Should I Buy Hims & Hers (HIMS)? Finance YouTuber Analysis

The YouTuber believes Hims & Hers is a 10x to 100x opportunity, positioning itself as the 'Netflix of healthcare' by aggregating demand and expanding its services beyond initial offerings like ED and weight loss. He highlights its strong market share in telehealth, rapid subscriber growth, and international expansion as key drivers. Despite current slowing revenue growth and margin pressure, he argues these are short-term, and the company's focus on growth over immediate profitability, coupled with a low valuation of 3.5x sales for a company with a 54% five-year CAGR, makes it an attractive investment.

“I think this is one of the best risk rewards on the market today.”

The YouTuber's highest conviction pick is Hims and Hers, viewing it as a disruptive healthcare aggregator that provides a 'front door' to healthier living, expanding beyond its initial offerings into areas like GLP1s and longevity. He emphasizes its direct-to-consumer model, strong subscriber growth (projected 4-5 million by 2027), increasing revenue per user, and an attractive valuation at 3.5x sales for a company growing rapidly.

“This is my biggest holding. This is Hims and Hers. Hims and Hers is one company that I think is going to be a household name in the medical industry come five even 10 years from now.”

The analyst believes Hims & Hers is making the right strategic moves by acquiring Eucalyptus, which significantly expands its international market and subscriber base. This acquisition, combined with recent partnerships with major pharmaceutical companies, is expected to drive substantial revenue growth (potentially 40-50% later in 2026) and solidify its position as a healthcare aggregator, despite short-term margin compression and increased debt.

“I think all of this is the right strategic moves. ... If we do see a growth rate of 40 50% which we probably will later this year with eucalyptus now on board that is going to be a big deal for the stock.”

The YouTuber is bullish on Hims & Hers, believing the market is overlooking its potential inflection point. Despite recent growth deceleration, he expects revenue acceleration due to partnerships (Novo Nordisk, Eli Lilly) and new high-value offerings like GLP-1s, labs, and future peptides. He sees the company evolving beyond its initial focus to become a comprehensive healthcare aggregator, with increasing monthly revenue per subscriber and strong member growth.

“I think the market is really overlooking the potential inflection that we're seeing with him and hers going from a company where revenue is decelerating to even starting next quarter, but definitely by the end of the year, you're going to see that revenue start to accelerate.”

The analyst expresses concern over Hims & Hers' increasing reliance on convertible debt offerings, which could lead to significant shareholder dilution if the stock price rises, or create a substantial cash repayment burden if it doesn't. He views the company's aggressive expansion strategy, funded by these debt raises, as increasing risk and creating a lot to prove regarding international expansion, AI investments, and margin improvement to generate sufficient free cash flow to cover future debt obligations.

“I'm not a huge fan of convertible debt offerings in general... I don't love having this debt on the balance sheet because if things don't go well, it can be a real hindrance to the business.”

The analyst recommends Hims & Hers for its disruptive approach to healthcare, bypassing traditional doctor-pharmacy-insurance models with direct-to-consumer cash pay services. He highlights its 54% compound annual growth rate, positive free cash flow, and strategic acquisitions like Eucalyptus. The company's focus on expanding services beyond initial offerings (ED, hair loss) to GLP-1s and longevity, with a target of $6.5 billion in revenue by 2030, makes it a high-potential investment despite short-term volatility.

“I think this is one of those companies that's doing all the right things in healthcare. It's not going to be a straight ride up and down.”

The YouTuber believes Hims & Hers is a long-term buy despite recent stock declines and short-term messy financials. He argues that the company's strategic shift towards branded GLP-1 products and proactive health services, combined with strong subscriber growth in weight loss and increased revenue guidance for 2026, indicates significant future growth potential. He emphasizes looking past current growth rates to management's guidance of 30%+ growth in the latter half of 2026, especially with the upcoming Eucalyptus acquisition.

“If you are a long-term investor, him and hers is doing the right things. But it's also understandable that the short-term numbers don't necessarily look all that great. We need to look past that.”

The YouTuber maintains a long-term bullish stance on Hims & Hers, viewing the recent earnings report as an inflection point despite short-term profitability concerns. He believes the company's strategy to sacrifice current margins for faster growth, driven by new products like GLP1s and international expansion, will lead to significant long-term returns. The increased revenue guidance for the full year, even without potential peptide contributions, supports this view, suggesting a strong growth trajectory after a challenging first quarter.

“I think what investors need to think about is is this an inflection point and their guidance is indicating that this is an inflection point.”

The YouTuber is bullish on Hims & Hers, stating it has transformed its business model from a pill dispensary to a comprehensive healthcare platform. He believes the introduction of labs, AI care agents, and a membership-based model will drive long-term customer engagement and revenue growth, moving beyond single-prescription sales to a sticky ecosystem that tracks and improves health over time. This strategic shift, combined with new product opportunities like peptides, is expected to create significant long-term value.

“This is no longer just a pill dispensary. It's now no longer a place that you maybe go to get hair loss treatments or ED pills. It is an entire healthcare platform.”

The YouTuber believes Hims and Hers is a strong growth and value stock. He cites the resolution of a lawsuit with Novo Nordisk, the addition of branded GLP-1 products, and the introduction of weight loss memberships as catalysts for renewed growth. The company's low enterprise value to sales multiple of three, despite historical revenue growth of 64.5%, suggests significant upside potential if growth rates pick up as expected.

“I think this is one of the best growth and value stocks out there today. The enterprise value to sales multiple is just three right now for a company that over the past 3 years has grown revenue at 64.5%.”

The analyst is bullish on Hims & Hers, viewing its partnership with Eli Lilly and the expansion into GLP-1 products as a significant step in its transition to a platform company. He believes the shift towards a membership-based profitability model, similar to Costco, will align incentives with consumers and drive substantial long-term growth, despite current high P/E ratios.

“I love what they're doing right now. And I think the way to look at him and hers is that like much more like a platform.”

The YouTuber is highly bullish on Hims & Hers, believing it has the potential to become a trillion-dollar company within 10-20 years. He argues that Hims & Hers is positioned to disrupt the healthcare industry by controlling demand and lowering costs, similar to how 'smiling curve' winners like Netflix and Amazon have dominated their respective markets. The company's growing subscriber base, subscription model, and incentive to reduce healthcare costs are cited as key drivers for its long-term growth and potential for a much higher valuation multiple.

“It may sound crazy to say that Hims and Hers could be a trillion dollar company a decade or two from now, but this is the front door to healthcare in the US and around the world.”

The YouTuber argues that Hims & Hers is strategically shifting from a compounding company to an 'operating system' or platform for healthcare, leveraging AI to offer more personalized and accessible care. This move, combined with potential partnerships and subscriber growth, could lead to significant long-term value and a 10x potential for the stock. The AI integration aims to augment clinicians and provide concierge-level care, making it a central hub for healthcare questions.

“If Hims and Hers becomes the aggregator in the market, if they're the app that you click on when you have healthcare questions, that's ultimately going to be the biggest point of value. After the acquisitions of Zavva and Eucalyptus, they're going to have between 4 and 5 million in subscribers. They can continue growing that number, and this becomes the biggest healthcare subscription app in the world. That's how you get 10x potential in Hims and Hers stock.”

