HIMS stock surged 41% over the past week and is now up 104% year-to-date!
As a high-growth player in the AI + healthcare space, HIMS has seen dramatic ups and downs. Once heavily shorted and surrounded by skepticism, what changed to help it win back the market’s confidence?
Some visionary investors positioned themselves early and earned big — especially those who used options to magnify their returns. Here are a few highlights from the community:
🎉 Huge congrats to @lllsong for locking in 3713% return by buying $Hims & Hers Health Inc.(HIMS)$ call.
🎉 Huge congrats to @Shernice軒嬣 2000 for securing 101% return by buying $Hims & Hers Health Inc.(HIMS)$ call.
She shared:
Get ready for liftoff — a parabolic surge and explosive short squeeze could ignite once the price blasts past 50!
🎉 Huge congrats to @Star9811 for achieving an impressive $2962 profits with $Hims & Hers Health Inc.(HIMS)$.
Novo Nordisk Partnership: A Turning Point
Not long ago, HIMS shares had plummeted 60% from their February highs due to the FDA halting sales of compounded GLP-1 medications — which made up 15% of HIMS revenue. But now, a game-changing partnership with $Novo-Nordisk A/S(NVO)$ has helped turn things around.
HIMS will begin offering FDA-approved weight loss drug Wegovy, with plans for deeper collaboration in the future. Their bundled package — priced at $599/month — includes:
24/7 care team access
Ongoing clinical and nutritional support
Personalized medication management
Wellness tracking via the Hims & Hers app
This price is about $100 higher than NovoCare’s direct offering, but Hims positions its platform as a premium, fully integrated service.
Q1 Earnings Highlights
Revenue: $586 million, up 111% YoY and $45M above expectations
EPS: $0.20 vs. $0.12 expected — a 66% beat
FY 2025 revenue guidance: Raised to $2.3–2.4 billion
Gross margin: Surpassed 10% for the first time (vs. 3.6% last year)
After initially dipping ~6% in pre-market, shares jumped 12% intraday post-earnings. The only red flag? Slightly conservative guidance for next quarter: $530–550 million in revenue, ~4.3% below consensus.
How Does HIMS Stand Out?
Unlike most telehealth platforms accessed via employer benefits like $Teladoc Health Inc.(TDOC)$, Hims attracts self-directed consumers actively seeking solutions — a more motivated, willing-to-pay customer base.
While weight loss treatments are a hot focus, Hims’ core offerings also include sexual health, mental health, and dermatology. The CEO has noted that for non-life-threatening issues like hair loss or weight, insurance often adds little value.
With shares nearing the critical $50 mark, do you think HIMS can hold its ground?
What's your entry point and target price?
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