Hims & Hers: 2030 Guidance Indicates Big Upside
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.
Surging Earnings Estimates Signal Upside for Hims & Hers Health (HIMS) Stock
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: Healthcare Disruptor Building A Durable Moat (Initiate With Buy)
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.
Options Bulls Blast Surging Telehealth Stock After Earnings
Hims & Hers Health Inc (NYSE:HIMS) beat top- and bottom-line estimates for the first quarter, with net profits seeing a 300% jump.
2 Reasons Hims & Hers Will Break $50s - Buy Post Earnings
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.
Hims & Hers stock jumps after blowout quarter, long-term guidance stuns Street
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.
Hims & Hers Stock Rises on Fundamentals and Squeeze Potential
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 Earnings Rally, Guidance Powers CEG, DASH Moves Lower
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: Strong Q1 Masks Problematic Long-Term Value Proposition
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.
HIMS Growth Potential, Weight-loss Drug Pipeline
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.
Hims & Hers Health, Inc. (HIMS) Q1 2025 Earnings Call Transcript
Hims & Hers Health, Inc. (NYSE:HIMS ) Q1 2025 Earnings Conference Call May 5, 2025 5:00 PM ET Company Participants Bill Newby - Head of Investor Relations Andrew Dudum - Co-Founder and Chief Executive Officer Yemi Okupe - Chief Financial Officer Conference Call Participants Craig Hettenbach - Morgan Stanley Maria Ripps - Canaccord Genuity Eric Percher - Nephron Research Ryan MacDonald - Needham Daniel Grosslight - Citi George Hill - Deutsche Bank David Larsen - BTIG Aaron Kessler - Seaport Research Operator Good afternoon, ladies and gentlemen. Thank you for standing by.
Here's What Key Metrics Tell Us About Hims & Hers Health (HIMS) Q1 Earnings
While the top- and bottom-line numbers for Hims & Hers Health (HIMS) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
