What top creators are saying about Hims & Hers Health, Inc.(HIMS)— Page 4

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.

Stock is highly volatile due to a lawsuit from Novo Nordisk. It experienced a bounce from its lows but was still down significantly, with major headline risk remaining.

The speaker views the stock as a long-term '2030 and beyond story' and sees the current price drop as a buying opportunity, believing the core marketing business model is strong enough to overcome recent negative news regarding a lawsuit and marketing missteps.

The speaker has a contrarian view, calling CNBC's analysis an 'epically bad take', which implies a bullish or at least non-bearish stance on the stock.

Very bearish sentiment due to a lawsuit from Novo Nordisk over its compounded GLP-1 drug. The situation is described as a 'falling knife' with a major legal and financial overhang.

Despite short-term bearishness and expected volatility due to a 'flip-flop' on a semaglutide product launch, the speaker believes the long-term thesis as a healthcare disruptor remains 'perfectly intact' and is bullish long-term.

Considered a high-risk, high-reward long-term investment. The speaker is bullish on the thesis that the company intentionally triggered a DOJ referral to get a legal ruling on compounding peptides, but acknowledges significant short-term price risk and negative sentiment due to the legal overhang.

Considered an 'extremely high risk' investment and a 'financial hail mary' after announcing a compounded weight-loss drug, facing legal action from Novo Nordisk and strong opposition from the FDA.

The speaker is very bullish, believing the market is overreacting to legal and competitive threats. The recent stock decline is seen as a buying opportunity, with the company's core value in its personalized medicine platform, not just GLP-1 drugs.

Stock was 'decimated' after Novo Nordisk threatened to sue over a weight-loss drug, and the CEO was criticized for 'unprofessional' engagement with investors.

Specifically mentioned for having outstanding earnings/news but its stock fell anyway, which the speaker views as evidence of an irrational market sell-off and a buying opportunity.

Extremely bullish outlook due to its disruptive, low-cost oral semaglutide launch. The speaker sees the negative stock reaction as a buying opportunity, disconnected from strong fundamentals and leadership in personalized medicine.

Launched the Grail 'gallery test', a single DNA test for 50 types of cancer, which is described as 'amazing news' and a potential 'blockbuster' product. The speaker is extremely bullish on the company's fundamental developments despite the market's negative reaction.

The speaker is very bullish, calling the stock 'ridiculously cheap' after a nearly 58% drop. Two major near-term catalysts, an upcoming Super Bowl ad and the potential launch of peptides, are expected to cause the stock to 'pop'.

Very bullish, calling it 'epically undervalued' with 90%+ recurring revenue and trading at a very low multiple for a high-growth company.

The speaker is extremely bullish, believing the market undervalues the company by viewing it as a simple ED/GLP-1 company, failing to see its potential as a disruptive, AI-driven longevity platform.

Presents a strong bullish, long-term case, framing it as a 'Healthcare' company disrupting the traditional 'Sickcare' system with a direct-to-consumer subscription model that bypasses insurance.

The speaker presents a very bullish case, arguing the stock is 'dirt cheap' and that the market misunderstands its disruptive, high-growth 'Netflix of healthcare' model. Common bearish arguments are seen as unfounded.

Used as a cautionary tale about high risk, noting the stock is down 40% in a month for no apparent fundamental reason.

The speaker questions how the company could be impacted by the macro news, stating it has 'entirely separate operations,' implying the sell-off is irrational.

Considered extremely undervalued ('valuation a complete joke') due to market overreaction to GLP-1 drug news. Speaker is very confident in long-term prospects, citing potential catalysts like a new cholesterol product launch and a Super Bowl ad.

The market's fear of GLP-1 competition is overblown; HIMS is a diversified business with a unique, all-inclusive subscription model that bundles medication and doctor visits, creating a strong competitive moat.

Viewed as a 'genius' and 'safer' business model because it avoids government reimbursement risk. A recent price drop is considered a potential buying opportunity.

Very bullish sentiment. The company is seen as an undervalued growth stock disrupting 'sick care' with strong fundamentals, including a 'Rule of 40' score of 60, and is considered 'as cheap as I've seen it'.

A good company with accelerating growth whose stock has been unfairly punished by poor market sentiment. The speaker explicitly states, 'I would add to HIMS right now.'

The investment thesis is based on HIMS's disruption of the healthcare value chain through its AI-powered data flywheel, which enables low-cost, mass-customized preventative care by operating outside the insurance system.

Viewed as the future of healthcare and a decade-long hold, positioned to capture customers losing insurance due to rising premiums. A new low-cost lab testing service is a major catalyst.

Stock 'dumped' despite significant positive news like two large insider buys and a facility expansion. The valuation is considered 'ridiculous' and 'too cheap', making it a buying opportunity.

The stock dropped despite positive news of significant insider buying, which could present a potential buying opportunity for long-term investors who believe the market is being irrational.

Identified as a core 'star' holding and a key disruptor in the healthcare and pharmacy space, making traditional pharmacy models obsolete.

The speaker is extremely bullish, viewing the stock as 'stupid cheap' and a 'steal' due to a market disconnect between its poor stock performance and strong business execution (47% YoY growth, growing EBITDA margins).

Cited as a 'channel favorite' that was also dropping, highlighting the broad, indiscriminate risk-off nature of the current market sell-off affecting even companies unrelated to crypto or AI.