Hims & Hers Health, Inc. (NYSE: HIMS ) is one of the top positions in my portfolio, and I'm going to try to outline exactly why in this article. So far this year, HIMS has risen all the way from $24 up to $69, and nowMMMT Wealth is run by Oliver, a CPA working in the financial services sector mainly in private equity, hedge funds, and asset management. MMMT Wealth began in 2023 when Oliver started writing online mainly on X and Substack about investment strategies and stocks. His main aim is to gather insig ...

Core Insights - Investment strategist Shay Boloor identifies three companies as key players in the evolving healthcare landscape, focusing on AI-driven diagnostics, consumer-centric telehealth, and innovative pharmaceutical discovery [1][14] Company Summaries TempusAI (NASDAQ: TEM) - Tempus is described as the "operating system of AI healthcare," providing essential infrastructure for real-time clinical decision-making through its multimodal data platform that integrates genomics, imaging, pathology, and outcomes [1][2] - The company has seen a year-to-date stock return of 18%, with its equity valued at $40.45 as of the latest update [2] Hims & Hers Health (NYSE: HIMS) - Hims is positioned to compete with Amazon's One Medical by focusing on trust and brand identity, emphasizing a lifestyle-first approach that fosters customer loyalty [5][6] - The company has expanded its offerings in high-margin areas such as GLP-1 weight loss drugs and dermatology, achieving an 8% year-to-date stock increase, valued at $27.23 [7] Recursion Pharmaceuticals (NASDAQ: RXRX) - Recursion is innovating drug discovery by building a pharmaceutical engine around AI, processing over 20 petabytes of biological and chemical data to rapidly analyze compound-disease interactions [8][9] - Despite a year-to-date stock decline of 23%, trading at $5.50, the company is backed by partnerships with major industry players like Bayer and Roche, which enhances its value proposition [9]

Core Insights - Hims & Hers Health has established itself as a disruptive player in the telehealth sector, focusing on personalized healthcare solutions for stigmatized health conditions, achieving scalable profitability [1][2] - The company operates a subscription-based model, which has shown significant growth and resilience, positioning itself to capitalize on the $100+ billion telehealth market [2][4] Financial Performance - In 2024, Hims & Hers reported revenue of $1.5 billion, a 69% year-over-year increase, with subscribers growing to 2.2 million, reflecting a 45% increase [4][6] - The company achieved a net income of $126 million and adjusted EBITDA of $177 million in 2024, with a margin of 11.8% [4][8] - For 2025, Hims & Hers provided guidance of $2.3 billion to $2.4 billion in revenue, indicating nearly 60% annual growth at the midpoint, and adjusted EBITDA guidance of $270 million to $320 million [5][7] Revenue Streams - The primary revenue driver is the subscription model, accounting for over 90% of total revenue, with the average monthly online revenue per subscriber reaching $73, a 24% year-over-year growth [6][8] - The company operates in five verticals: Sexual Health (30% of revenue), Mental Health (25%), Dermatology (20%), Weight Management (projected $725 million revenue in 2025), and Primary Care [6][7] Margin Profile - Hims & Hers is expected to improve its adjusted EBITDA margin to 12.6% in 2025, driven by operational leverage, vertical integration, and automation [8][9] - The company maintains strong financial metrics, with gross margins between 80-83% and a net profit margin of 4% in 2024 [9] Marketing Strategy - Hims & Hers employs a sophisticated marketing strategy with a $150 million annual budget, focusing on digital advertising, micro-influencers, and algorithmic targeting [10][11] - The proprietary customer segmentation algorithm achieves a 93% targeting accuracy, enhancing marketing efficiency [10] Market Outlook - The global telehealth market is projected to exceed $250 billion by 2030, with Hims & Hers positioned to capture significant market share in mental health, sexual wellness, and chronic condition management [12] - The company is adapting to recent FDA regulations affecting its compounded GLP-1 weight-loss drugs by diversifying its product portfolio [13][14]

Hims & Hers Health (HIMS 0.37%) stock labored mightily on Wednesday, but in the end, it couldn't top the benchmark S&P 500 index. Investor excitement about news of a fresh product launch the previous day was tempered by a lukewarm analyst note regarding the telehealth company's prospects.Slimming products for fat profitsThe great opportunities in the healthcare field now have to do with obesity drugs, of which precious few have been approved specifically for the indication by the Food and Drug Administratio ...

