Hims & Hers Health: New Guidance Creates Huge Risk For Shorts

(20min)

Summary

  • Hims & Hers Health continues to fire on all cylinders as a business, growing at extraordinary rates while also improving its margins.
  • Today, I will offer a unique and simplified view of the business based on its recently announced, and very important, deal with Novo Nordisk.
  • In short, based on Hims multi-product and multi-brand platform, which has generated sustained free cash flow for years now alongside healthy growth, I believe there's still upside ahead.
  • Looking for a portfolio of ideas like this one? Members of L.A. Stevens Research get exclusive access to our subscriber-only portfolios. Learn More »
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Simplifying The Thesis

On April 29th, 2025, Hims & Hers Health (NYSE:HIMS) (Hims for short) announced a partnership with Novo Nordisk (NVO), the producer of Wegovy (a GLP-1), in which Hims will sell Novo's Wegovy direct to

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This article was written by

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Louis Stevens is a former U.S. Army engineer officer who holds an MBA and a BA in political science. Since beginning his journey publishing investment research, Louis has become one of the leading analysts in the investing community, ranking in the top .1% according to TipRanks: https://www.tipranks.com/experts/bloggers/louis-stevens.

Louis created L.A. Stevens Research in which he runs the LAS Index, a basket of stocks chosen via his proprietary method for investing, which has consistently outperformed the indices since its launch.

Whether you're just getting started, a busy professional, or seasoned veteran running a fund of your own, Louis has served folks like yourself throughout his career in equity research and investing. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of HIMS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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