<p>大多数投资者会将财报公告视为过去的事件，将当前股票价格的波动与结果联系起来，认为现在已经太晚而无法采取行动。这可能是 <strong>Hims &amp; Hers Health Inc. NYSE: HIMS</strong> 股票的情况，因为在公司公布季度财报后的早晨，该股上涨超过 6%。</p>
<p>尽管这是公司今年最好的日子之一，但报告中有迹象表明，即使在财报反应之后，Hims &amp; Hers 的股票今天也是一个买入机会。这些理由大多源于公司的基本面，但并不仅限于此。行业趋势将为投资者提供一种缓冲未来经济可能出现的情况的优选方式。</p>
<p>获取 <strong>Hims &amp; Hers Health</strong> 的提醒：</p>
<p>如果通货膨胀的威胁最终成为美国的现实，可以根据 <strong>iShares 20+ Year Treasury Bond ETF NASDAQ: TLT</strong> 与 <strong>iShares Russell 2000 ETF NYSEARCA: IWM</strong> 等股票指数的表现来判断，二者在预期通货膨胀上升时的历史表现存在分歧。作为医疗保健行业的一部分，Hims &amp; Hers 的股票为市场提供了安全性，同时也受益于技术领域的高利润特性。</p>
<h2><strong>Hims &amp; Hers 股票今天所有关键绩效指标表现强劲</strong></h2>
<p>虽然单日上涨 6% 可能看起来足够看涨，但与公司关键绩效指标（KPI）所显示的增长率相比，这仍然相形见绌。从收入开始，Hims &amp; Hers 报告本季度收入大幅跃升至 4.016 亿美元，比去年同期增长 77%。</p>
<p>用户增长，更重要的是用户变现，推动了公司的收入。因此，观察 Hims &amp; Hers 的用户，投资者将看到公司用户数量达到 200 万，推动年增长率达到高达 44% 的两位数增长。</p>
<p>然而，如果没有适当的变现系统来使这些用户改变公司的底线，用户增长将毫无意义。Hims &amp; Hers 在这方面没有问题，因为他们报告每位订阅者的平均在线收入达到 67 美元，较去年同期的 54 美元增长，年增长率为 24%。</p>
<h3>Hims &amp; Hers Health, Inc. (HIMS) 2024 年 11 月 6 日的价格走势图</h3>
<p>投资者应该对 Hims &amp; Hers 的商业模式感到兴奋。由于其主要依赖订阅，分析师可以更好地预测未来的财务状况，因为订阅更稳定且可预测，这在医疗保健行业是典型的。但这就是作为技术平台运营的好处所在。</p>
<p>得益于其运营模式，Hims &amp; Hers 的股票毛利率高达 80%，高于行业平均水平。这些高利润率，加上两位数的收入和用户增长，使管理层能够保留更多公司的资本用于进一步的增长投资。</p>
<p>这就是未来的假设。然而，这些趋势的当前好处反映在公司的经营现金流中，本季度增长至 8530 万美元，比去年同期的 2520 万美元增长了 238%。</p>
<p>所有这些将转化为投资者最关心的指标之一：每股收益（EPS）。与去年同期每股净亏损 0.04 美元相比，Hims &amp; Hers 本季度每股收益达到 0.35 美元，这一增长只是对结果反应的 6% 上涨的一小部分。</p>
<h2><strong>华尔街对 Hims &amp; Hers 股票的看涨观点：未来展望</strong></h2>
<p>从最近的华尔街分析师情绪开始，投资者可以看到八位分析师对 Hims &amp; Hers 股票给予买入评级，但价格目标才是未来指导的关键。Canaccord Genuity Group 决定将该股的目标价定为每股 28 美元，这意味着他们认为从今天的价格来看还有高达 32% 的上涨空间。</p>
<p>当然，这些估值尚未反映公司的新业绩，也未考虑可能提升股票未来价值的每股收益增长。然而，一些机构投资者提前采取了这一观点。</p>
<p>来自 Principal Financial Group 的买家决定在 2024 年 10 月将其在 Hims &amp; Hers 股票中的持股增加多达 102%，使其净头寸今天达到 540 万美元。这向零售投资者传达了强烈的信心信息。</p>
<p>最后一个指标可以从 Hims &amp; Hers 股票今天的估值与行业其他股票的比较中得出。在市净率（P/B）基础上，Hims &amp; Hers 股票的交易倍数高达 12.9 倍，显著高于医疗行业目前的平均水平 4.7 倍。</p>
<p>有人可能会认为这很昂贵且过度扩张，但现实是，市场会为他们相信能够在不久的将来表现优于其他股票的股票支付溢价，而这种信念是由 Hims &amp; Hers 今天业绩所显示的增长率所证明的。</p>
<p>→ Tim Sykes 的紧急交易提醒：“立即采取行动”（来自 Timothy Sykes）（广告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD0xMDE1OA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD0xMDE1OA"/></p>
<h2>你现在应该投资 1000 美元在 Hims &amp; Hers Health 吗？</h2>
<p>在考虑 Hims &amp; Hers Health 之前，你会想听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而 Hims &amp; Hers Health 并不在名单上。</p>
<p>虽然 Hims &amp; Hers Health 目前在分析师中获得 “适度买入” 评级，但顶级分析师认为这五只股票更值得买入。</p>
<p>查看这五只股票的详情</p>

HIMS

<p>分析师建议，尽管在财报发布后股价上涨了 6%，Hims & Hers 的股票仍然值得购买。该公司报告的收入增长了 77%，达到 5060 万美元，运营现金流增长了 238%。Hims & Hers 在医疗保健领域的毛利率为 80%，用户基础不断增长，处于良好的市场位置。八位分析师推荐买入，目标价显示出潜在的 32% 上涨空间。该公司的订阅模式提供了稳定性，使其成为一个有吸引力的投资选择</p>

