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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 6006 followers
Created: 2025-07-23 18:40:26 UTC

Nice setup on $HIMS, definitely a breakout in the making. Just a few things I’m watching:

- XXX% YoY revenue growth off a $XX M quarterly base, doubling gets harder as numbers climb
- $XXX B+ cash gives runway into 26, so capital markets risk is low
- Gross margins up XX% and X month CAC payback are the most important levers for sustainable upside
- If they can keep CAC and churn in check, $75+ into year end isn’t crazy

Heads up on execution, but the balance sheet and growth profile make this one to watch.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948090846718611688/c:line.svg)

**Related Topics**
[hims](/topic/hims)
[mergers and acquisitions](/topic/mergers-and-acquisitions)
[quarterly earnings](/topic/quarterly-earnings)
[just a](/topic/just-a)
[$hims](/topic/$hims)
[hims hers](/topic/hims-hers)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/Next100Baggers/status/1948090846718611688)