Bleeding Hims & Hers: Why the Bloody Hell Is Everyone Betting Against This Stock?
- ‘F**k You, Short Squeeze!’ - That’s what the market is whispering as nearly a third of outstanding Hims & Hers shares are shorted! This means there's seriously some ballsy cat(s) giggling over a ripe opportunity for the stock to crash, thanks to skepticism, pricey product costs, or simply knowing the bullrun has gotta bust soon[3].
- Margins? More Like Marge's Famous Spinach Dip. It's not all brownies and milkshakes. Though revenues rose like a phoenix from the ashes, rising product costs contracted gross margins and put a damper on profitability[2].
- Wholesale Revenues: Lower Than Expected. Imagine ordering a pizza only to find the first slice you take is measly and cold. That's what happened with disappointing wholesale revenues[2].
Rock and a Hard Place: Second Quarter Forecast
- Revenue Guidance: $530-$550M is the target for Q2 2025, representing growth of 68–74% year-over-year. It’s a bit lower than the analyst’s $562.2M estimate, but hey, it's still a healthy growth rate[2].
- Full-Year Predictions: The company aims to rake in revenues between $2.3-$2.4B in 2025, representing a whopping 56–63% increase! Not too shabby, if you ask us[2].
- Growth Initiatives and Collaborations: They've made some strategic moves that’ll pave the way to sustained growth, like teaming up with Novo Nordisk for obesity treatments and acquiring a U.S.-based peptide facility[2].
- Short Squeeze Alert: High short interest means any positive news or sustained rally could send even the most skeptical of short sellers running for cover, pushing the stock prices to unfathomable heights[3].
Investors: Got Mixed Signals?
- Diamond Hands and Bearish Blowhards: Institutional buyers are sending bullish vibes with significant capital injections, whilst analysts are keeping things low-key with a ‘Hold’ rating prevailing[3].
- Long-Term Goals: Let's Make A Play For Over $6.5B. The company has set its sights on achieving over $6.5B in annual sales by 2030. But to maintain investor enthusiasm and keep these golden geese laying eggs, Hims & Hers must routinely outperform expectations[1].
Negative Perspectives for Hims & Hers Regarding the Wall's Future - Long-Term Expectations Remain Optimistic
Chart
Line chart with 53 data points.Chart für Hims & Hers HealthThe chart has 1 X axis displaying Time. Data ranges from 2024-05-06 00:00:00 to 2025-05-06 14:00:00.The chart has 1 Y axis displaying values. Data ranges from 12.35 to 58.5.Lade...End of interactive chart.
Data Dive: Quantifying the Odds
Hims & Hers
| Metric | Q2 2025 Guidance | Analyst Consensus | Notes ||--------------------------------------|--------------------------|-------------------|---------------------------------------------------|| Revenue | $530M–$550M | $562.2M | 68–74% YoY growth; slightly below consensus || Full Year Revenue | $2.3B–$2.4B | $2.33B | 56–63% YoY growth || Gross Margin | Contracted | N/A | Due to rising product costs || Short Interest (as % of float) | ~33.3% | N/A | High short interest, short squeeze possible || Analyst Rating | Hold | N/A | Cautious, with some institutional optimism |
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The Verdict
Hims & Hers' stock is wrestling between juicy profits and hurdles holding it back. High short interest and pressing margins have garnered a cautious outlook, but the outlook for Q2 2025 shows robust growth and the potential for a short squeeze[2][3][1].
- The forecast for Q2 2025 earnings suggests Hims & Hers could generate revenues between $530 million to $550 million, displaying growth of 68-74% year-over-year, despite being slightly below analyst estimates.
- As for the full-year predictions, the company aims to bring in revenues between $2.3 billion to $2.4 billion in 2025, representing a whopping 56-63% increase, according to their forecast.
- Despite some challenges, growth initiatives and collaborations, such as partnering with Novo Nordisk for obesity treatments and acquiring a U.S.-based peptide facility, are being implemented to sustain growth.
- With approximately one-third of Hims & Hers shares shorted, any positive news or sustained rally could possibly trigger a short squeeze, sending the stock prices soaring due to high short interest.
