After my big $HIMS (+1.87%) yesterday, my limit order to buy was triggered today at a price of $AMD (-0.05%) at a price of € 137.
Nice dip after reasonable earnings and a call with a good outlook for the coming years. I will probably $NVDA (+1.02%) I will probably increase to 10K in case of weakness so that I am well positioned for the future in the semiconductor sector.
After$HIMS (+1.87%) recently published mediocre figures and the share accounted for over 60% of my portfolio, I took advantage of the market strength in early trading today. At a price of €50.40, I reduced my position by 60% to secure profits.
Although I still hold 1000 shares and believe in the company for the long term, it is sensible to cash out after a gain of over 600% in just three years. This also gives me the opportunity to invest in other promising stocks on my watchlist.
The remaining position will remain an important part of my portfolio for a long time to come, as I still consider $HIMS (+1.87%) still see it as one of my best long-term investments.
Yes, the tax is extremely painful, but with this decision I can now sleep more relaxed again.
What stocks are you currently looking at and where would you currently invest your money? And no $NOVO B (+4.84%) or $UNH (+2.83%) does not come into my house 🤣
$HIMS (+1.87%) : Online health company Hims and Hers Health missed Wall Street estimates (link) for second-quarter revenue on Monday as it lost subscribers to compounded versions of weight-loss drugs ** Median price target of 14 brokers covering the stock is $48 - LSEG data ** The company's shares fell 12.7% in premarket trading to $55.31
ANALYSTS SEE LONG-TERM GROWTH AS POSITIVE
** Jefferies ("Hold" price target: $51) expects continued volatility in the stock in the near term; adds, "However, we are positive on HIMS' strategies to introduce personalization of healthcare and launch new offerings" ** BTIG ("buy," price target: $85) says the slowdown in commercial GLP-1 subscriptions is likely temporary and expects sequential growth; adds, "GLP-1 volume will shift to shorter duration prescriptions (90 days) and we continue to view the obesity market as robust" ** Canaccord Genuity ("buy", price target: $68) says: "...the introduction of new treatments, continued investment in personalization capabilities, and a growing international presence keep us positive on Hims' long-term growth prospects" ** Leerink Partners ("market perform" price target: $43) says: "HIMS' near-term performance will likely be most dependent on developments in the GLP-1s/weight management space, particularly the pace of international launches in Canada and in conjunction with other international expansion efforts"
AEX opens positive amid global stock market turmoil
The AEX index starts the day with an indication of +0.3%, while international markets also turn green. Wall Street largely managed to recover from Friday's sell-off, and Asian stock markets follow with Korea and Taiwan as outliers. U.S. 10-year interest rates rise slightly to 4.21%, while German rates fall to 2.62%. The euro/dollar exchange rate is quoted at 1.1550. The Damrak is relatively quiet, with only B&S presenting figures. Internationally, however, there is plenty of activity: Palantir surprises with strong quarterly results, while Hims & Hers falls sharply. Figma debuts with a 27.4% drop. The US puts pressure on India and China because of Russian oil imports, further raising trade tensions. Investors look forward to figures from AMD, Snap, Rivian and Super Micro Computer. Also on the agenda are the purchasing managers' indices of the service sectors in Germany and the US. In short: plenty of excitement and thrills on the trading floor.
Earnings were good imo, I placed a buy order on $HIMS (+1.87%) to be executed tomorrow at market open. I’ll start with 20 shares and see how the stock reacts during the day.
next healthcare stock earnings I’m watching is $OSCR
I’ll wait for it to sell of more. Looking for sub 50$. Stock is just so volatile. If it wont drop, its fine as well. I still think there is above average risk for the company, fine with investing in other companies as well.
Hims & Hers Earnings: As Expected Despite Novo Nordisk News
Hims & Hers Health ($HIMS (+1.87%)) reported earnings that were largely in line with expectations, showing steady performance and continued growth momentum. Despite the recent cancellation of the partnership with Novo Nordisk, the company managed to deliver results that closely matched analysts’ forecasts — a clear sign of resilience and operational strength.
The market’s reaction, however, has been notably harsh. The selloff following the earnings release seems more rooted in short-term panic and sentiment around the Novo Nordisk development rather than the actual fundamentals of the business. It’s important to highlight that Hims has built a strong direct-to-consumer brand and diversified its offerings well beyond a single partner or product.
In situations like this, it’s worth stepping back from the headlines and focusing on the underlying numbers — which, in this case, remain solid.
