Stock Markets August 3, 2026 10:14 AM

Hims & Hers shares priced for a 14% swing ahead of Aug. 10 results

Options-implied move signals sizable volatility; historical earnings reactions have varied widely

By Avery Klein
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HIMS

Options pricing suggests Hims & Hers Health Inc. Class A shares could swing about 14% following the company’s planned earnings release on August 10 after the market close. Historical comparisons show mixed outcomes versus options-implied moves across the last eight reporting events, with some quarters producing far larger moves and others falling well short of expectations.

Hims & Hers shares priced for a 14% swing ahead of Aug. 10 results
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Key Points

  • Options-implied pricing currently suggests a roughly 14% move for Hims & Hers on the August 10 earnings release, measured from after the market close.
  • Across the last eight earnings reports, actual stock moves have frequently diverged from options-implied expectations, including both outsized rallies and steep declines.
  • These dynamics impact healthcare and consumer health equities directly, and also affect options and derivatives market participants who hedge around earnings events.

Hims & Hers Health Inc. Class A shares are being priced by options markets to move roughly 14% when the company reports quarterly results on August 10 after the market close, based on current options-implied volatility.

The company’s most recent eight earnings announcements demonstrate a wide range of actual stock reactions compared with what options signaled ahead of those reports. In three of those eight instances the stock moved by more than the options market had implied.

Details from the prior eight earnings dates are as follows:

  • May 11 - options implied a 13.3% move, while the stock fell 8.7%.
  • February 23 - options suggested a 15.2% move, and the stock declined 5.2%.
  • November 3, 2025 - options pointed to a 14.3% move, and the stock dropped 12.3%.
  • August 4, 2025 - options showed a 15% implied move, but the stock fell 3.7%.
  • May 5, 2025 - options indicated a 15.3% move, and the stock surged 76.1%.
  • February 24, 2025 - options suggested a 15.5% move, while the stock plunged 34.1%.
  • November 4, 2024 - options pointed to a 16% move, but the stock declined 5%.
  • August 5, 2024 - options showed a 16.7% implied move, and the stock fell 22.5%.

These outcomes illustrate substantial variability in the stock’s earnings-period behavior. Some quarters produced declines smaller than the options-implied figures, while others produced outsized moves in both directions, including a sharp 76.1% rally and a 34.1% plunge in separate reporting periods.

Investors considering positions around the August 10 release will be weighing the options market’s expectation of a roughly 14% swing against the company’s track record of unpredictable earnings reactions. Market participants who use options-implied moves as a guide should note that actual post-earnings performance has at times diverged materially from those expectations.


Context and implications

While the options market provides a forward-looking gauge of expected volatility for the earnings date, past instances show that the realized move can be either significantly larger or considerably smaller. That variability affects equity holders directly and has implications for derivatives traders and market makers who manage earnings-related risk.

Risks

  • Options-implied moves are not guarantees - past earnings have produced both much larger and much smaller stock reactions than options signaled (impacts equities and derivatives markets).
  • High historical variability around earnings introduces uncertainty for investors and traders positioning ahead of the August 10 report (impacts market participants and risk managers).
  • Because actual outcomes have diverged materially in several quarters, relying solely on implied volatility could lead to mispriced risk for those using options strategies (impacts options traders and market makers).

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