Personalized subscribers grew 136% YoY, reflecting a fundamental shift towards precision medicine. Despite declining gross margins, HIMS achieved 13pp of operating leverage in Q1. This is by far HIMS' best quarter to date. The markets need to put some respect on Andrew Dudum and his world-class team.
Hims & Hers stock has surged due to impressive quarterly results, rapid weight-loss product expansion, and a strategic Novo Nordisk partnership. Despite trading at a high valuation, technical indicators suggest continued short-term momentum, with potential for a pullback near February highs. The company's evolution from a telehealth startup to a health-tech giant showcases its strong growth, profitability, and expanding service offerings.
Management's 2030 guidance includes $6.5 billion in revenue and $1.3 billion in adjusted EBITDA, focusing on personalized healthcare and geographic expansion. Anticipating management's guidance for 2025 and 2030, Hims & Hers could be undervalued by up to 62%. Apart from the guidance, the company needs to achieve growth rates in the mid-teens% to justify the current valuation.
Hims & Hers Health (HIMS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Hims & Hers Health reported strong Q1 '25 earnings, with 111% YoY sales growth and 38% subscriber growth. The company boasts over a 70% gross margin, 90% recurring revenue, and a compelling flywheel effect driven by machine learning and big data analytics. Risks include the untested business model, potential legal issues, and the complexity of international expansion, but the growth potential presented far outweighs these concerns.
Hims & Hers Health Inc (NYSE:HIMS) beat top- and bottom-line estimates for the first quarter, with net profits seeing a 300% jump.
Hims & Hers Health, Inc. impressed with strong Q1 earnings, subscriber growth, and a promising partnership with Novo Nordisk, but didn't guide as well as we all hoped. The two reasons I'm buying are 1. The partnership with Novo should expand to include Ozempic and 2. Oral pill approval from the FDA should be achieved and boost financials. I think we're still at the start of Hims' comeback story, and the stock is still cheap considering its upside potential.
Shares of Hims & Hers Health (HIMS) surged 10% on Tuesday morning after the telehealth company posted first-quarter results that far surpassed Wall Street expectations and unveiled an ambitious roadmap targeting $6.5 billion in revenue by 2030. Revenue in the quarter more than doubled to $586 million, up 111% from a year earlier and well ahead of analysts' average estimate of $538.9 million.
There are only a few companies that come around every half-decade or so that really get the gears turning in terms of having the right fundamental makeup for value investors. It just so happens that these companies (when caught early on) are too small to even be on the radar of the bigger sharks in the financial markets, which is where average retail investors get the chance to act on an inherent advantage.
Hims & Hers (HIMS) rallied this morning after earnings, reversing initial selling action following the report. Diane King Hall believes a huge jump in revenue and its Wegovy deal are behind the positive sentiment.
Hims & Hers Health, Inc.'s Q1 2025 earnings show impressive growth, with revenues up 111% year-on-year and net income rising significantly, but HIMS shares dropped 8% pre-market. The company's success has been heavily tied to access to weight loss drugs like semaglutide; however, the end of the drug shortage period poses challenges. Hims' new partnership with Novo Nordisk aims to sustain growth, but competition from direct-to-consumer platforms raises concerns about long-term differentiation.
Raul Shah says Hims & Hers (HIMS) latest earnings report was a win for two reasons: A lot of operating leverage and expanding growth. Raul believes HIMS guidance was "implausible" in his estimation, adding the company will grow faster than even the company anticipates.