Hims & Hers Health's Model 'Proving Effective': 2 Analysts Examine Q1 Earnings
Hims & Hers Health's Model 'Proving Effective': 2 Analysts Examine Q1 Earnings
Shares of Hims & Hers Health Inc (NYSE:HIMS) were climbing in early trading on Tuesday. The personal-care products company reported upbeat results for the first quarter.
週二早盤，Hims & Hers Health Inc（紐約證券交易所代碼：HIMS）的股價上漲。這家個人護理產品公司公佈了第一季度業績樂觀。
The results be reported amid an exciting earnings season. Here are some key analyst expectations.
業績將在激動人心的業績季中公佈。以下是分析師的一些主要預期。
- Piper Sandler analyst Korinne Wolfmeyer maintained a Neutral rating, while raising the price target from $11 to $13.
- Truist Securities analyst Jailendra Singh reaffirmed a Hold rating and price target of $13.
- 派珀·桑德勒分析師科琳娜·沃爾夫邁耶維持中性評級，同時將目標股價從11美元上調至13美元。
- Truist Securities分析師賈倫德拉·辛格重申了13美元的持有評級和目標股價。
Check out other analyst stock ratings.
查看其他分析師股票評級。
Piper Sandler: Hims & Hers Health reported total revenue of $278.2 million. That represents 46% year-on-year growth and higher than Street expectations of $270.4 million, Wolfmeyer said in a note.
派珀·桑德勒：Hims & Hers Health公佈的總收入爲2.782億美元。沃爾夫邁耶在一份報告中表示，這意味着同比增長46％，高於華爾街預期的2.704億美元。
The San Francisco-based company also delivered a beat on adjusted EBITDA, "driven entirely by impressive SG&A leverage," he added.
他補充說，這家總部位於舊金山的公司也實現了調整後的息稅折舊攤銷前利潤，“完全是由可觀的銷售和併購槓桿率推動的”。
The results indicate that the company's model is "proving effective," the analyst wrote. Management raised their 2024 revenue and adjusted EBITDA guidance by more than the beat, from $1.17-$1.20 billion to $1.20-$1.23 billion and from $100-$120 million to $120-$135 million, respectively.
分析師寫道，結果表明，該公司的模型 “被證明是有效的”。管理層將2024年的收入和調整後的息稅折舊攤銷前利潤預期提高幅度超過預期，分別從11.7億美元至12.0億美元至12.3億美元，從1億至1.2億美元增至1.2億美元至1.25億美元。
The company delivered a strong quarter "with little to pick at." In case the "top line momentum doesn't hold, the margin progression is at risk," Wolfmeyer further stated.
該公司的季度表現強勁，“幾乎沒有什麼可選擇的”。沃爾夫邁耶進一步表示，如果 “收入勢頭不變，利潤率增長將面臨風險”。
Truist Securities: Hims & Hers Health reported a beat and raise quarter, "driven by a strong subscriber growth, continuing increase in the percentage of subscribers opting for personalized solutions, and efficiency improvements," Singh wrote in a note.
Truist Securities：Hims & Hers Health報告稱，“受用戶強勁增長、選擇個性化解決方案的訂戶比例持續增加以及效率提高的推動，” 辛格在一份報告中寫道，本季度業績表現良好。
Subscribers grew by 41% to 1.709 billion, with increasing penetration of personalized solutions, the analyst stated.
分析師表示，隨着個性化解決方案的滲透率不斷提高，訂戶增長了41％，達到17.09億。
"This year, HIMS will continue to expand its range of personalized solutions in both established and newer specialties in areas like Weight Loss and Dermatology to enhance the customer experience with more user-friendly form factors and eventually, a broader selection of multi-action offerings," he further wrote.
他進一步寫道：“今年，HIMS將繼續擴大其在減肥和皮膚病學等領域成熟和新興專業領域的個性化解決方案範圍，以通過更人性化的外形來增強客戶體驗，最終提供更廣泛的多功能產品選擇。”
HIMS Price Action: Shares of Hims & Hers Health had risen by 5.97% to $12.34 at the time of publication on Tuesday.
HIMS價格走勢：在週二發佈時，Hims & Hers Health的股價上漲了5.97％，至12.34美元。
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