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Is wellness your goal? Use our exclusive iHerb code to save on vitamins, supplements and more

Is wellness your goal? Use our exclusive iHerb code to save on vitamins, supplements and more

USA Today04-04-2025

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EHTH Q1 Earnings Call: Revenue Growth, Margin Expansion, and Regulatory Developments Shape Outlook
EHTH Q1 Earnings Call: Revenue Growth, Margin Expansion, and Regulatory Developments Shape Outlook

Yahoo

time14 hours ago

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EHTH Q1 Earnings Call: Revenue Growth, Margin Expansion, and Regulatory Developments Shape Outlook

Online health insurance comparison site eHealth (NASDAQ:EHTH) announced better-than-expected revenue in Q1 CY2025, with sales up 21.7% year on year to $113.1 million. The company expects the full year's revenue to be around $530 million, close to analysts' estimates. Its non-GAAP loss of $0.27 per share was 38.1% above analysts' consensus estimates. Is now the time to buy EHTH? Find out in our full research report (it's free). Revenue: $113.1 million vs analyst estimates of $99.72 million (21.7% year-on-year growth, 13.4% beat) Adjusted EPS: -$0.27 vs analyst estimates of -$0.43 (38.1% beat) Adjusted EBITDA: $12.52 million vs analyst estimates of -$7.99 million (11.1% margin, significant beat) The company reconfirmed its revenue guidance for the full year of $530 million at the midpoint EBITDA guidance for the full year is $47.5 million at the midpoint, above analyst estimates of $46.01 million Operating Margin: 4.2%, up from -19.3% in the same quarter last year Estimated Membership: 1.16 million, down 21,363 year on year Market Capitalization: $125.6 million eHealth's first quarter performance was shaped by significant Medicare enrollment activity and continued optimization of its sales and marketing operations. CEO Fran Soistman highlighted a 22% increase in Medicare submissions, emphasizing the impact of targeted marketing and enhanced telephonic and online conversion rates. 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Management attributed strong quarterly results to Medicare enrollment growth, cost efficiencies, and the integration of new technology, while also addressing evolving regulatory and legal developments. Medicare enrollment momentum: eHealth achieved 22% growth in total Medicare submissions, driven by targeted marketing campaigns and improvements in both telephonic and online conversion rates. The company's omnichannel approach, including hybrid online-agent enrollments, saw particularly high growth, reflecting consumer demand for flexible shopping and advisory options. Operational efficiency gains: Despite nearly doubling the size of the retention and customer service team, acquisition cost per approved Medicare member declined by 10% year over year. This was credited to a greater proportion of leads from direct branded channels and ongoing process improvements in customer acquisition and retention efforts. 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Hims & Hers Health, Inc. (HIMS) Stock Slides as Market Rises: Facts to Know Before You Trade
Hims & Hers Health, Inc. (HIMS) Stock Slides as Market Rises: Facts to Know Before You Trade

Yahoo

timea day ago

  • Yahoo

Hims & Hers Health, Inc. (HIMS) Stock Slides as Market Rises: Facts to Know Before You Trade

Hims & Hers Health, Inc. (HIMS) closed at $55.25 in the latest trading session, marking a -2.83% move from the prior day. This change lagged the S&P 500's 0.55% gain on the day. At the same time, the Dow added 0.25%, and the tech-heavy Nasdaq gained 0.63%. Coming into today, shares of the company had gained 2.99% in the past month. In that same time, the Medical sector gained 3.49%, while the S&P 500 gained 6.29%. Market participants will be closely following the financial results of Hims & Hers Health, Inc. in its upcoming release. The company's upcoming EPS is projected at $0.17, signifying a 183.33% increase compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $551.84 million, up 74.83% from the year-ago period. For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $0.73 per share and a revenue of $2.34 billion, representing changes of +170.37% and +58.31%, respectively, from the prior year. Investors should also take note of any recent adjustments to analyst estimates for Hims & Hers Health, Inc. These revisions help to show the ever-changing nature of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the company's business health and profitability. Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 5.66% upward. Hims & Hers Health, Inc. is currently a Zacks Rank #2 (Buy). From a valuation perspective, Hims & Hers Health, Inc. is currently exchanging hands at a Forward P/E ratio of 77.39. This valuation marks a premium compared to its industry's average Forward P/E of 27.09. Meanwhile, HIMS's PEG ratio is currently 2.12. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Medical Info Systems industry had an average PEG ratio of 2.12 as trading concluded yesterday. The Medical Info Systems industry is part of the Medical sector. This industry currently has a Zacks Industry Rank of 70, which puts it in the top 29% of all 250+ industries. The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Keep in mind to rely on to watch all these stock-impacting metrics, and more, in the succeeding trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Hims & Hers Health, Inc. (HIMS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Eli Lilly telehealth deals to prevent sale of compounded GLP-1s
Eli Lilly telehealth deals to prevent sale of compounded GLP-1s

