Hims Stock: Price News and What the Hell is Going On

Alright, let's get one thing straight right off the bat: I'm tired of hearing about the "future of healthcare." Every other company claims they're revolutionizing something, and 99% of the time, it's just marketing BS. So, when I see Hims & Hers Health (HIMS) popping up, I'm instantly skeptical.

The Numbers Game

Okay, so the "news" is that Hims & Hers had a pretty solid Q3 2025. Revenue up 49% year-over-year, net income of nearly $16 million, subscribers hitting almost 2.5 million... Sounds great, right? Except, let's dig a little deeper. Their gross margin dropped from 79% to 74%. Why? And net income, while positive, is way down compared to last year's $75.6 million – though they’re blaming that on some tax thing. Give me a break.

And they're narrowing their full-year revenue guidance. Translation: “We might not hit the super-duper optimistic numbers we initially promised, but hey, we're still doing okay-ish.”

Then there's this gem from CEO Andrew Dudum: "We’re building a platform that gets more personal, more proactive..." Personal? Proactive? It's an online pharmacy, dude. Let's not pretend it's some kind of personalized wellness utopia. I mean, are we really supposed to believe this? It sounds like corporate speak to me.

The Novo Nordisk Hype

They're talking to Novo Nordisk about offering Wegovy and oral versions of Wegovy (if the FDA ever approves it) on their platform. Okay, that could be a big deal... if it actually happens. But the press release is full of caveats: "discussions are ongoing," "no definitive agreement," "possibility that no definitive agreement may ever be executed." In other words, don't get your hopes up, investors.

This whole thing feels like dangling a shiny object to distract from potential problems. Like, "Hey, look over here! We might be selling weight loss drugs! Forget about those shrinking margins!"

Speaking of distractions, I could use a distraction from writing this. My internet provider is throttling my speed again. Seriously, what am I paying for?

The Buyback Band-Aid

Oh, and there's a share buyback program. Because nothing says "we're confident in our long-term prospects" like spending company money to artificially inflate the stock price. Smart investors aren't fooled by that kinda thing.

And the stock's been volatile, supposedly driven by a lower put/call ratio and reduced implied volatility. Whatever. It's all just noise. The market is a casino, and anyone who thinks they can predict it with certainty is delusional. I mean, look at $TSLA stock, or $NVDA stock. Up one day, down the next. Who knows what's going on?

I'm not saying Hims & Hers is a scam. They're clearly making money, and they're growing. But is it really the "future of healthcare?" Or is it just a clever way to sell erectile dysfunction pills and hair loss treatments online? I'm leaning towards the latter. Let's be real, it's hard to trust any of these companies when everyones claiming to be the next big thing.

So, What's the Real Story?

Hims & Hers is just another overhyped stock riding the wave of the telehealth craze. Don't get suckered in.