HIMS Hims & Hers Health, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
13:51
01 сен
01 сен
Tokenized HIMS weekend float squeeze noted, no view
Author greets HIMS shareholders on a day when tokenized HIMS traded at a 37% premium to the NYSE close due to a weekend float squeeze on Robinhood Chain, no directional commitment stated.
Низ.
21:24
31 авг
31 авг
The author agrees with the platform thesis but frames it as a difficult execution challenge.
The author agrees with the platform thesis but frames it as a difficult execution challenge, not a personal position or trade call.
Низ.
20:04
31 авг
31 авг
Buy HIMS as Spotify-like healthcare distribution platform.
Buy HIMS as a platform building a healthcare membership flywheel, leveraging its subscriber base and data to become an essential distribution partner for pharma like Novo Nordisk.
Сред.
20:04
31 авг
31 авг
Hims undervalued as emerging healthcare platform
Buy $HIMS for long-term platform optionality: with millions of existing consumers and pharma/diagnostics innovators potentially choosing Hims as their distribution platform, the current telehealth valuation could re-rate materially if Dudum executes.
Сред.
19:41
31 авг
31 авг
5,000 US sailors land in Pattaya, and the author claims this will “tank the bluepill market” for HIMS this week. If traders treat the event as a negative catalyst for HIMS’s ED/telehealth demand, the stock/options could see short-term downside pressure toward the 27.5 strike. Author’s stated position is a 27.5 put on HIMS; it’s a short-term meme bet rather than a fundamentals-driven trade. Sailors get free military healthcare, so they may never have been HIMS customers anyway; the event is too small to move HIMS revenue; stock could rally on sex/STD-related pharma sentiment instead.
Выс.
14:26
26 авг
26 авг
Author hopes HIMS triples but clarifies their point was about growth rate valuation.
Author hopes HIMS triples but clarifies their point was about growth rate valuation, not a current position or trade call.
Низ.
20:12
25 авг
25 авг
Visa's penalty and monitoring program add operational friction to Hims & Hers.
Visa's penalty and monitoring program add operational friction to Hims & Hers, but the author maintains a neutral HOLD rating balancing profitability concerns.
22:46
24 авг
24 авг
Visa complaint notice pressures Hims shares.
Hims & Hers was put on notice by Visa for excessive customer complaints in its weight-loss subscription business; the membership price jumps from $39 to $149 before drug costs, creating customer surprise and dispute risk, and shares dropped nearly 10%.
Сред.
20:22
24 авг
24 авг
Visa notice weighs on Hims & Hers.
Visa put Hims & Hers Health on notice over excessive customer complaints and credit card disputes tied to its weight-loss subscription pricing, where the introductory $39 membership jumps to $149 before drug costs; shares fell about 8%.
Сред.
20:55
21 авг
21 авг
Visa put Hims on notice over excessive customer complaints in its weight-loss subscription.
Visa put Hims on notice over excessive customer complaints in its weight-loss subscription business, adding to scrutiny of its billing and cancellation policies.
17:09
21 авг
21 авг
Stock starting to come back around
Notes the stock is starting to come back around, expressing broad basket momentum enthusiasm.
Низ.
16:07
21 авг
21 авг
Strong CEO interview drives bullish momentum.
Highly bullish on HIMS following a strong CEO interview addressing the FTC lawsuit and outlining an AI healthcare vision, expecting the stock to stay above $30.
Выс.
16:44
20 авг
20 авг
Author highlights tickers on focus list
Author highlights these names on their focus list as showing strength and being under-owned.
Низ.
15:09
20 авг
20 авг
Author recaps his 2025 call track record with a +57.85% return, notes recent drawdowns.
Author recaps his 2025 call track record with a +57.85% return, notes recent drawdowns, and says he is ready to add to positions and make new calls, implying continued bullishness on his winners.
18:44
19 авг
19 авг
The tweet simply notes HIMS is back to $30 with a chart link.
The tweet simply notes HIMS is back to $30 with a chart link, providing no directional view or position.
Низ.
23:53
18 авг
18 авг
HIMS comeback driven by ecosystem/data moat
Expects HIMS to stage a strong comeback, endorsing the parent thesis that its healthcare ecosystem—AI, proprietary data, wearables, and cheaper GLP-1s—creates a durable competitive advantage.
