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].

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, ...

Core Insights - Novo Nordisk and Hims & Hers Health announced a long-term collaboration to enhance access to Wegovy (semaglutide) through a direct-to-patient delivery service [1][3] - The Wegovy savings program has been updated to allow cash-paying patients to access injections at a reduced cost of $499 per month at local pharmacies [2] - Hims & Hers is expanding its weight loss solutions, with its GLP-1 offering generating over $225 million in revenue in 2024 [5] Group 1: Collaboration and Offerings - Novo Nordisk introduced NovoCare Pharmacy, allowing Americans to access Wegovy directly through the Hims & Hers platform, which includes a bundled offering of all dose strengths of Wegovy and a membership for ongoing support [1][3] - A unified price for Wegovy starts at $599 per month, available on the Hims & Hers platform, aiming to improve long-term health outcomes [3] Group 2: Financial Impact and Market Response - Hims & Hers stock increased by 35.5% to $38.60 during the premarket session following the announcement of the collaboration [5] - The collaboration aims to combine Novo Nordisk's treatments with Hims & Hers' ability to scale access to quality care, enhancing the overall market for weight loss solutions [3][4]

Core Insights - Hims & Hers Health has announced a collaboration with Novo Nordisk to bundle the weight-loss drug Wegovy with its telehealth membership, providing 24/7 care, clinical support, and nutrition guidance [1][5] - The partnership aims to enhance consumer-centered healthcare and is seen as a significant step towards achieving that vision, as stated by Hims & Hers CEO Andrew Dudum [2] - Following the announcement, shares of Hims & Hers surged by 25% [2] Pricing and Availability - The bundled service will have a starting price of $599 per month [4] - Wegovy will be available in all dosage strengths through Hims & Hers' platform, which will also include access to Novo Nordisk's NovoCare Pharmacy for cash-paying patients [4][5] Future Developments - Hims & Hers and Novo Nordisk are working on a roadmap to integrate innovative treatments with the telehealth platform's capabilities to scale access to quality care [7] - Other telehealth companies, such as Ro and Life MD, have also announced partnerships with Novo Nordisk to offer Wegovy and integrate NovoCare Pharmacy into their platforms [9] Market Context - Wegovy is part of a popular class of GLP-1 medications for weight loss, alongside Novo's Ozempic and Eli Lilly's Zepbound and Mounjaro [10]

I'm a retired Wall Street PM specializing in TMT; since kickstarting my career, I've spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of '08, and, more recently, with the AI boom. In one word, what I'd like my service to revolve around is momentum. Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within t ...