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Hims & Hers Health: Don't Get Lost In The Weeds

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  • Hims & Hers Health, Inc. remains ultra Bullish despite a near 80% drawdown from 52-week highs, with growth initiatives firmly on track.
  • HIMS projects 2026 revenues of $2.7–$2.9 billion, above consensus, and expects strong subscriber growth in weight loss offerings despite temporary GLP-1 headwinds.
  • The Eucalyptus acquisition is set to add at least $200 million to 2026 revenues, positioning HIMS for a $3.25–$4 billion annualized run rate entering 2027.
  • Regulatory risks from DoJ, FDA, and SEC persist, but HIMS emphasizes GLP-1s are only one part of its diversified health platform, making the stock cheap at only 1x sales.
  • 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. (HIMS) has seen the stock make a huge reversal after an initial post-Q4 selloff. The online health and wellness platform is full-speed ahead on growth initiatives while the stock market is stuck in the weeds focusing on short-term regulatory hiccups. My investment thesis remains ultra Bullish on the stock after Hims & Hers Health has lost nearly 80% from the 52-week highs.


Read the full article on Seeking Alpha. 

Disclosure: Long HIMS. Please review the disclaimer page for more details. 

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