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Hims & Hers Health: Bumpy Ride Will End

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  • Hims & Hers Health has traded very volatile over the last year as the market misunderstands the business opportunity beyond GLP-1s and weight-loss drugs.
  • The online health and wellness faces FDA scrutiny, but this is industry-wide and not unique to the company.
  • The platform is rapidly growing subscribers, launching new offerings, and targeting large under-penetrated markets domestically and internationally on a path to hitting a $6.5B 2030 sales target.
  • The stock trades at a low valuation relative to its growth at only 4x '26 sales targets, making current levels a compelling buying opportunity.
Hims & Hers Health, Inc. (NYSE:HIMS) has hit a bumpy ride over the last year, with the stock stuck in a range from $40 to $70. The online health and wellness platform has faced a lot of questions regarding compounding GLP-1s, with the latest news being a letter from the FDA. My investment thesis remains ultra Bullish on the stock, as the company moves forward with growth plans while the GLP-1 business was never the long-term focus.


Read the full article on Seeking Alpha. 

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