Hims(HIMS)
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Hims & Hers Health Shares Climb After News of Double-Digit Revenue Growth. Is It Too Late to Buy the Stock?
The Motley Fool· 2024-05-11 15:15
The stock is one of the cheapest high-growth stocks around.Shares of Hims & Hers Health (HIMS -4.88%) jumped following the company's first-quarter earnings report that once again announced surging revenue growth. That performance has helped the stock perform well this year, up about 40%.Let's look at some recent comments from the CEO that caused the stock to dip, the company's recent quarterly results, and whether it's too late to buy the stock.Controversial comments sink stock ahead of earningsHims & Hers ...
10 Solid Reasons To Buy Hims & Hers Stock
Seeking Alpha· 2024-05-09 19:36
Prostock-Studio/iStock via Getty ImagesIntroduction It's been a wild few days for Hims & Hers (NYSE:HIMS) stock. Last Friday, CEO Andrew Dudum posted several controversial tweets on X, one of which included his support for university students to protest "against the genocide of the Palestinian people & for your university's divestment from Israel". This sparked a lot of rage and panic among the investing community, sending HIMS stock 8% lower in a single trading day. Even Shark Tank Co-host Kevin O'Lear ...
Hims & Hers Health (HIMS) Upgraded to Strong Buy: What Does It Mean for the Stock?
Zacks Investment Research· 2024-05-09 01:01
Hims & Hers Health, Inc. (HIMS) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following yea ...
Why Hims & Hers Health Stock Popped 17.1% Today
The Motley Fool· 2024-05-08 03:35
Strong earnings have sent this healthcare company higher today.Shares of growth stock Hims & Hers Health (HIMS 7.38%) jumped as much as 17.1% in trading on Tuesday after the company reported first-quarter 2024 financial results. As of 3 p.m. ET, shares were holding about an 8.4% gain for the day.Crushing expectationsHims & Hers said revenue for the quarter jumped 46% from a year ago to $278.2 million and sailed past the $268.7 million that analysts were expecting. The company also reported net income of $11 ...
Hims & Hers Health Stock Could Become a Wealth Compounder
MarketBeat· 2024-05-07 21:45
Key PointsShares of Hims & Hers stock rallied double after announcing the company's first quarter 2024 results. Investors now have additional evidence to support a bullish company thesis that could run for the next decade.Bullish EPS projections and price targets suggest the stock still needs to be done rallying.5 stocks we like better than Technology Select Sector SPDR FundShares of Hims & Hers Health Inc. NYSE: HIMS are jumping by as much as 15.5% after the company released its first quarter 2024 earnings ...
Hims(HIMS) - 2024 Q1 - Earnings Call Transcript
2024-05-07 08:11
财务数据和关键指标变化 - 第一季度收入同比增长46%至2.782亿美元 [13] - 订阅用户同比增长41%至170万 [38][39] - 毛利率同比提升2个百分点至82%以上 [40] - 调整后EBITDA同比增长至3.23亿美元,利润率达到12% [50][51] - 自由现金流达1.19亿美元 [52] 各条业务线数据和关键指标变化 - 个性化订阅用户占比超过35%,较去年同期增长近3倍 [12][39] - 个性化产品带来更高的用户粘性和留存率 [40][41] - 公司将继续扩大个性化产品组合,提升用户体验 [16][17] 各个市场数据和关键指标变化 - 公司正在通过电视等渠道提高品牌知名度,吸引更广泛的消费者 [19][20][21] - 公司正在利用营销作为灵活杠杆,以提高效率和获客 [46][47][49] 公司战略和发展方向及行业竞争 - 公司致力于提供高质量个性化、价格亲民的解决方案,以扩大用户群 [10][11][14][15] - 公司正在投资扩大旗下药房的产能和自动化,以满足不断增长的需求 [28][29][55] - 公司计划在未来几年内推出更多新的个性化产品,覆盖更多健康领域 [30][59] 管理层对经营环境和未来前景的评论 - 公司对未来保持乐观,有信心在2030年前实现20%以上的调整后EBITDA利润率 [50][60][62] - 管理层认为公司的品牌、技术平台和药房能力是未来持续增长的关键 [24][25][26][27] 问答环节重要的提问和回答 问题1 **Allen Lutz 提问** 询问公司客户主动寻找的趋势是否属于新现象,以及对营销费用占比的影响 [64] **Andrew Dudum 和 Yemi Okupe 回答** 解释这一趋势是持续的,得益于个性化产品的不断丰富和价格优势,以及公司利用营销作为灵活杠杆的策略 [65][66][67][69][70] 问题2 **Maria Ripps 提问** 询问公司在定价策略方面的计划,以及是否有特定产品线价格弹性更高 [81] **Yemi Okupe 回答** 表示公司会根据成本效益情况,灵活调整价格或增加其他优惠措施,以提高用户粘性 [82][83][84] 问题3 **Daniel Grosslight 提问** 询问公司在体重管理业务方面的情况,以及是否考虑引入GLP-1类药物 [94] **Andrew Dudum 和 Yemi Okupe 回答** 表示体重管理业务表现良好,公司计划在今年内推出GLP-1类产品,并强调产品质量和安全性的重要性 [95][159][160][163][164]
Hims & Hers Health, Inc. (HIMS) Q1 Earnings and Revenues Top Estimates
Zacks Investment Research· 2024-05-07 06:51
Hims & Hers Health, Inc. (HIMS) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to loss of $0.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 150%. A quarter ago, it was expected that this company would post a loss of $0.02 per share when it actually produced earnings of $0.01, delivering a surprise of 150%.Over the last four quarters, the company h ...
