What top creators are saying about Hims & Hers Health, Inc.(HIMS)— Page 3

Significant price drop is viewed as nonsensical relative to strong company performance; seen as an opportunity.

Noted for its pivot into the GLP-1 weight loss space and ownership of its entire supply chain.

The speaker views the recent pullback to $19 as a major buying opportunity, citing strong recurring revenue, expansion into GLP-1s and peptides, and a valuation of 2x forward gross profit.

Experienced a massive 10% drop, described as 'carnage'.

Significant disconnect between perfect business execution and a 70% stock decline; viewed as a contrarian opportunity due to fundamental undervaluation.

Current price drops are viewed as nonsensical and driven by market fear rather than fundamentals, representing a potential contrarian opportunity.

Major legal risks have been resolved and new branded GLP-1 product launches with Novo Nordisk provide a massive growth catalyst not yet reflected in guidance.

Positive momentum from expansion into peptides and weight-loss treatments leveraging its customer database.

Deeply undervalued at $21 as legal risks and regulatory overhangs from Novo Nordisk and the FDA have been resolved; positioned for growth through peptide partnerships.

Positioned as the 'McDonald's of Peptides' to bring anti-aging and GLP-1 treatments to the mass market.

Viewed as a high-conviction play with favorable risk-reward despite sector volatility.

Used as a comparison for stocks where price response does not match the quality of news.

Strategic pivot into the peptide and GLP-1 weight-loss space with a vertically integrated supply chain advantage.

Bear thesis dismantled after Novo Nordisk partnership and FDA support; stock is irrationally priced near bear-market lows despite reduced legal risk.

Showing strength with a 5% price increase amid broader market volatility.

Strong Rule of 40 score of 60 with underpriced growth; bear thesis on GLP-1 lawsuits was invalidated by Novo Nordisk partnership.

Viewed as a resilient subscription model for 'must-have' pills; current price drop is seen as an unfair result of basket selling rather than poor fundamentals.

Considered undervalued relative to growth despite a recent rally; legal overhang regarding GLP-1 drugs has largely dissipated.

Currently caught in a rally of high-risk 'animal spirit' assets.

Showing idiosyncratic strength, up double digits despite broader market weakness.

Upgraded by Bank of America following resolution of Novo Nordisk conflicts; high volatility and short squeeze potential.

Surged 40% after Novo Nordisk dropped its lawsuit; high short interest could lead to a squeeze to $30.

Showing idiosyncratic strength and high growth, up 42% regardless of the macro environment.

Significant de-risking following a partnership with Novo Nordisk for Wegovy; stock viewed as undervalued with potential for 35% to 45% annual growth.

Surged 50% after a lawsuit dismissal; potential for partnership in GLP-1 distribution and short squeeze potential.

Significant trend reversal and green momentum following a partnership announcement, decoupling from the broader market.

Strategic partnership with Novo Nordisk to sell branded GLP-1 products and potential for an epic short squeeze due to high short interest and improving fundamentals.

Used as a proxy for the high-growth sector; represents a recovery opportunity if interest rates return to zero.

Market is currently treating it as a pure GLP-1 play, ignoring other fundamentals; potential for 3x returns for those who can withstand 60% drawdowns.

Viewed as undervalued with strong revenue growth projected at 24-33% for 2026 including the Eucalyptus acquisition; strong competitive moat via physical medical networks.

Preferred as a more stable alternative in the Direct-to-Consumer space compared to Oddity Tech.

The speaker is extremely bullish, believing the market is misinterpreting guidance and that the long-term thesis is a bet on the company becoming a dominant AI-driven healthcare platform.

Stock dropped over 10% due to a significant growth slowdown, low subscriber growth, and the disclosure of an SEC investigation.

Despite beating current estimates, the company's guidance for a sharp deceleration in revenue growth (from 60% to 23%) and weak subscriber growth were major red flags.

The speaker is extremely bullish, viewing the stock as 'way undervalued' and a 'long-term hold' due to its hyper-growth, vertical integration, and improving profitability, believing the market is misunderstanding the company.

Used as an example of a high-growth stock that is down significantly (70%) due to a broad, indiscriminate market sell-off, rather than company-specific issues.

Mentioned as a comparable growth stock that also experienced a significant sell-off from its highs, similar to Klarna.

The stock is down approximately 80% from its highs, and the head of compliance has recently left the company, which is considered a major red flag. This combination of poor stock performance and executive departure signals significant risk, potential governance issues, and has led to a deep lack of trust and highly bearish sentiment.

The stock is mentioned as an example of a delta-neutral trade (buying convertible bonds while shorting the stock) by professionals. This is not an endorsement but an illustration of a market environment that is dangerous for retail investors.

Extremely bearish view due to the stock being down approximately 80% and the recent departure of the VP of Compliance, which is considered a significant red flag.

The acquisition of Eucalyptus at a 'fire sale' price is seen as a brilliant strategic move. The company is viewed as a major disruptor to traditional healthcare with a long-term thesis of becoming a global, AI-powered health platform, and the stock is considered significantly undervalued.

Faces significant headwinds, regulatory risks, and a very high short interest of over 30%, making it a higher-risk play compared to Oddity. The stock is down 64% due to 'negative news'.

Cited as an example of other cheap growth stocks available, highlighting the need for selectivity and the opportunity cost for investors in the current market.

The company is described as the 'obvious' trade for the 'looksmaxing' trend, with a 'good' thesis and 'incredible tech'. The business model is praised for its convenience and effectiveness.

The speaker is a long-term, committed bull, viewing the recent stock decline as a buying opportunity. The market is seen as ignoring the strong core business, excellent financial position, and massive long-term potential in AI-driven healthcare.

The market has heavily punished the stock due to legal uncertainty around its GLP-1 products, which is seen as an overreaction and a potential buying opportunity as the legal battle will be prolonged.

The recent sharp stock price decline due to a lawsuit is seen as an 'overly emotional' market reaction and a 'significant buying opportunity', as the legal process will be long and sales can continue.

Viewed as 'much more investable' for a high-growth investor because its business model is less constrained by FDA regulations, giving it a competitive advantage in marketing directly to consumers.

The stock is facing extreme bearish sentiment due to a lawsuit from Novo Nordisk for allegedly making knockoffs of obesity medications, causing a 36% stock decline and a significant loss of investor trust.

The company is facing significant regulatory risk from the FDA over its marketing claims for a cancer test, which is a major red flag for investors and has caused a sharp negative stock reaction.