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Yahoo
26-06-2025
- Business
- Yahoo
Hims & Hers core revenue growth has ‘slowed sharply,' says BofA
BofA analyst Allen Lutz estimates Hims & Hers' year-over-year core revenue growth has 'slowed sharply,' from about 45% in Q3 of 2024 to 29% in Q1 of 2025, despite a tailwind from shifting customers to longer-duration subscriptions. Moving forward, the firm estimates core revenue growth, excluding new product introductions, will converge toward the average of order growth and subscriber growth, which will likely decelerate to the mid-teens in the second half of 2025, added the analyst, who keeps an Underperform rating on Hims & Hers shares. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders' Hot Stocks on TipRanks >> Disclaimer & DisclosureReport an Issue 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
Yahoo
08-06-2025
- Business
- Yahoo
This Monster Growth Stock Is Up 167% in the Past Year and Disrupting the Healthcare Space
Hims & Hers is gaining market share in the telehealth sector and has a long runway to disrupt the healthcare industry. It is acquiring a company in order to enter Europe. The stock is expensive, but it may still be a great investment over the long term. 10 stocks we like better than Hims & Hers Health › Telehealth has gone through a major boom-and-bust cycle. One promising stock emerging from the bust is Hims & Hers (NYSE: HIMS). Through nifty marketing and an insurance-circumventing subscription model that delivers medicine directly to your front door, the company is taking a lot of share in the telehealth market. The stock has traded up 449% since going public, and it is up a staggering 158% in the past year. Disruptive innovation helped bring shareholders of Hims & Hers stock major gains. But does that make the stock a buy today? People in the United States get frustrated dealing with health insurance -- as you may know from personal experience. Hims & Hers aims to slowly disrupt the market with an innovative approach that bypasses insurers. It helps customers easily get generic medications that help deal with sexual health, hair loss, mental health, and other common concerns, by having prescriptions and shipments sent straight to their doors through monthly subscriptions. This model has helped Hims & Hers dominate the telehealth prescription market and reach $1.78 billion in trailing-12-month revenue. It's now trying to further expand its offerings by adding the branded weight loss drug Wegovy to its marketplace through a partnership with Novo Nordisk (NYSE: NVO). Previously, Hims & Hers sold weight loss drugs under an exemption because of supply shortages for the products, but with those shortages now resolved, it has to work with patent holders such as Novo Nordisk. Along with weight loss, it's also aiming to get into testosterone and menopause-related prescriptions. Today, Hims & Hers has 2.4 million active customers. Management believes there are over 100 million people who could utilize one of its products, giving the company a huge runway to grow. A key factor will be the new partnership for marketing Wegovy, which is an expensive subscription at an introductory discount offer of $549 a month. Usage of such drugs is growing like a weed, and could be a new growth avenue for Hims & Hers to pursue. Another huge step for Hims & Hers is international expansion. While countries vary in their approaches to healthcare and insurance, most people want easy-to-use products, affordable prices, and convenient at-home shipping regardless of where they live. Management hopes to supercharge international growth with its proposed buyout of competitor Zava in Europe. Zava serves the western European market with 1.3 million active customers in the United Kingdom, France, Germany, and Ireland. The combined company can utilize Hims & Hers' marketing expertise, increasing scale, and partnerships to bring this sought-after model to Europe. Global disruption of the healthcare space will give Hims & Hers an even larger runway for growth, while also allowing it to invest in new innovations -- including at-home patient testing and its own compounding manufacturing facility. Hims & Hers has grand ambitions to disrupt healthcare with its direct-to-consumer model, and Zava will give it even more scale to keep accelerating growth. It will be exciting to see what the combined company can do over the next decade. You can feel the excitement with Hims & Hers and its explosive revenue growth. Sales grew 111% year over year last quarter, and are expected to hit at least $2.3 billion in 2025. (They were just $100 million in 2020.) The company has a goal of reaching $6.5 billion in sales by 2030, which would make it one of the fastest-growing companies in the world this decade. This fast growth has created some high expectations for Hims & Hers stock. It now has a price-to-earnings ratio (P/E) of 79, which is a high trailing earnings multiple even for a fast-growing company. However, revenue is growing so quickly and with such high margins that the company may grow into this high valuation by the end of the decade. As noted, management has a goal of $6.5 billion in revenue in 2030. With 20% bottom-line profit margins -- easily doable with 77% gross profit margin over the last 12 months -- that would equate to roughly $1.3 billion in annual earnings in 2030. Today, the market cap is $12.3 billion, which would mean a P/E of just around 9.5 by 2030 if the market cap did not change (which is an unlikely scenario, but demonstrates that there is potential for the valuation to drop). Even with some shareholder dilution that raises the number of shares outstanding, the stock would be trading at a P/E of around 10 to 12 at the current share price (which is also likely to change). If you believe this rapid growth will continue over the long term, Hims & Hers stock will grow into its valuation. If you have any doubts about this pace of growth, shares should be considered overvalued at the moment. Before you buy stock in Hims & Hers Health, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Hims & Hers Health wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $674,395!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $858,011!* Now, it's worth noting Stock Advisor's total average return is 997% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Brett Schafer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy. This Monster Growth Stock Is Up 167% in the Past Year and Disrupting the Healthcare Space was originally published by The Motley Fool
Yahoo
27-05-2025
- Business
- Yahoo
Should You Forget SiriusXM Holdings? This Stock Has Made Far More Millionaires.
