The focus is on GLP-1s, but there's more to Hims & Hers than one product.Hims & Hers (HIMS -4.12%) has been on a wild journey over the past year as GLP-1s drive both big gains and big losses for the stock. But the business is about much more than just one product, and Travis Hoium explains why investors should expect an expanded platform in 2025.*Stock prices used were end-of-day prices of Jan. 8, 2025. The video was published on Jan. 10, 2025. ...

Company Overview - Hims & Hers (NYSE: HIMS) is a company leveraging the trend of telehealth to provide easier access to healthcare services [1] - The company's business model is under scrutiny for its durability and competitive advantage [1] Analyst Background - Oliver Rodzianko is an investment analyst specializing in the technology sector, with expertise in AI, semiconductors, software, and renewable energy [1] - He focuses on companies with resilient management and lasting competitive advantages [1] - Rodzianko's investment strategy involves value trading at inflection points without leverage or short interest, typically holding investments for one to two years [1] - He employs advanced risk-mitigation strategies to protect against and capitalize on recessions and market crashes [1]

Hims & Hers Health has donated $1 million to President-elect Donald Trump's inauguration fund, CNBC confirmed Tuesday.The company, which offers a range of direct-to-consumer treatments for conditions like weight loss, erectile dysfunction and hair loss, is the latest in a string of tech companies that have tried to curry favor with the incoming administration. OpenAI CEO Sam Altman and Meta both announced $1 million donations to the inaugural fund late last year, and Amazon and Apple CEO Tim Cook have also ...

Company Overview - Hims & Hers Health is a telehealth company founded in 2017, focusing on delivering medication for stigmatized conditions without requiring direct interaction with a doctor [3] Investment Position - The company represents the largest position in the portfolio at 15% [3] Industry Context - The company operates in the telehealth industry, which has been growing due to increased demand for remote healthcare services [3]

Hims & Hers stock is full of noise, but what's the signal for investors?Hims & Hers Health (HIMS -7.67%) stock is on a downward trend on both macro trends and news about GLP-1s. But this is still a growth stock investors should watch, which Travis Hoium explains in this video.*Stock prices used were end-of-day prices of Dec. 18, 2024. The video was published on Dec. 19, 2024. ...

One of 2024's best stocks is at an intriguing entry pointHims & Hers Health Inc (NYSE:HIMS) stock is sitting out the broad market rally today, last seen down 8.4% to trade at $26.15. The personalized healthcare company -- a key player in the weight loss drug craze -- is taking a hit after the Food and Drug Administration (FDA) announced Eli Lilly's (LLY) weight-loss drug shortage was resolved. HIMS is on track for its worst single-session decline since Nov. 14, when Amazon.com (AMZN) entered the telehealth ...

Telehealth — a new frontier in healthcare that seeks to apply the creature comforts of the digital age to medical services is a field that carries much promise. However, most telehealth stocks haven’t exactly been performing well as of late.There’s no big mystery as to why — the COVID-19 pandemic saw a sudden surge in utilization, but as soon as in-person healthcare services resumed, demand dried up significantly. On top of that, this is a field with no shortage of regulatory and legal risks — while the rap ...

Core Insights - Hims & Hers Health, Inc. has shown significant growth in the personalized healthcare market, with shares rising 43% in the past month compared to the industry's 5.5% growth [1] - The company reported third-quarter revenues of $401.6 million, a 77% year-over-year increase, with earnings per share (EPS) of 32 cents meeting analyst expectations [2] - Hims & Hers has over 2 million subscribers, with more than 50% utilizing personalized health solutions [2] Financial Performance - Revenue for 2024 is projected to exceed $1.5 billion, with EBITDA margins expected to reach 15% by year-end [4] - The Zacks Consensus Estimates for 2025 revenues is $2.05 billion, indicating a 40.2% year-over-year growth [4] Growth Drivers - The company's innovative personalized healthcare model and advancements in weight loss and dermatology offerings are key growth drivers [3] - The weight loss category, particularly through GLP-1 medications, has achieved a $100 million annual revenue run rate in less than a year [6][7] - Hims & Hers plans to expand its weight loss offerings with the introduction of liraglutide in 2025 [7] Personalized Solutions - Hims & Hers has broadened its personalized solutions across five core specialties: mental health, sexual health, weight loss, dermatology, and wellness [8] - Over 85% of dermatology subscribers opted for personalized solutions in Q2 2024, indicating strong demand [9] Technology and Customer Engagement - Proprietary AI tools and machine learning capabilities enhance customer experiences and improve treatment adherence [10][11] - Subscribers engage with their providers an average of three times within the first four weeks of treatment, fostering trust and satisfaction [10] Market Position and Strategy - Hims & Hers aims to democratize healthcare by providing personalized solutions at mass-market prices, targeting underserved populations [17] - The company plans to scale its offerings geographically and across new specialties, with a goal to significantly increase its subscriber base by 2030 [15][16] Competitive Landscape - The personalized healthcare market is becoming increasingly competitive, with established players posing a threat to Hims & Hers' growth [20] - Continued innovation and differentiation through superior customer experience and affordability are essential for maintaining market position [21] Challenges - Hims & Hers faces challenges related to supply-chain integrity, regulatory pressures, and competition [22] - The company has mitigated some operational challenges through compounded alternatives but must navigate a complex regulatory landscape [22] Conclusion - Hims & Hers Health is positioned for long-term success in the personalized healthcare sector, leveraging innovation, technology, and a commitment to affordability [23]

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Hims & Hers Health, Inc. (NYSE: HIMS ) is a San Francisco-based $6.7-billion market cap firm that provides a telehealth solution that links people with qualified doctors in the US, the UK, and throughoutHe leads the investing group Beyond the Wall In ...

Hims & Hers Health, Inc. (NYSE: HIMS ) stock is still substantially undervalued even after a massive YTD rally. A 35% discount looks extremely attractive because HIMS is a very promising business that successfully capitalizes on robust secular trendsComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies p ...