Hims & Hers And HIMZ: Short?Term Pain From Novo, Long?Term Opportunity Still Bright

2026-01-16 17:22:38 ET

Intro

In my previous analysis of Hims & Hers Health, Inc. (HIMS) back in October, I focused heavily on the company’s founding story, its founders, and the long?term growth prospects management has outlined — including their ambition to reach $3 billion in adjusted EBITDA by 2030. In my view, when evaluating a company that is disrupting an industry and building an innovative new business model, it’s far more important to assess the leadership team, their vision, and the long?term financial targets they put forward. The real question is whether the founders have the ability to execute on those goals — which are often intentionally ambitious in the world of startups and other disruptors — rather than fixating on short-term financial results....

Read the full article on Seeking Alpha

For further details see: