Core Viewpoint - Hims & Hers experienced significant growth in Q4 but saw its stock price decline sharply following the earnings report, primarily due to the removal of semaglutide from the FDA's shortage list, which impacted the company's ability to sell GLP-1 weight loss drugs [1][2][11]. Group 1: Financial Performance - Q4 revenue surged 95% to $481.1 million, exceeding the forecast of $465 million to $470 million [4][8]. - Net orders increased by 22% to 2.81 million, while average order value (AOV) rose 63% to $168 [4][8]. - Subscriber numbers grew 45% year over year to 2.23 million, with 55% having at least one personalized subscription [5][8]. - Adjusted EBITDA soared to $54.1 million from $20.6 million a year ago, and adjusted EPS was $0.11, slightly above the analyst consensus of $0.10 [7][8]. - Operating cash flow nearly quadrupled to $86.4 million, and free cash flow increased over 450% to $59.5 million [7][8]. Group 2: Future Guidance - For 2025, Hims & Hers forecasts revenue between $2.3 billion and $2.4 billion, representing growth of 56% to 63% [8]. - The company anticipates Q1 revenue between $520 million and $540 million, indicating growth of 87% to 94% from the previous year [9]. - Weight loss revenue is projected to be $725 million for 2025, excluding semaglutide, with growth expected from oral weight loss medications and the generic GLP-1 drug liraglutide [10][12]. Group 3: Market Dynamics - The stock price decline was attributed to the company's announcement of discontinuing semaglutide-based weight loss drugs after Q1, which had previously contributed $225 million in revenue for 2024 [11][13]. - The company will need to convince patients to switch to alternative prescriptions to achieve its ambitious growth targets in the weight loss category [14]. - The stock trades at a forward P/E ratio of 37 based on 2025 estimates, which is considered reasonable given the projected growth, but concerns remain regarding the ambitious guidance for weight loss drug revenue [14].

Shares of Hims & Hers Health (HIMS 6.40%) sank 10.5% this week, according to data from S&P Global Market Intelligence. The telehealth company that sells dermatology, sexual health, and weight loss drugs directly to consumers posted strong growth for the fourth quarter of 2024 but has investors concerned over the legality of its weight loss drug compounds.The stock is down 10.5% as 2 p.m. ET on Friday, while the stock is still up 224% in the last year. Here's why Hims & Hers stock fell this week.Fast growth, ...

Hims & Hers (NYSE: HIMS ) is a gem, the stock is exploding, and fundamentally the company is valued at an EV/Sales of 8.47, with enormous upside potential. The expectations of myAs a 21-year-old student passionate about stock analysis, I provide in-depth equity research and market insights. With a solid grasp of financial trends, I aim to offer actionable investment ideas and identify growth and value opportunities. Follow me for insightful analyses to navigate the world of investing.Analyst’s Disclosure: I ...

Hims & Hers (HIMS 5.09%) stock was a heartening comeback story on Wednesday, following something of a rout earlier in the week. Several analysts raised their price targets on the specialty healthcare company on that slump, which helped Hims & Hers recover by more than 5% in mid-week action. That was more than good enough to top the S&P 500 index's essentially flat performance.Post-slump pundit boostsThe source of investor bearishness in previous days was Hims & Hers' announcement on Monday that it might hal ...

"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...

