Hims & Hers Health: Don't Get Lost In The Weeds

Stone Fox CapitalInvesting Group LeaderFollow5ShareSavePlay(9min)Comments(2)SummaryHims & Hers Health, Inc. remains ultra Bullish despite a near 80% drawdown from 52-week highs, with growth initiatives firmly on track.HIMS projects 2026 revenues of $2.7–$2.9 billion, above consensus, and expects strong subscriber growth in weight loss offerings despite temporary GLP-1 headwinds.The Eucalyptus acquisition is set to add at least $200 million to 2026 revenues, positioning HIMS for a $3.25–$4 billion annualized run rate entering 2027.Regulatory risks from DoJ, FDA, and SEC persist, but HIMS emphasizes GLP-1s are only one part of its diversified health platform, making the stock cheap at only 1x sales.This idea was discussed in more depth with members of my private investing community, Out Fox The Street. Learn More » Grandbrothers/iStock Editorial via Getty Images Hims & Hers Health, Inc. (HIMS) has seen the stock make a huge reversal after an initial post-Q4 selloff. The online health and wellness platform is full-speed ahead on growth initiatives while the stockThis article was written byStone Fox Capital55.05K FollowersFollowStone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. 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. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.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.