Core Insights - Hims & Hers Health, Inc. (HIMS) has entered into a definitive agreement to acquire YourBio Health, Inc., with the transaction expected to close in early 2026, pending regulatory approvals [1][2]. Company Developments - YourBio Health is recognized for its capillary whole blood sampling technology, specifically the TAP device, which utilizes bladeless microneedles for quick and pain-free blood sample collection [2]. - The acquisition aims to enhance Hims & Hers' blood collection experience by integrating YourBio's advanced sampling devices into its portfolio [2][5]. - Following the announcement, Hims & Hers shares increased by nearly 0.2% in overnight trading, reflecting positive market sentiment [3]. Financial Performance - Hims & Hers currently has a market capitalization of $8.44 billion and an earnings yield of 1.3%, which is favorable compared to the industry's negative yield [4]. - In the last reported quarter, the company experienced a negative earnings surprise of 33.3% [4]. Industry Outlook - The global capillary blood collection devices market is projected to grow from $2.13 billion in 2024 to $3.52 billion by 2030, at a compound annual growth rate (CAGR) of 8.8%, driven by the rise of Point-of-Care diagnostics and increasing chronic disease prevalence [6]. - The acquisition of YourBio is expected to significantly boost Hims & Hers' business in this growing market [7]. Strategic Initiatives - Hims & Hers has been actively expanding its offerings, including plans to introduce an affordable weight loss program in Canada and the acquisition of ZAVA, a digital health platform in Europe, to enhance its global presence [8][9].

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Thesis - Hims & Hers Health, Inc. is positioned as a transformative player in the healthcare sector, focusing on telehealth and longevity optimization, with shares trading at $39.76 as of November 28th, and trailing and forward P/E ratios of 75.02 and 62.11 respectively [1][2] Company Overview - Hims & Hers operates a telehealth platform connecting consumers with licensed healthcare professionals across the U.S., U.K., and internationally, evolving towards a model where traditional specialties are less relevant [2] - The company aims to prevent illness through molecular-level testing and targeted interventions, integrating various health specialties such as dermatology and cardiology [3] Strategic Initiatives - Hims is increasing capital deployment through CapEx, leading to improved patient outcomes, with upward trends in cash from operations and free cash flow per share, despite temporary reductions due to higher investments [4] - The decline in costs for diagnostics and intelligence gathering is accelerating Hims' approach to a point where the marginal cost of health monitoring approaches zero, while maintaining a high lifetime value per subscriber [4] Future Outlook - The disciplined investment strategy positions Hims to build a leading global consumer healthcare network, with an expected inflection point in one to two years where patient outcomes per unit of CapEx improve significantly [5] - Hims is anticipated to advance in designing optimal molecules through its network, enhancing its long-term value proposition, and is currently undervalued at just over five times sales, presenting a compelling investment opportunity [5]

Core Viewpoint - Hims & Hers Health has officially expanded into the Canadian market, marking a significant step in its international growth strategy [1] Group 1: Market Expansion - The company has acquired Livewell, a Canadian digital health platform focused on weight loss treatments [1] - This strategic move enables the company to launch its comprehensive weight loss program in Canada next year [1] Group 2: Product Launch Timing - The launch of the weight loss program is expected to coincide with the anticipated market entry of generic semaglutide [1]

Core Insights - Hims & Hers Health, Inc. (HIMS) operates a business model that integrates virtual consultations with prescription access and home delivery, creating a seamless care pathway for customers [1][2] Business Model and Developments - HIMS' model connects independent licensed providers with customers, allowing for prescriptions to be routed through a fulfillment network that includes in-house pharmacies and partner pharmacies [1] - The company is expanding its telehealth and prescription fulfillment model while adapting to tighter regulations, particularly in the weight-loss product segment, which now includes GLP-1 options [2] - HIMS has made strategic acquisitions, including a peptide manufacturing facility and a laboratory business, to enhance its medication supply and diagnostics capabilities [2] Specialty Programs - HIMS has introduced new specialty programs that focus on prescription-led telehealth, including menopause and low-testosterone treatments, which utilize at-home lab testing and personalized therapies [3] Competitive Landscape - LifeMD, Inc. (LFMD) and American Well Corporation (AMWL) are also active in the telehealth-to-prescription space, with LFMD offering subscription services and AMWL providing a platform for clinicians to prescribe during virtual visits [4][5] Financial Performance - HIMS shares have increased by 50.2% year-to-date, significantly outperforming the industry growth of 10.2% [6] - The forward 12-month price-to-sales (P/S) ratio for HIMS is 3X, lower than the industry average of 5X but higher than its three-year median of 2.6X [9] - The Zacks Consensus Estimate indicates a projected 77.8% improvement in HIMS' earnings per share from 2024 to 2025 [9][10]