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Core Insights - Hims & Hers Health, Inc. reported an earnings per share (EPS) of 11 cents for Q4 2024, an increase from 1 cent in the same period last year, but missed the Zacks Consensus Estimate by 1 cent [1][2] - Full-year 2024 EPS was 53 cents, compared to a loss of 11 cents in the previous year, but also lagged the Zacks Consensus Estimate by 3.6% [2] Revenue Performance - Q4 2024 revenues reached $481.1 million, a 95.1% increase year over year, surpassing the Zacks Consensus Estimate by 2.1% [3] - Full-year 2024 revenues totaled $1.48 billion, reflecting a 69.3% increase from 2023, and beating the Zacks Consensus Estimate by 0.7% [3] Segment Analysis - Online Revenues for Q4 2024 were $470.8 million, up 98.3% year over year, with subscribers increasing to 2.2 million, a 45% rise [4] - Wholesale Revenues amounted to $10.4 million, a 12.1% increase year over year [5] Subscriber and Order Metrics - Monthly online revenue per average subscriber increased by 37.7% year over year to $73, driven by the scaling of GLP-1s and a shift to premium offerings [5] - The company generated 2.8 million net orders in Q4 2024, up 22.1% year over year, with an average order value (AOV) of $168, a 63.1% increase [5] Margin and Expense Analysis - Gross profit for Q4 increased by 81.1% to $369.5 million, but gross margin contracted by 594 basis points to 76.8% [6] - Marketing expenses rose by 75.6% to $221.1 million, while total operating expenses increased by 71.6% to $350.9 million, resulting in an operating profit of $18.6 million compared to a loss of $0.4 million in the prior year [7] Financial Position - At the end of 2024, the company had cash and cash equivalents of $300.3 million, up from $220.9 million at the end of 2023 [8] - Cumulative net cash provided by operating activities was $251.1 million, compared to $73.5 million a year ago [9] Future Outlook - For Q1 2025, Hims & Hers projects revenues between $520 million and $540 million, indicating a year-over-year increase of 87-94% [10] - For the full year 2025, the revenue outlook is set between $2.3 billion and $2.4 billion, representing growth of 56-63% from 2024 levels [11] Strategic Developments - In February, Hims & Hers acquired a U.S.-based peptide facility to enhance its domestic supply chain and announced plans for at-home lab testing through the acquisition of Trybe Labs [13] - These strategic moves are expected to support the growing demand for personalized healthcare [13]

Core Viewpoint - Hims & Hers experienced a significant stock price decline following the release of its fourth-quarter earnings report, indicating potential concerns among investors regarding the company's financial performance and outlook [1] Financial Performance - The fourth-quarter earnings report revealed disappointing results, contributing to a stock crash of 26.99% on February 25, 2025 [1] Market Reaction - The sharp decline in stock price suggests a negative market reaction, prompting investors to reassess the company's valuation and future prospects [1]

Hims & Hers grew 95% in the fourth quarter of 2024, but investors were worried about GLP-1 growth.Hims & Hers (HIMS -27.03%) continues to grow at an astounding rate as the company grows subscribers and revenue per subscriber. But Hims & Hers stock is falling after earnings because investors are concerned about the future of GLP-1s. Travis Hoium highlights what you need to know with a long-term perspective in this video.*Stock prices used were end-of-day prices of Feb. 24, 2025. The video was published on Fe ...

Core Viewpoint - Hims & Hers Health experienced a significant drop in share price following disappointing fourth-quarter results, particularly concerning gross margin and future weight loss business prospects [1][2]. Financial Performance - The company reported $481 million in revenue for the fourth quarter, a 95% increase from $246.6 million in the same period last year [2]. - Net income rose to $26.01 million, or 11 cents per share, compared to $1.25 million, or 1 cent per share, a year earlier [2]. - Gross margin was reported at 77%, falling short of analysts' expectations of 78.4% [2]. Weight Loss Business Insights - Hims & Hers began prescribing compounded semaglutide, a key ingredient in GLP-1 weight loss medications, but plans to discontinue this offering after the first quarter due to the resolution of supply shortages [4][5]. - The GLP-1 offering generated over $225 million in revenue for the company in 2024 [5]. - Future weight loss offerings will focus on oral medications and the injectable medication liraglutide, which is set to be introduced this year [6]. Analyst Reactions - Morgan Stanley analysts maintained an equal weight rating on the stock, expressing surprise at the company's 2025 revenue guidance of $2.3 billion to $2.4 billion, with expectations of at least $725 million from weight loss offerings [7][8]. - Bank of America analysts noted potential execution risks in transitioning patients to other weight loss products and reiterated an underperform rating, suggesting limited upside to 2025 revenue guidance [9]. - Citi analysts described the revenue guidance as "aspirational," indicating a need for significant acceleration in the use of other weight loss products, while raising their price target on the stock to $27 from $25 [10].