Hims and Hers

~ S. · 2025-02-22T07:44:09.502828Z

I need your opinions that are all invested in $HIMS are invested. Earnings are on Monday, even if the figures are good, I suspect that the share price could fall even further, as we saw last time when the news about Amazon and Tirzepatid came out. The share price has recovered impressively and has also come back stronger, but I would like to know your further course of action, buy more, take partial profits or leave it as it is ?????

Jonas@Leipziger_Jung

1D

I sell when HIMS starts to disappoint on a fundamental level and does so for several quarters in a row. The end of the shortage was the worst thing that could have happened to the share price and is now a thing of the past. Btw, I think it's insane again that the share is losing 25% 😂. I mean, wasn't it clear that this would happen soon? Have people been blindsided because they thought HIMS would sell them until the end of the world? Only Monkeys are still on the road, and let someone tell me again that the market is always rational.

We will still see good sales growth this year. HIMS is launching its own GLP-1 (Liraglutide), which will hopefully offset some of the losses. Then there are all these hormone stories coming later in the year (menopause, testosterone, etc.). You also have to keep in mind how few customers they have compared to the population in the US. There is still plenty of room for improvement. And let's not forget the international expansion one day.

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Null@Frei

1D

@Leipziger_Jung Your contribution has disappointed me on a fundamental level, so I'm out of here.

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Fredi K.@equity_expert_1695

1D

@Leipziger_Jung the market has never been rational and never will be. Anyone who claims otherwise should take another look at the 1x1 of investing 😂

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Jonas@Leipziger_Jung

1D

@Frei What exactly do you mean?

@equity_expert_1695 Well, that's quite a common narrative. The market consists of hundreds of millions of individuals who are constantly evaluating and pricing in all available information, which means that shares can neither be overvalued nor undervalued

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Fredi K.@equity_expert_1695

1D

@Leipziger_Jung As I said, I have never heard anyone claim that the market is rational. Otherwise investing would be as easy as possible 😂

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Jonas@Leipziger_Jung

1D

@equity_expert_1695 Yes, this is told in a modified form all the time. But never mind

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Rbbbbb@Rbbbbb

1D

@Leipziger_Jung someone exchanges an apartment in Darmstadt for Bitcoin was thrown out of home someone can bring me the keys in Großumstadt

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Julius@Aktienmeer

1D

@Leipziger_Jung With Liraglutide, you're not picking anyone up. It's not a proprietary GLP-1, it's ancient stuff. The stock will crash even further, I'm guessing in the near future when Tirzepatide is also taken off the shortage list. I strongly assume that it will happen soon, because both Eli Lily and Novo don't want to take the bread from the butter.

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Jonas@Leipziger_Jung

1D

@Aktienmeer Of course you pick people up with it. And that's because it doesn't cost a fucking thousand dollars. Lower-income groups simply can't afford the overly expensive shit and are likely to fall back on cheaper - albeit less effective - alternatives.

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Tom@tom_finance

1D

@Leipziger_Jung I don't care about the weight loss hype at all. Hims has many other promising and growing segments

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Julius@Aktienmeer

1D

@Leipziger_Jung No, you won't pick people up with it, for many reasons. It has a much weaker effect, has more side effects, is only a fraction of the success for weight loss and blood sugar control compared to semaglutide and tirzepatide. You probably haven't looked into it in any depth. In addition, liraglutide has to be used daily, whereas semaglutide and tirzepatide only have to be used once a week, which is why it was already less accepted by the majority of patients when it first came onto the market.

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Lucky L.@LuckyLucke

1D

I continue to hold my position.

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~ S.@Semos25

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@LuckyLucke So you wouldn't realize any partial profits either?

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Lucky L.@LuckyLucke

1D

@LuckyLucke depends on whether you could cope with a further fall in the share price.

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value_seeker_@value_seeker_

1D

I am still up just under 18% and continue to hold. I'm just thinking about buying again if the share price falls below my equity price.

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The W.@thewolfofallstreetz

1D

I see it like this: In 2021, the CEO says: "I want to make Hims & Hers a 50-100 billion $ healthcare giant". In August 2025, he confirmed: "I think that we are on a path to be able to achieve tens of millions of subscribers in the next 5-7 years." So far, they have performed very well from quarter to quarter and the management currently gives me no reason to change my mind. They have it all: great market potential, good competitive positioning and strong management. For example, if you believe that they can increase the number of subscribers to 8 million (today: 2 million) with $70 average monthly revenue, an EBITDA margin of 25% and an EBITDA multiple of 30, then we are at a market capitalization of $50 billion, i.e. 4-5x today's level. This is (not even) at the lower end of his target range. I keep my eye on this subscriber expansion and successful execution, so I hold my shares regardless of the daily fluctuations. Only if the fundamentals no longer support this case would I consider selling. Everything else is noise. I'm looking forward to Mo.

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Money Game@MoneyGame

1D

I bought at 7, then it went down to 3.7, then it went up to 10 and back down to 5, then up to 15 and back down to 11, then up to 22 and back down to 14. The stock is highly volatile, and it will stay that way. Honestly, maybe it will be at 20 in a month, or at 70, nobody knows. As long as the business figures are convincing, I'll hold!

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D.S.@Cato_Bamboo

1D

I have liquidated completely for the time being, a nice return, even after tax. It has now become too hot for me to absorb the figures on Monday at the current price. But I'll stay on the sidelines and keep an eye on it, maybe a later re-entry will make sense.