<p>Most investors would look at an earnings announcement as a past event, connecting the current price action in the stock and reacting to the results as something that cannot be taken advantage of, thinking that it is now too late to get into action. This might be the case for shares of <strong>Hims &amp; Hers Health Inc. NYSE: HIMS</strong>, as the stock is now rallying by over 6% the morning after the company reported its quarterly earnings.</p>
<div class="lb-trans"><p>大多数投资者会将财报公告视为过去的事件，将当前股票价格的波动与结果联系起来，认为现在已经太晚而无法采取行动。这可能是 <strong>Hims &amp; Hers Health Inc. NYSE: HIMS</strong> 股票的情况，因为在公司公布季度财报后的早晨，该股上涨超过 6%。</p>
</div><p>Even though this is one of the company's best days this year, there are signs within the report that make Hims &amp; Hers stock a Buy today, even after the earnings reaction. Most of these reasons are found in the company’s fundamentals, but it doesn’t end there. Industry trends will offer investors a preferred way to cushion what might come to the economy in the near future.</p>
<div class="lb-trans"><p>尽管这是公司今年最好的日子之一，但报告中有迹象表明，即使在财报反应之后，Hims &amp; Hers 的股票今天也是一个买入机会。这些理由大多源于公司的基本面，但并不仅限于此。行业趋势将为投资者提供一种缓冲未来经济可能出现的情况的优选方式。</p>
</div><p>Get <strong>Hims &amp; Hers Health</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Hims &amp; Hers Health</strong> 的提醒：</p>
</div><p>If the threats of inflation end up becoming a reality for the United States, judging by how assets like the <strong>iShares 20+ Year Treasury Bond ETF NASDAQ: TLT</strong> behave against stock indexes like the <strong>iShares Russell 2000 ETF NYSEARCA: IWM</strong>, diverging in the ways that it historically does when inflation is expected to rise. By operating in the healthcare sector, Hims &amp; Hers stock offers safety to the markets, along with the high margin nature of the technology space.</p>
<div class="lb-trans"><p>如果通货膨胀的威胁最终成为美国的现实，可以根据 <strong>iShares 20+ Year Treasury Bond ETF NASDAQ: TLT</strong> 与 <strong>iShares Russell 2000 ETF NYSEARCA: IWM</strong> 等股票指数的表现来判断，二者在预期通货膨胀上升时的历史表现存在分歧。作为医疗保健行业的一部分，Hims &amp; Hers 的股票为市场提供了安全性，同时也受益于技术领域的高利润特性。</p>
</div><h2><strong>All Key Performance Indicators Running Hot for Hims &amp; Hers Stock Today</strong></h2>
<div class="lb-trans"><h2><strong>Hims &amp; Hers 股票今天所有关键绩效指标表现强劲</strong></h2>
</div><p>While a 6% rally in a single day might seem bullish enough, it doesn't come close to what should be compared to the growth rates seen in the company's key performance indicators (KPIs). Starting with revenue, Hims &amp; Hers reported a massive jump to $401.6 million for the quarter, a boost of 77% over the same quarter last year.</p>
<div class="lb-trans"><p>虽然单日上涨 6% 可能看起来足够看涨，但与公司关键绩效指标（KPI）所显示的增长率相比，这仍然相形见绌。从收入开始，Hims &amp; Hers 报告本季度收入大幅跃升至 4.016 亿美元，比去年同期增长 77%。</p>
</div><p>User growth and, more importantly, user monetization drives the company's revenue. So, looking at users for Him &amp; Hers, investors will see the company reaching up to 2 million users, pushing for another double-digit growth rate of as high as 44% in the year.</p>
<div class="lb-trans"><p>用户增长，更重要的是用户变现，推动了公司的收入。因此，观察 Hims &amp; Hers 的用户，投资者将看到公司用户数量达到 200 万，推动年增长率达到高达 44% 的两位数增长。</p>
