HIMS Could SKYROCKET... Here's Why I'm Targeting $75
1 extracted signal · 0 resolved · 1 still active
The Long InvestorIndependent analyst profile- Source published
- 17 Aug 2026, 15:00 UTC
- Recorded by Tahlil Plus
- 10 Sept 2026, 15:34 UTC
AI-generated source summary
The analysis is based on a fundamental valuation of HIMS using a discounted cash flow model. The company's Q2 2026 earnings show strong revenue growth of 38% year-over-year, reaching $753 million, and a 19% year-over-year increase in subscribers. Despite a net loss of $56.5 million in Q2 2026, the company's gross margin improved to 64%, and projected EBITDA is $300 million for 2026, increasing to $1.3 billion by 2030. The analysis highlights significant growth potential in the weight-loss drug market, estimated to reach $2.2 billion next year, with HIMS capturing $440 million. The company is expanding its offerings with new peptides and has acquired a manufacturing facility to support this growth. The DCF model suggests a target share price of $75, representing a substantial upside from the current trading price of $28.15. The analysis is based on management guidance and analyst estimates for future revenue and EBITDA growth, assuming a discount rate of 10% WACC. The bear case suggests a potential downside if free cash flow doesn't materialize as expected, with FCF projections in 2027 and 2028 falling below current levels.
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