Core Insights - Hims & Hers has experienced significant growth in the telehealth market, with a stock increase of 449% since going public and 158% in the past year [1][2] - The company utilizes a subscription model that bypasses traditional insurance, allowing for direct delivery of medications to customers' homes [2][4] - Hims & Hers reported trailing-12-month revenue of $1.78 billion and aims to reach $2.3 billion by 2025 and $6.5 billion by 2030 [4][11][13] Business Model and Market Position - The subscription model has enabled Hims & Hers to dominate the telehealth prescription market, focusing on areas such as sexual health, hair loss, and mental health [2][4] - The company is expanding its offerings by partnering with Novo Nordisk to include the weight loss drug Wegovy in its marketplace [4][5] - Hims & Hers currently has 2.4 million active customers, with management identifying a potential market of over 100 million people [5] International Expansion - Hims & Hers is pursuing international growth through the proposed acquisition of competitor Zava, which serves 1.3 million active customers in Western Europe [7][8] - The acquisition is expected to enhance Hims & Hers' marketing capabilities and scale, facilitating entry into new markets [8][9] Financial Performance and Projections - The company reported a year-over-year sales growth of 111% last quarter, with projections to reach $2.3 billion in revenue by 2025 [11] - Hims & Hers aims for a profit margin of 20% by 2030, which could result in approximately $1.3 billion in annual earnings [13] - The current market capitalization is $12.3 billion, leading to a high price-to-earnings (P/E) ratio of 79, but potential for valuation adjustment as growth continues [12][13]

Core Viewpoint - Hims & Hers Health, Inc. has agreed to acquire ZAVA, a European digital health platform, with the deal expected to close in the second half of 2025, funded entirely in cash from the company's balance sheet [1]. Group 1: Acquisition Details - The acquisition will enhance Hims & Hers' presence in the UK and mark its entry into Germany, France, and Ireland, with plans for further market expansion [1][2]. - The deal is anticipated to be accretive by 2026, introducing a personalized dimension of digital health services across various health sectors [4]. Group 2: Market Impact - ZAVA serves over 1.3 million active customers and delivered nearly 2.3 million consultations in 2024 across the UK, Germany, France, and Ireland [3]. - The weight loss opportunity in ZAVA's existing markets is estimated to expand Hims & Hers' Total Addressable Market by $52.1 billion [6]. Group 3: Analyst Insights - Analysts view the acquisition positively, noting that Hims & Hers' existing solutions are well-suited for similar demographics in Europe, indicating potential for durable growth in international markets [5]. - Needham analysts have raised the price forecast for Hims & Hers stock from $61 to $65, estimating ZAVA's annual revenues to be around $100 million [5].

Company Overview - Hims & Hers Health, Inc. (HIMS) has announced its agreement to acquire ZAVA, a digital health platform in Europe, marking a significant step toward global expansion [1][3] - The acquisition is expected to close in the second half of 2025 and is anticipated to be accretive by 2026 [1][10] Expansion Plans - The deal will expand HIMS' footprint in the U.K. and officially launch the company into Germany, France, and Ireland, with more markets expected soon [1][2] - Hims & Hers plans to introduce a personalized dimension of digital health in Europe, providing tailored access to care across various health sectors [2] Market Position and Financials - Hims & Hers currently has a market capitalization of $12.25 billion and an earnings yield of 1.3%, which is favorable compared to the industry's negative yield [5] - The company delivered an earnings surprise of 66.7% in the last reported quarter [5] Strategic Rationale - The acquisition aims to leverage ZAVA's established European presence to enhance access to care for individuals facing chronic conditions like obesity and depression [6][7] - ZAVA currently serves over 1.3 million active customers and has conducted nearly 2.3 million consultations in 2024 across the U.K., Germany, France, and Ireland [6] Industry Prospects - The global digital health market was estimated at $288.55 billion in 2024 and is expected to grow at a CAGR of 22.2% from 2025 to 2030, driven by rising chronic conditions and technological advancements [8] - The latest acquisition is seen as a significant milestone for Hims & Hers, potentially boosting its global business [9] Stock Performance - Following the acquisition announcement, HIMS shares lost nearly 3.6% until the previous day's closing, despite historical synergies from strategic buyouts [4] - Over the past year, HIMS shares have surged 154.1%, outperforming the industry and the S&P 500 [13]

It has been about a month since the last earnings report for Hims & Hers Health, Inc. (HIMS) . Shares have added about 10.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Hims & Hers Health due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been M ...

Core Insights - Hims & Hers Health Inc announced the acquisition of ZAVA, a European digital health platform, which impacted its stock performance in premarket trading [1] - Hims stock experienced volatility, trading as high as $67.35 but later declining by 2.5% to $55.37, while still showing a 128% year-to-date gain [2] - Doximity Inc saw a 3.9% increase in stock price to $53.50, with a recent upgrade from BTIG to "buy" from "hold," and a year-over-year increase of 93.6% [3] - Teladoc Health Inc's stock rose by 2.9% to $7.07, but it remains 22.2% lower year-to-date and far from its February 2021 highs of nearly $300 [4] - The options market shows a strong preference for call options, with a call/put volume ratio of 17.12, indicating a bullish sentiment among investors [5] Company Summaries - Hims & Hers Health Inc is focusing on expanding its digital health services through the acquisition of ZAVA, which may enhance its market position [1] - Doximity Inc is recovering from previous lows, with a significant year-over-year increase and a recent positive analyst rating, suggesting potential for further growth [3] - Teladoc Health Inc is struggling with a significant year-to-date deficit, indicating challenges in regaining its previous high market valuation [4] Market Trends - The telehealth sector is experiencing varied stock performances, with some companies like Hims and Doximity showing strong gains, while others like Teladoc are facing declines [2][4] - The options market reflects a bullish outlook for telehealth stocks, with a notable preference for call options over puts, suggesting investor confidence in future price increases [5]

After several months of extreme volatility driven by geopolitical uncertainty and shifting tariff policies, bullish momentum has returned to the market. With tariff policy moderating, economic growth forecasts rebounding, and AI-driven productivity gains continuing to accelerate, investors are once again embracing risk.In this renewed environment, select stocks with strong fundamentals and emergent business models are breaking out. The three companies highlighted here, Hims & Hers Health ((HIMS), AppLovin ( ...

Company Overview - Hims & Hers Health, Inc. is a consumer-centric health and wellness platform based in San Francisco, CA, redefining healthcare through personalized solutions and seamless digital access [11] - The company specializes in subscription-based services and retail partnerships, addressing a broad range of health needs across key therapeutic categories [11] - HIMS operates under dual revenue streams: online subscriptions and wholesale retail [11] Investment Rating - HIMS is currently rated 2 (Buy) on the Zacks Rank, indicating a favorable investment outlook [12] - The company has a VGM Score of A, suggesting strong overall performance across value, growth, and momentum metrics [12] Momentum and Earnings Estimates - HIMS has a Momentum Style Score of B, with shares increasing by 35.6% over the past four weeks, indicating strong upward price momentum [12] - Six analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.10 to $0.73 per share [12] - The company boasts an average earnings surprise of 19.6%, reflecting its ability to exceed earnings expectations [12] Conclusion - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, HIMS is positioned as a strong candidate for investors' short lists [13]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Hims & Hers Health (NYSE: HIMS) experienced a notable uptick in its stock price following the announcement of its planned acquisition of ZAVA, a prominent European digital health platform. The stock rose 7.77% in pre-market trading on June 3, 2025, reflecting investor optimism about the company’s strategic expansion into Europe. HIMS shares closed at $56.77 on Monday, reflecting a year-to-date increase of approximately 134.78% and a 39.07% gain over the past month. HIMS stock climbs over 7% in pre-market. S ...

Company Overview - Hims & Hers Health, Inc is a telehealth platform that provides a variety of health and wellness services, connecting consumers with healthcare professionals [1] - The company offers tailored prescriptions, non-prescription products, and additional services [1] Analyst Background - The analysis is conducted by a qualified accountant with extensive experience in financial services, including private equity, hedge funds, asset management, and venture capital [1] - The analyst has developed skills in financial analysis, risk assessment, and identifying investment opportunities across various companies [1] Disclosure Information - The analyst has no current stock, option, or similar derivative positions in any of the companies mentioned and does not plan to initiate any such positions within the next 72 hours [1] - The article reflects the analyst's personal opinions and is not compensated by any company mentioned [1]