May 6, 2025 – [cm – dgold] Before the earnings drop, the stock had already rallied hard on buzz around a new partnership with Novo Nordisk, the maker of weight-loss blockbusters like Wegovy. That news alone sent bullish signals through the market. But as often happens in the world of growth equities, lofty expectations created a narrow landing strip – and anything short of spectacular plus triggered a knee-jerk cooldown.

It’s the classic growth-stock paradox: smash expectations, drop in price. On Monday after the U.S. market close, Hims & Hers – the direct-to-consumer health and wellness platform – posted a blowout Q1 earnings report. The numbers ticked all the right boxes. But after-hours traders? Not impressed – the stock dipped nearly 5%.

Let’s break down the numbers:

• Revenue surged 111% to $586 million, year-over-year.

• Adjusted EBITDA jumped 180% to $91.1 million.

• Subscriber count climbed 38% to 2.4 million.

• The gross margin slipped from 82% to 73%, a nine-point dip.

Guidance for full-year 2025 remains strong. Hims & Hers reaffirmed its revenue forecast of $2.3 to $2.4 billion, but the company raised its adjusted EBITDA outlook to $295–335 million (up from $270–320 million).

In short: revenue growth, user growth, profitability – all trending in the right direction. Even so, the stock slipped post-earnings, likely due to a second-quarter outlook that didn’t quite live up to the market’s momentum-fueled hopes. When it comes to growth names, it’s not just about beating expectations – it’s about crushing them and setting the next bar even higher.

The recent tie-up with Novo Nordisk is particularly noteworthy. By teaming up to expand access to in-demand weight-loss treatments like Wegovy, Hims & Hers isn’t just riding a trend – it’s positioning itself at the center of a major healthcare transformation.

Bottom line?
Hims & Hers is growing exactly how you’d want a healthtech disruptor to grow: fast, strategically, and increasingly profitably. The short-term price dip might sting, but the long-term outlook looks exceptionally strong.

 

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May 25, 2023 [crocon media – msch , mschro] Nvidia (NVDA), a leading player in the AI industry, announced its fiscal first quarter earnings, surpassing analysts’ expectations on both the top and bottom line, driven by the robust performance of its data center business. The company also provided an optimistic outlook, forecasting Q2 revenue of approximately $11 billion, much higher than the projected $7.2 billion estimated by Wall Street.

As the AI revolution continues to gain momentum, Nvidia remains at the forefront, thanks to its powerful graphics cards and server products, resulting in a significant surge in its stock price. Over the past year, Nvidia’s shares have soared by an impressive 77%, outperforming rival AMD (AMD), which has seen a 12% increase, while Intel (INTC) has faced a 30% decline.

Let’s delve into the key numbers from the report and compare them to the market expectations. Nvidia reported a revenue of $7.2 billion, exceeding the estimated $6.5 billion, and an adjusted EPS of $1.09, surpassing the projected $0.92. In terms of business segments, the gaming division generated $2.2 billion in revenue, surpassing the expected $1.9 billion, while the data center segment achieved $4.2 billion, exceeding the projected $3.9 billion.

Following the announcement, Nvidia’s stock surged by more than 13%.

Nvidia CEO Jensen Huang highlighted the company’s position in the accelerating computing and generative AI sectors, stating, “A trillion dollars of installed global data center infrastructure will transition from general purpose to accelerated computing as companies race to apply generative AI into every product, service, and business process.”

While Nvidia’s success is largely tied to the AI wave, driven by initiatives such as OpenAI’s ChatGPT and the generative AI efforts of Microsoft (MSFT) and Google (GOOG, GOOGL), the company continues to face challenges in the gaming industry. The decline in consumer spending on electronics, following the pandemic-induced surge, has slowed down the gaming market. With many consumers already equipped with high-performance systems, the need for immediate upgrades has diminished. Competitors like Intel and AMD are also grappling with similar issues in their client computing divisions.

However, this slowdown is expected to reverse soon. Analysts anticipate Nvidia’s gaming business to return to revenue growth in Q2, marking the first increase in a year, according to Bloomberg data. This positive trend would greatly contribute to Nvidia’s overall revenue growth, following three consecutive quarters of decline as of Q1.

On the bright side, Nvidia’s data center business continues to perform strongly, with a 14% revenue growth reported for the quarter.

As Nvidia maintains its leadership position in the AI and data center markets, investors and industry observers will closely monitor the company’s performance in the coming quarters, particularly the expected rebound in the gaming industry. With an optimistic outlook and a solid foundation in the growing AI landscape, Nvidia is poised for further success and revenue growth.

Read the press release : https://www.globenewswire.com/news-release/2023/05/24/2675692/0/en/NVIDIA-Announces-Financial-Results-for-First-Quarter-Fiscal-2024.html