SiriusXM has attracted some deep-pocketed backers, but the stock has continued to be a laggard. Another audio streaming stock, Spotify, is grabbing market share in the industry. As Spotify grows, its operating margin should continue to expand. 10 stocks we like better than Spotify Technology › SiriusXM Holdings (NASDAQ: SIRI) has attracted some big backers over its history, including Liberty Media's John Malone and Berkshire Hathaway's Warren Buffett. In some ways, it's easy to see why. SiriusXM has a monopoly in satellite radio, and its subscription business model could be highly profitable scale. However, one or two elements of a competitive advantage aren't the same thing as a complete one, especially as there are clear weaknesses to SiriusXM's business. First, SiriusXM has struggled to grow its subscriber base for years. Usage of the satellite radio network primarily takes place in the car, and as audio technology has improved, it's become easier to stream music and podcasts through smartphones and in-car infotainment systems. As a result, SiriusXM has continued to underperform. Over the last year, the stock is down 20%, and it's down 59% over the last five years. While SiriusXM may look like a value stock to some -- it offers an attractive dividend yield at 4.9% -- its growth has gone flat. In the first quarter, revenue declined 4% to $2.07 billion as subscribers declined by 303,000 to 33 million. On the bottom line, SiriusXM also continues to shrink. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) fell 3% to $629 million and generally accepted accounting principles (GAAP) earnings per share fell from $0.63 to $0.59. Given what seems like an inexorable decline in SiriusXM as alternative options continue to get better, there's another stock that's worth buying instead, and it's arguably SiriusXM's biggest rival: Spotify (NYSE: SPOT). While SiriusXM has struggled in recent years, Spotify shares have soared, up 500% over the last three years as its subscriber base has grown, its podcast strategy has paid off, and its business model has gained operating leverage. In the first quarter, monthly active users jumped 10% to 678 million with premium subscribers, the vast majority of its business up 12% to 268 million. Revenue from premium subscribers was up 16% to 3.77 billion euros, driving overall revenue up 15% to 4.19 billion euros, but what's been most impressive about Spotify's recent growth is the leverage it's gained. Operating income tripled to 503 million euros. Spotify has become the preeminent global platform for audio streaming as it long ago left Pandora, SiriusXM, and other competitors in the dust, and it now appears to be following a similar path to Netflix as margins expand rapidly as revenue grows. Spotify is also improving its ad product with new partnerships with demand-side platforms to automate ads, and introduced a new feature called Concerts Near You, helping users learn about nearby concerts based on their playlists. At a market cap of $134 billion, Spotify has almost certainly made more millionaires than SiriusXM, which has a market cap of $7.4 billion. However, strong business growth alone doesn't make a stock a buy. You also have to consider valuation, and Spotify does trade at a premium with a trailing price-to-earnings ratio above 100. Its margins are expanding rapidly, and if it can continue to grow its premium subscriber base, its margins should continue to expand as well. Netflix may offer the best comparison for Spotify as their business models are similar. Netflix's operating margin has expanded over the years as its subscriber base has grown, and it's now reached 31.7% in the first quarter. The company is targeting 33.3% in the second quarter, and for the full year, it sees an operating margin of 29%. Spotify's operating margin, meanwhile, rose to 12% in the first quarter, meaning there should still be a lot of upside potential for the operating margin to expand. Considering the company's steady growth, industry leadership, and profit potential, Spotify looks like an attractive buy. It's likely to continue taking market share from SiriusXM. Before you buy stock in Spotify Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Spotify Technology wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $639,271!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $804,688!* Now, it's worth noting Stock Advisor's total average return is 957% — a market-crushing outperformance compared to 167% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Berkshire Hathaway and Spotify Technology. The Motley Fool has a disclosure policy. Should You Forget SiriusXM Holdings? This Stock Has Made Far More Millionaires. was originally published by The Motley Fool Sign in to access your portfolio
Android Authority
23-05-2025
- Health
- Android Authority
WHOOP's new high-end fitness tracker is just straight-up dying all over the place
