So, Hims & Hers stock popped. Again. Color me shocked. We're talking about a company selling hair loss pills and ED meds online, and suddenly they're disrupting healthcare? Give me a break.
Okay, the Q3 earnings did beat revenue estimates – $598.97 million versus the expected $580.24 million. Subscribers are up too, almost 2.5 million. But they missed the EPS estimate, six cents instead of nine. Classic case of growth at all costs, even if it means burning cash. And now they're talking about Wegovy?
Here's the thing: everyone's chasing the weight loss gold rush. Hims & Hers wants a piece of that action, partnering with Novo Nordisk. Oral Wegovy through an online platform... sounds convenient, sure. But is it responsible? Are they going to properly screen patients, monitor side effects, or is it just another way to pump up those subscriber numbers? I mean, let's be real, how many people are going to use this responsibly?
And this whole "personalized care" thing... don't even get me started. It's marketing fluff. Slap some AI on top of a questionnaire and suddenly you're a healthcare innovator? Please. My grandma's got more personalized care from her local doctor than you'll ever get from a telehealth platform pushing subscriptions. It's all about the recurring revenue, baby!
They're projecting Q4 revenue between $605 million and $625 million, but analysts were expecting $631.68 million. A miss. And the fiscal 2025 outlook? Narrowed, but still below expectations. So, why the stock pop? Hims & Hers Stock Pops After Q3 Earnings: Here's Why - Hims & Hers Health (NYSE:HIMS). Pure, unadulterated hype.
They keep talking about hormonal health, lab testing, and AI-driven personalization. More buzzwords. More promises. More ways to get investors excited about the next big thing. But are they actually solving real problems, or just creating new ones with their "convenient" solutions?
And this international expansion? Sure, they bought ZAVA, now they're in the UK, France, Germany... and Canada is slated for 2026. But expanding internationally is a pain in the ass. Different regulations, different cultures, different healthcare systems. It's not as easy as just translating the website into German.
Remember that blood-testing lab acquisition? Sounds fancy, right? Supposedly, they're going to offer at-home diagnostics and integrate biomarker data. But who's going to interpret all that data? Are they hiring qualified doctors, or is it just more AI algorithms spitting out generic recommendations? I get that healthcare is a mess, but this ain't the solution.
Then again, maybe I'm just being a cynical old bastard. Maybe Hims & Hers really are revolutionizing healthcare. Maybe their AI-powered personalization will cure all our ills. Maybe pigs will fly.
Oh, and Wall Street expects Q3 FY2025 earnings of $0.10 per share on revenue of $579.85 million, reflecting about 44% year-over-year growth. Analysts see Q4 EPS rising to $0.13 as Hims benefits from higher daily-use adoption and international expansion. All according to plan, I guess.
