Jun. 24, 2025 4:50 AM ETHims & Hers Health, Inc. (HIMS) StockNVO, TDOC, LFMD, LFMDP, NONOF, NVON:CA, HIMSSimple Investment Ideas8.92K Followers(11min)SummaryHims & Hers delivered record Q1 results and expanded into Europe with the Zava acquisition, but Novo Nordisk's abrupt exit clouds its weight-loss growth story.The loss of branded GLP-1 supply exposes HIMS to regulatory risk and margin pressure, making future weight-loss subscriber growth uncertain.Despite strong core execution and ample cash, premium valuation now demands flawless delivery on both regulatory clarity and European integration.I maintain a neutral/hold rating until there is more clarity around the GLP-1 situation or Europe proves it can meaningfully drive growth.Chip Somodevilla/Getty Images NewsIntroductionHims & Hers Health (NYSE:HIMS) entered 2025 firing on all cylinders: first-quarter revenue more than doubled to $586 million, net income surged to $49.5 million, and operating cash flow touched $109 million, giving the direct-to-consumer telehealth platform itsThis article was written bySimple Investment Ideas8.92K Followers"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the science behind generative AI systems as a result of first-hand experience with machine learning algorithms, model training, and model deployment.I am currently in the process of obtaining more advanced AWS machine learning certifications to further my AI and machine learning expertise. I contribute to Seeking Alpha as an outlet to share my AI and machine learning insights through an investment-focused lens.Per TipRanks (6/18/25) - 2 Year Timeframe#792 out of 31,393 Financial Bloggers #1,308 out of 41,021 expertsAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments