Core Insights - The article emphasizes the importance of identifying deeply undervalued equities with long-term potential that are often overlooked by the market [1] Group 1: Investment Strategy - The focus is on managing investments since 1999, which provides a perspective across multiple market cycles [1] - The analyst has a background in Economics and is pursuing CFA certification, indicating a strong foundation in financial analysis [1] Group 2: Market Perspective - The article suggests that there are significant opportunities in the market for undervalued stocks that may not be recognized by the broader investment community [1]

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q4, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in HIMS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not r ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q4, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in HIMS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not r ...

2. 中远海能(01138)涨超4%， 定增落地提升未来运力规模，公司国际航运竞争战略价值凸显。 3. 大唐新能源(01798)跌超4%， 前九月发电量增超一成，三部门调整风力发电等增值税政策。 4. 老铺黄金(06181)跌超6%， 月内累计涨幅仍超10%。10月17日，老铺黄金发布预告，公司将于10月26 日进行产品价格调整。 点击蓝字，关注我们 今日上午港股 1. 蔚来-SW(09866)涨超4% ，10月17日下午，蔚来召开了一次内部会议，此次会议上，李斌再次表示， 四季度盈利目标必须实现。 4. 福特汽车(F.US)涨1.53%， 美国国家公路交通安全管理局(NHTSA)周五表示，由于安全带和后视摄像 头显示问题，福特将在美国召回近62.5万辆汽车。 5. 极兔速递-W(01519)涨超3%， 三季度包裹量超市场预期，反内卷政策推动下公司利润有望修复。 6. 京东健康(06618)涨超4%， 机构料药品销售贡献增强将利好公司整体毛利率。 7. 德林控股(01709)涨超3%， 德林控股公布，拟向比特大陆收购2995台BM矿机，强化公司比特币挖矿业 务。 8. 三花智控(02050)涨超6%， 10月 ...

Market Overview - Wall Street experienced a decline from record highs due to renewed tariff threats from President Trump against China, impacting investor sentiment and leading to a selloff in export-sensitive and financial stocks [2] - Concerns regarding regional bank credit, particularly bad loans reported by Zions Bancorp and Western Alliance Bancorp, contributed to the market downturn [2][10] - The Federal Reserve faced pressure as Trump's rhetoric towards Chair Jerome Powell raised concerns about political interference in monetary policy, while uncertainty over the U.S. government shutdown affected economic outlooks [3] Bullish Stocks - Stellantis N.V. announced a $13 billion investment over four years to expand its U.S. manufacturing footprint by 50%, which resulted in a surge in its stock price [5] - Papa John's International shares rose following a new takeover offer from Apollo Global Management at $64 per share, although the deal's completion remains uncertain [6] - Oklo Inc. saw its stock soar nearly 700% year-to-date as it aims to deploy micro-nuclear reactors for U.S. military bases under the Pentagon's Project Janus initiative, despite facing regulatory challenges and having no commercial revenue [7] Bearish Stocks - U.S. semiconductor stocks, including NVIDIA, Micron, and Intel, fell sharply due to escalating trade tensions with China, exacerbated by Micron's exit from China's data center market following a ban on its products [8] - Shares of Eli Lilly, Novo Nordisk, and Hims & Hers Health declined after President Trump indicated that prices for "fat-loss drugs" would decrease significantly, leading to a selloff in GLP-1 therapy manufacturers [9] - Regional bank stocks, particularly Zions Bancorp and Western Alliance Bancorp, experienced their worst drop since April, with Zions disclosing a $60 million provision for troubled loans and Western Alliance facing a lawsuit for alleged fraud [10][11]

智通财经APP获悉，周五，减肥药公司股价下跌，礼来(LLY.US)跌约2%；而销售低价配制版GLP-1的 Hims & Hers Health(HIMS.US)股价更大跌超15%。此前美国总统特朗普表示，其政府目标是将热门GLP- 1减肥药的品牌定价压低至每月150美元，远低于当前动辄超千美元的标价。 目前礼来及诺和诺德通过直销网站提供约月500美元的折扣版；Hims & Hers等远程医疗平台则提供配制 版，每月130-200美元不等。 特朗普表示："同一款药在伦敦一个月只要88至130美元，在纽约却要1300美元。将来你付150，我们也 付150，价格要一样。"当被追问指的是哪款药时，特朗普回答是热门减肥药Ozempic。 不过，美国医疗保险与医疗补助服务中心(CMS)署长Mehmet Oz当场澄清称，政府尚未与药企就GLP-1 议价达成协议，"我们还没谈妥，这一类药还没谈到"。此前一周，Oz表示政府正与减肥药厂商"进行大 量谈判"。 礼来与诺和诺德均是此前收到特朗普政府来函的17家大型药企之一，信件要求这些药商将美国药价与其 他发达国家对齐。辉瑞(PFE.US)和阿斯利康(AZN.US)已签署政府倡议达 ...

Core Insights - Hims & Hers Health Inc has announced its expansion into menopause-related treatments, targeting a large and underserved market [1] - The initial positive market reaction is beginning to fade, indicating potential volatility in stock performance [1] Company Summary - Hims & Hers Health Inc (NYSE: HIMS) is focusing on menopause-related treatments, which represents a significant opportunity within the healthcare sector [1] - The company is entering a market that has been largely neglected, suggesting potential for growth and increased revenue streams [1] Industry Summary - The menopause treatment market is characterized as large and underserved, highlighting a gap in existing healthcare offerings [1] - The expansion into this area may position Hims & Hers Health Inc favorably against competitors who have not yet addressed this demographic [1]

智通财经APP获悉，继周三大涨16%后，周五Hims&Hers Health(HIMS.US)跌超10%，两天累跌15%，一 举抹去此前涨幅。消息面上，此前该公司宣布，已为处于围绝经期和更年期的人群推出价格亲民的治疗 方案。此次更年期护理服务的推出，将该公司的业务范围拓展至激素替代疗法领域。Hims&Hers补充表 示，预计这一新专项服务将助力其"Hers"部门在明年实现年营收超10亿美元的目标。 ...

Core Insights - Hims & Hers Health, Inc. (HIMS) experienced a decline of 5.75% in its stock price, underperforming compared to the S&P 500's loss of 0.63% [1] - The company has shown a significant increase of 24.65% in its stock price over the past month, outperforming the Medical sector and the S&P 500 [1] Earnings Forecast - The upcoming earnings report is scheduled for November 3, 2025, with an expected EPS of $0.09, indicating a 50% increase from the same quarter last year [2] - Revenue is projected to reach $581.61 million, reflecting a 44.84% rise compared to the equivalent quarter last year [2] Annual Estimates - For the entire year, the Zacks Consensus Estimates predict earnings of $0.6 per share and revenue of $2.35 billion, representing increases of 122.22% and 59.03% respectively from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for Hims & Hers Health, Inc. are crucial as they reflect short-term business trends and analysts' confidence in the company's performance [4] Zacks Rank and Performance - The Zacks Rank system currently rates Hims & Hers Health, Inc. at 4 (Sell), with a recent decline of 0.28% in the consensus EPS estimate [6] - Historically, stocks rated 1 (Strong Buy) have delivered an average annual return of +25% since 1988 [6] Valuation Metrics - Hims & Hers Health, Inc. has a Forward P/E ratio of 105.22, significantly higher than the industry average of 40.64, indicating a premium valuation [7] - The company also has a PEG ratio of 4.29, compared to the industry average of 3.33, suggesting higher anticipated earnings growth relative to its price [8] Industry Context - The Medical Info Systems industry, to which Hims & Hers belongs, has a Zacks Industry Rank of 93, placing it in the top 38% of over 250 industries [8] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

Core Insights - Hims & Hers Health, Inc. (HIMS) is transforming healthcare delivery through a vertically integrated, technology-driven model that combines telemedicine, data infrastructure, and AI-enabled personalization [1][7] - The company has made significant investments in AI, appointing Mo Elshenawy to lead the development of advanced healthcare algorithms and diagnostic tools, supported by an $870 million convertible notes offering [2][7] - Recent product innovations include a digitally managed hormone therapy program for men and AI-guided care personalization for women's hormonal health, positioning Hims & Hers as a leader in consumer-centric healthcare [3][7] Financial Performance - Hims & Hers shares have increased by 159.6% year-to-date, significantly outperforming the industry growth of 30.4% [6] - The Zacks Consensus Estimate for HIMS' 2025 earnings per share indicates a 122.2% improvement from 2024 [8] Valuation Metrics - HIMS' forward 12-month price-to-sales (P/S) ratio is 5.3X, which is lower than the industry's average of 5.9X but higher than its three-year median of 2.5X [10] - The company currently holds a Zacks Rank 4 (Sell) [12]