Core Insights - GraniteShares has launched two new ETFs, RTYY and HMYY, as part of its YieldBOOST™ family, aimed at providing investors with income opportunities in high-growth sectors of the equity market [1][5][6] Group 1: New ETF Launches - RTYY, the GraniteShares YieldBOOST™ RIOT ETF, focuses on Riot Platforms, Inc., a significant player in Bitcoin mining and digital infrastructure, utilizing options strategies to generate income [2][3] - HMYY, the GraniteShares YieldBOOST™ HIMS ETF, is linked to Hims & Hers Health, Inc., a telehealth platform, and employs a similar options strategy to generate income [2][4] Group 2: Investment Strategy - Both ETFs aim to generate income by selling put options on leveraged ETFs that track 2x daily price movements of their respective underlying companies [2][3][4] - The YieldBOOST™ platform applies systematic options strategies to leveraged ETFs, targeting innovative companies and emerging market themes [5][6] Group 3: Company Overview - GraniteShares is a global investment firm based in New York City, specializing in creating and managing ETFs, with a focus on alternative and innovative investment solutions [7][8] - As of November 28, 2025, GraniteShares has over $649.5 million in assets under management (AUM) for its YieldBOOST™ suite and manages a total of over $11.114 billion in AUM [6][8]

Core Insights - Virtual healthcare platforms are transforming patient access to care, with Hims & Hers Health, Inc. (HIMS) and GoodRx Holdings, Inc. (GDRX) leading this digital transition [2][3] Company Overview - HIMS is a subscription telehealth platform focusing on sexual health, dermatology, mental health, and weight management, allowing users to discover treatments online and consult licensed providers [2] - GDRX operates a prescription-savings marketplace that helps consumers find low-cost options and access telehealth services while expanding affordability programs [2] Stock Performance & Valuation - Over the past three months, HIMS has decreased by 9.3%, outperforming GDRX, which has dropped by 34.9%. In the past year, HIMS has increased by 19.1%, while GDRX has lost 41.6% [4] - HIMS has a forward price-to-sales (P/S) ratio of 3.2X, above its three-year median of 2.6X, while GDRX's ratio is 1.2X, below its median of 2.7X [6] Growth Strategies - HIMS is expanding into hormone health and diagnostics to enhance subscriber value and care personalization, targeting high-prevalence, recurring-care specialties [7][8] - GDRX is scaling its pharma-manufacturer services and enhancing retail integrations to improve pricing transparency and margins [11][12] Earnings Projections - The Zacks Consensus Estimate for HIMS' 2025 earnings per share (EPS) suggests a 77.8% improvement from 2024 [15] - GDRX's 2025 EPS estimate implies an 8.8% improvement from 2024 [18] Price Targets - The average price target for HIMS is $47.25, indicating a potential increase of 23.1% from the last close [20] - The average price target for GDRX is $5.14, suggesting an increase of 81.6% from the last close [21] Investment Recommendation - HIMS is viewed as a more stable investment opportunity due to improving profitability and strong cash generation, while GDRX is diversifying its revenue streams but remains exposed to retail pharmacy dynamics [25][26]

