The Honest Company, Inc.

The Honest Company, Inc.

HNSTยทNASDAQ

$3.31

-2.1%
Consumer CyclicalSpecialty Retail

The Honest Company, Inc. manufactures and sells diapers and wipes, skin and personal care, and household and wellness products. The company also offers baby clothing and nursery bedding products. It sells its products through digital and retail sales channels, such as its website and third-party ecommerce sites, as well as brick and mortar retailers. The company was incorporated in 2012 and is headquartered in Los Angeles, California.

At a Glance

Live Snapshot
Market Cap$364.36M
EPS-0.1400
P/E Ratio-23.64
Earnings Date08/05/2026
hnst

The Honest Company, Inc. Street Expectations Map

HNST ยท NASDAQ

Wall Street analysts project that HNST stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 3.80, with estimates ranging from a low of 3.40 to a high of 4.00.

Lowest Target
3.40
2.72%
Consensus Target
3.80
14.80%
Highest Target
4.00
20.85%

The consensus 1-year price target stands at 3.80, with estimates ranging from a low of 3.40 to a high of 4.00.

Analyst Consensus Analysis

Upside Potential

+14.8%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

15.8% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

hnst

The Honest Company, Inc. Forward Estimates of Revenue

HNST ยท NASDAQ
Latest Revenue
371.32M
FY 2025
Avg Estimate
342.46M
FY 2026
Estimate Range
326.36M - 364.50M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

hnst

The Honest Company, Inc. Forward Estimates of Net Income

HNST ยท NASDAQ
Latest Net Income
-15.69M
FY 2025
Avg Estimate
3.90M
FY 2026
Estimate Range
847.28K - 15.25M
Analyst Spread

Forward Growth Analysis

Projected Growth+124.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread370%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

hnst

The Honest Company, Inc. Forward Estimates of EPS

HNST ยท NASDAQ
Latest EPS
-0.14
FY 2025
Avg Estimate
$0.07
FY 2026
Estimate Range
$0.01 - $0.15
Analyst Spread

Forward Growth Analysis

Projected Growth+148.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread212%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

hnst

The Honest Company, Inc. Forward Estimates of EBIT

HNST ยท NASDAQ
Latest EBIT
-12.50M
FY 2025
Avg Estimate
-30.75M
FY 2026
Estimate Range
-32.73M - -29.31M
Analyst Spread

Forward Growth Analysis

Projected Growth-146.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

hnst

The Honest Company, Inc. Forward Estimates of EBITDA

HNST ยท NASDAQ
Latest EBITDA
-2.95M
FY 2025
Avg Estimate
-24.58M
FY 2026
Estimate Range
-26.16M - -23.42M
Analyst Spread

Forward Growth Analysis

Projected Growth-732.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

hnst

The Honest Company, Inc. Forward Estimates of SG&A Expense

HNST ยท NASDAQ
Latest SG&A Expense
130.71M
FY 2025
Avg Estimate
137.76M
FY 2026
Estimate Range
131.29M - 146.63M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

hnst

The Honest Company, Inc. Insider Positioning

HNST ยท NASDAQ

During the last 12 months, insiders have sold $2.93M worth of HNST shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

198.3K

617.20K

Net Activity

-617K

-$617K

3-6 Months

Bought

0

0.00

Sold

430.8K

1.23M

Net Activity

-1.2M

-$1.23M

6-9 Months

Bought

0

0.00

Sold

168.5K

437.62K

Net Activity

-438K

-$438K

9-12 Months

Bought

0

0.00

Sold

177.6K

649.70K

Net Activity

-650K

-$650K

Top Buyers

No buying activity

Top Sellers

1
VC

Vernon Carla

Director, Officer: Chief Executive Officer

574.6K sharesโ€ข5 transactions

$1.73M

2
WS

Winchell Stephen

Officer: Chief Innovation Officer

129.3K sharesโ€ข5 transactions

$378K

3
BK

Barton Katherine

Officer: Chief Growth Officer

74.5K sharesโ€ข5 transactions

$237K

4
SB

Sheehey Brendan

Officer: General Counsel

56.2K sharesโ€ข4 transactions

$170K

5
VKE

Von Kunssberg Etienne

Officer: Svp, Supply Chain

36.0K sharesโ€ข4 transactions

$104K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.93M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$617K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.