Opinions
The Weekly Buzzing Stocks by Billy Kawasaki
Hims & Hers Health
HIMS-N
TOP PICK
Jul 24, 2025
Stock price when the opinion was issued
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It's a healthcare platform that lets users talk to doctors and buy generic treatments for various sensitive and embarrassing conditions like baldness and weight. Shares soared 30% when it reported Q4 last February, then kept rising. They reported strong growth, profits and guidance. They reported another beat in May, because they were offering more products, namely weight-loss drugs, including GLP-1 injections which are in high demand. But these aren't the patented drugs from Eli Lilly and Novo Nordisk, but copycats (legal) at a much lower price. Shares jumped on this May 20 news. Then in late June a media report stated that HIMS was getting this drug from a supplier that had previously unreported, ties to fraud and bankruptcy, and that users can get these drugs without a prescription, which opens HIMS to litigation risk. Shares fell back to $20, which is an attractive level to enter. He has mixed feelings. The company was good before GLP-1 and good overall.
HIMS has been picking up plenty of steam recently. It's results have continued to come in strong, it is up 225% year-to-date and it is not overly expensive at 34.5x forward earnings. HIMS is a telethealth platform that connects consumers and healthcare professionals. It has a wide product/service offering and growing subscription based model. Revenue growth has been very high (50%+), and it has been becoming increasingly profitable over recent quarters. The balance sheet also has no debt and it has been increasing cash flows nicely. It has a strong business model and fundamentals while growth is expected to continue to be high. We think it looks good and if profitability continue to ramp up the valuation could look more attractive.
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Hims & Hers Health, Inc. (listed as Hims on the stock exchange) is a telehealth company that offers a range of wellness and healthcare services primarily via online platforms. Known for its direct-to-consumer approach, the company focuses on dermatology, mental health, and primary care, among other sectors. Hims aims to democratize access to healthcare by offering affordable alternatives to traditional healthcare services. Social media mentions are up 160.6% in the past 24h.