Group 1: Hims & Hers Health - Hims & Hers Health Inc. operates a telehealth platform offering a range of health and wellness treatments, including sexual health, skincare, and weight-loss solutions [2] - The company has seen accelerated growth due to the introduction of compounded GLP-1 injections for weight loss, priced at $199 per month, significantly lower than the market price of $1,300 [3] - In Q3 2024, Hims & Hers reported an EPS of 32 cents, exceeding consensus estimates of 10 cents by 22 cents, and revenues increased by 77.1% YoY to $401.56 million, surpassing estimates of $382.2 million [4] - Subscriber growth reached 2 million, a 44% increase YoY, and the company plans to acquire a compounding lab registered with the FDA [4] - The nomination of Dr. Marty Makary as the new FDA commissioner has positively impacted Hims & Hers shares [5] Group 2: Alcoa - Alcoa Co. is an aluminum producer experiencing rising demand due to recovery in packaging, automotive, and electrical industries, with aluminum prices increasing as inventories remain low [6] - The company reported Q3 2024 EPS of 57 cents, beating consensus estimates of 25 cents by 32 cents, while revenues rose 11.6% YoY to $2.90 billion, slightly below the $2.97 billion consensus [7] - Alcoa has increased its shipment projections for 2024 to between 12.9 million to 13.1 million metric tons, up by 0.2 million metric tons from previous estimates [7] Group 3: Vicor - Vicor Co. produces modular power components and systems, benefiting from the AI boom as its products are utilized in various electrical applications [9] - The company reported Q3 2024 EPS of 26 cents, exceeding consensus estimates by 13 cents, while revenues decreased by 13.6% YoY to $93.17 million, surpassing estimates of $85.23 million [10] - Vicor's power solutions are critical for high-demand AI processors, with the NVIDIA GH200 consuming up to 2,000 watts, positioning Vicor as a key player in the market [10] Group 4: Stride Inc. - Stride Inc. operates an online education platform and faced scrutiny from short-sellers but rebounded significantly after reporting strong earnings [11] - In fiscal Q1 2025, Stride reported an EPS of 94 cents, beating consensus estimates by 72 cents, with revenues rising 14.8% YoY to $551.08 million, exceeding estimates of $504.29 million [12] - The company raised its fiscal Q2 2025 revenue guidance to between $560 million to $580 million, compared to consensus estimates of $535.34 million [12]
4 Stocks That Crushed Analyst Estimates by More Than Double