Сред.
18:59
18 авг
18 авг
The tweet references Hims & Hers and its CEO Andrew Dudum with a back arrow emoji.
The tweet references Hims & Hers and its CEO Andrew Dudum with a back arrow emoji, but provides no explicit position or directional thesis.
Низ.
17:19
18 авг
18 авг
HIMS AI-native data moat drives advantage
Hims & Hers is becoming an AI-native healthcare platform; by building its own AI on its closed-loop patient data across consultation, diagnosis, treatment and follow-up, it outperforms generic AI agentic vendors like Sierra and creates a durable data moat with lower operating costs.
Выс.
16:29
18 авг
18 авг
AI coach ecosystem boosts adherence and growth
Peptides are the next big growth area for Hims & Hers; the company acquired a Menlo Park peptide manufacturing plant and may be the only US company able to bring American-made peptides from raw ingredients to patients, with plans to launch if FDA moves peptides to category one and with clinical oversight plus home blood testing.
Выс.
20:02
17 авг
17 авг
Author counters a quoted list of sub-$30 stocks with four alternative tickers at similar price.
Author counters a quoted list of sub-$30 stocks with four alternative tickers at similar price levels, but provides no directional thesis or position disclosure, so these are watch items.
Низ.
19:44
17 авг
17 авг
Questions HIMS bull case due to competition.
Questions the bull case for HIMS, noting high competition and multiple alternative sources for weight loss pills.
Сред.
11:28
15 авг
15 авг
The author lists a large basket of tickers without any explicit position language.
The author lists a large basket of tickers without any explicit position language or directional thesis, so all are indexed as watch.
Низ.
17:38
14 авг
14 авг
Author reflects on past SPAC winners and names current potential picks but frames them.
Author reflects on past SPAC winners and names current potential picks but frames them as opportunities rather than explicit current positions or forward calls.
Низ.
23:57
11 авг
11 авг
Hims & Hers delivered a monster quarter.
Hims & Hers just reported an absolute monster quarter that surprised even the research team with its strength.
Выс.
18:50
11 авг
11 авг
HIMS Eucalyptus deal fast-tracks global expansion
Buy HIMS as the Eucalyptus acquisition accelerates international expansion into Australia and Japan by years, delivering an existing 775,000-customer base, local regulatory infrastructure, and brand equity while eliminating a direct competitor — all faster and cheaper than organic entry.
Сред.
13:33
11 авг
11 авг
The author sarcastically notes that most people still misunderstand HIMS.
The author sarcastically notes that most people still misunderstand HIMS, implying an edge but without stating a position or forward call.
Низ.
12:07
11 авг
11 авг
Premarket movers report shows Mag 7 stocks mixed while ACVA, BW, CAH, P, FRMI, PLUG, RPD.
Premarket movers report shows Mag 7 stocks mixed while ACVA, BW, CAH, P, FRMI, PLUG, RPD, and RIOT rise on earnings or deal news, with HIMS and ONON falling on weak forecasts.
11:32
11 авг
11 авг
US pre-market movers show mixed futures with notable individual stock reactions.
US pre-market movers show mixed futures with notable individual stock reactions including Intel's increased share sale, Getty's surprise loss, Riot's AI data center deal, and several earnings-driven moves across the board.
07:00
11 авг
11 авг
Buy HIMS under $40 after strong result
Buy HIMS below $40 on the back of a very good result; the strong outcome is the catalyst cited for the stated buy zone.
Сред.
04:36
11 авг
11 авг
Author shares detailed earnings reviews and portfolio access for HIMS, APP, SHOP.
Author shares detailed earnings reviews and portfolio access for HIMS, APP, SHOP, and SE but expresses no explicit directional position or trade call.
Низ.
Об аналитическом покрытии HIMS
Buzzberg отслеживает HIMS (Hims & Hers Health, Inc.) в 58 источниках. Бычьих сигналов: 327, медвежьих: 36, от 79 аналитиков. Сентимент преимущественно бычий (46%). Всего отслеживается 639 торговых идей. За последние 7 дней: бычьих: 2, медвежьих: 1, наблюдение: 2. Последние спикеры: caesarcapitalz, finnstockinger, moninvestor.