Hims & Hers Health, Inc. (NYSE: HIMS ) stock is still substantially undervalued even after a massive YTD rally. A 35% discount looks extremely attractive because HIMS is a very promising business that successfully capitalizes on robust secular trendsComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies p ...

The Trump administration has nominated Dr. Marty Makary for the role of the United States Federal Drug Administration (FDA) commissioner. Dr. Makary is the Chief of Islet Transplant Surgery at Johns Hopkins University in Baltimore, Maryland, and also serves as the chief medical officer at Sesame, an online telehealth platform. As an avid supporter of telemedicine, his appointment as the FDA chief, upon Senate approval, would benefit telehealth companies and their stocks. Here are two telehealth stocks in th ...

Shares of Hims & Hers were on fire Monday because the FDA's new leader seems to be a fan of the company's business model.Shares of Hims & Hers (HIMS 0.61%) jumped as much as 23% in trading on Monday after President Trump announced his new Food and Drug Administration (FDA) chief, who happens to have ties to a business similar to Hims & Hers. In this video, Travis Hoium covers why this is important and why the stock is moving as fast as it is.*Stock prices used were end-of-day prices of Nov. 25, 2024. The vi ...

INDIA - 2024/11/06: In this photo illustration, a HIMS logo seen displayed on a smartphone and in ... [+] the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images The stock price of Hims & Hers Health (NYSE: HIMS), a telehealth platform, has risen a solid 14% in a week. Much of this move came after the U.S. FDA asked for more time to confirm the shortage of Eli Lilly’s weight loss drug – Zepbound. The shortage of GLP-1 drugs bodes w ...

Investment Rating - The report assigns a positive investment rating to HIMS & HERS HEALTH (HIMS.US) based on strong demand for personalized medical solutions and the company's growth potential in the weight management sector [2]. Core Insights - The company reported a revenue of $401.6 million for the third quarter of fiscal year 2024, representing a year-over-year increase of 77%. Online revenue accounted for 97.8% of total revenue, growing by 79% year-over-year [2]. - The gross margin for the quarter was 79.16%, a decrease of 2 percentage points quarter-over-quarter, primarily due to the early stages of scaling the weight management business. Operating profit margin was 5.57%, with operating profit of $220,000, largely driven by marketing expenses, which accounted for 45% of total revenue [2]. - The total number of subscription users exceeded 200,000, a year-over-year increase of 44%. Average monthly revenue per online user grew by 24% to $67, with nearly 300,000 subscribers receiving treatment for two or more conditions [2]. Summary by Sections Financial Performance - For the third quarter, the company achieved a net profit of $75.6 million and free cash flow of $79.4 million [2]. - The company plans to launch a generic version of liraglutide, a GLP-1 weight loss drug, in 2025, addressing the current shortage and difficulties in accessing branded weight loss solutions [2]. Market Dynamics - The demand for personalized medical solutions is strong, with personalized subscription users surpassing 1.03 million, a year-over-year increase of 175% and a quarter-over-quarter increase of 32%, representing 50.5% of total subscription users [2]. - Four main factors are driving the rapid adoption of personalized solutions: detailed service offerings, increased number of cross-specialty solutions, more medication delivery options, and improved affordability of solutions [2].

Hims & Hers Health, Inc.’s (HIMS) investors are reaping some gains from the stock of late. Shares of the San Francisco, CA-based health and wellness platform have gained 31.1% since Nov. 1, outperforming the industry’s 14.6% gain. In the same time frame, the stock outperformed the sector and S&P 500’s 0.6% decline and 4.6% growth, respectively. The company reported its third-quarter 2024 earnings on Nov. 4.Another major development from HIMS in recent months includes the announcement of access to the most c ...

The healthcare company is on fire, and it's still cheap by many measures.Shares of Hims & Hers Health (HIMS 19.09%) have been on fire over the past year, but they're not expensive by most valuation metrics, especially when you consider the company's high growth rate. How much room is left to run? That's what Travis Hoium discusses in this video.*Stock prices used were end-of-day prices of Nov. 11, 2024. The video was published on Nov. 11, 2024. ...

