Stray Dog
EN中文
EN中文

Prices are Hyperliquid perpetual futures: contracts that track each stock and trade 24/7. They are not exchange prices and can differ from them, most of all while US markets are closed. Change is over 24 hours. For information only.

  • TSLA—
  • PLTR—
  • HIMS—
  • SPCX—
  • SOFI—
  • BTC—
…Loading prices
HIMS

The sell side is framing the stock around a 'Lilly lifeline vs Amazon ambush' narrative

Analyst consensus

The sell side is framing the stock around a 'Lilly lifeline vs Amazon ambush' narrative. JPMorgan has the highest target at $35 and Morgan Stanley the lowest at $21, with the consensus at about $32. At the current price of $26.33, the consensus implies 21% upside.

CEO compensation

CEO Andrew Dudum's total pay for 2025 was $22.96 million, against $84,402 for the median employee, a gap of 272 times. After the media amplified the story, the shares fell on 29-30 Apr (-4.95%, then -5.66%), pulling back from $31 to $26.33, a 2-day drop of about 15%. Annual revenue was $2.35 billion, up 59%, and most of the pay is equity incentives. The shareholder vote on pay on 11 Jun is approaching.

Short interest

FINRA data as of 15 Apr: short sellers held 37.85% of the float (versus 36.3% on 31 Mar). Shorts added slightly during the rebound. Over the past 3 months insiders have sold a cumulative $5.5 million and bought none.

Upcoming catalyst

Q1 results on 11 May after the close. The options market implies a move of more than 12%. Key things to watch: the trend in subscriber growth, the effect of the shift to branded drugs on gross margin, and what management says about the timeline for peptide drugs.

A brief is a lead for our research, not a verified conclusion or advice.