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

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Huat99
01-12 22:52

$Hims & Hers Health Inc.(HIMS)$ 🧬 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

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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HaroldAnderson
·01-13 21:21
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}],"hasMoreComment":true,"orderType":2}