Travis Hoium recommends Hims & Hers as a contrarian bet, highlighting its disruptive role in healthcare as an aggregator. He notes strong revenue growth, increasing subscriber numbers, and rising revenue per subscriber due to higher-value treatments like GLP1s. The company's low enterprise value to sales ratio (2x) for a 65% historical growth rate, with expected 20% growth this year, presents an attractive risk-reward profile, especially as the stock drops.

“Hims and hers is the disruptive company in healthcare. I think the risk-reward is absolutely phenomenal. So, as the market drops, Hims and Hurst stock is a high volatility stock. Drops even if their numbers are getting better, that's going to be a better and better buying opportunity the lower the price goes.”

The YouTuber argues that Hims & Hers' launch of official GLP-1 products (Wegovy pill and pen) and a new subscription model significantly de-risks the company and could drive substantial revenue growth. He believes the current valuation is cheap given the potential for increased average revenue per subscriber and a re-acceleration of growth beyond current analyst expectations, especially as they build out the membership value.

“This, I think, could be a company that blows out those numbers. And that's where this valuation is going to look extremely cheap.”

The YouTuber believes Hims & Hers is a buy due to its new deal with Novo Nordisk to offer GLP-1 weight loss medications, which is expected to re-accelerate revenue and subscriber growth. He highlights the direct-to-consumer, cash-pay model as a differentiator and anticipates increased average revenue per user. The company's acquisition of a peptide facility also suggests future growth drivers.

“If everything goes well, this is going to reacelerate him and hers growth. It's going to bring more products onto the platform.”

The analyst believes Hims & Hers is a strong buy due to the resolution of litigation risk with Novo Nordisk and the FDA's positive stance on their agreement. This partnership allows Hims & Hers to offer branded GLP-1s at competitive prices, potentially driving significant subscriber growth and revenue. The long-term thesis is that Hims & Hers is a platform company that can provide low-cost, accessible medical treatments, including future peptide offerings and partnerships with other pharmaceutical companies like Eli Lilly.

“I think this is unabashedly positive for Hims and hers. In fact, I don't know what the bare thesis is at this point because the litigation risk is now gone.”

The YouTuber believes Hims & Hers is a strong long-term buy, citing the recent news of a partnership with Novo Nordisk as a significant catalyst. He argues that the economic incentives always pointed to collaboration between the two companies, and this deal will allow Hims & Hers to expand its platform by offering branded weight loss drugs, potentially leading to massive revenue growth and market share gains. He also highlights the company's potential to become a comprehensive healthcare platform that prioritizes cost-effectiveness for consumers.

“This is one of the biggest positions in the asymmetric portfolio. So, I'm giving all my insights and research on why I like this company, why I think this is a 10x, maybe even 100x potential long term.”

The YouTuber believes Hims & Hers is a disruptive force in healthcare, offering personalized, on-demand, low-cost, and convenient solutions that traditional providers cannot match. He highlights six key disruptive factors: reduced friction, price discovery, widening knowledge corpus, constant data feed, no insurance involvement, and significant scale potential. Despite recent guidance disappointment, the company is still growing, trades at a low 1.7x sales, and has potential for 10x to 100x returns over the next 10-20 years.

“Hims and hers, one of my biggest positions and one of the companies that I think has 10x, if not even much higher potential over the next 10 years.”

The analyst is holding Hims & Hers due to its compelling valuation (1.7x EV/Sales, 28.8x forward P/E) and potential for long-term growth, despite recent noise in earnings related to GLP-1 compounding and revenue recognition changes. He believes the underlying core growth rate is a solid 25-35% and that the company is now positive operating cash flow, which provides flexibility for acquisitions and navigating legal risks. If management can address current challenges, the long-term outlook is bright.

“That's why I remain invested in him and hers. I'll be doing my monthly buys at the beginning of March. So, not sure if I'm going to be buying his and hers yet, but I'm still holding on to this stock because the valuation is just so compelling.”

The YouTuber believes Hims & Hers' acquisition of Eucalyptus, despite increasing balance sheet risk, significantly expands its international footprint and subscriber base. This strategy aims to make Hims & Hers a global aggregator in healthcare, increasing its platform power and long-term asymmetric upside potential, provided the integration and growth materialize as planned.

“I think it increases the upside potential. Definitely also increases that risk at all.”

The YouTuber views Hims & Hers as a disruptive company pushing the envelope in healthcare by offering compounded GLP-1 products at lower prices, despite legal challenges from larger pharmaceutical companies like Novo Nordisk. He believes that while risky, the company's strategy of leveraging existing compounding laws and aiming for mass market access could lead to significant long-term upside, similar to early disruptive companies like Tesla and Uber.

“This is why This creator works. It's not necessarily comfortable when these stocks are going down, but when these companies are swinging for the fences and trying to disrupt an existing industry like the medical and pharmaceutical industry, that's exactly what I want to see.”

The analyst views the recent stock drop as a buying opportunity for Hims & Hers, arguing that the company's strategy of offering compounded, personalized GLP-1s at a lower price point is disruptive. Despite legal challenges from Novo Nordisk, Hims & Hers may be operating within FDA rules by using a different technology for oral absorption, and their incentive structure aligns with lowering prices to reach more patients.

“Ultimately, I think this is a phenomenal buying opportunity for his and hers because this is the one company that is looking at this very disruptively.”

The YouTuber believes Hims & Hers is a disruptive medical platform, not just a pill dispensary. The recent launch of multi-cancer early detection testing expands its addressable market significantly and differentiates it from competitors by offering comprehensive healthcare solutions at scale. He sees the company building a long-term platform that will know more about its users' health than traditional doctors, and views its current $6.8 billion market cap as undervalued given this future potential.

“My long-term thesis around him and hers is that this is a disruptive medical platform company. It's not just a pill dispensary like a lot of these other telealth companies.”

The YouTuber recommends buying Hims & Hers due to its disruptive business model in healthcare, operating outside the traditional insurance ecosystem, which allows for lower costs and a more integrated patient experience. He highlights strong revenue growth (71% over 3 years), improving operating margins, and a low enterprise value to sales multiple (3.3) compared to high-growth peers, suggesting significant upside potential as the company expands its services like lab testing and peptide offerings.

“Longterm, we want to just be accumulating stocks like this at these kind of attractive prices.”

The YouTuber believes Hims & Hers is a strong buy due to its current low valuation of 3.3 times sales, despite recent stock drops related to GLP-1 competition. He argues that the market is misreading the company's long-term growth potential, especially with upcoming catalysts like longevity products, peptide facilities, and its evolving platform strategy to become a healthcare aggregator with personalized solutions and vertical integration.

“But if you take a step back, I think this is actually one of the best buying opportunities that we have had in years with him and hers.”

The YouTuber believes Hims & Hers is a disruptive healthcare platform with significant long-term growth potential, despite recent short-term concerns about revenue growth and GLP-1 impact. He argues the company is undervalued given its high growth rate and potential to become a trillion-dollar company by aggregating healthcare services and leveraging AI, comparing its current valuation favorably to slower-growing peers. He sees the recent stock discount as a buying opportunity.

“That's why I see the recent discount in shares is a great buying opportunity. I'm continually adding shares to the asymmetric portfolio.”

The YouTuber is investing in Hims & Hers because he believes it will benefit from the disruption in healthcare caused by AI, specifically ChatGPT Health. He notes that Hims & Hers can prescribe products, has invested in AI, and is expanding into longevity and wellness, making it well-positioned to integrate with and leverage new AI capabilities for more in-depth medical services.

