Hims & Hers Health (HIMS) Fell Due to Increased Regulatory Challenges

1 hour ago 1

Soumya Eswaran

Tue, December 30, 2025 astatine 6:25 AM CST 3 min read

Maple Tree Capital, an concern absorption company, released its Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The 3rd 4th was mixed for Maple Tree Capital. The marketplace continued to rebound from the Liberation Day lows, portion the firm’s show was affected by the late-quarter diminution of 1 of its largest holdings, Upstart. This resulted successful the Jonagold portfolio concluding the 4th with a 13.12% loss. On the different hand, its Heartwood portfolio delivered an exceptional quarter, gaining 40.2%, driven by the beardown show of its caller holdings. Heartwood's instrumentality has exceeded 100% since its inception successful 2023, greatly surpassing the S&P 500's 82% instrumentality during the aforesaid period. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Maple Tree Capital highlighted stocks specified arsenic Hims & Hers Health, Inc. (NYSE:HIMS). Hims & Hers Health, Inc. (NYSE:HIMS) offers a telehealth level that connects consumers to licensed healthcare professionals. The one-month instrumentality of Hims & Hers Health, Inc. (NYSE:HIMS) was -6.09%, and its shares gained 41.03% of their worth implicit the past 52 weeks. On December 29, 2025, Hims & Hers Health, Inc. (NYSE:HIMS) banal closed astatine $34.10 per share, with a marketplace capitalization of $7.763 billion.

Maple Tree Capital stated the pursuing regarding Hims & Hers Health, Inc. (NYSE:HIMS) successful its 3rd 4th 2025 capitalist letter:

"We sold our presumption successful Hims & Hers Health, Inc. (NYSE:HIMS) this 4th pursuing what we judge are accrued regulatory risks to the business. Not lone person GLP-1s (weight-loss drugs) go much challenging and competitive, but Hims and Hers halfway telehealth concern (having NPs prescribe anti-depressant and different medication) appears much shaky than we initially believed. We sold our (small) presumption adjacent $52 to reallocate into Upstart adjacent $70. While the archetypal interaction of this commercialized to show has been unfavorable, we bash judge this volition boost semipermanent performance."

Hims (HIMS) Jumps 8.6% arsenic Firm Still Open to Work With Novo

Hims & Hers Health, Inc. (NYSE:HIMS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 35 hedge money portfolios held Hims & Hers Health, Inc. (NYSE:HIMS) astatine the extremity of the 3rd quarter, up from 34 successful the erstwhile quarter. In the 3rd 4th of 2025, Hims & Hers Health, Inc. (NYSE:HIMS) reported a 49% year-over-year summation successful revenue, reaching astir $600 million, with adjusted EBITDA margins exceeding 13%. While we admit the imaginable of Hims & Hers Health, Inc. (NYSE:HIMS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.