IB Net Payout Yields Model

Invest like me - only at Covestor.com

Hims & Hers Health: Roller Coaster Gift

By -

Update - Nov. 13, 2025

Hims & Hers Health has slipped below key support around $40. The online health and wellness platform is getting incredibly cheap at just 3x '26 sales estimates of $2.8 billion. The company even just launched Labs, a preventative care lab test. 

Finviz Chart

Original article posted on Oct. 20

  • Hims & Hers Health launched menopause and low testosterone products in the last month, expanding its addressable market and supporting its $6.5 billion 2030 revenue target.
  • Recent product launches, including at-home lab testing, are expected to boost ARPU and drive significant revenue growth for HIMS in coming years.
  • The stock market over reacted to planned stock sells by the CEO.
  • Current weakness in HIMS shares presents a buying opportunity, with the stock trading at just 4x projected 2026 sales and robust long-term potential.
  • Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More »
Hims & Hers Health, Inc. (NYSE:HIMS) launched a new product to market excitement, yet the stock ended last week lower due to confusion related to the CEO. The online health and wellness platform continues to build out a strong lineup of new health products contributing to the expected 2030 revenue target of $6.5 billion. My investment thesis remains ultra Bullish on the stock, especially after the recent dip while the business continues to expand with multiple new product launches in the last month.


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Comments

Post a Comment

Popular posts from this blog

Stat of the Day: VXO hits 45 again

By -
Not hardly a week removed from hitting 45 on 9/18/08 and the market is back to this extreme level. Usually hitting the 40 level has historically been a huge buy signal for at least the next 4-6 months. Below are the times that 40 has been hit and only 2 times did it exceed 45 in the prior 20+ years until this month. Guess time will tell if this one leads to a huge rally. Date High 10/19/1987 152.48 8/24/1990 40.01 10/27/1997 40.04 8/27/1998 41.46 4/14/2000 41.53 3/22/2001 41.99 9/17/2001 47.7 7/11/2002 41.64 9/18/2008 45.81
Read more

Nextdoor: Next Step Up

By -
Image
Update - Feb. 28, 2025 Nextdoor reported another strong quarter.  Q4 Revenue of $65.23M (+17.4% Y/Y)  beats by $2.11M . Adjusted EBITDA was $3.0 million, compared to a $14.0 million loss in the year-ago period, reflecting 30 percentage points of year-over-year margin improvement. The social media company guided to weak Q1 results due to going full speed ahead with the NEXT UI updates. This is great news for  investors, but the stock is down some 30% due to the markets short-term focus.  The stock trades at near cash value of $427 million.  Originally posted on Nov. 8 Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Nextdoor has achieved a significant turnaround under the return of founding CEO Nirav Tolia, with 17% revenue growth and record WAUs. The company nearly eliminated losses, reporting a Q3 adjusted EBITDA loss of just $1 million, and expects to be cas...
Read more

Hims & Hers Health: The Market Is Likely Wrong

By -
Image
Updated - Feb. 21, 2025 Hims & Hers Health isn't reliant on GLP-1 shortages. Not sure why news reports keep making this false claim, but the stock is down 20% today on the FDA ending the semagultide shortage status.  -The U.S. FDA announced Friday that it would refrain from penalizing makers of compounded versions of Novo Nordisk’s (NVO) weight loss/obesity drugs for two more months as supply conditions for the GLP-1s improve after an official end to their shortage. -Earlier in the day, the agency declared that the nationwide shortage of the highly popular GLP-1s, collectively known as semaglutide, is resolved after nearly three years. -“The FDA confirmed with the drug’s manufacturer that their stated product availability and manufacturing capacity can meet the present and projected national demand,” the regulator said. -Hims & Hers (NYSE:HIMS), which made compounded versions of semaglutide amid the shortage, lost billions of dollars in market cap in reaction as the telehea...
Read more