“One I mentioned earlier is Hims and Hers. They are a company that can prescribe products. They're adding more modalities. They're moving into longevity. Health and wellness is really a big piece of their future.”

The YouTuber believes Hims and Hers has 10x potential due to its disruption of the healthcare industry by cutting out middlemen and going direct to consumer. The company shows strong revenue growth and increasing profitability, driven by subscriber growth and expansion into new specialties like testosterone, perimenopause, and labs. Despite short-term challenges from GLP1s, its low enterprise value to sales multiple of four suggests significant upside from revenue, margin, and multiple expansion.

“with an enterprise value under $9 billion, an enterprise value to sales multiple of just four, I think there is a ton of potential for not only revenue growth, margin expansion, but also multiple expansion for him and hers.”

The YouTuber believes Hims & Hers is an undervalued stock disrupting the healthcare industry. He highlights their strategy of vertical integration through acquisitions, such as in-house lab testing and peptide facilities, which allows them to offer more cost-effective and convenient solutions to subscribers. He argues that as their subscriber base grows, Hims & Hers will gain significant power in negotiating with suppliers, similar to how streaming services disrupted traditional media, potentially leading to substantial long-term growth.

“I think Hims and Hers is the kind of company that can do it.”

The analyst views Hims & Hers' introduction of lab testing as a significant opportunity to expand into new verticals like peptides and longevity, potentially transforming the company into a healthcare disruptor. This move is expected to increase subscriber engagement, average order value, and customer lifetime value, driving substantial long-term growth. The recent stock price drop is seen as a buying opportunity.

“A lot to learn in the fourth quarter, but given the recent drop in the stock, this is definitely one of the buying opportunities I'm looking at right now.”

The YouTuber views Hims & Hers as a strong buy, especially after its recent stock drop, seeing it as a healthcare platform with 100x potential over 10-20 years. He emphasizes its 70.7% 3-year CAGR and low EV/Sales of 4, arguing that the company is disrupting traditional healthcare by expanding into new services like longevity and at-home testing, moving beyond GLP-1s and initial offerings.

“I think this company doesn't just have 10x potential over the next 10 years. I think this has 100x potential over the next 10 to 20 years.”

The analyst believes Hims and Hers has 10x, potentially even 100x, potential due to its aggressive growth rate and undervalued enterprise value to sales multiple compared to its peers. The company is disrupting healthcare by aggregating demand for medical solutions, expanding its service offerings, and growing its subscriber base. Despite recent revenue fluctuations due to GLP-1 supply changes, the long-term strategy of becoming a comprehensive healthcare platform, similar to Netflix for entertainment, presents a massive market opportunity.

“I think this stock is really underappreciated. Over the next few quarters, we're going to get much more clarity on what the weight loss business and GLP ones are going to look like. What is that steadystate growth rate? Look, if that is a steady state growth rate of 30 40%, that is phenomenal over the course of decades.”

The YouTuber is very bullish on Hims & Hers, citing strong revenue growth driven by new product launches like testosterone and menopause solutions, which are expanding their market beyond GLP-1s. He also expects significant margin expansion as the company matures, leading to improved profitability. Despite recent stock performance, he believes the valuation remains attractive, especially considering the potential for multiple expansion as growth continues, and notes a high short interest could fuel a short squeeze.

“I just wanted to explain exactly what's going on short-term and why this is continues to be one of the stocks that I am most bullish on long-term.”

The analyst believes Hims & Hers is a strong long-term buy due to its expanding product lines, particularly the new menopause and perimenopause offerings, which are expected to drive significant revenue growth for the Hers app. He argues the market misunderstands the company's growth potential, citing an 89% growth rate and a relatively low enterprise value to sales multiple of 6.5, suggesting room for both revenue growth and multiple expansion.

“Still think the stock isn't all that expensive once we look at the numbers. As I mentioned that 89% growth rate, but look at this enterprise value to sales just 6 and a half right now.”

The YouTuber believes Hims & Hers is a strong buy due to its continued expansion into new specialties like testosterone treatment, which could drive subscriber growth and revenue per subscriber. He argues that the company is disrupting the healthcare market by owning demand and is currently trading at a reasonable valuation of 60 times trailing earnings and five times sales, considering its high growth potential.

“This is still a very very high growth company trading at I think a pretty reasonable valuation if they're going to continue to be able to disrupt the healthcare market.”

The analyst believes Hims & Hers is a buy due to recent legal developments reducing risk, specifically the dismissal of a lawsuit against a similar company, which suggests less legal threat to HIMS's GLP1 compounding business. He argues the stock's current price-to-sales multiple of 5.3 is too low for a company growing revenue in excess of 50% annually, suggesting significant multiple expansion potential. Additionally, new product launches like testosterone and longevity treatments are expected to drive further growth.

“This is not a stock that should be trading for five times sales. This is a stock that should be trading at at probably in excess of 10 times sales based on the market today, maybe even higher than that.”

The YouTuber believes Hims & Hers still has 10x potential over the next decade, projecting a $100 billion market cap. He highlights the company's strong financial growth, reasonable valuation compared to other high-growth companies, and disruptive business model focused on expanding healthcare specialties, personalized solutions, and a potential membership model. He notes that recent stock pullbacks make the valuation more attractive, and he would add more if the price drops further.

“If we get down into the 30s, I'm definitely going to be adding some more to the portfolio.”

The YouTuber maintains a long-term hold on Hims and Hers, acknowledging a disappointing short-term earnings report due to slowing growth and flat subscriber numbers, partly impacted by changes in GLP-1 sales. However, he believes the long-term strategy to disrupt healthcare through a membership-based platform, new product offerings (hormones, menopause), strategic hires, and international expansion remains intact. He sees the current valuation as reasonable given the potential for future growth, despite the recent quarter's performance.

“I still like the long-term future, not a phenomenal quarter, so wouldn't be surprised to see the stock pull back, but I'm certainly not a seller here.”

Travis Hoium believes Hims & Hers is well-positioned to aggregate demand in the healthcare market, similar to how Amazon or Netflix aggregated demand in their respective sectors. He argues that while pharmaceutical companies like Novo Nordisk struggle with direct-to-consumer models and patent cliffs, Hims & Hers offers a broad range of solutions and multiple supply options, attracting millions of subscribers. This dynamic shift in the market favors companies that can aggregate demand over those that solely control supply.

“I think his and hers is going to be the aggregator of demand for a lot of our healthcare answers.”

The YouTuber is holding Hims and Hers, highlighting its over 100% annual growth rate and a current valuation of six times sales. He believes continued fundamental improvement will lead to stock appreciation through both growth and multiple expansion.

“Their most recent quarter, they're growing at over 100% per year. It's hard to grow any company at 100% per year, but this is a publicly traded company still trading for just six times sales and it's growing that fast.”

The YouTuber maintains a high conviction in Hims & Hers due to its strong growth rate (77.2% 3-year growth, over 100% in the most recent quarter) and increasing average monthly revenue per user ($84). He emphasizes that customers are actively choosing to interact with the platform, indicating high engagement and value, which he sees as a key indicator of a successful digital business.

“The best way to find great businesses in a digital world in an online environment is look for who customers are choosing to interact with. You can see that there are over 2 million people and growing choosing to interact with him and hers.”