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Eli Lilly telehealth deals to prevent sale of compounded GLP-1s

Eli Lilly (LLY) revealed a new stipulation regarding its business dealings with telehealth companies Ro and LifeMD (LFMD), ensuring that compounded versions of its GLP-1 weight-loss drugs are not being sold on these sites. Yahoo Finance senior health reporter Anjalee Khemlani sheds more light on this and compares other GLP-1 manufacturers' telehealth deals. Also watch Anjalee Khemlani's coverage of US Health Secretary Robert F. Kennedy, Jr.'s decision to remove all 17 members of the Centers for Disease Control and Prevention's (CDC) vaccine advisory panel. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. Eli Lilly revealing a caveat to its agreement with telehealth firms including its recent deals with Ro and LifeMD. Yahoo! Finance's Anjalee Khemlani joining us now with more. So tell us more about this caveat, Anj. Bloomberg reported some details about Eli Lilly's agreements with these telehealth companies, and that includes, as you mentioned, some of the ones that are not the big names we know. So not Hims & Hers, and that is sort of the point of this mention, that Lilly has created a route to be able to get their product in with these companies, while also ensuring that the compounded versions are not being sold on the same site and they're not competing with those compounded versions. Important to note though, and we got a statement from Eli Lilly that they are actually helping their competitor Novo Nordisk out, because in the comment I got, it said quote, 'Anyone continuing to sell mass compounded tirzepatide or semaglutide products including by referring to them as personalized, tailored or something similar is breaking the law.' That's a direct quote from Eli Lilly, and the call out on personalized and tailored is because that is a loophole that certain compounded pharmacies are currently trying to use to keep these compounded GLP-1s on the market, saying that they don't entirely have to shut down despite the FDA bringing those products off the shortage list and therefore stopping compounded products. Now, this is interesting because we have seen a number of telehealth companies, not just partner with Eli Lilly, but also Novo Nordisk and their telehealth platform. And Hims & Hers is currently partnered with Novo Nordisk. So it seems that that caveat was not part of the agreement there. So two different sort of competing strategies to try and compete with compounded products and get them off the market, or not at all in the case of Novo Nordisk. But this is the reason why that Lilly caveat is so interesting. There are some companies that are part of the platform that do continue to sell compounded products, and it remains to be seen how Lilly does manage those and how they go after them. Anj, I'm just going to put a fine point on it, Hims & Hers, I'm looking at the shares are down about 3%, and it looks like it is indeed linked to this. Of course, Hims & Hers is also up, like, 128% this year. That's right, yes, they definitely have been benefiting from the GLP-1 boost, and one of the biggest ones that we can track as a publicly traded company. And that's sort of the benefit that they've had is that no matter what has been happening in GLP plus telehealth world, they have been the benefactors of that in their stock price. And now to this point when the sort of mask is taken off on, on some of these agreements, it comes down to whether or not Hims decides to join the, the entire rest of the community and the other telehealth players in taking down these compounded products or whether or not they continue to sell them. I did speak to previously one of the telehealth companies, and they said that they had given their members a chance to buy sort of a year's worth of supply of compounded products by the deadline, and some clients did take advantage of that. So there clearly is still a market for these products based on their price, and who's trying to, you know, access them, but it seems like the companies are working with the authorities to try and do a better job of policing that and see, and making sure that the branded products are the ones now on the market. Anj, thanks, as always, for your coverage of the GLP-1 space, appreciate it. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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