A 12.77% jump to $31.09 adds roughly $800 million of market value to a $7 billion company in a single session. Moves this size rarely settle quietly, so keep an eye on the stock into tomorrow's open.
Hims & Hers :
HIMS
HIMS
Stock Data
$31.09
$3.70 (13.51%)
Asset Type
Common Stock
Exchange
NYSE
Currency
USD
Country
USA
Sector
HEALTHCARE
Industry
DRUG MANUFACTURERS - SPECIALTY & GENERIC
Hims & Hers Health Inc is a telehealth company based in San Francisco, California, providing a bridge between consumers and licensed healthcare professionals across the U.S., the U.K., and other countries. The company offers a wide array of health and wellness products and services, including both prescription and non-prescription options, directly to customers through its website and app. Its offerings span general wellness, sexual health, skincare, and hair care, featuring items like medications, supplements, cosmetics, and personal care devices. Additionally, Hims & Hers Health supports ongoing care with recurring prescriptions and medical consultations.
Latest Activity
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The pivot from compounded to branded GLP-1s pulled gross margin to 64% from 76% a year ago, which is how 38% revenue growth still ends in a loss that badly missed expectations. Management raised full-year revenue guidance to $3.1 billion to $3.3 billion anyway, so the question is whether margins stabilize from here. The 5:00 PM ET call should answer that.
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Buyers are still paying up for the telehealth side of the GLP-1 weight-loss boom, with a 12.15% intraday run to $30.95. Momentum like this rarely goes unnoticed into the next earnings report.
FDA crackdown on compounded GLP-1 drugs and Eli Lilly's direct-to-consumer price cuts are squeezing a key growth engine for the telehealth giant.
Enterprise software stocks surged as Snowflake and Workday led gainers, while fintech and consumer tech names collapsed on earnings misses and guidance cuts.
Software and fintech stocks rallied at Friday's close while a double-digit sell-off hit healthcare and semiconductor names, splitting the market sharply by sector.
Regulatory headwinds over compounded GLP-1 drugs and Amazon's telehealth push are pressuring the company's margins and competitive moat in the $33.47 open price range.
FDA restrictions on compounded weight-loss drugs and Amazon's new GLP-1 program are crushing the telehealth player's key growth engine.
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