</div><p>However, user growth would be nothing without the proper monetization system to get these users to change the company's bottom line. Hims &amp; Hers has no issue with this, as they reported up to $67 of average online revenue per subscriber, up from $54 in the same quarter last year, translating into a 24% jump over the year.</p>
<div class="lb-trans"><p>然而，如果没有适当的变现系统来使这些用户改变公司的底线，用户增长将毫无意义。Hims &amp; Hers 在这方面没有问题，因为他们报告每位订阅者的平均在线收入达到 67 美元，较去年同期的 54 美元增长，年增长率为 24%。</p>
</div><h3>Hims &amp; Hers Health, Inc. (HIMS) Price Chart for Wednesday, November, 6, 2024</h3>
<div class="lb-trans"><h3>Hims &amp; Hers Health, Inc. (HIMS) 2024 年 11 月 6 日的价格走势图</h3>
</div><p>Investors should get excited about Hims &amp; Hers' business model here. As it depends mostly on subscriptions, analysts can better project future financials as subscriptions are more stable and predictable, which is typical of the healthcare sector. But here is where the benefits of operating as a technology platform come into play.</p>
<div class="lb-trans"><p>投资者应该对 Hims &amp; Hers 的商业模式感到兴奋。由于其主要依赖订阅，分析师可以更好地预测未来的财务状况，因为订阅更稳定且可预测，这在医疗保健行业是典型的。但这就是作为技术平台运营的好处所在。</p>
</div><p>Thanks to its operating model, Hims &amp; Hers stock has a gross profit margin of up to 80%, which is above the industry average. These high margins, coupled with double-digit revenue and user growth, enable management to retain more of the company's capital for reinvestment into further growth.</p>
<div class="lb-trans"><p>得益于其运营模式，Hims &amp; Hers 的股票毛利率高达 80%，高于行业平均水平。这些高利润率，加上两位数的收入和用户增长，使管理层能够保留更多公司的资本用于进一步的增长投资。</p>
</div><p>That's the future assumption. However, the present benefits from these trends are reflected in the company's operating cash flows, which grew to a high of $85.3 million for the quarter, a 238% jump from the $25.2 million generated during the same quarter last year.</p>
<div class="lb-trans"><p>这就是未来的假设。然而，这些趋势的当前好处反映在公司的经营现金流中，本季度增长至 8530 万美元，比去年同期的 2520 万美元增长了 238%。</p>
</div><p>All of this would translate into one of the metrics that investors tend to care about the most: earnings per share (EPS). Compared to a net loss per share of $0.04 for the same quarter last year, Hims &amp; her stock delivered up to $0.35 in EPS this quarter, an ump that is a fraction of the 6% rally that came as a reaction to the results.</p>
<div class="lb-trans"><p>所有这些将转化为投资者最关心的指标之一：每股收益（EPS）。与去年同期每股净亏损 0.04 美元相比，Hims &amp; Hers 本季度每股收益达到 0.35 美元，这一增长只是对结果反应的 6% 上涨的一小部分。</p>
</div><h2><strong>Wall Street’s Bullish Take on Hims &amp; Hers Stock: What the Future Holds</strong></h2>
<div class="lb-trans"><h2><strong>华尔街对 Hims &amp; Hers 股票的看涨观点：未来展望</strong></h2>
</div><p>Starting with the recent Wall Street analyst sentiment, investors can see eight analysts pushing for a Buy rating in Hims &amp; Hers stock, but the price target is what matters here for future guidance. Those at Canaccord Genuity Group decided to place a $28 a share price target for the stock, meaning they see up to 32% more upside from today’s price.</p>
