HIMS is down 80%, creating a window of opportunity in the stock price for those interested in the business behind the chart. :
"Hims & Hers (HIMS) trades around $15–16 (as of March 3, 2026), down ~75–80% from its 2025 peak of $70.43.
Bullish highlights despite the dip:
2025 results: Revenue hit $2.35 billion (+59% YoY), with >2.5 million subscribers. Achieved profitability and strong cash flow from core areas (hair, ED, skin, mental health, hormones); non-GLP-1 revenue dominates in the U.S.
2026 guidance: Revenue $2.7–2.9 billion (+15–23% YoY), Adjusted EBITDA $300–375 million (11–13% margin).
2030 targets: At least $6.5 billion revenue and $1.3 billion Adjusted EBITDA — implying 20–25%+ CAGR over the coming years, fueled by new specialties (testosterone, menopause, labs), international expansion (e.g., Eucalyptus deal targeting $1B+ abroad), and personalized telehealth growth.
Valuation: Trades at a compressed multiple relative to long-term growth; analyst targets suggest meaningful upside.
GLP-1 headwinds (regulatory/competition) appear temporary, with diversification and platform strength supporting durable 20–30% growth potential through 2030. Classic "generational dip" setup for patient bulls in consumer health."
HIMS meets my growth criteria, price to sales criteria, and sentiment potential for a great opportunity. The Company is profitable and cashflow positive, and is earning close to the sp500 and bonds already, potentially earning more as a business soon.
Trade Idea- Im buying now for the long term, 2 to 10 years. If stocks moves 3x or more, I will trim to take most my cost basis out and keep the rest for free long term 10-20 years.
"Hims & Hers (HIMS) trades around $15–16 (as of March 3, 2026), down ~75–80% from its 2025 peak of $70.43.
Bullish highlights despite the dip:
2025 results: Revenue hit $2.35 billion (+59% YoY), with >2.5 million subscribers. Achieved profitability and strong cash flow from core areas (hair, ED, skin, mental health, hormones); non-GLP-1 revenue dominates in the U.S.
2026 guidance: Revenue $2.7–2.9 billion (+15–23% YoY), Adjusted EBITDA $300–375 million (11–13% margin).
2030 targets: At least $6.5 billion revenue and $1.3 billion Adjusted EBITDA — implying 20–25%+ CAGR over the coming years, fueled by new specialties (testosterone, menopause, labs), international expansion (e.g., Eucalyptus deal targeting $1B+ abroad), and personalized telehealth growth.
Valuation: Trades at a compressed multiple relative to long-term growth; analyst targets suggest meaningful upside.
GLP-1 headwinds (regulatory/competition) appear temporary, with diversification and platform strength supporting durable 20–30% growth potential through 2030. Classic "generational dip" setup for patient bulls in consumer health."
HIMS meets my growth criteria, price to sales criteria, and sentiment potential for a great opportunity. The Company is profitable and cashflow positive, and is earning close to the sp500 and bonds already, potentially earning more as a business soon.
Trade Idea- Im buying now for the long term, 2 to 10 years. If stocks moves 3x or more, I will trim to take most my cost basis out and keep the rest for free long term 10-20 years.
Zlecenie aktywne
update, NVO made a deal with HIM, stock up over 40%
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Wyłączenie odpowiedzialności
Informacje i publikacje nie stanowią i nie powinny być traktowane jako porady finansowe, inwestycyjne, tradingowe ani jakiekolwiek inne rekomendacje dostarczane lub zatwierdzone przez TradingView. Więcej informacji znajduje się w Warunkach użytkowania.