Core Insights - Whales have shown a bullish sentiment towards Hims & Hers Health, with 44% of trades being bullish and 40% bearish, indicating a strong interest in the stock [1] - The predicted price range for Hims & Hers Health over the last three months has been between $3.0 and $60.0, suggesting significant volatility and potential for price movement [2] - The average open interest for options trades is 1483.33, with a total volume of 6,561.00, reflecting active trading and interest in the stock [3] Options Activity - Noteworthy options activity includes a bullish call trade with a total trade price of $373.9K at a strike price of $3.00, and a bearish put trade with a total trade price of $354.0K at a strike price of $37.00 [7] - The trading volume for Hims & Hers Health stands at 6,413,084, with the stock price increasing by 2.24% to $37.92, indicating positive market sentiment [13] Company Overview - Hims & Hers Health, launched in 2017, is a telehealth platform providing treatment options for various health issues, with over 2 million subscribers and services available in all 50 states and select European markets [8] - The company does not accept insurance, relying on direct payments from customers for its offerings, which include prescription drugs, over-the-counter medicines, and supplements [8] Analyst Ratings - Recent analyst ratings suggest an average target price of $58.5, with one analyst downgrading to a Buy rating with a target of $85, while another maintains an Underperform rating with a target of $32 [10][11]

Core Insights - The article discusses heavily shorted stocks, highlighting the reasons traders engage in short selling and the potential for short squeezes [1][4][10] Group 1: Reasons for Heavy Shorting - Stocks become heavily shorted when experienced traders and institutional investors believe the company is fundamentally overvalued, anticipating a price decline [2][3] - Short sellers borrow shares, sell them at high prices, and aim to repurchase them at lower prices for profit [3] Group 2: Short Squeeze Dynamics - High short interest can attract bullish traders who see potential for rapid gains through short squeezes, where rising stock prices force short sellers to buy back shares, creating a feedback loop that drives prices higher [4][10] - The volatility associated with short squeezes can lead to returns that significantly exceed typical stock movements in a short time frame [5][10] Group 3: Most Shorted Stocks - As of November 26, the top 10 most shorted stocks include: - The Wendy's Co. (NASDAQ:WEN) - 55.36% - Cambium Networks Corp. (NASDAQ:CMBM) - 50.03% - Lucid Group, Inc. (NASDAQ:LCID) - 48.99% - Wolfspeed, Inc. (NYSE:WOLF) - 48.18% - Hertz Global Holdings, Inc. (NASDAQ:HTZ) - 44.67% - Sable Offshore Corp. (NYSE:SOC) - 38.59% - Replimune Group, Inc. (NASDAQ:REPL) - 38.39% - Hims & Hers Health, Inc. (NYSE:HIMS) - 38.12% - aTyr Pharma, Inc. (NASDAQ:ATYR) - 37.92% - Intellia Therapeutics, Inc. (NASDAQ:NTLA) - 37.85% [6][7]

Core Insights - Heavily shorted stocks attract traders due to the potential for profit from a decline in value or a short squeeze [1][4] - A stock is considered heavily shorted when a significant number of traders believe it is overvalued and its price will fall [2][3] Short Selling Mechanics - Short sellers borrow shares, sell them at a high price, and aim to repurchase them at a lower price for profit [3] - High short interest indicates strong conviction among traders that a company faces serious risks [3] Short Squeeze Dynamics - A short squeeze occurs when a stock's price unexpectedly rises, forcing short sellers to buy back shares, which further drives up the price [4] - The volatility associated with short squeezes can lead to returns that exceed typical stock movements in a short time frame [5] Most Shorted Stocks - The top 10 most shorted stocks as of November 26 include: - The Wendy's Co. (NASDAQ:WEN) - 55.36% - Cambium Networks Corp. (NASDAQ:CMBM) - 50.03% - Lucid Group, Inc. (NASDAQ:LCID) - 48.99% - Wolfspeed, Inc. (NYSE:WOLF) - 48.18% - Hertz Global Holdings, Inc. (NASDAQ:HTZ) - 44.67% - Sable Offshore Corp. (NYSE:SOC) - 38.59% - Replimune Group, Inc. (NASDAQ:REPL) - 38.39% - Hims & Hers Health, Inc. (NYSE:HIMS) - 38.12% - aTyr Pharma, Inc. (NASDAQ:ATYR) - 37.92% - Intellia Therapeutics, Inc. (NASDAQ:NTLA) - 37.85% [6][7] Market Implications - Highly shorted stocks represent a battleground between negative fundamentals and speculative trading [10] - Monitoring short interest can help identify potential short squeeze opportunities, though timing remains challenging [10]