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

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.

Considered a 'steal' and 'heavily undervalued' due to a major dislocation between its strong performance and low stock price. The speaker believes it has the potential to become a 'mini big tech company' in healthcare.

HIMS is positioned to capitalize on the growing consumer demand for accessible treatments related to weight loss, hair loss, and other lifestyle health concerns, with massive growth potential if they expand their product catalog.

The stock is considered significantly undervalued ('dirt cheap') and never deserved to trade below $40. It has strong growth potential from its global expansion, positioning it to become a 'big tech' firm in telehealth.

Called an 'absolute steal' and a 'big tech company in the making.' A major catalyst is the acquisition of a firm with pain-free blood sampling technology, which is described as a 'zero-to-one innovation' and a potential '10x improvement' over traditional methods.

The company is a direct beneficiary of the high demand for antidepressants and the shift to virtual healthcare, but faces significant regulatory risk if there is a crackdown on virtual prescribing practices.

The speaker is extremely bullish, viewing the company as a potential 'Amazon of healthcare' and a 'big tech company in the making' due to its disruptive, AI-driven model that bypasses insurance. The current stock price is considered 'absolutely a steal' given its high growth and low valuation.

The speaker is extremely bullish, calling it an 'insane steal' at its current valuation. Key strengths are strong subscriber growth, high recurring revenue (90%+), a $250 million share repurchase program, and a disruptive AI-driven business model.

The speaker is extremely bullish, viewing the company as significantly undervalued at $37 relative to its high growth rate (47%), profitability (Rule of 60), and resilience after losing a major partnership.

The stock is seen as 'finally getting some love' as its price catches up to strong fundamentals, including an 'outstanding Q3' earnings report and 'great execution'.

Mentioned as an example of a '#1 player' in its industry, against which challenger stocks like LifeMD are compared.

The speaker views HIMS as a recession-resistant, undervalued business due to its subscription model. The investment thesis is that the market is incorrectly pricing it as a high-risk growth stock, presenting a mispriced opportunity.

The company reported an 'outstanding Q3' and management approved a $250 million share buyback, a strong signal of confidence despite the stock being down 46%.

Cited as a company with 'outstanding earnings' whose stock still fell, highlighting the negative macro pressure dominating the market over company-specific fundamentals.

Considered 'way too cheap' on an absolute basis but is much more expensive than LFMD and has lower gross margins. Its business model avoids insurance entirely, making it a pure cash-pay business, and the stock is noted to be a 'roller coaster' despite strong performance.

Despite an outstanding Q3 earnings report, the stock has sold off significantly. Management's million-share buyback program signals they believe the stock is undervalued, presenting a potential buying opportunity.

A newly announced $250 million share buyback is viewed as a positive move for the heavily shorted, fast-growing company trading at a low multiple of less than 4x sales.

The stock dropped 41% despite 'absolutely outstanding earnings,' suggesting the decline is due to broad market liquidity issues rather than company fundamentals, which could represent a buying opportunity.

The host is very bullish, viewing the recent 41% sell-off in 29 days as a compelling entry point. They believe the company has the potential to disrupt traditional doctor's visits, suggesting a much larger total addressable market.

The market is undervaluing HIMS, viewing it as a lifestyle brand rather than a broad healthcare disruptor. Its 'Hims Labs' product offers a 10x-100x cost advantage, creating a massive consumer value proposition and significant growth potential.