Core Insights - Carillon Tower Advisers reported that small-cap stocks had marginal gains in Q4 2025, with the Russell 2000 Growth Index returning 13.01% and the Russell 2000 Value Index gaining 12.58% [1] - The firm anticipates a favorable year ahead for equity markets, highlighting potential opportunities in sectors such as Cyclicals, Healthcare, Information Technology, Financials, and Consumer spending as they head into 2026 [1] Company Analysis: Hims & Hers Health, Inc. (NYSE:HIMS) - Hims & Hers Health, Inc. is a leading telehealth platform offering a variety of health and wellness products and services, with a market capitalization of $3.704 billion [2] - The stock closed at $16.27 per share on February 17, 2026, with a one-month return of -43.68% and a 12-month decline of 76.33% [2] - The company has faced challenges due to regulatory changes and competition from major pharmaceutical companies, despite initial growth from its injectable GLP-1 weight loss drugs launched in May 2024 [3] - Hims & Hers is diversifying its offerings to include hormone replacement therapy and peptides for health and aging, positioning itself for long-term growth despite cautious near-term investor sentiment [3] Hedge Fund Interest - Hims & Hers Health, Inc. was held by 35 hedge fund portfolios at the end of Q3 2025, an increase from 34 in the previous quarter [4] - While the company shows potential as an investment, certain AI stocks are considered to offer greater upside potential with less downside risk [4]
Do You Think Hims & Hers Health (HIMS) is Positioned for Long-Term Growth?