Forget Hims.
Its CEO Dumped 436,000 Shares Before a 1,266% Earnings Miss
Here Is the Profitable Healthcare Stock to Own Instead Quick Read – Hims & Hers (HIMS) reported Q1 2026 EPS of -$0.40 versus $0.03 consensus, a net loss of $92.11M, gross margin compression to 65% from 73%, and a collapsing 7% adjusted EBITDA margin, with the core U.S. business contracting 8% year over year. Doximity (DOCS) delivered $185.05M revenue up 9.8% with a 60.2% adjusted EBITDA margin and $61.56M net income, serving 1M+ quarterly active prescribers while growing AI products 50% quarter over quarter. – Hims’ GLP-1 churn and consumer-dependent business model produced a 1,266% earnings miss with insider selling and mounting convertible debt, while Doximity’s physician platform network generates sustainable cash flow and is returning capital via a $500M share repurchase authorization. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Doximity wasn’t one of them. Get them here FREE.
Hims & Hers (NYSE:HIMS) is dominating headlines this week because the GLP-1 darling just delivered one of the ugliest quarters in the telehealth sector’s short history, and bargain hunters are circling the wreckage. But here’s what you should actually be watching. The Q1 2026 release on May 11, 2026 was a fracture.