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 ...

Group 1: Stock Movements in Hong Kong Market - Youqu Holdings (02177) surged over 24% as it actively expands into the health sector with the launch of the Canadian anti-aging health food brand Vanpearl containing ergothioneine [1] - Longfly Fiber Optics (06869) rose nearly 10% following the commencement of mass production at its advanced Wuhan base, successfully producing its first 6-inch silicon carbide wafer [1] - SF Holding (06936) increased over 5% with a reported 19.1% year-on-year growth in express delivery volume in April 2025, reaching 16.32 billion parcels [1] Group 2: Notable Developments in Other Companies - Alibaba Pictures (01060) gained over 4% after announcing a name change to Damai Entertainment, indicating a focus on offline performances and IP derivatives [2] - Innovent Biologics (01801) rose over 4% after presenting promising results for its innovative drug IBI343 for treating advanced pancreatic cancer at the 2025 ASCO annual meeting [2] - Ideal Auto (02015) saw a rise of over 6% with May deliveries reaching 40,856 units, marking a 16.7% year-on-year increase [4] Group 3: U.S. Market Highlights - Ferguson (FERG.US) increased by 2.9% with Q3 sales of $7.621 billion, a 4.3% year-on-year growth, exceeding market expectations [5] - Credo Technology (CRDO.US) surged over 14% with Q4 revenue of $170.3 million, a 179.7% year-on-year increase [6] - Nvidia (NVDA.US) rose by 2.8% as UBS projected significant revenue from a new AI data center project in Texas [6]

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]

Market Overview - After months of volatility due to geopolitical uncertainty and tariff policies, the market is experiencing a bullish momentum as tariff policies moderate and economic growth forecasts rebound [1] - Investors are embracing risk again, driven by AI-driven productivity gains [1] Company Highlights AppLovin (APP) - AppLovin has emerged as a top-ranked stock with strong performance, driven by consistent earnings growth and attractive valuation [3] - Consensus estimates for FY25 have increased by 22%, and FY26 estimates have risen by 26.4%, reflecting renewed confidence in long-term profit growth [4] - The stock is showing technical momentum, currently consolidating below a key resistance level at $400, with potential for a breakout to new all-time highs [5] Hims & Hers Health (HIMS) - Hims & Hers Health has rapidly grown in the digital health sector, particularly in telemedicine and wellness products, with significant expansion into the weight-loss treatment market [7] - The company is projected to grow earnings at a compound annual rate of 36.5% over the next three to five years, with current-quarter EPS estimates up by 21.4% [8] - The stock is in breakout mode, having recently surpassed key resistance levels, indicating potential for further upside [9] Meta Platforms (META) - Meta Platforms continues to innovate while maintaining its dominance in the digital platform space, with over 3 billion daily active users [12] - The stock recently broke out following positive AI news, including the launch of an AI-powered advertising platform that automates campaign management [13] - Despite a Zacks Rank of 3 (Hold), Meta is projected to grow earnings at a robust annual rate of 16.1% over the next three to five years [14] Investment Considerations - Meta, AppLovin, and Hims & Hers Health present a compelling mix of strong fundamentals, breakout technical setups, and exposure to long-term themes such as AI, digital advertising, and telemedicine [15]

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 ...

Core Viewpoint - Hims & Hers Health is acquiring European telehealth platform Zava to accelerate its global expansion efforts, particularly in Europe [1][2]. Company Expansion - The acquisition is expected to close by mid-year, with financial details to be disclosed at that time [2]. - Hims & Hers aims to expand its services to Ireland, France, and Germany, increasing its active customer base by approximately 50%, adding 1.3 million customers to its existing 2.4 million subscribers [4]. Market Demand - The pricing of medications in Europe is more competitive than in the U.S., leading to increased demand for telehealth services, especially as European healthcare systems face additional strains [5][7]. - Early traction in the UK has given the company confidence in its ability to scale its platform globally [3]. Management and Branding - After the acquisition, Zava will maintain its branding for a few quarters before transitioning to Hims & Hers branding, with Zava's CEO becoming a general manager of the international business [6]. Strategic Outlook - The CEO of Hims & Hers expressed confidence in pursuing growth despite macroeconomic uncertainties, indicating a commitment to expanding the company's international presence [6].

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]

Core Viewpoint - Hims & Hers is positioned as a forward-looking company with significant potential in the market, as highlighted by previous analyses and ongoing discussions about its growth prospects [1]. Company Insights - Hims & Hers is actively engaging in stock analysis and market insights, indicating a strong focus on equity research and identifying investment opportunities [1]. - The company has garnered attention for its innovative approach and is seen as a promising investment option for those interested in growth and value opportunities [1]. Analyst Position - The analyst has disclosed a beneficial long position in Hims & Hers shares, suggesting confidence in the company's future performance [2].