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~ S.@Semos25

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@thewolfofallstreetz @MoneyGame @BamBamInvest @Iwanowitsch @Leipziger_Jung @Hotte1909 @WarrenamBuffet

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BamBamInvest@BamBamInvest

1D

I continue to hold as I have been doing for 4 years 😂 I don't care about the results in between as long as nothing changes about the company itself or how I see it in a few years.

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Saschko@WarrenamBuffet

1D

@Semos25 everything is fundamentally tutti. Why sell? You have to put up with volatility here. I was already down double digits two years ago...

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~ S.@Semos25

1D

@WarrenamBuffet It's not that I'm in minus, on the contrary, I'm about 100% plus. I just want to know what the others are planning to do with their position and why they made this decision ☺️

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Jonas@Leipziger_Jung

1D

@Semos25 On days like these, you need a little conviction from time to time, I can understand that. That's why I love GQ and the community here.
As I said, we'll see what happens on Monday (what will happen) and then we'll know more.
Let HIM(S) cook

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Bubu@Bubu_98

1D

I have been invested in the company since 2022 and will not be selling any shares now.

I mean, the share price is now where it was a week ago 🤣
Many people forget the fluctuations that can occur when a share rises 150% in a month.

We and all institutional investors expected the news that Semaglutide would be taken off the shortage list at some point.
Only the timing just before earnings was a little surprising. That's probably why the steep sell-off.

I think Hims and the entire management were aware that this day X would come and they certainly have a plan for how the company should be managed from this day X onwards. It would be naive to believe that they didn't expect this themselves.

This week they have taken over 2 more companies that will enable them to further increase their product range and customer loyalty in the future. So I also see growing revenues and growing subscriber numbers in the future.
Yesterday, CEO Andrew Dudum explained in a post on X how he intends to continue selling personalized GLP-1 in the future. We will certainly get more information on this in the earnings call. (Probably more of a gray area, which will be associated with uncertainty...)

In the short term, that's probably it for new all-time highs. But anyone investing for the long term (as everyone here always claims) should not worry at the moment. Of course, the price could go back up towards €30, but only the crystal ball knows that. 🔮

I hope I was able to make the decision easier for you. 👋

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Jonas@Leipziger_Jung

1D

@Bubu_98 I can still remember that my mental price target until the end of this year was around EUR 50 and that's where we are now 😂

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CashPilot@CashPilot

1D

I will hold my position no matter what happens on Monday. Because I am fundamentally convinced of the company. And you fill a market niche. I'm still over 100% up. If things go well, I might realize profits, but I'll decide then. I will remain invested in the medium to long term. 🫰

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SemiGrowth@SemiGrowth

1D

oh no, we are at the same level as 10 days ago, how bad

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mein_depot@seppl6431

1D

I will hold. Given the share price performance, a slump of 25% is okay. If HIMS continues to deliver, the company will grow into the valuation.

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Alexander_Bitcoin@Alexander_Bitcoin

1D

Goes down further I think...

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Tom@tom_finance

1D

I do not invest in the short term

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Christian M.@ChristianInvests

1D

I have sold

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~ S.@Semos25

1D

@ChristianInvests May I ask what your starting price was?

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Christian M.@ChristianInvests

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I got in at €28 :)

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Aktienfoxx@Aktienfoxx

1D

Position has been full for a long time, I am not selling and would increase 5% of the position at €45

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~ S.@Semos25

1D

@Aktienfoxx I even suspect that it will fall below 45 🫣

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The W.@thewolfofallstreetz

1D

What percentage does the position account for in your portfolio? Are you strongly in the plus or in the minus?

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~ S.@Semos25

1D

@thewolfofallstreetz my ek is now at 24 as I bought more yesterday. I am about 100% in plus

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Heinrich@Heinrich00

1D

God willing, it will go through the roof and then the short squeeze will come and next Friday we will have a 3-digit price. The share is far from overvalued

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MEMO@MEMO1993

1D

We knew that they will end the license for the syringes and that was a little overvalued from the price, fundamental data are in my opinion in order, growth is also present, expensive yes but if they deliver then the price rises in the long term, but at the moment I believe that the share will continue to thunder downwards, unless there is good news again. Conclusion: get in no, those who are invested and see a long-term future in it should not get out. I am not invested

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Julius@Aktienmeer

1D

Going out. I suspect that Tirzepatide will also be taken off the shortage list soon because not only Novo but also Eli Lily are putting a lot of pressure on it. After all, there is a lot of money at stake. If that happens, whoever can save themselves - the current -26% of the share price is a joke in comparison.

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Tom@tom_finance

1D

@Aktienmeer So Hims only earns money with generic slimming products?

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Julius@Aktienmeer

1D

@tom_finance Of course not, but the high company value is due to the fact that expectations have been far exceeded time and again. This will decrease significantly. After that, we will see what the actual value of this company is. I think it will then be difficult to maintain a similar level of growth.

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Tom@tom_finance

17H

@Aktienmeer Hims has been offering Weight Loss for just one year. Expectations are being exceeded because Hims is simply growing incredibly fast. Before Weight Loss we had CAGRs of >70%!!! - Weight Loss has given this another crazy boost - especially the awareness of Hims has increased enormously this year. I see no reason for a "significant decline" - even without Weight Loss, Hims is growing extremely fast

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Marcel@Lalarobo

1D

Sell half of it. Then you have secured nice profits when it goes down and are still in when it goes up. Psychologically speaking, this is the best decision.

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