---
title: "Hims & Hers Stock's 150% Surge Is All Fundamentals—No Novo, No Problem"
description: "Hims & Hers Health Inc. (NYSE:HIMS) has surged over 150% year-to-date, driven by internal growth rather than partnerships. The company is focusing on a new menopause specialty under its \"Hers\" platfor"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/261475046.md"
published_at: "2025-10-16T14:41:29.000Z"
---

# Hims & Hers Stock's 150% Surge Is All Fundamentals—No Novo, No Problem

> Hims & Hers Health Inc. (NYSE:HIMS) has surged over 150% year-to-date, driven by internal growth rather than partnerships. The company is focusing on a new menopause specialty under its "Hers" platform, aiming for $1 billion in women's health revenue by 2026. This shift has changed investor perception, positioning Hims as a comprehensive digital healthcare brand. However, opinions on its valuation are mixed among major investors. The future of this rally depends on the success of its women's health initiative amidst high valuations.

**Hims & Hers Health Inc.** (NYSE:HIMS) has become one of 2025's most surprising winners, up more than 150% year-to-date and over 200% in the past twelve months. But what's making Wall Street sit up this time is not another flashy partnership — it's a rally built from within.

-   **Track HIMS stock here.**

## Hims Finds New Life Beyond The GLP-1 Craze

After a year marked by regulatory whiplash and a short-lived tie-up with **Novo Nordisk A/S** (NYSE:NVO), the telehealth firm has found fresh momentum in a business move entirely of its own making: a new menopause and perimenopause specialty under its "Hers" platform.

**Related: Investors Are Buying Hims & Hers Health Stock Following Wednesday’s Platform Expansion Announcement**

The initiative, aimed at driving $1 billion in women's health revenue by 2026, has reignited bullish sentiment around the company's ability to create growth beyond the GLP-1 weight-loss frenzy.

## The Menopause Bet That's Powering The Next Leg Up

That pivot appears to have reshaped investor perception. Instead of being seen as a derivative play on semaglutide shortages, Hims is now positioning itself as a more comprehensive digital healthcare brand with lasting impact. The market's reaction has been emphatic — a double-digit rally in mid-October pushed the stock's market cap to about $14 billion, trading at a lofty P/E ratio of nearly 80, per Benzinga Pro data.

## Billionaires Split As Valuation Soars

Still, not everyone's convinced. **Jim Simons**' **Renaissance Technologies** trimmed its stake slightly in the second quarter ending June 2025, while **Paul Tudor Jones** and **Ray Dalio**'s **Bridgewater Associates** also pared back exposure.

Meanwhile, **Ken Griffin**'s **Citadel Advisors** took the opposite view — boosting holdings by more than 70%. The split underscores the challenge of valuing a company that's part consumer brand, part healthcare disruptor, and part momentum story.

For now, Hims & Hers seems to be thriving on its own prescription — less hype, more execution. Whether this fundamentals-driven rally can hold as valuations stretch higher will depend on whether its women's health bet truly delivers. But one thing is clear: even Wall Street's smartest money can't seem to agree on the diagnosis.

-   **Pfizer’s TrumpRx Pact Sends Shockwaves: Why UnitedHealth, Lilly And CVS Can’t Look Away**

*Photo: Shutterstock*

### Related Stocks

- [HIMS.US - Hims & Hers Health](https://longbridge.com/en/quote/HIMS.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Hims & Hers Health 的盈利前景 | Hims & Hers Health（紐約證券交易所代碼：HIMS）定於 2026 年 2 月 23 日公佈季度財報，分析師預測每股收益（EPS）為 0.03 美元。上個季度的業績低於預期 0.01 美元，導致股價下跌 3.6%。目前股價為 | [Link](https://longbridge.com/en/news/276467301.md) |
| Hims & Hers Health Inc 是在獲得市場支持還是在失去市場支持？ | Hims & Hers Health Inc (NYSE:HIMS) 的空頭頭寸增加了 6.24%，目前有 7676 萬股被賣空，佔可用股份的 41.71%。交易者平均需要 4.37 天來平倉這些頭寸。空頭頭寸的上升可能表明投資者的看跌情緒 | [Link](https://longbridge.com/en/news/276248796.md) |
| Allscripts 醫療｜8-K：2025 財年營收 5.87 億美元 |  | [Link](https://longbridge.com/en/news/276168463.md) |
| 以「仁心、安心、貼您心」實踐 ESG   仁安醫院推動綠色醫療與社區共融 | 仁安醫院自 1995 年成立以來，秉承「仁心、安心、貼您心」的核心價值，致力於提供優質醫療服務並推動可持續發展。醫院將環境、社會與企業管治視為長期發展支柱，通過制度化管理與社區參與落實「綠色醫療」。醫院重視人才培養與企業文化，積極參與醫療認 | [Link](https://longbridge.com/en/news/274898676.md) |
| 在財報發佈前，HIMS 股票是否值得買入？期權交易員預計將迎來 17% 的價格波動 | Hims & Hers (HIMS) 將於 2 月 23 日發佈其 2025 財年第四季度財報，分析師預測盈利將下降，但銷售額將小幅上升。該公司面臨對其減肥藥物的審查以及來自諾和諾德的訴訟，這可能會影響股票表現。HIMS 的股價在不確定性中 | [Link](https://longbridge.com/en/news/276311062.md) |

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.