Outlier Capital(@outliercapx):My prediction — $HIMS 2031 market cap: $60B. From $6.5B today. FY26 guide: $3.1–$3.3B. Subscribers compounding, ARPU up, Hers already on a $1B+ run-rate, international opening, new specialties (TRT, longevity, metabolic) stacking on the same CAC. This is a consumer health OS: acquire once, sell the stack for a decade. If they hold 20%+ growth into a $10B+ revenue base with expanding mix outside any single molecule, $60B feels cheap on a brand the Street still haircuts like a telehealth SPACs leftover. I’m positioned. NFA.

2026.09.21 20:10

My prediction — $HIMS 2031 market cap: $60B. From $6.5B today. FY26 guide: $3.1–$3.3B. Subscribers compounding, ARPU up, Hers already on a $1B+ run-rate, international opening, new specialties (TRT, longevity, metabolic) stacking on the same CAC. This is a consumer health OS: acquire once, sell the stack for a decade. If they hold 20%+ growth into a $10B+ revenue base with expanding mix outside any single molecule, $60B feels cheap on a brand the Street still haircuts like a telehealth SPACs leftover. I’m positioned. NFA.