Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Hims & Hers Health Inc / Equity Bottom-Up

<ul><li>Hims & Hers Health reported a 4% year-over-year revenue growth to $608 million in the first quarter of 2026, with subscribers increasing 9% to nearly 2.6 million.</li><li>Adjusted EBITDA reached $44 million, reflecting a 7% margin.</li><li>The company underscores a strategic pivot in its weight loss specialty during the quarter, prioritizing branded products such as Novo Nordisk’s Wegovy and Eli Lilly’s offerings while discontinuing compounded products.</li></ul>

Hims & Hers Health reported a 4% year-over-year revenue growth to $608 million in the first quarter of 2026, with subscribers increasing 9% to nearly 2.6 million.Adjusted EBITDA reached $44 million, reflecting a 7% margin.The company underscores a strategic pivot in its weight loss specialty during the quarter, prioritizing branded products such as Novo Nordisk’s Wegovy and Eli Lilly’s offerings while discontinuing compounded products.

Hims & Hers Health’s Eucalyptus Deal Could Expand Its Global Weight-Loss Footprint!

<ul><li>Hims & Hers Health did not report a surprise quarter, unveil a major product launch, or raise guidance when the stock rallied after Robert F.</li><li>Kennedy Jr.’s announcement on peptides.</li><li>That is what made the move notable.</li></ul>

Hims & Hers Health did not report a surprise quarter, unveil a major product launch, or raise guidance when the stock rallied after Robert F.Kennedy Jr.’s announcement on peptides.That is what made the move notable.

Hims & Hers May Have Just Rewritten Its Entire Business Model!

<ul><li>Hims & Hers Health demonstrates both considerable achievements and challenges in its latest financial results.</li><li>The company continues to capitalize on its mission to provide personalized healthcare solutions across various specialties, showing robust growth and successful market penetration.</li><li>On the positive side, Hims & Hers Health reported significant revenue growth of 28% year-over-year in the fourth quarter, totaling $618 million, and a full-year revenue of $2.35 billion, a 59% increase compared to the previous year.</li></ul>

Hims & Hers Health demonstrates both considerable achievements and challenges in its latest financial results.The company continues to capitalize on its mission to provide personalized healthcare solutions across various specialties, showing robust growth and successful market penetration.On the positive side, Hims & Hers Health reported significant revenue growth of 28% year-over-year in the fourth quarter, totaling $618 million, and a full-year revenue of $2.35 billion, a 59% increase compared to the previous year.

Hims Hers Health 59% Revenue Growth Meets Margin Pressure From Global Expansion

<ul><li>Hims & Hers used the Super Bowl stage to push its latest offering: a $689 early cancer detection test.</li><li>It’s a bold move that signals the company’s push into higher-stakes medicine—at a time when it’s already under federal investigation for its compounded weight-loss treatments.</li><li>Investors see aggressive marketing and topline growth.</li></ul>

Hims & Hers used the Super Bowl stage to push its latest offering: a $689 early cancer detection test.It’s a bold move that signals the company’s push into higher-stakes medicine—at a time when it’s already under federal investigation for its compounded weight-loss treatments.Investors see aggressive marketing and topline growth.

Hims & Hers Pushes Diagnostics—But GLP-1 Fallout Looms

<ul><li>Hims & Hers Health Inc. recently reported a robust performance for the third quarter of 2025, with significant strides in expanding its digital health platform.</li><li>The company's results indicate both promising growth avenues and challenges ahead, which investors should thoroughly consider when evaluating the company’s potential.</li><li>On the positive side, Hims & Hers has demonstrated impressive revenue growth, achieving a 49% year-over-year increase to nearly $600 million.</li></ul>

Hims & Hers Health Inc. recently reported a robust performance for the third quarter of 2025, with significant strides in expanding its digital health platform.The company's results indicate both promising growth avenues and challenges ahead, which investors should thoroughly consider when evaluating the company’s potential.On the positive side, Hims & Hers has demonstrated impressive revenue growth, achieving a 49% year-over-year increase to nearly $600 million.

Hims & Hers' YourBio Health Acquisition: How They Are About To Revolutionize Blood Testing!

United States

Hims & Hers Health, Inc. provides health care software solutions. The Company offers multi-specialty telehealth platform that connects consumers to licensed healthcare providers, enabling them to access high-quality medical care for numerous conditions related to mental health, sexual health, dermatology, and primary care. Hims & Hers Health serves customers in the United States.

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Hims & Hers Health Inc (HIMS US)

Hims & Hers Health’s Eucalyptus Deal Could Expand Its Global Weight-Loss Footprint!

Hims & Hers Health reported a 4% year-over-year revenue growth to $608 million in the first quarter of 2026, with subscribers increasing 9% to...

Baptista Research

Hims & Hers May Have Just Rewritten Its Entire Business Model!

Hims & Hers Health did not report a surprise quarter, unveil a major product launch, or raise guidance when the stock rallied after Robert...

Baptista Research

Hims Hers Health 59% Revenue Growth Meets Margin Pressure From Global Expansion

Hims & Hers Health demonstrates both considerable achievements and challenges in its latest financial results. The company continues to...

Baptista Research

Hims & Hers Pushes Diagnostics—But GLP-1 Fallout Looms

Hims & Hers used the Super Bowl stage to push its latest offering: a $689 early cancer detection test. It’s a bold move that signals the...

Baptista Research

Hims & Hers' YourBio Health Acquisition: How They Are About To Revolutionize Blood Testing!

Hims & Hers Health Inc. recently reported a robust performance for the third quarter of 2025, with significant strides in expanding its...

Baptista Research

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