Core Insights - Hims & Hers Health has transformed into a healthcare platform focusing on personalized and affordable solutions through a telehealth model, indicating strong growth potential in the healthcare sector [1] Company Overview - The company is positioned to become a household name due to its innovative approach and financial performance [1] Industry Context - The emphasis on telehealth solutions reflects a broader trend in the healthcare industry towards digital and remote care, which is increasingly being adopted by consumers [1]

The New York Stock Exchange with a Hims & Hers Health banner is pictured in the Manhattan borough of New York City.Hims & Hers is facing scrutiny from lawmakers over what they claim is a "misleading" advertisement for its weight loss offerings that's slated to run during the Super Bowl on Sunday.Sens. Dick Durbin (D-Ill.) and Roger Marshall (R-Kan.) wrote a letter to the U.S. Food and Drug Administration on Friday expressing concerns over an "upcoming advertisement" that "risks misleading patients by omitti ...

Group 1: Impact of Tariffs on MedTech Sector - President Trump's executive order imposes a 25% tariff on goods from Canada and Mexico, and a 10% tariff on Chinese imports, significantly affecting the U.S. healthcare sector reliant on these countries for medical devices and pharmaceuticals [4][5][6] - The tariffs are expected to drive up production costs for medical technology companies, which may lead to higher prices for healthcare providers and patients, potentially resulting in fewer patient visits and delayed medical treatments [2][5][6] - Goldman Sachs estimates that a five-percentage-point increase in U.S. tariff rates could reduce S&P 500 earnings per share by 1% to 2%, with a potential overall reduction of 2% to 3% in forecasts if the tariffs are implemented [7] Group 2: Resilient MedTech Companies - ResMed is well-positioned due to its manufacturing facilities in multiple countries, including the U.S., and is expected to see a 21.9% earnings growth on an 8.9% revenue increase in fiscal 2025 [10][11] - Hims & Hers, with minimal reliance on affected countries, targets a $360 million U.S. total addressable market and anticipates 600% growth in 2024 earnings driven by a 68.2% revenue surge [12][13] - Medtronic's exposure to imports from China is less than 1% of total revenues, indicating limited direct impact from tariffs, and it is expected to report 4.8% earnings growth on 3.7% revenue growth in fiscal 2025 [14][15]

Hims & Hers Health, Inc.’s (HIMS) investors have been experiencing some short-term gains from the stock of late. Shares of the San Francisco, CA-based health and wellness platform have surged 69.2% in the past three months, outperforming the industry’s 14.5% gain. In the same time frame, the stock outperformed the sector and S&P 500’s 3.7% decline and 6.5% growth, respectively.Two major developments of HIMS in recent months include the announcement of its third-quarter 2024 results and the announcement that ...

Stock Performance - Hims & Hers Health, Inc closed at $31 86, up 1 01% from the previous session, outperforming the S&P 500 which lost 0 47%, the Dow which dropped 0 31%, and the Nasdaq which decreased by 0 51% [1] - The stock has risen 30 44% over the past month, leading the Medical sector's gain of 3 2% and the S&P 500's gain of 1 67% [1] Earnings and Revenue Forecast - The company is forecasted to report an EPS of $0 12, a 1100% increase from the same quarter last year [2] - Revenue is expected to be $471 42 million, a 91 15% increase compared to the same quarter of the previous year [2] Analyst Estimates and Zacks Rank - Recent changes in analyst estimates reflect near-term business trends, with positive revisions indicating confidence in the company's performance [3] - The Zacks Rank system, which integrates estimate changes, has a strong track record, with 1 ranked stocks averaging a 25% annual return since 1988 [5] - Hims & Hers Health, Inc currently holds a Zacks Rank of 3 (Hold) [5] Valuation and Industry Rank - The company is trading at a Forward P/E ratio of 60 16, higher than the industry average of 35 99, indicating a premium valuation [6] - The Medical Info Systems industry, part of the Medical sector, has a Zacks Industry Rank of 44, placing it in the top 18% of all industries [6] - The top 50% of industries by Zacks Industry Rank outperform the bottom half by a factor of 2 to 1 [7]

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Hims & Hers Health, Inc. (HIMS) closed at $29.72 in the latest trading session, marking a -0.3% move from the prior day. This move lagged the S&P 500's daily gain of 0.61%. Elsewhere, the Dow gained 0.3%, while the tech-heavy Nasdaq added 1.28%.The the stock of company has risen by 5.9% in the past month, leading the Medical sector's gain of 1.64% and the S&P 500's gain of 2.08%.Analysts and investors alike will be keeping a close eye on the performance of Hims & Hers Health, Inc. in its upcoming earnings d ...

Hims & Hers Health, Inc. (NYSE: HIMS ) demonstrated a robust start into 2025 with a 15.5% YTD rally. My intrinsic value calculation suggests that there is still massive potential upside even after the powerful rally of the first half ofAs an investor who started my path five years ago with my own capital, I represent a blend of hands on experience and academic background in corporate finance. Due to my relatively young age I thrive on discovering long-duration growth opportunities and actively seek out oppo ...

A shake-up may be brewing in the market for GLP-1 diet drugs Friday, and it's making itself felt all across the field of companies selling (or hoping to sell) semaglutide and related drugs for treating diabetes and losing weight. As of 11 a.m. ET, shares of Novo Nordisk (NVO -4.61%) are down 4.2%, and Hims & Hers Health (HIMS -2.52%) stock is getting walloped for a 5.8% loss. In contrast, shares of Viking Therapeutics (VKTX 4.65%) are up a modest 3.3%.And why? As CNBC reports today, the Biden administration ...

Hims & Hers Health (HIMS 6.30%) is coming off a fantastic year in 2024 when its share price skyrocketed 172%. The telehealth company has been growing at a fast rate, making it one of the best stocks to own in healthcare of late.But while the business is growing, investors should be careful not to overlook the challenges the company is facing. Not only is competition potentially ramping up, but a key growth catalyst for the business could be going away soon. Entering trading this week, the stock has fallen b ...