Core Insights - Hims & Hers Health, Inc. (HIMS) has seen short-term stock gains, with a 3.8% increase compared to the industry's 7.4% rise over the past three months, outperforming the sector and S&P 500 [1][8] - The company launched a new category in men's health in September, contributing to its growth strategy [2] - HIMS reported strong improvements in both top and bottom lines in Q2 2025, with increased subscribers and online revenue per average subscriber, although lower wholesale revenues and rising product costs negatively impacted gross margins [3][10] Financial Performance - HIMS expects Q3 2025 revenues between $570 million to $590 million, reflecting a year-over-year increase of 42-47%, and full-year revenues between $2.3 billion to $2.4 billion, representing growth of 56-63% from 2024 levels [9] - The Zacks Consensus Estimate for Q3 revenues is $581.6 million, with earnings per share estimated at 9 cents [9] Competitive Position - HIMS has outperformed competitors like Teladoc Health, Inc. (TDOC) and American Well Corporation (AMWL) in stock performance over the past three months [8] - HIMS' forward 12-month price-to-sales (P/S) ratio is 4.6X, lower than the industry average of 5.9X but higher than its three-year median of 2.5X [18] Growth Strategy - The company is expanding its portfolio with new offerings in hormonal health, targeting both men's and women's wellness, which enhances its total addressable market [17] - HIMS has over 2.4 million subscribers, with a strong retention rate of 75% in its weight-loss vertical, indicating robust consumer loyalty [16] Risks and Challenges - HIMS faces operational complexities and regulatory exposure due to its aggressive expansion strategy, including the recent acquisition of ZAVA, which introduces compliance challenges across multiple countries [11] - The reliance on convertible debt financing may create future dilution risks if stock performance does not meet expectations [12] - Regulatory pressures related to compounded drugs and telehealth oversight could impact revenue growth, particularly following the FDA's resolution of the semaglutide shortage [14][15]

Core Viewpoint - A federal securities fraud class action lawsuit has been filed against LifeMD, alleging misleading representations regarding its financial health and growth prospects, following a significant stock price decline after its earnings report in August [1][4]. Summary by Sections Lawsuit Details - The lawsuit, titled Johnston v. LifeMD, Inc., focuses on the period from May 7, 2025, to August 5, 2025, claiming that LifeMD made false statements, particularly during its first-quarter results announcement on May 6, 2025, when it raised its revenue and adjusted EBITDA guidance [2][4]. - The complaint asserts that LifeMD's optimistic outlook regarding its competitive position in virtual obesity care and performance from its RexMD brand was misleading, as it did not disclose significant operational challenges [2][3]. Financial Performance and Stock Impact - LifeMD's alleged deception became apparent on August 5, 2025, when it reported second-quarter results that missed revenue and earnings per share estimates, leading to a reduction in its full-year guidance. The management attributed this to "temporary elevated customer acquisition costs" and issues with patient refunds [4]. - Following the earnings announcement, LifeMD's stock price dropped by over 44% the next day, reflecting investor reaction to the disclosed operational issues [4]. Investor Recovery Opportunity - The lawsuit provides an opportunity for investors who suffered substantial losses during the specified period to seek recovery of damages [5]. - Hagens Berman, the firm investigating these claims, is looking into whether LifeMD was aware of but failed to disclose key operational problems [6].

Core Viewpoint - A federal securities fraud class action lawsuit has been filed against LifeMD, Inc. and its executives, alleging that the company misrepresented its financial health and growth, leading to a significant decline in stock price in August 2025 [1][6]. Summary by Relevant Sections Lawsuit Details - The lawsuit, titled Johnston v. LifeMD, Inc., covers the period from May 7, 2025, to August 5, 2025, and seeks to recover damages for investors who incurred substantial losses during this timeframe [2][8]. Financial Performance and Allegations - On May 6, 2025, LifeMD reported strong first-quarter results and raised its full-year revenue and adjusted EBITDA guidance, claiming a "category-defining competitive moat" in virtual obesity care and strong performance from its RexMD brand [5]. - The lawsuit argues that this optimistic outlook was misleading due to undisclosed ongoing business challenges, including rising customer acquisition costs and high patient refund rates [6][9]. Stock Price Impact - Following the announcement of disappointing second-quarter results on August 5, 2025, which included missed revenue and earnings estimates and a reduction in full-year guidance, LifeMD's stock price fell by over 44% the next day [7][6]. Investigation and Whistleblower Information - Hagens Berman, a national plaintiffs' rights firm, is investigating the claims on behalf of affected investors, focusing on whether LifeMD's management accurately represented its financial guidance amid rising costs and refund issues [10][11]. - Whistleblowers with non-public information regarding LifeMD are encouraged to assist in the investigation, with potential rewards under the SEC Whistleblower program [11].

