Selected stock price target news of the day - February 25th, 2025

By: Matthew Otto

Hims & Hers Reports Strong Revenue Growth but Faces Margin and Earnings Concerns

Hims & Hers Health reported fourth-quarter and full-year 2024 financial results, highlighting a 69% year-over-year revenue increase to $1.5 billion and a 45% rise in subscribers to 2.2 million. Net income reached $126 million, while adjusted EBITDA rose to $177 million, reflecting operational efficiencies and business expansion.

In Q4 2024, revenue surged 95% year-over-year to $481.1 million, surpassing the consensus estimate of $469.33 million. However, gross margin declined to 77% from 83% in the prior year, missing analyst expectations of 78.4%. Additionally, Q4 earnings per share came in at $0.11, falling short of the $0.17 analyst estimate by $0.06. Weight loss segment, driven by GLP-1 offerings, contributed over $225 million in 2024, while non-GLP-1 revenue grew 43% to $1.2 billion, aligning with prior 2025 targets.

For full-year 2025, Hims & Hers projects revenue between $2.3 billion and $2.4 billion, exceeding the analyst consensus of $2.09 billion. Adjusted EBITDA is expected to range from $270 million to $320 million, reflecting a margin of 12% to 13%. In Q1 2025, Hims & Hers anticipates revenue of $520 million to $540 million, above the consensus estimate of $482.5 million, with adjusted EBITDA of $55 million to $65 million.

Analyst Ratings Reflect Diverging Opinions Amid Growth

Needham analyst Ryan MacDonald maintained a Buy rating while raising the price target from $31 to $61.
Citigroup analyst Daniel Grosslight reiterated a Sell rating yet raised the price target from $25 to $27.
Leerink Partners analyst Michael Cherny lifted the price target from $24 to $40.
BTIG analyst David Larsen reiterated a Buy rating and a $85 price target.

Which Analyst has the best track record to show on HIMS?

Analyst Korinne Wolfmeyer (PIPER SANDLER) currently has the highest performing score on HIMS with 4/5 (80%) price target fulfillment ratio. Her price targets carry an average of $-3.66 (-13.23%) potential downside. Hims & Hers Health stock price reaches these price targets on average within 26 days.

MercadoLibre Reports Q4 2024 Performance with Surging Profitability and Growth Across Key Segments

MercadoLibre delivered its fourth quarter in 2024, reporting net revenue of $6.06 billion, up 37% year-over-year (YoY) and exceeding the consensus estimate of $5.79 billion. Earnings per share (EPS) posted at $12.61, surpassing analyst expectations by $4.56. Net income surged 287% YoY to $639 million, above the $401.5 million estimate.

Income from operations reached $820 million, reflecting a 13.5% margin, while earnings before interest and taxes (EBIT) rose 144% YoY. Gross merchandise volume (GMV) increased 8% YoY to $14.5 billion, driven by a 32% FX-neutral growth in Brazil and 28% in Mexico. Logistics investments paid off, with 49% of shipments delivered within the same or next day. The fintech segment also performed well, with Mercado Pago’s total payment volume (TPV) rising 33% to $59 billion, and its credit portfolio expanding 74% YoY to $6.6 billion, with credit cards contributing to the highest growth.

MercadoLibre continued strategic investments in credit scoring models and logistics efficiencies, particularly in Mexico, helping to lower funding costs and reduce currency-related losses. Its fintech arm saw monthly active users climb 34% YoY to 61 million, while assets under management soared 129% YoY to $10.6 billion. Management emphasized a commitment to growth while maintaining profitability, citing engagement across its ecosystem. MercadoLibre’s full-year 2024 net revenue reached $21 billion, up 38% YoY, with GMV hitting $51.5 billion and TPV totaling $197 billion.

Analyst Raises Price Target Following Q4 Earnings Beat

JP Morgan analyst Marcelo Santos maintained a Neutral rating and raised the price target from $1950 to $2300.

Which Analyst has the best track record to show on MELI?

Analyst John Colantuoni (JEFFERIES) currently has the highest performing score on MELI with 13/14 (92.86%) price target fulfillment ratio. Her price targets carry an average of $213.79 (10.50%) potential upside. MercadoLibre stock price reaches these price targets on average within 126 days.

Westlake Reports Mixed 2024 Results with Sales Growth but Margin Pressures

Westlake announced its financial results for the fourth quarter and full year of 2024, reporting Q4 net sales of $2.84 billion. This is slightly up from $2.83 billion in the prior-year period but below the consensus estimate of $2.98 billion. Net income for the quarter was $7 million, translating to diluted earnings per share of $0.06, which fell short of the analyst estimate of $1.16 by $1.10. EBITDA for the quarter was $416 million, an improvement over Q4 2023 EBITDA of $390 million (excluding identified items). However, EBITDA declined from $580 million in Q3 2024.

For the full year 2024, Westlake reported net sales of $12.14 billion, a decrease from $12.55 billion in 2023, primarily due to lower product pricing and margins in the Performance and Essential Materials (PEM) segment. However, the Housing and Infrastructure Products (HIP) segment saw performance, achieving record income from operations of $807 million and EBITDA of $1.1 billion. Company-wide EBITDA for 2024 totaled $2.29 billion (excluding identified items), reflecting a year-over-year decline from $2.59 billion in 2023.

Analysts Lower Price Targets Following Q4 Earnings Miss

BofA Securities analyst Steve Byrne maintained a Neutral rating while cutting the price target from $134 to $116.
Barclays analyst Michael Leithead kept an Overweight rating but reduced the price target from $175 to $135.
Morgan Stanley analyst Vincent Andrews trimmed the price target from $130 to $122.

Which Analyst has the best track record to show on WLK?

Analyst David Begleiter (BAML) currently has the highest performing score on WLK with 19/21 (90.48%) price target fulfillment ratio. His price targets carry an average of $16.87 (11.87%) potential upside. Westlake stock price reaches these price targets on average within 246 days.