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公司 - Hims & Hers公司股票（HIMS -7.34%）本周大幅下跌[1] - 下跌原因是亚马逊（AMZN -4.19%）宣布进军远程医疗领域[1] 行业 - 市场认为亚马逊进军远程医疗对Hims & Hers公司是个坏消息[1] - 有视频对该行业动态进行报道[1] 股票价格相关 - 股票价格为2024年11月14日的收盘价[2] - 视频于2024年11月14日发布[2]

文章核心观点 - 文档未涉及公司或行业相关内容，无法总结文章核心观点 根据相关目录分别进行总结 - 文档未涉及公司或行业相关内容，无法进行相关总结

Hims & Hers (NYSE: HIMS ) has attracted much investor interest this year due to its accelerating revenue growth and rapidly improving profitability. The stock soared 134% up until November 14, compared to the S&P 500's (I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech ...

Hims & Hers Health, Inc.’s (HIMS) investors are reaping some gains from the stock of late. Shares of the San Francisco, CA-based health and wellness platform have gained 31.1% since Nov. 1, outperforming the industry’s 14.6% gain. In the same time frame, the stock outperformed the sector and S&P 500’s 0.6% decline and 4.6% growth, respectively. The company reported its third-quarter 2024 earnings on Nov. 4.Another major development from HIMS in recent months includes the announcement of access to the most c ...

The healthcare company is on fire, and it's still cheap by many measures.Shares of Hims & Hers Health (HIMS 19.09%) have been on fire over the past year, but they're not expensive by most valuation metrics, especially when you consider the company's high growth rate. How much room is left to run? That's what Travis Hoium discusses in this video.*Stock prices used were end-of-day prices of Nov. 11, 2024. The video was published on Nov. 11, 2024. ...

文章核心观点 - 目标是寻找未来的公司是长期成长型投资者寻找创新公司使世界更美好投资策略围绕寻找有潜力但价格低迷的“分歧股票” [1] 相关目录总结 - 分析师披露持有HIMS、PLTR的多头头寸通过股票所有权、期权或其他衍生品文章表达个人观点未从除Seeking Alpha外获取报酬与文中提及股票的公司无业务关系 [1] - Seeking Alpha披露过去表现不保证未来结果未给出投资是否适合特定投资者的建议观点可能不代表Seeking Alpha整体情况Seeking Alpha不是持牌证券交易商、经纪商或美国投资顾问或投资银行分析师为第三方作者包括专业和个人投资者可能未被机构或监管机构许可或认证 [2]

关于新分析师加入Seeking Alpha - Seeking Alpha迎来新的分析员Julian Fuchs [1] 分析师情况 - 20岁学生分析师提供股票深度研究和市场洞察掌握金融趋势提供投资想法识别机会 [2] 分析师披露 - 分析师在HIMS股票有多头头寸通过股票所有权期权或其他衍生品文章表达自己观点未因文章接受除Seeking Alpha外的报酬与文中提及股票的公司无业务关系 [3] Seeking Alpha披露 - 过去表现不保证未来结果不提供投资建议观点不一定反映Seeking Alpha整体观点不是持牌证券商经纪人美国投资顾问或投资银行分析师为第三方作者包括专业和个人投资者可能未被机构或监管机构许可或认证 [4]

Hims & Hers Health, Inc. (HIMS) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings es ...

公司业绩表现 - Hims & Hers公司近期财报表现出色但股票未大幅上涨股票波动大过去一年仍涨超225% [1] - 第三季度营收同比增长77%达4.016亿美元超预期净订单增长20%达266万平均订单价值增长48%至147美元 [3] - 订阅用户同比增长44%至205万本季度净增18万其中超半数使用个性化订阅Hers业务达转折点 [4] - 非GLP - 1订阅用户占多数排除GLP - 1后订阅用户同比增长40%GLP - 1订阅用户四周留存率85%十二周留存率70% [5] - 本季度营销支出增加57%至1.823亿美元占营收比例降至45%调整后EBITDA从去年1230万美元和第二季度3930万美元升至5110万美元调整后每股收益0.32美元远超预期运营现金流同比增长超两倍达8520万美元自由现金流达7940万美元为去年四倍多 [6] - 再次上调全年营收预期至14.6亿 - 14.65亿美元调整后EBITDA为1.73亿 - 1.78亿美元第四季度营收预期4.65亿 - 4.7亿美元同比增长89% - 91%调整后EBITDA为5000万 - 5500万美元 [7] 公司业务与GLP - 1关系 - 公司业务不止GLP - 1药物虽未给出GLP - 1药物营收贡献但估算约3000万 - 4000万美元占本季度营收10%排除GLP - 1后营收仍增长60% [8][9] - 明年将在平台推出首个通用GLP - 1药物采用复合个性化策略可用于GLP - 1之外药物 [11][12] 公司估值 - 基于2025年分析师预期其预期市盈率低于26倍PEG比率仅0.1估值低 [10] - 尽管GLP - 1药物存在问题但考虑到估值和增长长期来看是个不错的买入选择不过股票仍会波动 [12]