$Hims & Hers Health Inc.(HIMS)-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Hims & Hers Health Inc.(HIMS)$ 🧬 Hims & Hers Health (HIMS) — Inflection Analysis
HIMS has already crossed the hardest line: profitability.
But the next phase depends on how well it replaces GLP-1 tailwinds.

After years as a growth-first DTC telehealth platform, HIMS delivered its first full year of net income in FY2024 — confirming a real business inflection.

📈 Inflection status: CONFIRMED POSITIVE (stabilizing)
Revenue, margins, and cash flow have all turned sustainable.

Atomic evidence:
• FY2024 net income $126M vs -$23.5M in FY2023
• Q3’25 revenue $589M, +50% YoY
• Monthly revenue per subscriber $80 vs $55 last year
• Subscribers 2.47M, +21% YoY
• Marketing spend down to ~40% of revenue (operating leverage)

This is no longer growth at any cost.
HIMS is scaling subscriptions, monetizing better, and spending more efficiently.

⚖️ Valuation signal: FAIR
• $1B 0% converts issued (2030)
• Capped calls at ~$90 suggest confidence, not distress
• EBITDA jumped to $177M in FY2024

Key bottleneck:
• FDA resolution of semaglutide shortage (Feb 2025) threatens high-margin compounded GLP-1 revenue.

What to watch (6–12m):
• Replacement revenue in weight loss & chronic care
• FTC investigation outcome
• Post-GLP-1 margin stability

🧠 Verdict: Monitor. The inflection is real — but execution post-GLP-1 decides the next leg.
🤖 AI-assisted analysis

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Comments

HaroldAnderson
01-13 21:21
HaroldAnderson
Solid inflection, mate! Profitability nailed, but GLP-1 transition needs close watch. [看涨]

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The inflection is real — but execution post-GLP-1 decides the next leg.\n<br>\n🤖 AI-assisted analysis<img src=\"https://community-static.tradeup.com/news/83159e676ce7091dd616ad4cbf5d370a\" tg-width=\"2816\" tg-height=\"1536\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a> 🧬 Hims &amp; Hers Health (HIMS) — Inflection Analysis\n<br>\nHIMS has already crossed the hardest line: profitability.\n<br>\nBut the next phase depends on how well it replaces GLP-1 tailwinds.\n<br>\n<br>\nAfter years as a growth-first DTC telehealth platform, HIMS delivered its first full year of net income in FY2024 — confirming a real business inflection.\n<br>\n<br>\n📈 Inflection status: CONFIRMED POSITIVE (stabilizing)\n<br>\nRevenue, margins, and cash flow have all turned sustainable.\n<br>\n<br>\nAtomic evidence:\n<br>\n• FY2024 net income $126M vs -$23.5M in FY2023 \n<br>\n• Q3’25 revenue $589M, +50% YoY \n<br>\n• Monthly revenue per subscriber $80 vs $55 last year \n<br>\n• Subscribers 2.47M, +21% YoY \n<br>\n• Marketing spend down to ~40% of revenue (operating leverage)\n<br>\n<br>\nThis is no longer growth at any cost.\n<br>\nHIMS is scaling subscriptions, monetizing better, and spending more efficiently.\n<br>\n<br>\n⚖️ Valuation signal: FAIR\n<br>\n• $1B 0% converts issued (2030) \n<br>\n• Capped calls at ~$90 suggest confidence, not distress \n<br>\n• EBITDA jumped to $177M in FY2024\n<br>\n<br>\nKey bottleneck:\n<br>\n• FDA resolution of semaglutide shortage (Feb 2025) threatens high-margin compounded GLP-1 revenue.\n<br>\n<br>\nWhat to watch (6–12m):\n<br>\n• Replacement revenue in weight loss &amp; chronic care \n<br>\n• FTC investigation outcome \n<br>\n• Post-GLP-1 margin stability\n<br>\n<br>\n🧠 Verdict: Monitor. The inflection is real — but execution post-GLP-1 decides the next leg.\n<br>\n🤖 AI-assisted analysis<img src=\"https://community-static.tradeup.com/news/83159e676ce7091dd616ad4cbf5d370a\" tg-width=\"2816\" tg-height=\"1536\"></body></html>","text":"$Hims & Hers Health Inc.(HIMS)$ 🧬 Hims & Hers Health (HIMS) — Inflection Analysis HIMS has already crossed the hardest line: profitability. But the next phase depends on how well it replaces GLP-1 tailwinds. After years as a growth-first DTC telehealth platform, HIMS delivered its first full year of net income in FY2024 — confirming a real business inflection. 📈 Inflection status: CONFIRMED POSITIVE (stabilizing) Revenue, margins, and cash flow have all turned sustainable. Atomic evidence: • FY2024 net income $126M vs -$23.5M in FY2023 • Q3’25 revenue $589M, +50% YoY • Monthly revenue per subscriber $80 vs $55 last year • Subscribers 2.47M, +21% YoY • Marketing spend down to ~40% of revenue (operating leverage) This is no longer growth at any cost. HIMS is scaling subscriptions, monetizing better, and spending more efficiently. ⚖️ Valuation signal: FAIR • $1B 0% converts issued (2030) • Capped calls at ~$90 suggest confidence, not distress • EBITDA jumped to $177M in FY2024 Key bottleneck: • FDA resolution of semaglutide shortage (Feb 2025) threatens high-margin compounded GLP-1 revenue. What to watch (6–12m): • Replacement revenue in weight loss & chronic care • FTC investigation outcome • Post-GLP-1 margin stability 🧠 Verdict: Monitor. 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Profitability nailed, but GLP-1 transition needs close watch. [看涨]","text":"Solid inflection, mate! Profitability nailed, but GLP-1 transition needs close watch. [看涨]","html":"Solid inflection, mate! Profitability nailed, but GLP-1 transition needs close watch. [看涨]","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/521015367016448"}