$HIMS stock call: Not yet, buy zone $14 to $16
$HIMS: Not yet. I'd buy between $14 and $16.
Down 18% today and 30% below its 200-day
Gross margin fell to 57% from 74%
Subscribers shrank and the Q4 revenue guide missed
I think this drop is not finished and the February low near $14 is real support.
Not financial advice
The bear case is margins and trust. Moving customers from compounded GLP-1s to branded Novo and Lilly drugs pulled gross margin down to 57% and the company swung to a $33.0M net loss. Full-year adjusted EBITDA guidance is now $257M to $277M, down from $275M to $325M in August. The FTC, Utah and Los Angeles County sued in July over billing and health data sharing. Hims has asked the court to dismiss the case.
The chart: the stock fell from the February 2025 top at $72.98 to the February 2026 low at $13.74. I count the rally to $39.05 on July 6 as wave 1 or A. The fall since is an A-B-C. A ended at $24.24 on July 30, B bounced to $34.46 on August 21 and C is still running. Today it broke the 78.6% retrace at $19.16. C at 1.272 times A lands near $15.62, just above the February low.
The business is still growing. Q3 revenue was $890.4M, up 49% year over year. International revenue grew more than 300%. Lilly agreed on November 6 to sell Zepbound and Foundayo directly on the platform, so patients no longer have to leave for LillyDirect. At about $4.2B the market cap is roughly 1.4 times this year's revenue guide.
My plan: no buy at $18.88. I'd start near $16, add near $14 and hold for years. A weekly close below $13, under the February low and the 2024 low, means my count is wrong and I step back. If it reclaims the 200-day near $27 first I'll miss it. Waiting costs me nothing here.
Sources: Hims & Hers Q3 2026 results press release (revenue, margin, net loss, guidance) · Yahoo Finance: HIMS sinks after Q3, Q4 guide below ~$955M expected · Investing.com: JPMorgan cuts target to $24, subscribers down ~100K q/q, intl +321% · Kalkine: subscribers down 103,000 to 2.79M, guidance cut detail · AskTraders: EBITDA guide cut from $275M-$325M, Q4 guide vs consensus · 24/7 Wall St: HIMS down 18% on Q3 loss and outlook cut
Not financial advice. For informational and educational purposes only.
$GEV daily pick: buy a starter after the SoftBank write-down drop, add $710 to $750
$GEV: I'm buying a starter in @GEVernova after today's 7% drop on the SoftBank news. At midday ($770.49): 19% under the 200-day 36% off the July high About 30x 2027 and 22x 2028 EPS estimates $197B backlog with Q3 orders up 96%
Quote post: @StockMKTNewz on Amazon's Anthropic stake at the IPO range
Anthropic set its IPO range at $70 to $78 today. Amazon's 2023 notes convert at $2.09 a share, so at the top of…
Midday update
Take-Two is up 6.80% on an earnings beat as hotter-than-expected October inflation lifts yields and weighs on the broader market.
$TTWO is up 6.80% at midday on an earnings beat, while a hotter-than-expected October CPI print weighs on the broader market. Take-Two Interactive is the top gainer in communication services and now carries a $41.6B market cap. Communication services leads…
Hot October CPI Pushes Long Yields Higher a Week Before NVDA Earnings
Hotter October inflation drove long-term Treasury yields higher, adding pressure on equities ahead of Nvidia earnings.
October CPI came in hotter than expected this morning: headline prices rose 0.4% month-over-month and core rose 0.3%, both above forecasts. BLS did not publish a year-over-year comparison because October 2025 data are unavailable, so the monthly prints carry the signal. The surprise lands against firm activity data: unemployment held at 4.1% in October, and the advance…