What top creators are saying about Hims & Hers Health, Inc.(HIMS)— Page 2

Trader Kevin Xu has exited his position, indicating a loss of confidence or a shift in strategy away from the stock.

Investor exited the position for a 5% loss to reallocate capital elsewhere.

Kevin Xu has initiated a trade to sell this position.

Interesting narrative play at the intersection of telehealth and peptides, though currently lacks high conviction.

The analyst views the 13% price drop as a massive disconnect from fundamentals, citing strategic GLP-1 momentum, high-margin subscription fees, and conservative management guidance as reasons for a strong buy opportunity.

Reported a 'double miss' in earnings, leading to an 8% drop in after-hours trading.

The company is seen as a 'sandbagger' with conservative guidance; massive growth in international markets and AI-driven diagnostics are key catalysts despite stock volatility.

Author expects the stock to recover from a 10% intraday decline caused by low trading volume ahead of the earnings call.

Experienced a 'double miss' on earnings resulting in an 8% drop, though retail investor positioning remains long.

Trading at a significant discount with an EV/GP/RG of 0.11; the market has not priced in the Eucalyptus acquisition or the rollout of branded GLP-1 products.

Potential removal of FDA Commissioner Marty Makary is seen as a bullish catalyst that could ease regulatory pressure on the company's compounded GLP-1 medications.

Author views the recent 47% decline as a long-term buying opportunity despite volatility, noting a 5.09% daily gain to $29.71.

Positioned as a 'peptide trade' with a massive addressable market for weight loss and hair growth treatments.

High consumer demand for peptides and 34% short interest ahead of earnings; risk of Novo Nordisk lawsuit and margin compression from Wegovy distribution.

Vanguard established a massive 20.9 million share position; high short interest of 34% suggests potential for a short squeeze.

High-conviction trade based on weight loss/peptide demand and potential for a short squeeze due to 34% short interest.

High short interest of 35% creates short squeeze potential, while AI integration and a more favorable regulatory environment at the FDA serve as significant bullish catalysts.

High social media sentiment and 34% short interest suggest potential for a short squeeze ahead of Q1 earnings, with recent insider or large-scale buying at $26.72.

Mentioned as a relevant ticker in the current market discussion.

Expected to benefit from lighter enforcement on compounded GLP-1s and telehealth services under new FDA leadership.

Investor is all-in at $26.72, anticipating a short squeeze due to 34% short interest and earnings on May 11, despite a lawsuit from Novo Nordisk.

Trading at an extremely cheap valuation despite strong growth and new GLP-1 partnerships.

The restoration of mail-order access for Mifepristone supports the growth of telehealth platforms specializing in reproductive health.

Host took a position based on personal product usage and following moves by respected community analysts.

Host exited position warning of a potential cool-down after a successful trade leg.

Highlighted as a retail 'hallucination yield' play driven by AI suggestions.

Viewed as a less attractive alternative to LFMD which owns its own supply chain.

Positive price action described as a 'sick candle' indicating strong upward momentum.

Highly bullish following a partnership with Eli Lilly; market reaction is considered muted relative to the deal's scale.

Described as having 'lost its juice' after a pump-and-dump reaction to a partnership announcement.

Contrarian long view at the $19 price level.

Stock rose 6% following a partnership with Eli Lilly for weight-loss drug access.

Transitioning to a high-margin tech-like business model by distributing Eli Lilly's GLP-1 drugs; strong cross-selling potential and AI-driven high-margin membership fees.

Facing pressure following Amazon's entry into the GLP-1 weight loss market.

Primary trade for the peptide and GLP-1 legalization trend, though facing competitive pressure from Amazon.

Discussed as a headline trade regarding reclassifications of weight-loss drugs.

Facing a fundamental shift and moat erosion after Amazon's One Medical launched a competing, lower-priced GLP-1 program.

While HIMS is seen as the industry standard for telehealth distribution, it faces long-term disruption risks from high-traffic influencers who may pivot from promoters to competitors by launching their own private-label platforms.

Amazon's entry into the GLP-1 and oral medication space threatens the company's margins and moat.

Stock fell 9% as Amazon enters the GLP-1 market, threatening the company's competitive moat.

Recent exit after 75% gain; belief that the market has priced in the RFK Jr. peptide narrative and attention has peaked.

Significant upside potential driven by the peptide narrative, vertical integration, and AI-driven diagnostics despite high volatility.

Mentioned in the context of 'look-maxing' and hair-loss prevention products.

Maintained as a core high-conviction growth holding despite recent market volatility.

Viewed as a high-momentum 'attention trade' tied to potential FDA regulatory shifts and GLP-1 trends, though faces risks from high P/E and lack of a proprietary moat.

Viewed as a high-conviction momentum trade driven by potential regulatory shifts for peptides and a self-reinforcing product flywheel.

Aligned with the longevity revolution and AI-driven healthcare trends, focusing on peptides and health optimization.

Significant growth catalyst from entry into GLP-1 and peptide manufacturing following a facility acquisition, coupled with a potential TAM expansion for TRT and a resilient direct-to-consumer business model.

Up 11% on peptide rumors; high short interest of 40% makes it a candidate for a short squeeze.

Primary way for traders to play the high-growth peptide and biotech regulation narrative.