<div class="lb-trans"><p>从最近的华尔街分析师情绪开始，投资者可以看到八位分析师对 Hims &amp; Hers 股票给予买入评级，但价格目标才是未来指导的关键。Canaccord Genuity Group 决定将该股的目标价定为每股 28 美元，这意味着他们认为从今天的价格来看还有高达 32% 的上涨空间。</p>
</div><p>Of course, these valuations don’t reflect the company's new results yet, nor do they take into account the potential EPS growth that might boost the stock’s value in the future. However, some institutional buyers decided to take this view ahead of time.</p>
<div class="lb-trans"><p>当然，这些估值尚未反映公司的新业绩，也未考虑可能提升股票未来价值的每股收益增长。然而，一些机构投资者提前采取了这一观点。</p>
</div><p>Buyers from Principal Financial Group decided to boost their holdings in Hims &amp; Hers stock by as much as 102% as of October 2024, bringing their net position to a high of $5.4 million today. This sends a strong confidence message for retail investors to consider today.</p>
<div class="lb-trans"><p>来自 Principal Financial Group 的买家决定在 2024 年 10 月将其在 Hims &amp; Hers 股票中的持股增加多达 102%，使其净头寸今天达到 540 万美元。这向零售投资者传达了强烈的信心信息。</p>
</div><p>The last gauge can be taken from Hims &amp; Hers stock’s valuation today, compared to the rest of the sector. On a price-to-book (P/B) basis, Hims &amp; Hers stock trades at a high 12.9x multiple, significantly above the medical sector’s average of 4.7x today.</p>
<div class="lb-trans"><p>最后一个指标可以从 Hims &amp; Hers 股票今天的估值与行业其他股票的比较中得出。在市净率（P/B）基础上，Hims &amp; Hers 股票的交易倍数高达 12.9 倍，显著高于医疗行业目前的平均水平 4.7 倍。</p>
</div><p>Some may call this expensive and overextended, but the reality is that markets will overpay for stocks they believe can outperform in the near future, and that belief is justified by the growth rates seen in Hims &amp; Hers' results today.</p>
<div class="lb-trans"><p>有人可能会认为这很昂贵且过度扩张，但现实是，市场会为他们相信能够在不久的将来表现优于其他股票的股票支付溢价，而这种信念是由 Hims &amp; Hers 今天业绩所显示的增长率所证明的。</p>
</div><p>→ Tim Sykes’ Urgent Trade Alert: “Make this move now” (From Timothy Sykes)(Ad)</p>
<div class="lb-trans"><p>→ Tim Sykes 的紧急交易提醒：“立即采取行动”（来自 Timothy Sykes）（广告）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD0xMDE1OA" alt="" original-src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=10158&amp;Placement=NativeDisplay&amp;Source=NativeDisplay"/></p>
<h2>Should you invest $1,000 in Hims &amp; Hers Health right now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Hims &amp; Hers Health 吗？</h2>
</div><p>Before you consider Hims &amp; Hers Health, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Hims &amp; Hers Health 之前，你会想听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hims &amp; Hers Health wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场注意到之前……而 Hims &amp; Hers Health 并不在名单上。</p>
</div><p>While Hims &amp; Hers Health currently has a &#34;Moderate Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Hims &amp; Hers Health 目前在分析师中获得 “适度买入” 评级，但顶级分析师认为这五只股票更值得买入。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票的详情</p>
</div>

Hims & Hers Health：为什么这只医疗股的增长使其值得买入