Kaitlyn Cimino / Android Authority TL;DR WHOOP introduced its 5.0 and MG trackers earlier this month. A concerning number of new WHOOP MG owners have been posting about the trackers failing within hours of first use. This very public failure follows hot on the heels of WHOOP criticism for backing down from earlier upgrade promises. Earlier this month, WHOOP introduced its latest fitness trackers, announcing the WHOOP 5.0 and WHOOP Medical Grade (MG). The company's screen-less solutions offer an alternative to wearables that demand a lot of user attention, so long as you're cool with the subscription-based model they require. While everything sounded fine initially, it didn't take too long for the first sign of trouble to creep up, as existing users started complaining about being charged to upgrade to the new hardware, despite earlier promises of getting it for free. As if that weren't trouble enough, today we're leaning about yet another dark cloud casting itself over the recent launch. Compared to the WHOOP 5.0, the WHOOP MG and its corresponding 'Life' subscription tier offer advanced health features like atrial fibrillation (AFib) detection, blood pressure insights, and a heart screener with electrocardiogram (ECG). Understandably, a lot of the company's users found that MG option particularly appealing, and signed up right away. But it took basically no time at all before reports of problems started piling up. The crew over at Tech Issues Today has been compiling some of these user complaints, and there is absolutely no shortage of them. We hear in multiple Reddit threads, like these from users Kingmasala, SalesRep44, and ivanflo, that their brand-new trackers are just straight-up dying, either right out of the gate or within the first day or so of operation. Some users, like Mountain-Lead, have shared communication they've received from WHOOP where the company says it's proactively sending our replacement hardware, suggesting awareness of a widespread issue. Frustratingly, some seem to be getting the wrong devices, receiving the base WHOOP 5.0 instead of a direct replacement for the pricier WHOOP MG. If you're experiencing issues with your WHOOP tracker, the company offers some troubleshooting steps you can attempt, but you may ultimately need to contact support for a replacement. Just keep your fingers crossed that you get the right one sent to you, we guess. Got a tip? Talk to us! Email our staff at Email our staff at news@ . You can stay anonymous or get credit for the info, it's your choice.
National Post
20-05-2025
- Business
- National Post
Spinnaker Support Announces New Customers as VMware Support Business Gathers Momentum
Article content Article content -Spinnaker's VMware support division continues to grow as organizations seek alternatives to Broadcom's licensing changes- Article content DENVER, Colo. — Spinnaker Support (Spinnaker), trusted by companies worldwide to support their essential Oracle, SAP, and VMware software, today announces it is now providing VMware third-party support for a growing number of new customers including Québec City Jean Lesage International Airport (YQB), telecommunications giant Telefónica Germany and optical retail chain Specsavers. Article content Spinnaker launched its VMware support division in March 2024 in response to Broadcom's acquisition of VMware and the subsequent announcement that VMware would move from perpetual licenses to a subscription model. With Spinnaker's new offering, existing VMware customers can avoid cost increases, maintain security and compliance, and gain operational flexibility – and have access to Spinnaker's team of experienced VMware professionals who deliver 24/7/365 support. Article content YQB is managed by Aéroport de Québec Inc., a private corporation responsible for the airport's management, operation, maintenance, and development since November 1, 2000. Around a dozen carriers offer flights from YQB to destinations in North America, Central America, the Caribbean, Mexico, and Europe, and daily flights to the main hubs in eastern North America. Article content YQB had a renewal due for their support from VMware in March of 2025, with the total costs increasing substantially of what was expected. YQB reviewed its support options to look at an option that aligned with its budget requirement. After a detailed process, YQB engaged Spinnaker for an initial five-year term. Article content David McDougall, CRO, Spinnaker Support, said: 'The responses we have received from new and existing VMware support customers has been quite incredible. We're pleased to welcome our first wave of new customers and based on the conversations we've having currently; we expect more to follow very soon. For many of these organizations, the uncertainty around VMware's shift to a subscription model has left them in limbo, and so our new offering couldn't have come at a better time. We are happy to partner with an organization such as YQB, a major organization that has a positive impact on all of Quebec, for the next five years, and to offer them tailor-made services that meet their challenges and needs.' Article content McDougall continued: 'VMware customers are looking for options. The vast majority that we have spoken to don't have a clear view yet of where they want to go, but in all cases, the option of staying with VMware for the significantly increased fees is simply not sustainable. The challenge many have is that not paying fees means not getting support or security on their existing investment. That's where third-party support providers, like Spinnaker, come in. We provide customers as much time as they need to reflect and choose what they want to do with their virtualization strategy.' Article content Spinnaker Support delivers global, independent third-party software support for Oracle, SAP, and VMware, along with managed services and cloud solutions for Oracle and SAP. Trusted by companies worldwide, including those in highly regulated industries, Spinnaker empowers organizations to take control of their IT strategy. By breaking free from vendor-imposed roadmaps, aligning software management with business objectives, reducing costs, and maximizing ROI, Spinnaker provides customers with the power of choice. With a strategic approach to security, performance, resource allocation, and managed services, Spinnaker Support ensures long-term IT efficiency and success. Article content Article content Article content Article content Contacts Article content Article content Article content
