Ticker archive
What was said about Hims & Hers Health, Inc.
This is the TubeRank file on HIMS. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
HIMSHims & Hers Health, Inc.
$30.43as of 9h ago
The record, in brief
8 calls from 1 channel are on file for HIMS. None have resolved yet, so there is no hit rate to report. None are still pending. The record leans bullish: 8 bullish and 0 bearish.
- On file
- 8
- Hit rate
- —
- Pending
- 0
- Channels
- 1
recorded calls
nothing resolved yet
none waiting
8 bullish · 0 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Asymmetric Investing by Travis Hoium8 callsStrongly BullishTravis argues Hims & Hers is executing a long-term strategy to become a single, unified global healthcare brand (akin to Netflix or Uber), unifying its Hims/Hers branding, tech stack, and pharma deals across countries following acquisitions like Eucalyptus. He sees the recent Australia rebrand as symbolic of a much larger opportunity to become the dominant global aggregator of healthcare demand, driving subscriber growth, rising revenue per subscriber, and eventually a much higher valuation.
Travis argues Hims & Hers is executing a long-term strategy to become a single, unified global healthcare brand (akin to Netflix or Uber), unifying its Hims/Hers branding, tech stack, and pharma deals across countries following acquisitions like Eucalyptus. He sees the recent Australia rebrand as symbolic of a much larger opportunity to become the dominant global aggregator of healthcare demand, driving subscriber growth, rising revenue per subscriber, and eventually a much higher valuation.
Earlier theses (4)
Travis views Hims & Hers as his biggest portfolio position, citing reaccelerating revenue growth after the GLP-1 compounding loophole closed, a new Novo Nordisk partnership, and an expanding 'healthcare aggregator' business model. He believes the company has significant room for margin expansion and multiple re-rating given its low EV/sales.
Travis views Hims & Hers as the biggest holding in his portfolio, believing the company is deliberately sacrificing short-term margins to acquire subscribers and build a long-term healthcare aggregator platform. He argues the recent stock drop is a short-term overreaction to margin compression, while the underlying growth trajectory (accelerating revenue, subscriber adds, expanding treatment categories) is strengthening.
Travis Hoium argues that Hims & Hers is building a genuine AI-native healthcare platform, combining a new doctor-plus-AI hybrid chat experience with smart scale data integration to create a data flywheel that differentiates it from generic chatbots and traditional healthcare providers. He believes this strengthens the company's long-term growth trajectory and justifies its position as his largest portfolio holding.
Travis argues the FTC lawsuit against Hims & Hers is a short-term headline, not a structural threat, and actually signals that the company is winning against incumbent pharma by disrupting the industry. He views the stock's 13% drop as a potential buying opportunity similar to the earlier Novo Nordisk lawsuit dip, citing the company's strong subscriber growth, transparent pricing, and small fines relative to its $2.4 billion revenue base.
“Hims and Hers is one of the biggest positions, actually the biggest position today in that portfolio.”
“That's how you get to be a trillion dollar company. I think him and hers could potentially be that long term.”
“This is not a company that's going to have a market cap of $7 billion... This is going to be a company that's worth 10 times 100 times what…”
“This is a multi-trillion dollar industry that Himm and Hers is the disruptor that the aggregator of demand that is potentially a trillion d…”
“I wouldn't be surprised to see that turnaround over the next few days and weeks.”
“I think they could do that by 2029, maybe even 2028 with a stretch goal, that's going to make this a great value stock and a growth stock.”
“People are going to be willing to pay for that, and that is going to drive the company's growth long-term.”
“I think we could see this past 4 million, maybe even 5 million subscribers in 2027.”