The YouTuber maintains a long-term bullish stance on Hims & Hers, viewing the termination of the Novo Nordisk partnership as a 'bump in the road' rather than a fundamental threat. He argues that Hims & Hers is building a powerful aggregation platform in healthcare, similar to Netflix in media, which will ultimately give it leverage over pharmaceutical suppliers. The company's growth is diversified beyond GLP-1s, with strong performance in other segments and significant investments in AI and other solutions.

“This may actually be closer to a buying opportunity than it is a panic opportunity. ... I am not selling anything today.”

The YouTuber believes Hims & Hers has significant growth potential, targeting $500 per share by 2030, due to its disruptive platform and aggregation model in the massive healthcare market. He highlights strong revenue growth, potential for margin expansion, and a currently undervalued price-to-sales multiple compared to other high-growth companies, suggesting significant multiple expansion is possible.

“I think $500 per share is possible by 2030. These kind of stocks don't come along very often. But when you consider how big an industry him and hers is trying to disrupt, the numbers get really big really quickly.”

The YouTuber believes Hims & Hers has 10x potential over the next decade due to its compounding growth, expanding product offerings beyond its initial focus (like ED and hair loss) into areas like GLP-1s and menopause, and its ability to attract and retain subscribers. He highlights its strong subscriber growth (56% CAGR) and increasing monthly revenue per subscriber, along with management's commitment to expanding operating margins, making it a profitable growth company.

“I think this still has 10x potential over the next decade. And the biggest reason is the compounding that's going on in the business.”

The YouTuber is bullish on Hims & Hers due to its recent strategic acquisition of Zava, expanding its market into Europe and leveraging its direct-to-consumer model. He highlights the company's strong revenue growth (86% TTM) with more slowly growing SG&A expenses, leading to margin expansion. Despite a high forward P/E, he believes the rapid growth and international expansion justify the valuation, increasing the total addressable market significantly.

“Love everything that's going on with Hims and Hers right now. A stock that I a stock that I've been acquiring for over a year now and will likely to continue to buy more in the near future.”

The YouTuber is buying Hims and Hers due to its long-term strategy of becoming a comprehensive healthcare platform, expanding beyond just pharmaceutical products to include fitness and nutrition plans. Despite a recent parabolic rise and short squeeze, the company is growing in triple digits, has a reasonable enterprise value to sales multiple under eight, and is expanding margins, positioning it to aggregate demand in the massive healthcare market.

“This is a company that's only has a market cap right now of about $14 billion. You're talking about a pharmaceutical market. It's worth about $500 billion in the US alone, but they are expanding internationally.”

The YouTuber is bullish on Hims & Hers due to its recent $470 million convertible notes offering, which provides significant capital for global expansion, AI investment, and potential acquisitions. He believes this strategic move positions the company to become a dominant healthcare aggregator, similar to Uber's strategy in ride-sharing, by leveraging AI for personalized treatments and expanding its direct-to-consumer infrastructure.

“I think that is the opportunity for him and hers. That's why this is such a big capital raise. That's why I think this is really notable for investors. This makes the upside even bigger. So I love the move for him and hers and it'll be really exciting to see what they do over the next few years.”

The YouTuber is bullish on Hims & Hers, viewing it as a disruptive force in healthcare by aggregating demand, similar to Netflix or Amazon. He believes the company's strategy of focusing on direct-to-consumer cash pay, rather than integrating with insurance, positions it to drive down costs and improve consumer experience, leading to significant long-term growth and market power.

“I think his and hers has massive potential.”

The YouTuber is bullish on Hims & Hers for the long term, viewing it as a platform company disrupting healthcare with a better solution for customers. Despite some investor disappointment with revenue guidance not increasing for 2025, the company reported phenomenal Q1 results, increased adjusted EBITDA guidance, and has a clear growth strategy including expanding product lines and subscriber base. The current valuation of 6.1 times sales is considered reasonable for a growth company, especially given its potential to exceed management's conservative 2030 growth projections.

“I like what I'm seeing from his and hers. Wouldn't be surprised to see shares be volatile over the next couple of weeks. But this is a stock I'm happy to accumulate if the stock drops because I think 5, 10, 15 years from now, this is the kind of company that I want to buy and hold because they are disrupting the traditional healthcare ecosystem and they're doing it with a better solution.”

Hoium suggests Hims and Hers is an underestimated buy, citing its high revenue growth (95% CAGR since 2018, 90% expected in Q1 2025) and increasing operating margins. He believes the company has significant opportunities for expansion into new healthcare areas and is already a successful position in his portfolio.

“I think the tailwinds behind him and hers are just going to be phenomenal over the next couple of decades. This is already one of the biggest positions in the asymmetric portfolio.”

Travis Hoium believes Hims and Hers is an undervalued stock with 10x potential, citing its disruptive platform model in healthcare, recent partnership with Novo Nordisk reducing regulatory risk, and strong growth trajectory. He highlights its low price-to-sales multiple of 4.3 despite 90% revenue growth and expanding operating margins, expecting continued growth and increased profitability as it attracts more pharmaceutical partners and expands its product offerings beyond GLP-1s.

“This is an extremely undervalued stock. This is a chart that shows the price to salsales multiple for him and hers. You can see that that price to sales multiple just 4.3. There are not a lot of companies out there that are trading for a 4.3 price to sales multiple and growing revenue 90%.”

The analyst is highly bullish on Hims and Hers, viewing its current price as a steal after a 60% drawdown, despite still being up 87% over the past year. He highlights its attractive enterprise value to sales multiple of 3.7 for a company growing revenue at over 90%, expanding into new markets like menopause, and projecting significant operating margin improvement to over 10%.

“Getting it at under $30 per share is going to look like a steal in the future because of this short-term dislocation in the market so Hims and Hers continues to be one of the stocks that I am most bullish on long-term but you got to ride out that volatility.”

The analyst believes Hims & Hers stock is too cheap to pass up, citing its current valuation at 5.4x enterprise value to sales, which is lower than many slower-growing pharmaceutical competitors. He highlights the company's rapid revenue growth (69% last year, 56-63% projected for 2025) and increasing profitability, with positive net income and free cash flow, and expected operating margin expansion. Despite concerns about GLP-1s, the core business outside of weight loss is robust and growing.

“I think at the end of the day, this is a very compelling valuation for a company that's disrupting a lot of pieces of the healthcare value chain. ... given the current price, yes, I think this is absolutely too good to pass up.”

The analyst believes Hims & Hers is a strong long-term buy despite recent volatility and the discontinuation of their compounded GLP-1 products and the Apostrophe dermatology brand. He argues that the company is strategically consolidating its platform, showing strong revenue growth projections (56-63% in H2 2025) even without GLP-1s, and is undervalued with an enterprise value of 5 compared to its growth rate.

“if you have a 5 10 20 year time Horizon I think heson hers is very well positioned and actually a pretty cheap stocks”

The YouTuber is bullish on Hims & Hers due to its high growth rate (95% in Q4), expansion beyond GLP-1s into a broader healthcare platform, and increasing profitability. Management expects 56-63% growth for 2025 and improving margins. The stock is considered relatively cheap with a forward price-to-sales multiple under four for a company growing over 50%.

“I think there's a ton of upside potential absolutely going to be a volatile year for him and hers but I think this is one of those stocks that could absolutely Skyrocket”

The YouTuber is buying Hims & Hers shares, leaning into the current market uncertainty surrounding the future of GLP-1s and the end of a shortage that previously boosted sales. He believes the company has a very bright future, citing consistent revenue growth, management's expectation for 1-3 percentage points of operating profit improvement annually, and its presence in a massive market.

