This story was originally published on CFO.com. To receive daily news and insights, subscribe to our free daily CFO.com newsletter. Stephanie Lewis | Forbes Stephanie Lewis was promoted to the finance chief of Forbes. Lewis joined the media company in 2008 as a financial analyst and has held several leadership roles throughout her tenure, including director of financial reporting and controller. She has been in her most recent role of senior vice president of finance since 2023. Before that, she worked at ...

Core Viewpoint - Hims & Hers is currently engaged in a dispute with Novo Nordisk, but the long-term outlook for the company remains positive due to its innovative direct-to-consumer model and significant growth potential [1][11]. Company Overview - Hims & Hers operates as a direct-to-consumer drug company, utilizing a digital platform to engage customers through a lifestyle approach [2]. - The company has seen substantial growth in its subscriber base, increasing from approximately 300,000 at the end of 2020 to a projected 2.5 million by the end of 2025 [4]. Subscriber Growth and Revenue Model - In 2025, Hims & Hers added over 280,000 new subscribers, creating an annuity-like income stream through ongoing subscriptions [5]. - The growing customer base not only supports current revenue but also lays the groundwork for future expansion as subscribers tend to purchase multiple products [4][5]. Expansion Strategy - Hims & Hers aims to broaden its product offerings, which could lead to a significant increase in revenues as the brand gains traction in the consumer market [6]. Market Position and Financial Metrics - The current market capitalization of Hims & Hers is approximately $3.6 billion, with a price-to-earnings ratio of around 29x, indicating a high valuation that may deter value-oriented investors [7][9]. - The company's gross margin stands at 60.86%, reflecting its profitability [9]. Competitive Landscape - Hims & Hers is facing pushback from Novo Nordisk, which is suing the company to stop the sales of its copycat versions of GLP-1 drugs, a situation that may pose short-term challenges [10][11]. - Despite the competitive pressures, the direct-sales approach of Hims & Hers is resonating well with its subscribers, indicating a strong growth opportunity [11].

Poland’s competition authority UOKiK searched Allegro’s Poznań headquarters and Warsaw offices in a preliminary probe into suspected antitrust breaches. The steps relate to an investigation into whether Allegro may have infringed competition law, including by favouring its own logistics services on the allegro.pl marketplace. The regulator’s concerns centre on whether Allegro may be promoting its own delivery options such as shipments to Allegro One Box parcel lockers and services provided by businesses ...

Economic Outlook - BlackRock's Chief Investment Officer of Global Fixed Income, Rick Rieder, expressed optimism about the economy, citing potential tax cuts from President Trump as a means to maintain economic momentum despite concerns about the national deficit [1] - Rieder emphasized the importance of fostering a hotter economy through tax incentives and deregulation, viewing growth as a primary method to diffuse national debt [1] - He believes the Federal Reserve should cut rates to moderate levels to support a growth-oriented environment [1] Market Analysis - Rieder described the current market as fascinating yet challenging, highlighting the need for humility among investors as industries undergo rapid reevaluations [2] - He predicts the economy will grow above 5% nominal this year, with solid earnings growth expected [2] - A significant technical condition noted is the reliance on stock buybacks from hyperscalers, which have provided support during market pressures [2] Undervalued Stocks - A list of the 10 most undervalued stocks under $30 was provided, focusing on companies trading below a forward P/E of 15 and recently reporting noteworthy developments [3][5] - The strategy aims to identify stocks popular among analysts and elite hedge funds, with a historical performance of 427.7% since May 2014, outperforming benchmarks by 264 percentage points [6] Plains GP Holdings (NASDAQ:PAGP) - Plains GP Holdings reported a Q4 adjusted EBITDA of $738 million and a full-year total of $2.833 billion, undergoing a strategic transformation into a pure-play crude oil midstream provider [7] - The crude oil segment contributed $611 million to the final quarter's EBITDA, while the NGL segment faced seasonal volatility [8] - The company aims for $100 million in annual cost savings by 2027 and plans to invest ~$350 million in growth capital to enhance operations [9] HP Inc. (NYSE:HPQ) - HP reported a 7% year-over-year revenue increase for FQ1 2026, reaching $14.4 billion, driven by an 11% revenue jump in the Personal Systems segment [11] - The company faces rising input costs, particularly for DRAM and NAND memory, which have surged to ~35% of the PC bill of materials [12] - HP maintained its full-year guidance but expects to land at the lower end of its non-GAAP EPS range due to anticipated declines in PC unit demand [13]

Michael Burry on Thursday issued a warning regarding Nvidia Corp.'s (NASDAQ:NVDA) massive surge in purchase obligations, claiming the chipmaker is mirroring the structural risks that led to Cisco Systems Inc.‘s (NASDAQ:CSCO) collapse during the dot-com bubble.$95 Billion Red FlagWhen combined with other supply agreements, Nvidia's total commitments now stand at approximately $117 billion.Burry argues that this isn’t a reaction to external shocks but a fundamental, risky change in how the company operates. " ...

Flutter shares tumble 12% after cautious 2026 guidance disappoints Proactive uses images sourced from Shutterstock Flutter Entertainment PLC (LSE:FLTR, NYSE:FLUT), the owner of FanDuel and Paddy Power, saw its shares drop 12% to 7,972p in London after the gambling giant issued 2026 earnings guidance after hours on Thursday that fell well short of market expectations, overshadowing a broadly in-line set of full-year results. The company, which shifted its primary listing to New York, posted adjusted earni ...

Shares of Applied Optoelectronics Inc (NASDAQ:AAOI) rose sharply in pre-market trading after the company reported better-than-expected fourth-quarter financial results and issued first-quarter sales guidance above estimates.Applied Optoelectronics reported quarterly losses of 1 cent per share which beat the analyst consensus estimate of losses of 11 cents per share. The company reported quarterly sales of $134.274 million which beat the analyst consensus estimate of $134.120 million.Applied Optoelectronics ...

Atlanta, Georgia-based Intercontinental Exchange, Inc. (ICE) provides technology and data to financial institutions, corporations, and government entities in the United States and internationally. Valued at a market capitalization of $91.1 billion, the company operates through Exchanges, Fixed Income and Data Services, and Mortgage Technology segments. Companies with a market cap of $10 billion or more are typically referred to as “large-cap stocks.” ICE fits right into that category, with its market cap ...

Ethereum (ETH) developers have just released a glimpse of their 2029 vision, and if they pull this off, the network you use today will look unrecognizable by the end of the decade. The Ethereum Foundation has recently unveiled a draft roadmap titled ‘Strawmap’. This outlines the plan for upgrading the blockchain through 2029. While it appears to be a complex schematic of technical terms, the objective is to enhance Ethereum’s functionality. The plan focuses on two key changes: speed and ‘finality’. Curre ...

Warner Bros. Discovery Inc. is gearing up towards accepting a superior all-cash proposal from Paramount Skydance Corp., after streaming video major Netflix Inc. dropped its bid to take over the media and giant. In the latest develpoment in the merger of majors, Netflix declined to raise its offer, stating that the deal, if revised to match Paramount Skydance's suprior proposal, will no longer be financially attractive.Following the news, shares of Netflix and Paramount Skydance were gaining around 8.7 perc ...