Should I Buy Hims & Hers (HIMS)? — Finance YouTuber Analysis

The analyst believes Hims & Hers is making the right strategic moves by acquiring Eucalyptus, which significantly expands its international market and subscriber base. This acquisition, combined with recent partnerships with major pharmaceutical companies, is expected to drive substantial revenue growth (potentially 40-50% later in 2026) and solidify its position as a healthcare aggregator, despite short-term margin compression and increased debt.

“I think all of this is the right strategic moves. ... If we do see a growth rate of 40 50% which we probably will later this year with eucalyptus now on board that is going to be a big deal for the stock.” — ▶ 10:00

The YouTuber is bullish on Hims & Hers, believing the market is overlooking its potential inflection point. Despite recent growth deceleration, he expects revenue acceleration due to partnerships (Novo Nordisk, Eli Lilly) and new high-value offerings like GLP-1s, labs, and future peptides. He sees the company evolving beyond its initial focus to become a comprehensive healthcare aggregator, with increasing monthly revenue per subscriber and strong member growth.

“I think the market is really overlooking the potential inflection that we're seeing with him and hers going from a company where revenue is decelerating to even starting next quarter, but definitely by the end of the year, you're going to see that revenue start to accelerate.” — ▶ 9:40

The analyst is currently not invested in Hims & Hers and advises caution, citing concerns about slowing revenue growth, declining margins due to increased marketing spend and competition, and the lack of a strong competitive moat. While acknowledging potential from new weight-loss products and international expansion, he emphasizes the high risks in the healthcare sector and the need for the company to prove its ability to scale effectively outside the US.

“Meiner Ansicht nach hängt halt sehr sehr vieles mit dem nächsten Quartalsbericht zusammen. Dementsprechend werde ich das Ganze auch weiterhin von der Seitenlinie beobachten, denn für mich persönlich bei Hims und Turs, auch wenn ich das Unternehmen feier und auch wenn ich jetzt halt damit Geld gemacht habe, fehlt halt nach wie vor der äh ja unzerstörbare Burgkram bei diesem Unternehmen, ne?” — ▶ 15:00