“I'm leaning into that uncertainty buying shares when the market is most uncertain about the future because I don't need to predict what's going to happen next quarter or even this year I'm thinking about what is this business going to look like 5 10 20 years from now and I think there's a very bright future ahead.”

The analyst believes Hims & Hers is a long-term growth story, expanding its platform beyond GLP-1s into new areas like menopause and leveraging AI and vertical integration. Despite current market volatility and a post-earnings dip, the company is growing rapidly (95% revenue growth, 40%+ excluding GLP-1s), becoming profitable, and showing increasing operating leverage. The current valuation, with a forward EV/Sales multiple of 5.4, is considered reasonable for its growth trajectory. He would add to his position if the stock price drops significantly into the $30s or $20s.

“if shares do come down significantly last time I bought share was was in the low 40s but if that stock price comes down into the 30s or even the 20s that's when I would be extremely interested in adding to my position”

The YouTuber, who owns Hims & Hers, advises holding the stock despite a short-term dip due to the semaglutide shortage resolution. He believes the company's long-term strategy of becoming a platform for personalized healthcare, evidenced by recent acquisitions of a peptide facility and an at-home lab testing facility, positions it for significant growth over the next 5-10 years, outweighing current market reactions.

“I think you just need to take a long-term view do you think this is going to be a powerful comp and a solidly positioned strategic company 10 years from now if so this is a phenomenal stock to hold.”

The YouTuber is holding Hims & Hers, which is his largest portfolio position, due to its strong growth and strategic acquisitions that expand its platform capabilities beyond just product sales. He highlights the company's transition into a comprehensive telehealth provider, its increasing profitability, and a valuation that, despite recent gains, is considered reasonable given its high growth rate and disruptive potential in the healthcare sector.

“I think the future for hims and hers is bright I'm going to continue writing this I don't know if I'm going to be buying shares at this price but I will let subscribers know because that comes out at the beginning of each month so beginning of March I'll let everybody know what I'm buying buying in the asymmetric portfolio but I love what I'm seeing from hims and hers from operational perspective”

The analyst is holding Hims & Hers for the long term, viewing it as a platform business with strong subscriber growth (40% year-over-year excluding GLP-1s) and a re-rating by the market. He believes the company is not overly expensive compared to peers, despite recent gains, and is now profitable with positive free cash flow. He acknowledges potential short-term volatility but sees long-term potential.

“I'm certainly not selling at this point but I'm probably a little less likely to buy and at least until we get a little bit more data so what am I looking for going into the quarter this is fundamentally the most important thing I'm an investor who's likely go who's likely going to hold shares of hims and hers for many many years potentially even decades that's the kind of Outlook that I want to have on the company”

The analyst is willing to add to his Hims & Hers position on pullbacks, citing its strong growth (even excluding GLP-1s), profitability, and positive free cash flow. He believes the market is re-rating the stock as a growth company, making its valuation attractive on dips, especially given its lower price-to-sales multiple compared to other high-growth stocks.

“This is a company I'm likely be adding to over the over a long period of time especially on any pullbacks”

The YouTuber argues that Hims & Hers is a highly disruptive business, as evidenced by the strong pushback from traditional pharmaceutical companies and pharmacies against its Super Bowl ad. He highlights the company's rapid revenue growth (90% expected in Q4), increasing profitability, and its strategy of cutting out the insurance industry to lower costs and increase access, which he believes will drive long-term success. The company's ability to disrupt the entire healthcare supply chain, including owning its own compounding pharmacies and changing patient-doctor relationships, makes it an attractive investment.

“if the pharmaceutical Industries if pharmacies themselves if trade associations are terrified of hims and hers gaining more business and more traction in the market that shows you exactly how disruptive this business is is if when the establishment fights back like this I think this is where you want to be investing”

The YouTuber believes Hims & Hers is a '10x stock' due to its disruption of the pharmacy business and its platform approach to healthcare, which he argues is misunderstood by the market. He highlights its strong compound annual growth rate, profitability, expanding product lineup (e.g., menopause products, AI solutions), and a reasonable valuation with a forward Enterprise Value to sales multiple of 3.4, despite recent price appreciation. He acknowledges the uncertainty around GLP-1 products but views the company as a broader digital healthcare platform.

“The stock I'm talking about is Hims and Hers, they are disrupting the pharmacy business and I think this company has 10, 20, 30-year runway of massive growth.”

The analyst believes Hims & Hers is a strong long-term buy, especially on pullbacks, due to its phenomenal growth rates (70% in Q3, 90% guided for Q4), profitability, and increasing subscriber base. He argues that the current valuation of 5.5 times sales is reasonable for a company growing at nearly 100%, and sees significant operating leverage potential as operating margins improve from 3.7% towards a long-term target of 20-30%. The company's holistic approach to health, beyond just GP1s, positions it as a platform business with strong future prospects.

“any sort of major pullbacks or something that I'm going to be buying as an investor as an asymmetric investor It's always important to think about that long-term am I worried about this company becoming too expensive today for what I'm going to be getting 5 to 10 years from now absolutely not”

The YouTuber is bullish on Hims & Hers due to its platform business model disrupting traditional pharmacy, vertical integration allowing in-house production of compounded GLP-1s, and strong subscriber growth with increasing average order value. The company is expanding into new specialties and is now profitable, with a reasonable valuation for its high growth rate in a large market.

“I think there's a ton of potential for this company to be disruptive longterm that's why I love him and hers right now.”

The YouTuber is staying long on Hims & Hers, citing accelerating revenue growth (77% last quarter, 90% projected next quarter) and recent profitability. He believes the stock was undervalued at 2-3 times sales and that the current multiple of 4.5 times sales could expand further to 6-10 times given the growth rate and operating leverage. Additionally, the potential appointment of a new FDA Chief with ties to a similar telehealth company involved in compounded GLP-1s could create a more favorable regulatory environment for Hims & Hers.

“I'm definitely staying long hims and hers I think there's a lot of potential with the company and until we see real fundamental business changes I think there's a lot to like about the stock as well.”

Travis Hoium views Hims & Hers' expansion into meal replacement bars and shakes as a strategic move that leverages its platform approach to weight loss, rather than just being a pharmaceutical company. He believes this low-risk ancillary product can enhance subscriber numbers, increase spending per subscriber, and improve retention by offering a more comprehensive, customized solution beyond GLP-1s, potentially taking the business to the next level if it integrates data from wearables.

“I tend to think that this is probably a good line extension and expansion of the capabilities of the platform where that data would show up is in an increased number of subscribers more spending per subscriber and then a higher retention rate.”

The analyst believes Hims & Hers will successfully fend off competition from Amazon due to its specialized business model focusing on personalized healthcare solutions, unlike Amazon's broad, less specialized approach. He argues that while Amazon might capture basic telehealth, Hims & Hers' ability to offer customized treatments and build long-term customer relationships will drive continued strong growth, despite potential moderation from previous high rates.

“I think the growth rate is so strong today it's worth being bullish on the company.”

Travis Hoium argues that despite Hims & Hers' significant stock appreciation, it remains a buy due to its attractive valuation (3.9x EV/Sales), strong projected growth (52% over next two years), and improving profitability with operating leverage. He believes the market misunderstands the company's platform model, which is not solely reliant on GLP-1s, and highlights its personalized services, high subscriber growth outside GLP-1s, and strong retention rates as key drivers for future expansion.

