Source Post

AppLovin ($APP) Is A Steal, Hims & Hers Health ($HIMS) High Valuation

Aug 16, 2026

The creator discusses AppLovin ($APP) and Hims & Hers Health ($HIMS). For AppLovin, the creator notes its significant price drop despite strong revenue and earnings growth, attributing the stock's underperformance to expectations being priced in and slightly missed guidance. For Hims & Hers, the creator mentions its 40% decline over the past year but sees positive recent earnings and guidance.

Linked Mentions

Tickers discussed in this post

DUOLBullishMedium ConvictionSignal-backedSecondary

Duolingo has rebounded nicely and could reach $600 per share in the next couple of years, depending on execution of its new strategy.

PYPLBullishMedium ConvictionSignal-backedSecondary

The creator believes PayPal will be bought out, with a reasonable target price of around $75 per share.

HIMSNeutralLow ConvictionSignal-backedSecondary

Hims and Hers has seen a 40% decline over the past year, but recent earnings have been positive, and the company has provided specific guidance for 2030.

APPNeutralMedium ConvictionSignal-backedPrimary

AppLovin's stock has fallen nearly 60% from its peak despite strong revenue and earnings growth, as recent results met but did not exceed market expectations and guidance came in slightly below the high end.

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