Hims & Hers Is Pricing In a 13% Swing — Retail Traders Are Not Sleeping on This One
With JP Morgan slapping on an overweight and options markets bracing for fireworks, this week's earnings slate has one name everyone's watching
Ticker Ratings
Let's be honest — $HIMS is the only ticker anyone actually cares about this earnings week. Bloomberg's 'Week Ahead' breakdown confirmed what sentiment data is screaming: options markets are pricing in a ±13% move after Hims & Hers Health reports, and JP Morgan just initiated coverage with an overweight rating. Their thesis? The Novo Nordisk partnership — flipping Hims from legal-battle-enemy to authorized GLP-1 retail partner — removes the single biggest overhang on the stock. That's not a small deal. That's an identity transplant.
Also on the docket: $AMAT reports Thursday with UBS raising estimates ahead of the print, and $CSCO rounds out the week for the 'steady-Eddie dividend crowd.' Both matter. Neither has retail Twitter making memes about them.
The GLP-1 trade is eating everything in its path — Eli Lilly's Mounjaro just dethroned Merck's Keytruda as the world's top-grossing prescription drug, per Bloomberg's news quiz segment — and $HIMS just strapped itself to that rocket. Whether it's a ride or a crash landing gets answered this week.