Core Viewpoint - Hims & Hers Health, Inc. (HIMS) shows a significantly improving earnings outlook, making it a strong investment choice as analysts continue to raise earnings estimates for the company [1][2]. Current-Quarter Estimate Revisions - For the current quarter, Hims & Hers Health is expected to earn $0.10 per share, reflecting a remarkable change of +900% from the previous year's reported number [4]. - Over the last 30 days, five estimates have been revised upward with no negative revisions, leading to a Zacks Consensus Estimate increase of 98.61% [4]. Current-Year Estimate Revisions - For the full year, the company is projected to earn $0.47 per share, indicating a year-over-year change of +527.27% [5]. - In the past month, four estimates have been raised with no negative revisions, resulting in a consensus estimate increase of 17.36% [5]. Favorable Zacks Rank - The positive estimate revisions have earned Hims & Hers Health a Zacks Rank 2 (Buy), indicating strong potential for outperformance [6]. - Research indicates that stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) tend to significantly outperform the S&P 500 [6]. Bottom Line - The stock has gained 32.3% over the past four weeks, driven by solid estimate revisions, suggesting that the earnings growth prospects may lead to further stock price increases [7].

Core Viewpoint - Hims & Hers Health has demonstrated strong financial performance, with significant revenue growth driven by factors beyond GLP-1 drugs, despite stock volatility related to this category [1][8]. Financial Performance - Revenue for Hims & Hers surged 77% year over year to $401.6 million, exceeding both the company's forecast and analyst consensus [3]. - Net orders increased by 20% to 2.66 million, while average order value (AOV) rose by 48% to $147 [3]. - Adjusted EBITDA grew to $51.1 million from $12.3 million a year ago, and adjusted earnings per share (EPS) reached $0.32, significantly above the expected $0.10 [6]. - Operating cash flow more than tripled to $85.2 million, and free cash flow was reported at $79.4 million, over four times last year's figure [6]. Subscriber Growth - The subscriber base increased by 44% year over year to 2.05 million, with 180,000 net new subscribers added in the quarter [4]. - Over half of the subscribers are now using personalized subscriptions, and the female-focused segment is experiencing significant growth [4]. Marketing and Guidance - Marketing expenditure rose to $182.3 million, a 57% increase, but as a percentage of revenue, it decreased to 45% from 51% a year ago, indicating improved marketing efficiency [6]. - The company raised its full-year revenue guidance to between $1.46 billion and $1.465 billion, with adjusted EBITDA expected between $173 million and $178 million [7]. GLP-1 Drug Impact - The majority of subscribers are not using GLP-1 drugs, with a 40% year-over-year growth in the subscriber base excluding GLP-1 users [5]. - Estimated revenue contribution from GLP-1 drugs is around $30 million, accounting for approximately 10% of total revenue for the quarter [9]. Valuation Metrics - Hims & Hers is valued at a forward price-to-earnings (P/E) ratio of under 26 based on 2025 estimates, which is considered inexpensive given its high revenue growth [10]. - The PEG ratio stands at 0.1, indicating a strong growth potential relative to its valuation [10]. Long-term Outlook - The company is expected to introduce the first generic GLP-1 drug to its platform next year, enhancing its product offerings [11]. - Hims & Hers employs a compounding personalization strategy across its portfolio, suggesting a diversified approach beyond GLP-1 drugs [12].

Core Insights - Hims reported third-quarter results that exceeded analysts' expectations, with a significant revenue increase driven by weight-loss drugs [1][2] - The company plans to launch a generic version of Novo Nordisk's diabetes and weight-loss drug as early as 2025 [1][4] - Bank of America raised its price target for Hims' stock, indicating potential for continued user growth [1][3] Financial Performance - Hims achieved a 77% year-over-year revenue increase, reaching $401.6 million [2] - Revenue from weight-loss drugs is estimated to be between $63 million and $70 million for the latest quarter, showing growth from the previous quarter [3] Strategic Plans - Hims intends to increase marketing spending in the fourth quarter to drive user growth [3] - The company has confirmed a core supplier for the upcoming generic drug and is in the process of completing test and batch validation [4]