LIVE

HNST

The Honest Company, Inc.

HNST

NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $418.3M

$3.90

+2.63%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$2.07 - $5.28

P/E

-22.97

Fwd P/E

55.71

Beta

2.12

Div Yield

0.00%

Avg Vol

1.6M

Shares Out

112.5M

Mkt Cap

$418.3M

Price action

Price chart

Down 26.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Strong brand recognition built on transparency and non-toxic formulations
  • Omnichannel distribution combining direct-to-consumer e-commerce with major retail partnerships
  • Loyal customer base in premium baby care category with high repeat purchase rates
  • Vertically integrated supply chain and proprietary product formulations

Bear Case

2 risks

  • High volatility (beta 2.1). Larger-than-normal price swings expected.
  • High premium - requires strong execution

Growth

Turning profitable

Expansion of retail distribution partnerships and shelf space in major retailers

Value

High premium - requires strong execution

Momentum

Hot

+34.8% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of $0.01 vs $0.01 consensus (0.0% surprise). Revenue of $78.1M vs $76.2M expected (+2.4%). Beat on both top and bottom lines.

EPS beat 0.0%
Rev beat +2.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

0.0%

Next: May 5, 2026

Revenue trend · last 8Q

+11%

+13%

+0%

-7%

-12%

-20%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$93.0M

$99.2M

$99.8M

$97.3M

$93.5M

$92.6M

$88.0M

$78.1M

Margins · last 8Q

Gross

Operating

Profit

-0.1%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

1

33%

Sell

1

33%

Median Price Target

$4.00

+2.6% vs $3.90

Low $3.40
Median $4.00
High $4.00

Latest: Morgan Stanley · $3.40 · May 7, 2026

3 analysts covering

vs Industry

How HNST stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.