Now, Hims and Hers is set to report earnings after the close today. So, to help us preview the results, I'd now like to welcome in our next guest, Raul Shaw, CEO of Doc Shaw Financial. And so, Raul will thank you so much for kicking off this week with us, what are your overall expectations for him and hers given the fact that this name has has taken it on the chin a bit this year.I mean, we're down 54% since the start of 2026. >> We are down quite a bit. And before I get into everything, you know, Jenny, it ...

Core Insights - The landscape of telehealth services for Medicare recipients has evolved significantly, with recent government actions extending access through December 31, 2027 [5]. Group 1: Telehealth Expansion - Initially, telehealth services were limited to a small group of Medicare recipients, but during the pandemic, access expanded to nearly all recipients, including a broader range of practitioners [2][3]. - The expansion of telehealth was particularly beneficial for patients with transportation issues or those who were too ill to visit medical facilities [3]. Group 2: Policy Changes - Some pandemic-era telehealth policies have been made permanent, while others are temporary, with extensions valid until December 31, 2027 [5]. - Medicare recipients can continue to receive telehealth services for non-behavioral or mental health issues at home, and there are no geographic restrictions for these services [6]. Group 3: Provider Access - All Medicare providers are allowed to offer telehealth services, and Federally Qualified Health Centers (FQHCs) and Rural Health Clinics (RHCs) can serve as distant site providers for Medicare recipients [6].

Hims & Hers app and GLP-1 injection kit on a desk, highlighting weight-loss demand and HIMS stock focus. Key Points Shares of HIMS have plummeted 75% from their May 2025 highs, recently driven by a Novo Nordisk lawsuit filed on Feb. 9. The stock’s Relative Strength Index reading of 16.87 is absurdly low, suggesting it is oversold. Analysts are optimistic that a rebound is coming, with the average 12-month price target implying nearly 150% potential upside. Interested in Hims & Hers Health, Inc.? Here ...

Core Viewpoint - Hims & Hers Health has agreed to acquire Eucalyptus, an Australian digital health company, in a deal valued at $1.15 billion, indicating the company's strategy to expand globally in the telehealth sector [1]. Group 1: Acquisition Details - The acquisition of Eucalyptus is valued at $1.15 billion, showcasing Hims & Hers' commitment to enhancing its digital health offerings [1]. - Following the announcement of the acquisition, shares of Hims & Hers Health experienced a notable increase, reflecting positive market sentiment regarding the deal [1]. Group 2: Strategic Implications - This acquisition represents a significant step for Hims & Hers in its efforts to expand its presence in the global telehealth market, particularly in Australia [1]. - The move aligns with the growing trend of digital health services, as companies seek to broaden their reach and service offerings in response to increasing demand for telehealth solutions [1].

Core Insights - Hims & Hers has announced a definitive agreement to acquire Eucalyptus, a digital health leader, which is expected to enhance its international presence [1] - The acquisition is valued at up to $1.15 billion, with $240 million payable in cash upon closing and additional deferred payments and earnouts tied to financial targets [2] - The deal is anticipated to close in mid-2026, allowing Hims & Hers to expand into new markets such as Japan and Canada [3] Financial Performance - Eucalyptus currently has an annual revenue run-rate (ARR) exceeding $450 million, with triple-digit year-over-year ARR growth projected for each quarter of 2025 [4] - Hims & Hers expects continued international growth to drive category leadership in key markets, including Canada, Europe, and Australia [5] Technical Analysis - The stock is trading 31.1% below its 20-day simple moving average (SMA) and 57.4% below its 100-day SMA, indicating a bearish trend [6] - Over the past 12 months, shares have decreased by 76.96%, positioning them closer to their 52-week lows [6] - The RSI is at 16.67, indicating oversold territory, while the MACD shows bearish momentum [7] Earnings and Analyst Consensus - Hims & Hers is set to report earnings on February 23, with an EPS estimate of 3 cents, down from 11 cents [8] - The stock carries a Hold Rating with an average price target of $35.89, with recent analyst actions including lowered targets from TD Cowen, Citigroup, and B of A Securities [10]

Core Viewpoint - Hims & Hers Health shares experienced a rally following the announcement of a deal to acquire an Australia-based telehealth provider [1] Company Summary - Hims & Hers Health is expanding its services through the acquisition of a telehealth provider based in Australia [1] Industry Summary - The health-and-wellness sector is seeing increased consolidation as companies seek to enhance their telehealth offerings [1]

Core Viewpoint - Hims & Hers Health's stock surged following the announcement of a $1.15 billion acquisition of Eucalyptus, an Australian digital health company [1]. Company Summary - Hims & Hers Health has agreed to acquire Eucalyptus, enhancing its position in the telehealth market [1]. - The acquisition is valued at $1.15 billion, indicating a significant investment in expanding digital health services [1]. Industry Summary - The deal reflects ongoing consolidation in the telehealth industry, as companies seek to enhance their service offerings through strategic acquisitions [1]. - The acquisition of Eucalyptus is expected to strengthen Hims & Hers' capabilities in providing digital health solutions [1].

Core Insights - Hims & Hers Health is facing challenges in finding new growth drivers after its original sexual-health franchises have matured, particularly following a controversial launch of weight-loss pills that faced backlash from Novo Nordisk and U.S. regulators [1][2] Company Strategy - Hims announced plans to offer a compounded oral semaglutide pill for $49, which is a version of Novo Nordisk's Wegovy, but retreated after warnings from U.S. FDA officials about the legality of such offerings [2] - The company has been positioning itself as an affordable healthcare provider, even investing in high-profile advertising campaigns [5] Financial Performance - Hims had less than $900 million in sales in 2023 but is projected to exceed $2.3 billion in sales by 2025, with expectations of $620 million in fourth-quarter sales, reflecting a 28% increase [6] - The company's sales growth rate has been robust, ranging from 59% to 94% over the past four years, but is forecasted to decline to around 17% over the next two years [7] Market Context - The obesity drug market is projected to reach annual sales of approximately $100 billion by 2030, with a significant portion expected to come from oral medications [8]

Core Insights - Hims & Hers Health is exploring new growth avenues as its initial sexual-health product lines reach maturity [1] - The company faced backlash from Novo Nordisk and U.S. regulators following the controversial launch of weight-loss pills [1] Company Overview - Hims & Hers Health is an online telehealth company that has primarily focused on sexual health products [1] - The company is now seeking to diversify its offerings to sustain growth as its original franchises mature [1] Industry Context - The launch of weight-loss pills by Hims & Hers Health has been met with significant criticism, indicating potential regulatory challenges in the telehealth and pharmaceutical sectors [1] - The response from established players like Novo Nordisk highlights the competitive landscape and the scrutiny new entrants may face in the health and wellness market [1]

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]