“even after this hot run for hims and hers is there still value left in the stock I think there is especially if you take a long-term view of this company”

The YouTuber is bullish on Hims & Hers, emphasizing its strong growth (77% in Q3, 90% guided for Q4) and recent net income profitability. They argue that the company's growth is not solely dependent on GLP-1 weight loss products, as 40% of subscriber growth is unrelated to them. The platform's digital-first approach offers a more personalized and accessible healthcare solution compared to traditional systems, with potential for significant expansion beyond current categories.

“I love a company growing at 77% 90% based on their guidance for the fourth quarter and I think that growth will continue Shares are up tremendously but I think there's a still a long Runway ahead if you're a long-term investor this is this is another one that I added recently I'm looking to add more if there's any sort of pullback.”

Travis Hoium is very bullish on Hims & Hers, citing its phenomenal growth (77% revenue increase, 44% subscriber growth even excluding GLP-1s) and strong profitability (net income of $75.6 million). He believes the company is not on a customer acquisition treadmill due to an 85% long-term retention rate and is successfully building a platform that offers personalized, lower-cost healthcare solutions, disrupting the traditional doctor-pharmacy model. The company's ability to expand into new specialties, offer diverse form factors, and achieve mass-market pricing through efficiency are key drivers for future growth and operating leverage.

“I think this is a phenomenal growth story for the next 10 to 15 years.”

Travis Hoium maintains a bullish stance on Hims & Hers, arguing that the recent stock drop due to potential GLP-1 shortage endings does not fundamentally break the long-term investment thesis. He believes the company's core platform business, which disrupts traditional healthcare and pharmacy models, will continue to drive growth in other segments like hair loss and ED, making it an attractive long-term investment.

“I still continue to think about him and hers as a platform business this is a business that's disrupting the traditional relationship between a doctor and patient and also pharmacies that's a very old stagy business and in a world where him and hers is going to continue to grow you're going to have more availability to get what you want when you want it in a much more convenient way I think that's what you're ultimately investing in with him and hers and that thesis is not broken in any way by anything that happens with gp1s”

Travis Hoium views the recent 11% stock drop in Hims & Hers as a buying opportunity, arguing that the market is overreacting to news regarding GLP-1 compounding. He believes the weight loss business, while growing, is a relatively small portion of the company's overall revenue and that Hims & Hers' platform model is disruptive to traditional healthcare, making it an attractive long-term investment.

“when the stock pulls back on news like this that's when I'm starting to see it as a buying opportuni is a stock that I've been adding in 2024 and I'll definitely look to do that if it pulls back even more based on this glp1 news”

The YouTuber is bullish on Hims & Hers, arguing that the market overemphasizes GLP-1 drug news, which represents a small portion of the company's revenue. He believes Hims & Hers is a disruptive platform business with strong long-term growth potential, evidenced by its 75% compound annual revenue growth, increasing user engagement, and recent profitability. He highlights the company's ability to find solutions in the weight loss market and its attractive valuation metrics like an Enterprise Value to Sales multiple of 4.4.

“hopefully that's helpful in laying out exactly why I'm bullish on this company”

The analyst believes Hims & Hers is building a valuable healthcare platform, evidenced by strong subscriber growth (62.5% CAGR) and increasing average order value (21.8%). He argues that the focus on GLP-1s is noise, as the company's core growth is driven by its platform strategy and ability to acquire and retain customers. The company is also net income positive and trades at a reasonable price-to-sales multiple of 3.7, with a strong balance sheet holding significant cash and no long-term debt.

“That's why I own shares that's why I'm looking to add more on any sort of weakness because any company that's growing in excess of 40 % you can get it for a under four price to sales multiple that's a pretty good value especially when margins are on the rise.”

The YouTuber argues that the market's negative reaction to news about GLP-1 drug shortages ending is overblown for Hims & Hers. He explains that the specific drug that came off shortage is not what Hims & Hers currently compounds, and the weight loss segment, while growing, represents a relatively small portion of the company's overall revenue. He believes the company's broader platform and personalization strategy are more important long-term drivers.

“if the market wants to sell off a stock like this that's great I would love to buy more shares of hims and hers at a lower price but I don't think that this current R ruling is all that big a deal”

The analyst is bullish on Hims & Hers due to its strategic acquisition of a 503b facility, which allows for in-house manufacturing, lower costs, and increased margins. This vertical integration expands their product offerings beyond GLP-1s to include hormone therapy and other treatments, building a personalized healthcare platform that attracts a growing customer base. The analyst believes this strategy will drive long-term returns despite short-term stock volatility.

“I think at the end of the day him and hers is basically building a platform they want customers to be able to go there for their medical needs and then as they learn more about those customers they're going to be able to offer more product and actually combine some of those into single treatments.”

Travis Hoium views Hims & Hers as a strong buying opportunity, especially on dips, due to its phenomenal Q2 2024 earnings report. The company demonstrated 52% revenue growth, achieved net income, and generated significant free cash flow. He highlights its attractive valuation at under four times sales despite 50%+ growth, strong gross margins, and improving marketing efficiency, along with strategic moves like acquiring a compounding facility and increasing personalized offerings.

“any dips I'm definitely looking at as a buying opportunity in hims and hers because I think the numbers just look absolutely phenomenal it's not often you come across a company that's trading for only four times sales and yet sales are growing at 50% plus”

The YouTuber views the recent short report as an opportunity to add to his position, arguing that while the report highlights valid criticisms, Hims & Hers' disruptive business model in healthcare is fundamentally sound. He believes the company can address these issues and that the pushback from the traditional medical industry validates its disruptive potential, making it a long-term buy.

“I'm potentially looking to add more over the next couple of months given the a much more attractive price for H and her stock than it was just a couple of weeks ago.”

Travis Hoium is bullish on Hims & Hers, believing it has 10x potential over the next decade. He argues the company is disrupting the traditional pharmacy model by offering cost-effective, personalized treatments for various conditions, leveraging generic products and an online platform. The company is nearing net income positive, has a 78% CAGR in revenue, and is expanding into large addressable markets like GLP-1s, indicating strong growth and high-margin potential.

“one of the companies that I think has 10x potential over the next decade or so is hims and hers this is the online pharmacy company really changing the way that we interact with a lot of pretty common treatments and drugs”

The YouTuber, previously skeptical, is now intrigued by Hims & Hers due to its entry into the GLP-1 weight loss market, which significantly expands its total addressable market. He believes the company's direct-to-consumer model allows it to offer competitive pricing, disrupt the traditional healthcare system, and achieve operating leverage, leading to increased profitability and long-term growth potential.

“I'm much more intrigued in the stock today than I was just a couple of days ago. Have not bought shares yet but could potentially in the future.”

The YouTuber holds Hims & Hers, acknowledging its controversial nature but praising its disruption of the healthcare system and positioning as a future leader in online telehealth, especially with AI advancements. He notes the stock just crossed its 200-day moving average.

“I think it's inevitable that we will have more and more online telealth in the coming years and decades. I think it's great that we're moving towards personalized healthcare with personalized medicine, ideally customized to our DNA. The progress that AI will bring to medicine is not really fully appreciated by investor and I believe him is positioned to be the future leader of the space.”

The YouTuber is positive on Hims & Hers Health despite recent poor earnings, viewing it as a major disruptor in personalized medicine and telehealth. He sees strong tailwinds from trends like personalized medicine and peptides, positioning Hims as a sector leader with significant growth potential.

