文章核心观点 - 公司在第三季度的收入和每股收益预计将同比大幅改善 [1][2] - 公司的订阅用户数和人均订单价值持续增长,为公司业绩增长提供支撑 [4] - 公司正在扩大体重管理业务,预计将在年内实现全国范围内的覆盖 [5] - 公司的估值相对行业和大盘处于较低水平,但未来增长前景良好 [10][16][17] 公司财务表现 - 公司第二季度每股收益超出市场预期20% [1] - 公司第三季度收入预计同比增长69.5%至3.842亿美元,每股收益预计由上年同期亏损0.04美元转为盈利0.06美元 [2] - 公司最近4个季度的每股收益表现优于市场预期,平均超出71.7% [1] 业务发展情况 - 公司订阅用户数同比增长43%至近190万,其中40%以上使用个性化解决方案 [4] - 公司扩大了体重管理业务,已在21个州推出复合GLP-1产品,并计划在年内实现全国范围内的覆盖 [5] - 公司正在投资扩大个性化产品线,计划推出新的多疾病治疗方案 [14] - 公司收购了一家FDA注册的503(b)制药厂,有利于提高复合GLP-1产品的供应链韧性和可及性 [15] 估值分析 - 公司当前市销率为2.2倍,低于行业平均水平3倍,也低于同行业其他公司 [10] - 公司股价年初至今上涨111.6%,超过医疗信息系统板块48.8%的下跌,也超过医疗板块2.1%的增长和标普500 20%的涨幅 [8] - 公司的风格评分为A,表明其具有持续上涨的潜力 [17]

Disrupting pharmacies is just the start for Hims & Hers. One of the major opportunities in healthcare today is disrupting the status quo in pharmaceuticals. Hims & Hers (HIMS -3.64%) has brought a new model to the market and is growing extremely rapidly while becoming a go-to platform for millions of users. *Stock prices used were end-of-day prices of Oct. 28, 2024. The video was published on Oct. 30, 2024. ...

In the latest market close, Hims & Hers Health, Inc. (HIMS) reached $21.52, with a +0.65% movement compared to the previous day. The stock outperformed the S&P 500, which registered a daily gain of 0.22%. Meanwhile, the Dow experienced a drop of 0.33%, and the technology-dominated Nasdaq saw an increase of 0.76%.Shares of the company have appreciated by 23.87% over the course of the past month, outperforming the Medical sector's loss of 3.79% and the S&P 500's gain of 1.47%.The investment community will be ...

The GLP-1 drama continues at Hims & Hers.Hims & Hers (HIMS 1.85%) fell as much as 12% in trading on Wednesday after pharmaceutical company Novo Nordisk (NVO -0.56%) asked the FDA to not allow companies to compound GLP-1 semaglutide. This could be a direct hit to Hims & Hers business, but the impact may not be what you think, as Travis Hoium covers in this video.*Stock prices used were end-of-day prices of Oct. 23, 2024. The video was published on Oct. 23, 2024. ...

GLP-1s get all the attention, but Hims & Hers' core business is where the rocket growth is. Shares of Hims & Hers (HIMS -3.58%) have been all over the map over the past few months as GLP-1s have gone from tailwind to headwind for the company's growth. But the bigger picture tells us that GLP-1s don't have a big impact on earnings, and the company's platform will grow no matter what happens to any single product. Travis Hoium breaks down the company's growth in this video. *Stock prices used were end-of-day ...

文章核心观点 - Hims & Hers 公司在过去一年中股价上涨260%,这并不令人意外 [1] - 这是一家正在重塑医疗保健,使其对用户更加实惠和便利的公司 [1] - 这是一个高风险/高回报的机会,这正是分析师寻找的内容 [1] 公司概况 - Hims & Hers 是一家上市公司,股票代码为NYSE: HIMS [1] - 公司正在重塑医疗保健,使其更加实惠和便利 [1] 行业分析 - 医疗保健行业正在经历变革,Hims & Hers 公司正在引领这一变革 [1] - 这是一个高风险/高回报的机会,吸引了分析师的关注 [1]

Key Takeaways Hims & Hers shares gained Monday after the Food and Drug Administration said compounding pharmacies could continue to produce copycat weight-loss drugs while it reconsiders whether there is a shortage. The change would be a boon for Hims & Hers, which makes copycat weight-loss drugs, and has benefited from the limited availability of some obesity medicines. With Monday's gains, Hims & Hers shares have more than doubled in value since the start of the year. Hims & Hers Health (HIMS) shares surg ...

Shares of Hims & Hers Health Inc (NYSE:HIMS) are popping 10% higher to trade at $20.50 this morning, running higher off good news from the Food and Drug Administration (FDA). The FDA announced it will allow compounding pharmacies to create and sell their own version of Eli Lilly's (LLY) weight-loss drug Mounjaro. In response, HIMS is enjoying a healthy bull gap, pacing toward its highest close since July, and has now broken above the resistant $20 level. The stock sports a 230% year-over-year gain, but stil ...

Is Hims & Hers in trouble since the FDA put a time clock on some GLP-1s, or is the future still bright? Hims & Hers (HIMS 4.71%) stock has been on a roller coaster about the availability of GLP-1s to its customers. However, the focus on one treatment may miss the company's strategy. In this video, Travis Hoium shows why Hims & Hers will be fine with or without GLP-1s. *Stock prices used were end-of-day prices of Oct. 7, 2024. The video was published on Oct. 8, 2024. ...

Look beyond the stock price at the business when shares are volatile. When the stock market is volatile and share prices tumble, opportunities arise to search for great businesses with stocks temporarily trading at bargain levels. When this happens, investors with a multiyear buy-and-hold strategy can shrewdly add such stocks to their portfolio while others sit on the sidelines. It's true that just because a stock is trading lower doesn't necessarily mean it has become a better buy. Sometimes, stocks trade ...