Core Viewpoint - BofA Securities maintains an Underperform rating and a $28 price target on Hims & Hers Health Inc., indicating concerns over weaker growth trends as the company approaches the fourth quarter [1]. Revenue Estimates - BofA has revised its fourth-quarter revenue estimate from $617 million to $590 million, which is 6.5% below the Street's consensus of $632 million [3]. - The full-year revenue estimate has also been reduced to $2.298 billion, falling short of the company's guidance range of $2.3 billion to $2.4 billion [3]. Sales Performance - The updated model from BofA incorporates September sales data, projecting third-quarter revenue to be roughly in line with Street expectations, but notes that deferred revenue is expected to have a larger impact than in previous quarters [2]. - Orders in September were reported to be down 16% year-over-year, contributing to a weak outlook for the fourth quarter [2]. Market Conditions - BofA suggests that consensus estimates are overly optimistic, reflecting an unrealistic expectation for growth acceleration from the third to the fourth quarter [4]. - The firm identifies several headwinds affecting the company, including decelerating core growth, slowing order momentum, seasonal weakness in GLP-1 sales, increasing competition, and changes in direct-to-consumer advertising that may pressure conversion rates [4].

Key Takeaways HIMS integrates telehealth, EMRs and AI to deliver personalized, subscription-based healthcare.Hims & Hers plans to enter Canada in 2026, pairing generic treatments with digital care programs.A new CTO appointment highlights HIMS' focus on scaling AI-driven care personalization.The renowned health and wellness platform, Hims & Hers Health, Inc. (HIMS) , operates on a digital-first, consumer-centric healthcare model that integrates telehealth technology, personalized treatment and a vertically ...

Listen and subscribe to The Big Idea with Elizabeth Gore on Apple Podcasts, Spotify, or wherever you find your favorite podcast. How do you break into a tough market and win? This CEO has done it twice. This week on The Big Idea with Elizabeth Gore, Dutch Pet, Inc. founder and CEO Joe Spector joins the show to answer the question: How can I break into a complex market? Spector, also the co-founder of the public health company Hims & Hers (HIMS), transformed the telehealth sector for both humans and animals ...

But I think with survivorship and entrepreneurship, >> yeah, >> it's simply just if you be down, you got to get up. You got to get up. You got to keep putting one foot in front of the other.And I think my thing is one of my like secret sauce things is perseverance. How y'all. I'm Elizabeth Gore.Welcome to The Big Idea from Yahoo Finance, the show that navigates the world of small business and entrepreneurship. All businesses start with one light bulb moment, and I'm going to take you on a journey with Ameri ...

Hims & Hers (NYSE: HIMS ) is one of the main players in the telehealth industry. You can go online, describe your symptoms, meet with healthcare professionals, and subscribe to a vast variety of treatments, all from behind your ownI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an a ...

Telehealth company HealthTap said on Wednesday it is joining Eli Lilly's digital healthcare platform, LillyDirect, to offer virtual diabetes management services. ...

LevelJump Announces Reinstatement of Trading on the TSX Venture Exchange and Provides Corporate UpdatesOctober 06, 2025 6:45 PM EDT | Source: LevelJump Healthcare Corp.Toronto, Ontario--(Newsfile Corp. - October 6, 2025) - LevelJump Healthcare Corp. (TSXV: JUMP) ("LevelJump" or the "Company") is pleased to announce that, further to its press release of June 24, 2025, trading on the TSX Venture Exchange (the "Exchange") will resume with trading expected to be reinstated on or about October 9, 2 ...