$HIMS Growth Upside and $UBER-$RIVN Deal Dynamics: Strategic Moves in Healthcare & EVs
Market Insights: Growth and Strategic Moves in Healthcare and EVs
$HIMS could see significantly higher Q4 2026 growth than consensus, driven by acquisitions and new product launches, potentially hitting ~$1B in revenue.
Meanwhile, $UBER’s partnerships and optional vehicle purchases highlight its strategy to commoditize suppliers, while $RIVN faces cash pressures and delayed deployments, making further deals likely.
Strategic clauses and R&D spending point to Uber hedging its risk while accelerating autonomy initiatives.
1. $Hims & Hers Health Inc.(HIMS)$
Analysts are expecting a 22.4% Y/Y growth rate at Hims & Hers in Q4 2026. That might be wrong by a wide margin because:
- Eucalyptus acquisition ($100M+ per Q)
- Novo deal
- Peptide launch later in 2026
I don't make models, but $1 billion in revenue in Q4 2026 (62% growth both organic and acquired) doesn't seem out of the question in an optimistic scenario.
2. $Uber(UBER)$ & $Rivian Automotive, Inc.(RIVN)$
To be clear, Uber isn’t necessarily buying 50,000 vehicles.
Uber OR its partners will buy 10k with the OPTION to buy another 40k.
More importantly, INITIAL commercial deployments expected in 2028. Most of the deals announced recently have an initial deployment of NOW or BY EOY 2026!
Rivian is at least 2 years behind a half dozen companies Uber is already working with.
Rivian needs cash.
Uber wants to commoditize more suppliers.
Makes sense for another deal. Uber is crushing it right now.
Haven’t seen any fine print details yet. Will be interesting.
"In addition, the Company no longer expects to be adjusted EBITDA positive in 2027 due to an expected increase in R&D spend associated with the acceleration of its autonomy roadmap."
There's also a clause that allows Uber to elect to receive "pre-funded warrants", which have no real purpose except maintaining the price per share exercise price without exceeding the 20% ownership threshold. So, Uber is hedging the risk that Rivian is less than a $5 billion company in the future...
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