Hims & Hers' compounding direct-to-consumer distribution makes it stupidly undervalued next to Tempus AI. Hims has $2.6B in trailing revenue at a $6.7B market cap, with 66.5% annual revenue growth from Q3 2021 to Q2 2026; Tempus has $1.4B in revenue, a $14.9B market cap and 40.4% annual growth. x.com 

Hims & Hers can 10x on GLP-1s and international expansion. It has a $6.86B market cap against $2.58B of trailing revenue growing 28%, with 3 million subscribers. x.com  x.com 

Hims & Hers is not a $100 stock yet, because growth is slowing and there is no new driver on the scale of GLP-1. Customer acquisition and conversion are slowing and average spend per user is declining, which quarter-over-quarter figures show better than the 40%+ year-over-year narrative. Guidance was narrowed and comparisons get harder. Investing on past strong growth is looking backward. Hims is a great company, but the stock will take time to reach new highs. x.com 

Hims & Hers could triple in 3-4 years if it trades at its usual price-to-sales of about 2x while hitting its 2030 guidance of $6.5B+ in revenue. A post the author replies to notes it trades at just a $4B market cap. x.com 

Hims & Hers' peptide capabilities may be underappreciated, setting up a strong bounce after peptide news. Per @riyadosofian, it is the only telehealth company with a peptide facility and global distribution system. A strong bounce is expected now as the stock holds outside its wedge. x.com  x.com 

Hims & Hers is executing poorly despite its potential, and its appeal as a retail darling is fading after a rough first quarter. Per @himshouse, revenue was $608 million versus $617 million expected, EPS was -$0.40 versus $0.03 expected, and gross margin fell to 65% from 73% a year earlier, while subscribers grew 9% to 2.584 million. CEO Andrew Dudum can do better. x.com 

Hims & Hers is going higher after its report as growth comes back nicely. The EPS miss was mostly a legal contingency charge, a nothing burger, so shares should rise within weeks if not the next day. x.com  x.com  x.com 

Hims & Hers looks bullish after its first open-market insider buy in years, because insiders sell for various reasons but buy for only one. Per @himshouse, director David B. Wells, formerly Netflix's CFO, bought 48.4k shares for $1.2 million. A monthly close above $25 is all Hims & Hers needs. x.com 

Hims & Hers is a meme stock, not a fundamental story, after missing EPS by 1,440%, with earnings down 300% year over year and 600% quarter over quarter. The company pays influencers to pump the stock, and even a move to $200 would not change that view. x.com  x.com 

Hims & Hers has enormous long-term potential from its brand, personalized platform and recurring model, and that upside heavily outweighs the bear case. Regulation and customer retention are real questions, and they explain why the opportunity exists. x.com