Hims & Hers Health
HIMS is a leading telehealth platform delivering personalized care in sexual health, hair loss, dermatology, mental health, and weight loss.
Growth Drivers:
Weight Loss Service Momentum ⚡
Q1 2025 launch of a GLP-1 prescription program with coaching & diagnostics has unlocked a major new revenue stream.
Strong adoption is fueling accelerated growth.
Subscriber & Revenue Growth 📊
Q2 2025 subscribers surged 31–38% YoY to 2.4M.
Monthly revenue per subscriber jumped 30% to $74, reflecting deeper engagement.
Operational Leverage 🤖
AI-driven care and pharmacy automation are enhancing scalability and margins.
Partnership expansions are broadening reach and improving efficiency.
Investment Outlook:
Bullish Case: We remain bullish above $54.00–$55.00, supported by high-margin recurring revenue and strong subscriber momentum.
Upside Potential: Target: $110.00–$115.00, driven by continued adoption of GLP-1 programs, tech-enabled scalability, and strategic partnerships.
📢 HIMS—Scaling Digital Healthcare with AI, Innovation, and Strong Subscriber Economics. #HIMS #Telehealth #GLP1 #DigitalHealth #GrowthStocks
Growth Drivers:
Weight Loss Service Momentum ⚡
Q1 2025 launch of a GLP-1 prescription program with coaching & diagnostics has unlocked a major new revenue stream.
Strong adoption is fueling accelerated growth.
Subscriber & Revenue Growth 📊
Q2 2025 subscribers surged 31–38% YoY to 2.4M.
Monthly revenue per subscriber jumped 30% to $74, reflecting deeper engagement.
Operational Leverage 🤖
AI-driven care and pharmacy automation are enhancing scalability and margins.
Partnership expansions are broadening reach and improving efficiency.
Investment Outlook:
Bullish Case: We remain bullish above $54.00–$55.00, supported by high-margin recurring revenue and strong subscriber momentum.
Upside Potential: Target: $110.00–$115.00, driven by continued adoption of GLP-1 programs, tech-enabled scalability, and strategic partnerships.
📢 HIMS—Scaling Digital Healthcare with AI, Innovation, and Strong Subscriber Economics. #HIMS #Telehealth #GLP1 #DigitalHealth #GrowthStocks
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Declinazione di responsabilità
Le informazioni e le pubblicazioni non sono intese come, e non costituiscono, consulenza o raccomandazioni finanziarie, di investimento, di trading o di altro tipo fornite o approvate da TradingView. Per ulteriori informazioni, consultare i Termini di utilizzo.