“There is so much tailwind for seems that I think it will grow a lot. Far from being a perfect company, but this is a company that when my friends ask, I tell okay, check it out because this might go really parabolic.”

The YouTuber is buying Hims & Hers despite recent losses and Novo Nordisk lawsuits, believing the company is well-positioned to lead the future of online medicine and customized treatments. They highlight its extremely high risk, crazy growth potential, founder-led management, and low valuation.

“Five years from now, we will buy more medicine online. Will we want customized treatments? I believe we will. And HIMS is positioned to lead this sector. Extremely high risk, crazy growth potential, founder, low valuation.”

The YouTuber bought Hims & Hers at $26, noting it's back to his previous entry price despite significant sales growth. He dismisses concerns about competition in weight loss drugs, arguing that the broader trend of online medicine for various conditions (sex, hair, anxiety, skin, menopause) makes the company's long-term vision and customized approach compelling.

“Five years from now, we will buy more or less medicine online. Even if we exclude weight loss, sex, air, anxiety, skin, menopause, are these problems going to disappeared?”

The YouTuber is looking to buy Hims & Hers again, seeing the current sell-off as a potential buying opportunity. Despite concerns about a potential lawsuit from Novo Nordisk regarding GLP-1 sales and the CEO selling shares, he believes a penalty won't put Hims out of business and that the stock is currently trading below his fair value estimate of $55, making it attractive at a lower entry point.

“I'm looking for a good entry price and I would probably buy if the shares goes back to this trend line or lower.”

The YouTuber sold Hims & Hers after it reached his previously calculated fair value of $49 and continued to climb to $62-$63, locking in a 148% gain. He believes the stock is no longer a bargain and, despite strong momentum and future growth projections, it remains a high-risk bet that has met his profit-taking target.

“The stock it's very very volatile. It has a crazy good momentum right now, but I feel it's not a bargain anymore. It's not like one month ago. So I still see the company like a very high risk bet. So I decided to cash in my winnings at 6263.”

The YouTuber sees Him & Hers as a very good deal at $25, despite not typically investing in healthcare. He believes it has multi-bagger potential if it successfully navigates regulations and potential lawsuits.

“buying a $25 seems a very, very good deal. It's risky, but if they successfully navigate through regulations and maybe lawsuits, I believe it has the potential to be a multi-bagger.”

The analyst identifies Hims as a high-risk, high-reward play, noting it appears undervalued based on his 'value ratio' metric. However, he ultimately advises against investment due to significant unquantified risks, including regulatory changes in telehealth, the company's undisclosed churn rate for its subscription model, and high customer acquisition costs that may not be sustainable if churn is high. He also expresses personal ethical concerns about investing in the healthcare sector.

“If you can spare 10 minutes of your time to watch this video and understand every risk factor, stay away and don't invest at all.”

The YouTuber previously bought Hims and Hers around $19 per share and considers it a long-term investment in his buy-and-hold portfolio. He is holding his current position and would consider adding more if the stock pulls back to an attractive price again.

“This one I actually did buy. I bought it. It dropped down into $19 or so a share. I bought it in that range... This one's a long-term investment. This one has landed in my long-term buy and hold portfolio.”

The analyst is currently not invested in Hims & Hers and advises caution, citing concerns about slowing revenue growth, declining margins due to increased marketing spend and competition, and the lack of a strong competitive moat. While acknowledging potential from new weight-loss products and international expansion, he emphasizes the high risks in the healthcare sector and the need for the company to prove its ability to scale effectively outside the US.

“Meiner Ansicht nach hängt halt sehr sehr vieles mit dem nächsten Quartalsbericht zusammen. Dementsprechend werde ich das Ganze auch weiterhin von der Seitenlinie beobachten, denn für mich persönlich bei Hims und Turs, auch wenn ich das Unternehmen feier und auch wenn ich jetzt halt damit Geld gemacht habe, fehlt halt nach wie vor der äh ja unzerstörbare Burgkram bei diesem Unternehmen, ne?”

The YouTuber rotated capital into Hims & Hers after selling Block, expressing higher conviction in its management and business model. He was comfortable holding it even when it was down and ultimately achieved over 200% returns.

“Ich persönlich war halt einfach viel viel überzeugter von Hims and HS bzw. vom Management von Hims und HSE und hatte für mich dann eben entschieden, hey, ich habe keine Bauchschmerzen z.B. im Minus bei Hims und HS zu sein.”

The YouTuber highlights Hims & Hers as a fundamentally strong company. He previously advised buying when the stock dropped below $15 due to Amazon news, emphasizing that fundamental strength would lead to recovery. He notes that those who bought at that support level would now be up 100-140%.

“Hier seht ihr z.B be 15 US-Dollar war der Kurs von himson HS am 18.11 als dann noch mal das ganze no schon gestiegen war und wir einen krassen abverkauft hatten wegen Amazon da habe ich sich Nachrichten bekommen die Leute hatten Angst hier war der Kurs knapp unter $ die Leute hatten Panik habe ich hier noch mal drauf verwiesen natürlich noch mit ein paar anderen Daten dass sich fundamental bei hims and HST alles gut entwickelt und dementsprechend mach ich mir wenig Sorgen bei hims und turst und es sollte sich wieder erholen.”

The YouTuber bought the dip in Hims & Hers, stating that the company is fundamentally strong and became profitable this year. He believes the stock will recover and continue to grow, despite short-term volatility, and is currently up 24% on his position.

“ich persönlich hatte hier dann wieder angefangen zu investieren war ja und das hatte ich im letzten Video am Sonntag noch mal ganz klar gesagt 50% im Plus bin aber auch bereit alles wieder abzugeben weil die Märkte geben und nehmen gerne und danach war ich auf einmal plötzlich als das hier so drehte im Minus was habe ich also persönlich gemacht weil ich ja davon ausgehe dass hims and HST fundamental stark ist ich habe den Dip gekauft”

The YouTuber started a small 'lottery ticket' position in Hims & Hers, believing that Novo Nordisk's willingness to make a deal with them indicates significant leverage for the company.

“This is still a very very small position but the idea here is is that if Novo Nordisk is willing to make a deal like that then there is definitely some leverage when it comes to him and hers.”

The YouTuber advises avoiding Hims due to significant controversy surrounding its GLP1 drug, including potential legal action from Novo Nordisk and FDA ingredient supply pressure. He states that the business model has high uncertainty, revenue sustainability is questionable, and regulatory tightening has fundamentally shifted the outlook, making it a structurally uncertain investment.

“Hims it has fundamentally changed. Regulatory tightening has shifted the outlook. The market repricing long-term visibility is Yeah, that's what it is.”

The YouTuber advises against investing in Hims due to a recent lawsuit from Novo Nordisk, which creates significant uncertainty and limits growth potential. He notes that Hims lacks a wide moat, relying primarily on marketing, which has now become a liability.

“So not the best company right now to be invested in. Not a whole lot of growth upcoming because right now front and center is a lawsuit.”

Henry is buying HIMS stock, specifically looking for an entry below $45, because he believes it is significantly undervalued. He highlights strong revenue growth (49% YoY, beating estimates for the 13th consecutive quarter), robust subscriber growth (21% YoY), and a high-margin, recurring revenue subscription business model. He projects that its high growth rate will rapidly decrease its P/E ratio, making it an attractive long-term investment.

