Aug. 4 at 4:04 PM
$HIMS "Heads up alert! Only one day until Upcoming earnings on Monday, 8/4/2025 for
$HIMS
Bullish (8.1)
---
Hims & Hers Health, Inc.
(NYSE: HIMS) Analysis
Hims & Hers Health, Inc.
has been exhibiting positive momentum fueled by strategic growth initiatives and market positioning within the telehealth sector.
The company has demonstrated robust performance with a significant increase in share price, evidenced by a 90.4% surge over the past three months.
This growth can be attributed to strong subscriber growth, successful international expansions, and increased demand for digital healthcare solutions.
The company's recent announcement of its expansion into Canada with a new weight-loss program highlights its strategic focus on capitalizing on the generic version of semaglutide, a high-demand weight-loss drug.
Additionally, Hims & Hers' financial metrics reflect a compelling growth narrative; the company's EPS estimates have risen significantly, projecting a 177.8% upside.
However, the trailing P/E ratio of 70.56 and forward P/E of 104.30 indicate a high valuation, suggesting investor expectations for continued growth.
Hims & Hers Health faces competition from peers like Teladoc Health, yet it distinguishes itself through its AI-driven personalized healthcare solutions and recent strategic acquisitions such as ZAVA, which expands its footprint in Europe.
In comparison to industry peers, Hims & Hers is positioned advantageously with its innovative approach to digital health and an aggressive expansion strategy that promises sustained growth in subscriber base and revenue streams.
---
Earnings Report Expectations
Hims & Hers is set to announce its second-quarter 2025 financial results on August 4, 2025.
The market anticipates significant earnings growth, driven by subscriber momentum and the introduction of digital care tools.
Historical performance has shown the company capable of exceeding expectations, as evidenced by its Q1 earnings surpassing Wall Street estimates.
Analyst consensus estimates project the company to achieve
$552 million in revenue with an EPS of
$0.15.
The primary drivers for this optimistic outlook include subscriber growth, increased demand for GLP-1 weight-loss drugs, and strategic global expansions.
The earnings report will be pivotal, as it will provide deeper insights into the company's operational efficiency and growth trajectory amidst rising legal scrutiny and competitive pressures.
---
Sector Performance
The telehealth sector, which Hims & Hers is a part of, continues to experience growth due to increased adoption of digital health services and the ongoing shift towards personalized healthcare solutions.
The sector has shown resilience and robust performance, with major indices such as the S&P 500 and Nasdaq hitting record highs, reflecting investor confidence in the broader health tech landscape.
As demand for telehealth solutions persists, driven by convenience and innovation, companies in this sector are poised for continued growth, although they face challenges such as regulatory scrutiny and competitive pressures.
Overall, the sector's outlook remains positive, supported by technological advancements and evolving consumer preferences for digital health solutions.
- Funds were net buyers of
$HIMS during the previous reporting quarter.
- Funds with large holdings in
$HIMS include:
- Farallon Capital Management LLC, MV:
$235MM. Fund Rank: 70%
www.faralloncapital.com
- SRS Investment Management LLC, MV:
$118MM. New position. Fund Rank: 93%
- Casdin Capital LLC, MV:
$6MM. New position. Fund Rank: 59%
www.casdincapital.com
- Gilder Gagnon Howe & Co LLC , MV:
$4MM. Fund Rank: 88%
www3.gghc.com
- Fcf Advisors LLC, MV:
$3MM. Fund Rank: 57%
www.fcfadvisors.com
- Last 10 days performance: 9%
- Last 30 days performance: 30%
- Last 90 days performance: 49%
Some of the latest news articles:
- Title: Hims & Hers Q2 2025: What You Need to Know Ahead of Earnings
Publication Date: 8/4/2025 12:26:52 PM, Source: yahoo
URL: https://finance.yahoo.com/news/hims-hers-q2-2025-know-122652170.html?.tsrc=rss
- Title: McDonald’s Earnings, New Tariff Deadline, PMIs: What to Watch This Week
Publication Date: 8/4/2025 8:23:41 AM, Source: yahoo
URL: https://finance.yahoo.com/m/e823428f-68b3-337a-a897-c0f9dce9b878/mcdonald%E2%80%99s-earnings%2C-new.html?.tsrc=rss
- Title: 2 Healthcare Stocks That Have Doubled Over the Last Year but Still Have Room to Run
Publication Date: 8/3/2025 7:29:00 PM, Source: yahoo
URL: https://www.fool.com/investing/2025/08/03/2-healthcare-stocks-that-have-doubled-this-year-bu/?.tsrc=rss
- Title: Job market concerns take center stage as earnings season rolls on: What to watch this week
Publication Date: 8/3/2025 11:36:08 AM, Source: yahoo
URL: https://finance.yahoo.com/news/job-market-concerns-take-center-stage-as-earnings-season-rolls-on-what-to-watch-this-week-113608612.html?.tsrc=rss
Follow us on stocktwits.com and Substack (chessgmstocks.substack.com). Not a financial advice. Not a trading signal."