Hims(HIMS) - 2024 Q1 - Quarterly Report
2024-05-07 04:17
总资产和营收 - 2024年3月31日,Hims & Hers Health, Inc.的总资产为448,106千美元,较2023年12月31日的441,186千美元略有增长[10] - 2024年3月31日,Hims & Hers Health, Inc.的营收为278,171千美元,较2023年同期的190,770千美元有显著增长[11] 净收入和净利润 - 2024年3月31日,Hims & Hers Health, Inc.的净收入为11,128千美元,较去年同期的净亏损10,067千美元有显著改善[11] - 公司在2024年第一季度实现净利润为10,691,000美元,相比2023年同期的净亏损9,660,000美元有显著增长[90] 资产和负债 - 公司的库存包括成品17,982千美元,原材料11,844千美元,总库存为29,826千美元[39] - 公司的固定资产、设备和软件净值为45,212千美元,其中包括购买和内部使用的软件和网站开发26,425千美元,设备和其他有形财产11,692千美元,租赁改良8,222千美元[40] - 2024年3月31日,无形资产净值为17,863千美元,较2023年12月31日的18,574千美元略有下降[42] 费用和支付 - 公司的预付费用和其他流动资产包括批发贸易应收账款6,405千美元,预付费用15,079千美元,其他流动资产6,832千美元,总预付费用和其他流动资产为28,316千美元[40] - 2024年3月31日,应付的营销费用为10,711千美元,较2013年12月31日的12,331千美元有所下降[44] - 2024年3月31日,公司的运营租赁费用为0.6百万美元,包括每期0.1百万美元的可变运营租赁费用[46] 股票和期权 - 公司于2024年第一季度回购并注销了2,023,080股A类普通股,总价值为28.1百万美元,剩余可用于回购的金额为19.9百万美元[57] - 公司通过员工股票购买计划(ESPP)允许合格员工在预定的发行期间以公司董事会确定的折扣购买公司的A类普通股[64] - 公司历史上授予的股票期权通常在四年内解锁,新员工的解锁方式为25%在解锁开始日期后一年解锁,然后每月解锁总授予的1/48部分[68]
Hims(HIMS) - 2024 Q1 - Quarterly Results
2024-05-07 04:11
Hims & Hers Health, Inc. Reports First Quarter 2024 Financial Results Revenue of $278.2 million, up 46% year-over-year in 2024 Net income of $11.1 million; Adjusted EBITDA of $32.3 million in Q1 2024 Subscribers grew to 1.7 million, up 41% year-over-year in Q1 2024 Raises full year 2024 guidance to a range of $1.20 billion to $1.23 billion and Adjusted EBITDA to a range of $120 million to $135 million SAN FRANCISCO, May 6, 2024 – Hims & Hers Health, Inc. (“Hims & Hers” or the “Company”, NYSE: HIMS), the lea ...
Hims & Hers CEO walks back praise for anti-Israel protesters after stock drops
Fox Business· 2024-05-06 14:20
Hims & Hers founder and CEO Andrew Dudum said Sunday that his previous comments offering support for anti-Israel protesters on college campuses were "misconstrued by some" after the company's stock dipped. In a thread on X, Dudum said he wished to clarify his earlier comments and said he does not support violence, antisemitism or intimidation."The last few days have been a disheartening reflection of just how divisive a time we live in," Dudum began. "I'd like to clarify a few things because my words have b ...