Hims & Hers Health (HIMS) Stock: Menopause Care Launch Drives 12% Rally Trader Edge | usagoldmines.com

TLDR

• Hims & Hers stock jumped 12-16% on October 15 after launching a new menopause and perimenopause care program on its Hers platform.
• The stock is trading around $62.80, up roughly 110-115% year-to-date in 2025, vastly outperforming competitors like Teladoc which is down 44%.
• The FDA criticized Hims in September for a Super Bowl ad and sent warning letters about weight-loss drug promotions, causing the stock to drop 6-7%.
• Analyst consensus remains mostly “Hold/Reduce” with Bank of America maintaining a Sell rating and $28 price target, implying 55% downside.
• The Hers platform serves over 500,000 subscribers and is projected to surpass $1 billion in annual revenue by 2026.

Hims & Hers Health stock surged on October 15 after the company announced a major expansion into menopause care. The telehealth platform launched a new specialty on its Hers platform designed for women experiencing perimenopause and menopause.

The stock jumped between 12-16% on the news. Trading volume hit 29 million shares, about 15 times the daily average. By market close, shares were trading around $61, marking one of the strongest single-day gains in months.

The new service addresses a gap in healthcare access. Approximately 1.3 million women in the U.S. enter menopause annually. However, only about 30% of OB/GYN residency programs provide formal menopause training.

Women can now consult with licensed providers through the platform. Treatment plans may include prescription medications like estradiol and progesterone. These hormones help alleviate symptoms like hot flashes, night sweats, and sleep disturbances.

The medications come in various forms including pills, patches, and creams. Each patient receives personalized care based on their health history and preferences. The company plans to expand treatment options further in 2026.

“This isn’t just about medication – it’s about building and growing a platform that women can trust to access the care they need,” said Jessica Shepherd, chief medical officer of Hers.

Strong Year-to-Date Performance

The October 15 rally continues a remarkable run for the stock. Hims & Hers shares have more than doubled in 2025, up roughly 110-115% year-to-date. As of October 16, the stock was trading around $62.80, up about 7% for the day.

Over the past month, shares have climbed approximately 5%. The stock hit an all-time high of $72.98 in February 2025. Current prices sit about 19% below that peak.

The performance vastly outpaces traditional telehealth competitors. Hims & Hers is up about 158% in 2025 while rival Teladoc is down 44%. The company now has a market cap of roughly $13-14 billion.

The Hers platform currently serves more than 500,000 subscribers. Management projects the platform will surpass $1 billion in annual revenue by 2026. This women’s health push follows September’s launch of low-testosterone treatment plans for men.

Regulatory Challenges Cloud Outlook

The stock hasn’t been without turbulence. In mid-September, the FDA publicly condemned a Hims & Hers Super Bowl commercial. The agency said the ad promoted GLP-1 weight-loss drugs without listing risks.

The FDA then issued warning letters to Hims and other telehealth companies. The letters accused them of making unapproved “copies” of drugs and misinforming consumers. The stock fell about 6-7% after these warning letters became public.

The FTC is also investigating Hims. Bloomberg News reported the agency is probing the company’s marketing and subscription cancellation practices. The stock dropped roughly 5% when that news broke.

These regulatory issues have created short-term volatility. After-hours trading on September 14 saw a 7% slide following the FDA announcements.

Wall Street remains divided on the stock. The analyst consensus is mostly “Hold/Reduce” according to TipRanks and MarketBeat data. Of 14 analysts tracked, only 2 rate the stock a Buy. Nine hold it at Hold while 3 rate it a Sell.

Price targets vary widely. Some bearish analysts have targets in the $26-30 range. Bulls set targets into the $65-68 zone. The average 12-month target sits around $39 on MarketBeat.

Bank of America analyst Allen Lutz reiterated a Sell rating on October 16. He kept his $28 price target, implying about 55% downside from current levels. Lutz noted the women’s health launch broadens the brand but expects only modest near-term revenue contribution.

His concerns include rising customer acquisition costs and competition. He also cited the impact of recent FDA and FTC scrutiny on margins. The payoff from menopause care may not arrive until 2026, he suggested.

Canaccord Genuity takes a more optimistic view. The firm rates Hims & Hers a Buy and lifted its target to $68 in September. Canaccord points to the company’s rapid specialty expansion and strong user engagement.

Simply Wall St’s discounted cash flow model pegs fair value around $62.47. That implies the current price is actually about 13.5% below intrinsic value. However, the forward P/E ratio of roughly 63x remains extremely rich compared to sector norms.

Investors will be watching third-quarter earnings closely. The company reports on November 3 after market close. Analysts expect continued strength from weight-loss and women’s health offerings.

Key metrics include subscriber growth and margins. In Q2 2025, Hims grew subscribers 31% year-over-year to 2.44 million. Gross margins dipped as the company shifted to custom compounded GLP-1 plans.

Management has reiterated 2025 guidance of roughly $2.35 billion in revenue with about 11.5% EBITDA margin. That suggests confidence in the business ramp-up. CEO Andrew Dudum has called 2025 an “exciting period of growth” with new “high-impact specialties.”

The company has aggressively expanded beyond its core prescription offerings. It moved strongly into weight-loss drugs last year, selling compounded semaglutide prescriptions when branded Wegovy and Ozempic were scarce. Novo Nordisk even allowed Hims to dispense Wegovy through a “NovoCare Pharmacy” link, though that partnership ended mid-2025.

The direct-to-consumer subscription model covers multiple areas. For men, that includes sexual health, hair loss, and skin care. For women, the platform addresses dermatology, menopause, and fertility needs.

This approach differs from older competitors like Teladoc, which focus more on employer contracts. The model has proven capital-efficient, earning Hims a Zacks “Rank #2 (Buy)” rating.

Trading volume on October 15 reached about 15 times the daily average. The stock is currently about 15.9% above its 50-day moving average. Technical analysts note it’s approaching peak levels, which can lead to choppy trading.

Some strategists expect pullbacks if subscriber growth or acquisition costs disappoint. The lofty valuation means even small execution gaps could unsettle investors. One bullish analyst speculated the stock could reach $100 if it sustains 30% revenue growth into 2026.

The post Hims & Hers Health (HIMS) Stock: Menopause Care Launch Drives 12% Rally appeared first on Blockonomi.

This articles is written by : Nermeen Nabil Khear Abdelmalak

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