“The summary is HIMYM stock is insanely undervalued right now. I'm not a financial adviser or anything like that, but I am doing covered calls on this stock to generate income because I think we have some upside growth.”

The YouTuber is buying HIMS after a significant sell-off, noting that insider selling occurred at previous peaks. He is bullish on HIMS due to its focus on addressing common health issues for both men and women, including sexual health, hair care, mental health, and weight management. The company's subscription-based model is highlighted as a genius strategy for recurring revenue and high customer lifetime value.

“So now the level that it's out, I'm now excited. I'm now excited to get into HIMS and I'm going to be buying some shares and actually sold put options in my Discord community today because I have my calls Mondays and Wednesdays.”

The YouTuber views Hims as a smart cap stock, highlighting its work in addressing prevalent issues like depression, hair loss, and erectile dysfunction, coupled with effective marketing. He recommends selling puts on Hims for those with a smart portfolio.

“Hims is like a smart cap stock which you know someone with a smart portfolio when I do my coaching I tell them to sell puts on HIMS and HIMS is is a really good company for that.”

The analyst suggests buying Hims & Hers only after a likely sell-off due to increased regulation against compounded drugs, which currently benefit the company. The expectation is that once Hims & Hers stops offering these compounds, it could lead to a renewed partnership with Novo Nordisk, driving a rebound in its stock price.

“I think you have to wait for that to happen. Uh wait for the the crackdown on compounds to happen before you get into him and hers.”

The YouTuber advises caution on Hims and Hers despite a recent 35% drop, noting that the stock still trades at an expensive six times price-to-sales. The termination of its deal with Novo Nordisk and questions surrounding the legality of compounded weight-loss drugs create uncertainty. While the company has other growth drivers, the current valuation is not considered cheap, and a deeper pullback is desired before considering a purchase.

“Even after that hit, the stock still trades at over six times on a price to sales basis, which is expensive versus where it's traded at over the past year.”

The YouTuber advises buying HIMS at $40.44 or lower, ideally around $39. He believes the stock has experienced an 'unjust crash' and expects it to recover at least 20% of its recent 35% drop, offering a quick 'rinse and repeat' momentum play.

“So, 4144. So, that means you need to get it at 4044, 3944, 3844.”

The YouTuber recommends Hims & Hers Health (HIMS) as a high-growth stock that can deliver significant returns (200-300%) in a short period. He positions it as an alternative to stagnant tech stocks, advising to get in, let it run, and then take profits.

“This next one guys is him so I want this one on your radar this one the ticker symbol on this one is HS... this play go crazy 200 300% type stuff okay so again you don't have to sit in it all the time but if you get in it couple days couple weeks let it run up 200% sell it and then go back to the Blue Chip Quality Companies.”

The YouTuber sold HIMS due to new concerns about the company's business model operating in a regulatory loophole regarding mass compounding of drugs. He believes the FDA's regulations are clear that compounded drugs are not for mass production, and that the ongoing scrutiny from companies like Novo Nordisk and Eli Lilly could lead to lawsuits or regulatory changes that would significantly impact HIMS's business. This increased the perceived risk beyond his comfort level for a speculative position.

“I now believe that HIMS entire business is operating in a loophole and an extreme gray area that exists within the FDA's compounding regulations as they stand today. And I am not confident that this loophole is going to remain open forever.”

The YouTuber is holding HIMS due to its strong Q1 earnings, significant revenue and cash flow growth, and a healthy balance sheet. He believes the current valuation is fair, trading at approximately 20 times annualized operating cash flow, which is reasonable for a company projecting 60-70% revenue growth in 2025 and 22% CAGR to 2030. However, he acknowledges the stock's speculative nature and potential long-term moat concerns due to competition, keeping it a small position in his portfolio.

“So, for me, I think HIMS is a hold in my portfolio. I'm not looking to buy or sell this one at the moment, but if that changes, I'll definitely let everyone know.”

The YouTuber is holding his Hims shares, citing strong momentum in app downloads, significant revenue growth projections (60% for 2025), expanding profit margins, and a growing operating cash flow that outpaces stock-based compensation. He believes the company has high profit potential and that the market is underpricing its future growth, with a fair value potentially around $55 per share.

“This is a business that has gone through a lot of drama though but it is still projecting strong growth this year and it's growing insanely well so I am going to continue hanging on to my shares as I am happy with my current allocation to the stock and I don't really see any reason to sell it”

The YouTuber is holding HIMS despite a 26% drop due to the FDA removing semaglutide from its shortage list. He argues the market is overreacting, as HIMS's non-GLP-1 business is still growing rapidly (46% YoY), and there's a strong case HIMS can continue compounding semaglutide for personalized patient needs due to significantly improved patient outcomes (70% retention vs. 15% for traditional GLP-1s). A DCF analysis suggests the stock is undervalued, pricing in only 15% annual free cash flow growth, while the company has historically grown revenue over 40% annually.

“I do not plan on selling any of my hyms shares and I really just want to see what the company is going to report and its earnings results on Monday after the close.”

The YouTuber believes Hims is still not overvalued despite an 80% run, citing strong fundamentals like 90% year-over-year revenue growth, high gross margins, a strong balance sheet, and a low price-to-free cash flow multiple of 17 when he initially bought. He projects a fair value of $59 per share based on a discounted cash flow model assuming 20% annual free cash flow growth and a 25x price-to-free cash flow multiple, suggesting continued upside.

“in my opinion surprisingly I don't think that HS is looking overvalued in the market yet I simply think that the stock was so undervalued at around $25 per share that it's still arguably looking not expensive in the market today even after an 80% run”

The YouTuber recently purchased Hims stock, citing its rapid revenue growth (90% YoY) and a valuation of approximately 16 times free cash flow, which he believes is a significant disconnect for a high-growth company. He highlights the strong balance sheet, high gross margins, and the potential for increased free cash flow if marketing expenses are reduced in the future. He also addresses concerns about GLP-1 drug reliance, arguing that non-GLP-1 revenue growth is robust.

“I just purchased a new stock that's growing its revenues by roughly 90% year-over-year and trading for about 16 times free cash flow this is one of the largest disconnects I have ever seen between growth and price in the stock market.”

The YouTuber argues that Hims is significantly undervalued, trading at 13 times free cash flow while growing revenue at 70-90% year-over-year. He highlights strong financial performance, including accelerating revenue growth, positive and growing free cash flow, a strong balance sheet, and high customer retention, despite market concerns about its moat due to Amazon's entry.

“I do think that financially again it is looking stupid cheap.”

The YouTuber is holding Hims despite a significant drop due to the termination of a partnership with Novo Nordisk. He argues that the business fundamentals, including profitability, growth across multiple verticals, a large subscriber base, and European expansion, remain strong. While acknowledging new regulatory risks and a hit to brand trust, he believes the company's recurring revenue model and high lifetime value of customers justify holding the position to see how management responds and if core earnings hold up.

“As for me, I'm holding. I sized this position based on risk. I didn't go in blind, and I'm not panicking on the drop, but I'm also not pretending this didn't change things because it did.”

The analyst views Hims & Hers more positively now due to strong fundamental performance, including over a million subscribers, high gross margins (over 75%), and accelerating revenue growth. Despite past skepticism about SPACs, the company has delivered, showing potential for future profitability and expansion into new product areas. The current price-to-sales ratio of 4 is considered reasonable given the rapid growth.

“Eine Aktie das kann ich vorwegnehmen die ich deutlich positiver sehe ist hims and horse.”