The Hims app arranged on a smartphone in New York on Feb. 12, 2025. Hims & Hers Health shares rose more than 5% on Tuesday after the company announced patients can access Eli Lilly's weight loss medication Zepbound and diabetes drug Mounjaro, as well as the generic injection liraglutide, through its platform. Zepbound, Mounjaro and liraglutide are part of the class of weight loss medications called GLP-1s, which have exploded in popularity in recent years. Hims & Hers launched a weight loss program in late ...

The latest trading session saw Hims & Hers Health, Inc. (HIMS) ending at $29.55, denoting a +1.41% adjustment from its last day's close. The stock's performance was ahead of the S&P 500's daily gain of 0.55%. At the same time, the Dow added 1.01%, and the tech-heavy Nasdaq lost 0.14%. Prior to today's trading, shares of the company had lost 35.37% over the past month. This has lagged the Medical sector's loss of 3.93% and the S&P 500's loss of 6.22% in that time. The investment community will be closely mon ...

Core Insights - Hims & Hers (HIMS) has experienced significant growth, but market skepticism exists regarding the sustainability of this growth [1] - The stock is currently perceived as undervalued, suggesting potential investment opportunities [1] Company Performance - The stock price used for analysis was the end-of-day price on March 27, 2025, indicating a specific timeframe for the evaluation [1] - The video analysis highlights the current valuation of Hims & Hers, emphasizing its attractiveness compared to growth potential [1]

Core Viewpoint - Hims & Hers Health experienced a significant stock decline of over 50% after a period of rapid growth, primarily due to the FDA's announcement ending the national shortage of semaglutide, which had previously driven sales for the company [1][2][3]. Group 1: Stock Performance - Hims & Hers stock surged more than 670% from January 1, 2024, to February 19, 2025, before plummeting over 50% [1]. - Following the FDA's decision, the stock has shown some signs of recovery, indicating that the worst may be over for investors [4]. Group 2: Revenue and Business Outlook - The company projects full-year 2025 revenue between $2.3 billion and $2.4 billion, reflecting a year-over-year increase of 59% [4]. - Over two-thirds of Hims & Hers' revenue is expected to come from non-weight loss products, with significant contributions from men's and women's dermatology, mental health, and sexual health, each projected to generate over $100 million in sales [5]. - Hims & Hers plans to launch a generic version of Novo Nordisk's GLP-1 inhibitor Victoza (liraglutide) later this year, which is anticipated to be successful [7]. Group 3: Market Position and Competition - Despite losing the ability to sell compounded semaglutide, Hims & Hers has other weight-loss products that remain popular, with costs as low as $69 per month [6]. - The potential approval of new obesity drugs, including an oral version of semaglutide, may increase competition in the weight-loss market [8]. - Hims & Hers trades at nearly 63 times forward earnings, suggesting that the stock may have been overvalued prior to the FDA decision [9].

Core Insights - Hims & Hers Health is a player in the highly regulated healthcare sector, which has raised concerns for potential investors [1] Group 1 - The analyst has been observing Hims & Hers Health for some time but only recently opened a position, indicating a cautious approach to investment in the company [1] - The analyst expresses a bullish sentiment towards Hims & Hers Health, suggesting a positive outlook for the company's future performance [1] Group 2 - The analyst holds a beneficial long position in Hims & Hers Health shares, indicating confidence in the company's stock [2] - The article reflects the analyst's personal opinions and is not influenced by any external compensation or business relationships [2]

Group 1 - Hims & Hers (NYSE: HIMS) stock has increased approximately 70% since the buy recommendation on November 16, 2024, as of March 19 [1] - The author has a background in engineering and a strong interest in investing, particularly in tech stocks [1] Group 2 - No stock, option, or similar derivative positions are held in any of the companies mentioned, and there are no plans to initiate such positions within the next 72 hours [1]