund weight

0.23%

HIMS weight · IWM

N-PORTJun 30 '26

5 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Hims & Hers Health (HIMS) is expected to report on Nov 9 after close (estimated date).

Implied vs realized

8 reports

2 of 8≥ implied

avg implied: ±15.1%
avg realized: ±9.4%

Nov 4 '24Nov 4 '24confirmed±16.4%▼−0.58%×0.04

Feb 24 '25Feb 24 '25confirmed±16.8%▼−22.32%×1.33

May 5 '25May 5 '25confirmed±16.7%▲+18.12%×1.09

Aug 4 '25Aug 4 '25confirmed±15.0%▼−12.36%×0.82

Q3 FY25Nov 3 '25confirmed±13.2%▼−3.60%×0.27

Q1 FY26Feb 23 '26confirmed±14.1%▼−0.32%×0.02

May 11 '26May 11 '26confirmed±15.2%▼−14.10%×0.93

Q2 FY26Aug 10 '26confirmed±13.1%▼−3.97%×0.30

quarterimplied−25%0+25%realized×

Q2 FY26±13.1%▼−3.97%×0.30

May '26±15.2%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 9 expiries · Nov 3 close

0.55OI · 9 expiries · Nov 3 closeP/C open interest · Nov 13 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

19,542+21%Nov 62d0.4048,818+16%0.40

report · Nov 9 · after close · est.

9,257+12%Nov 139d16,692+10%

44,984+4%Nov 2016d0.6964,8330%0.69

2,229+2%Nov 2723d0.544,104+24%0.54

5 later expiries

1,416+30%Dec 430d0.961,480+23%0.96

0—Dec 1137d—

ExpiryPutsCallsP/C

Nov 62d19,542+21%48,818+16%0.40

report · Nov 9 · after close · est.

Nov 139d9,257+12%16,692+10%0.55

Nov 2016d44,984+4%

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±13.9%

Funds 4

IWM±0.0%

MDY±0.0%

UWM±0.0%

VTI±0.0%

Dashed = straddleMethod 1 more fund Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

−11.46%as filednet margin · revenue +23.86% QoQ · +38.25% YoY

Revenue$753M+23.86%

Gross profit$481M63.83%+21.17%

Operating income−$97M−12.90%−24.09%

Pre-tax income−$93M+8.78%

Net income−$86M−11.46%+6.32%

Cost of revenue$272M+28.91%

Operating expenses$578M+21.65%

Tax−$6M+32.78%

Other income$5M+120.39%

Source: SEC filings · standardized · QE Jun 30 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 3 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 08:30 ET

Intraday

Event sensitivity

PCE ×1.21· ±4.9% vs ±4.1% · 19 releases

eventrelease day|move|up · n×base

PCEpersonal income & outlays±4.9%13 of 19×1.21

PPIproducer prices±4.6%3 of 10×1.13

FOMCrate decision±4.1%13 of 24×0.99

GDPgross domestic product±4.0%12 of 19×0.99

NFPjobs report±3.9%3 of 10×0.95

CPIconsumer prices±3.9%4 of 10×0.94

CPROFcorporate profits±3.3%8 of 12×0.81

Bar = avg |move| to ±5% · tick = ±4.1% avg day · ×base = |move| ÷ ±4.1% · min 6 releases

Earnings history

EPS -0.37 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 10 '26 · confirmed	-0.37	—
Q1 FY26	Feb 23 '26 · confirmed	-0.40	—
Q3 FY25	Nov 3 '25 · confirmed	0.06	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod