Shares of Hims & Hers Health fell 5% in extended trading on Monday after the company reported first-quarter earnings that beat analysts' expectations but offered weaker-than-expected guidance.Here's how the company did:Earnings per share: 20 cents vs. 12 cents expected by LSEGRevenue: $586 million vs. $538 million expected by LSEGRevenue at the telehealth company increased 111% in the first quarter from $278.2 million during the same period last year, according to a release. Hims & Hers reported a net incom ...

Financial Performance - Revenue for Q1 2025 reached $586.01 million, a 110.5% increase compared to $278.17 million in Q1 2024[22] - Gross profit for Q1 2025 was $430.69 million, up 88% from $229.10 million in Q1 2024[22] - Net income for Q1 2025 was $49.49 million, significantly higher than $11.13 million in Q1 2024, representing a 345% increase[22] - Total revenue for the three months ended March 31, 2025, was $586.0 million, a 110.7% increase from $278.2 million in the same period of 2024[51] - Adjusted EBITDA for Q1 2025 was $91.1 million, compared to $32.3 million in Q1 2024, with an Adjusted EBITDA margin of 16%[165] - Segment net income for the three months ended March 31, 2025, was $49.49 million, compared to $11.13 million in 2024[131] - Free Cash Flow for the three months ended March 31, 2025, was $50.1 million, compared to $11.9 million in 2024, representing an increase of $38.2 million[167] Assets and Liabilities - Total current assets increased to $446.96 million as of March 31, 2025, compared to $395.83 million at the end of 2024, reflecting a 12.9% growth[20] - Total assets grew to $891.71 million as of March 31, 2025, up from $707.54 million at the end of 2024, marking a 26% increase[20] - Total liabilities increased to $342.45 million as of March 31, 2025, compared to $230.82 million at the end of 2024, a rise of 48.4%[20] - Cash and cash equivalents rose to $273.74 million as of March 31, 2025, compared to $220.58 million at the end of 2024, an increase of 24%[20] - Total short-term investments decreased to $48.9 million as of March 31, 2025, down from $79.7 million at the end of 2024, primarily due to a reduction in U.S. Treasury bills[72] Revenue Streams - Online revenue reached $576.4 million for the three months ended March 31, 2025, compared to $267.8 million in the prior year, representing a 115.0% growth[51] - The Company’s wholesale revenue for the three months ended March 31, 2025, was $9.6 million, slightly down from $10.4 million in the same period of 2024[51] - Monthly Online Revenue per Average Subscriber rose to $84, a 53% increase from $55 in the prior year[148] - Online Revenue for Q1 2025 reached $576.4 million, a 115% increase from $267.8 million in Q1 2024, driven by new Subscriber growth and GLP-1 offerings generating approximately $230 million[149] Expenses - Operating expenses for Q1 2025 totaled $372.79 million, up from $219.19 million in Q1 2024, reflecting a 69.9% increase[22] - Marketing expenses rose to $231.2 million for the three months ended March 31, 2025, an increase of $100.7 million or 77% from $130.6 million in 2024[184] - Customer acquisition costs increased to $201.6 million in the three months ended March 31, 2025, compared to $113.2 million in 2024, reflecting a rise of $88.4 million[184] - Technology and development expenses rose by $14.6 million or 95% to $29.9 million for the three months ended March 31, 2025, compared to $15.3 million for the same period in 2024[186] Acquisitions and Investments - The Company acquired manufacturing assets from C S Bio Co. for up to approximately $39.1 million, including $32.7 million upfront and a potential earn-out of $32.7 million based on performance conditions[63] - The acquisition of Sigmund NJ, LLC (Trybe Labs) was completed for total cash consideration of $5.1 million, with $5.0 million recorded as goodwill due to the expected future economic benefits[65][66] - The Company acquired MedisourceRx for $31.0 million, with acquisition costs of $1.4 million recorded as general and administrative expenses[67][68] Stock and Shareholder Information - The 2023 Share Repurchase Program authorized the repurchase of up to $50.0 million of Class A common stock, which was fully utilized by December 31, 2024, while the 2024 program allows for an additional $100.0 million in repurchases[100][101] - During the three months ended March 31, 2025, the Company released 1,938,929 gross shares of Class A common stock upon vesting of RSUs, compared to 1,424,493 shares in the same period of 2024[102] - As of March 31, 2025, there were 65,402,137 shares of Class A common stock reserved and 22,510,375 shares available for grant under the 2020 Stock Plan[104] Regulatory and Market Environment - The Company operates in a highly regulated environment, and failure to comply with laws and regulations could lead to substantial penalties and operational restructuring[218] - The company faces competition from large, established healthcare providers and technology companies, which may hinder its competitive effectiveness[217] - The company anticipates that the resolution of the semaglutide shortage may lead to a decrease in Subscriber retention metrics in the near term[157] Future Outlook - The company plans to continue investing in fulfillment, distribution, and operating capabilities, including its recently acquired lab testing and peptide manufacturing facilities[158] - The company expects to expand into new health and wellness specialties, requiring financial investments in marketing and operational capabilities[160] - The company has experienced rapid growth in recent fiscal years and plans to continue investing in growth, although future growth levels may not match past performance[217]

Hims & Hers Health, Inc. Reports First Quarter 2025 Financial Results Revenue of $586.0 million, up 111% year-over-year in Q1 2025 Net income of $49.5 million; Adjusted EBITDA of $91.1 million in Q1 2025 Subscribers grew to 2.4 million, up 38% year-over-year in Q1 2025 Af irms full year 2025 revenue guidance of $2.3 billion to $2.4 billion and raises Adjusted EBITDA guidance to a range of $295 million to $335 million Introduces 2030 targets of at least $6.5 billion in revenue and $1.3 billion in Adjusted EB ...

Core Viewpoint - Hims & Hers Health, Inc. is expected to report strong revenue and earnings growth for the first quarter of 2025, driven by increased subscriber numbers and expanded product offerings [4][5][15]. Group 1: Performance Metrics - The company ended Q4 2024 with nearly 2.2 million subscribers, a 45% year-over-year increase [2]. - Monthly online revenue per average subscriber rose by 37.7% year-over-year in Q4 2024, attributed to the scaling of GLP-1s and a shift to premium offerings [2]. - Hims & Hers generated 2.8 million net orders in Q4 2024, marking a 22.1% year-over-year increase [2]. - Average order value increased by 63.1% year-over-year in Q4 2024 [2]. Group 2: Revenue and Earnings Estimates - The Zacks Consensus Estimate for Q1 2025 revenues is $538.1 million, reflecting a 93.4% increase from the prior year [4]. - The consensus estimate for EPS is 12 cents, indicating a 140% surge from the previous year's figure [4]. Group 3: Strategic Developments - The company has expanded its brand to include a wider range of health specialties, which is expected to enhance revenue potential [3]. - A long-term collaboration with Novo Nordisk aims to improve accessibility to obesity treatments, potentially boosting revenues [15]. - Recent acquisitions, including a peptide facility and an at-home lab testing facility, are expected to strengthen the company's supply chain and service offerings [16]. Group 4: Valuation and Market Position - Hims & Hers has a forward 12-month price-to-sales (P/S) ratio of 3.2X, which is below the industry average of 5.3X [10]. - The company is trading at a discount compared to peers like Veeva Systems and Inspire Medical, suggesting potential for growth [11]. Group 5: Stock Performance - Over the past three months, Hims & Hers shares have decreased by 7.1%, outperforming the declines of its sector and the S&P 500 [7]. - Compared to peers, Hims & Hers has shown relative resilience, with some competitors experiencing larger declines [9].

Hims & Hers (NYSE: HIMS ) is changing the way healthcare is administered in the 21st century, which is increasingly reflected by its surging topline. The company grew its 2024 revenue by 69% YoY to $1.5"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the science behind gene ...

Core Insights - Hims & Hers Health (HIMS) and Novo Nordisk (NVO) have announced a partnership to enhance obesity care through telehealth, allowing access to Novo Nordisk's FDA-approved weight loss drug Wegovy on Hims & Hers' platform [1][7][15] Company Performance - Hims & Hers stock has surged over 30% in 2025 following the partnership announcement, while Novo Nordisk's stock has declined more than 20% year to date [2] - Hims & Hers has experienced a remarkable stock performance, with shares soaring over 600% in the last three years, compared to Novo Nordisk's 15% increase [3] Sales and Earnings Projections - Hims & Hers total sales are projected to increase by 58% in fiscal 2025 to $2.33 billion, with further growth of 21% expected in FY26 to $2.84 billion [4] - Annual earnings for Hims & Hers are anticipated to rise over 160% this year to $0.72 per share, with FY26 EPS forecasted to increase by 48% to $1.07 [5] EPS Estimates - Hims & Hers has seen positive earnings estimate revisions, with FY25 and FY26 EPS estimates increasing by 14% and 12% respectively in the last 30 days [11] - Novo Nordisk's FY25 EPS estimates have slightly decreased over the last quarter but increased by 1% in the last month, while FY26 estimates have risen by 2% [13] Market Outlook - Novo Nordisk's sales are expected to grow by 18% in FY25 and another 15% in FY26, reaching $57.1 billion, with EPS growth projected at 17% this year and 22% in FY26 to $4.71 per share [8]

Core Insights - Virtual healthcare services, or telehealth, are becoming a standard in the digital healthcare space, with companies like Hims & Hers Health, Inc. (HIMS) and Teladoc Health, Inc. (TDOC) emerging as key players [1][2] Group 1: Hims & Hers Health, Inc. (HIMS) - HIMS is expanding into new specialty areas that can be treated effectively via telehealth, including weight loss, sleep disorders, and hypertension, which are prevalent among its customer base [3] - The company has announced a collaboration with Novo Nordisk to enhance accessibility and affordability of obesity care [4] - Over 65% of new subscribers in 2024 benefited from personalized products, supported by the MedMatch AI tool for customized treatment plans [5] - HIMS has shown strong stock performance, rallying 158.5% over the past year, compared to TDOC's decline of 44.3% [9] Group 2: Teladoc Health, Inc. (TDOC) - TDOC is broadening its virtual care offerings across the healthcare continuum, including primary care, chronic care, and mental health management [6] - The company has established a global distribution network, facilitating partnerships with insurers and expanding its services internationally [7] - TDOC aims to enhance its capabilities through selective acquisitions, such as the agreement to acquire Catapult Health [8] - Despite its growth, TDOC's stock has underperformed, with a decline of 29.7% over the past three months [9] Group 3: Stock Performance & Valuation - HIMS is trading at a forward price-to-sales (P/S) ratio of 3.1X, above its three-year median of 2.2X, while TDOC's forward sales multiple is at 0.5X, below its median of 1.2X [10] - The Zacks Consensus Estimate for HIMS' 2025 earnings per share suggests a 166.7% improvement from 2024, while TDOC's estimate implies an 85% improvement in loss per share [12][15] - Analysts' average price target for HIMS is $27.50, indicating a potential decline of 53.5%, while TDOC's average target is $10.90, implying a decline of 19.3% [16][18] Group 4: Investment Outlook - HIMS is viewed as a more stable investment opportunity with strong profitability and user engagement, earning a Zacks Rank 2 (Buy) [21] - TDOC, with a Zacks Rank 3 (Hold), is expanding but faces challenges in its business environment, making HIMS a more compelling choice for investors seeking lower execution risk [22]

Every once in a while, investors come across some of the best names in a given industry, which then become subject to the best news and developments during a holding period. Today’s best pick seems to be in the medical sector. It shows investors a major fundamental strength that has been noticed by other major players in the industry, pushing future upside potential higher. Hims & Hers Health TodayHIMSHims & Hers Health$32.11 -2.93 (-8.35%) 52-Week Range$11.20▼$72.98P/E Ratio72.99Price Target$36.92Add to W ...

Company Overview - Hims & Hers Health, Inc. (HIMS) shares increased by 23% to close at $35.04, with trading volume significantly higher than usual, contrasting with a 3.6% loss over the previous four weeks [1][2] Recent Developments - The surge in Hims & Hers Health's shares is linked to the announcement of a deal to sell Novo Nordisk's weight-loss drug, Wegovy, on its telehealth platform, allowing U.S. customers to access NovoCare Pharmacy through Hims & Hers for $599 per month [2] Financial Performance Expectations - The company is projected to report quarterly earnings of $0.14 per share, reflecting a year-over-year increase of 180%, with revenues expected to reach $537.85 million, a 93.4% rise from the same quarter last year [3] - The consensus EPS estimate for the upcoming quarter has been revised 21.3% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [4] Industry Context - Hims & Hers Health is categorized within the Zacks Medical Info Systems industry, where Health Catalyst (HCAT) is another player, having closed 0.3% higher at $4.07 but showing a -10.4% return over the past month [4]

Core Viewpoint - The article discusses the potential for investing in undervalued stocks that are mispriced by the market, particularly focusing on the company HIMS and its stock performance. Group 1: Investment Opportunities - The article suggests that there may be beneficial long positions available in HIMS through stock purchases or call options within the next 72 hours [2]. - It emphasizes the importance of conducting personal research before making investment decisions, highlighting that past performance does not guarantee future results [4]. Group 2: Market Positioning - The article encourages investors to consider joining platforms like Out Fox The Street for insights on positioning in undervalued stocks [1]. - It notes that the opinions expressed are those of the author and may not reflect broader market views, indicating a level of independence in the analysis [4].