Editor's Note: A new regime is about to take over the Federal Reserve on May 15 and according to 47-year Wall Street legend Louis Navellier a specific opportunity in the market is about to open. To help you prepare, Louis is giving away a list containing 53 different stock ideas for FREE. Details below.**
Dear Reader,
Things are moving fast, so I'll get right to it...
I'm dropping everything to hold a special "live" event on May 13th at 1 p.m. Eastern Time.
You see...
Something is about to unfold in the markets that has only happened four times before in my entire career spanning nearly 50 years.
And each time was triggered by the Federal Reserve.
The first time was in 1995.
I had been on Wall Street for almost 20 years by then.
My system gave strong ratings to a list of small-cap stocks I called my "exclusion list" — names the biggest Wall Street funds could not touch because they were too small.
The best names on that list went on to climb between 1,100% and 2,900% in the years that followed.
I have seen the same pattern emerge three more times since.
After the dot-com crash...
After the 2008 crisis...
And again in 2020.
Each time, a specific market window opened.
My system gave bullish ratings to the stocks already showing the strongest signals.
And those stocks went on to produce some of the biggest individual gains of my career.
Right now, for the fifth time in 47 years, that pattern is forming again.
Which is why I'm holding the 10X Fed Shock Summit.
You can sign up for FREE by going here.
When you sign up, I'll send you my brand-new "Exclusion List" containing 53 small-cap stocks earning the strongest grades from my system today.
And during the live event, I'll name my single highest-conviction stock on the entire list for Free.
No strings attached.
You can learn more about what's about to happen in the markets, and get 53 different stock ideas to help you take full advantage of it...
This will be the most important event I hold all year.
I hope you'll be there.
Sincerely,
Louis Navellier
Senior Quantitative Investment Analyst, InvestorPlace
P.S. A new Fed Chair takes over in weeks.
The White House is pushing hard for a major shift.
The window is opening right now.
And you need to move your money BEFORE May 15.
Here's why...
P.P.S. The 53 stock "Exclusion List" arrives in your inbox the moment you sign up here.
But it will only be available for Free over till May 13, so please make sure you get this list how, by going here.
Hims & Hers Earnings Preview: The Novo Nordisk Shift Puts GLP-1 Strategy in Focus
Written by Jessica Mitacek. Originally Published: 5/8/2026.
Key Points
- Following a settled legal dispute with Novo Nordisk, HIMS has transitioned from selling compounded weight-loss drugs to offering brand-name Wegovy and Ozempic.
- While the deal was finalized in March, investors are eager to see if this pivot will boost the top line or if the financial impact likely won’t be seen until Q2.
- Despite its recent rally, the stock remains highly volatile with short interest exceeding 35%.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
Healthcare stocks have struggled in 2026. With a year-to-date (YTD) decline of about 6%, the sector has been the worst performer among all 11 sectors of the S&P 500 this year.
That weakness has shown up in the YTD losses of some of Big Pharma’s biggest names, but it has also weighed on mid-cap stocks like telehealth platform Hims & Hers Health (NYSE: HIMS), which has fallen by more than 23% in 2026.
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Even so, that wasn’t enough to derail the stock’s recent rally. HIMS has gained nearly 32% over the past month and about 77% since its 52-week low on Feb. 27. As the company prepares to report Q1 2026 earnings on May 11, here’s what investors should watch for.
Is the Novo Nordisk Partnership Already Paying Off?
Following a well-publicized legal dispute earlier this year with Denmark-based Novo Nordisk (NYSE: NVO)—the eighth-largest publicly traded pharmaceutical company in the world, with a market cap of more than $204 billion—things have been relatively smooth for Hims & Hers.
Since Novo Nordisk dropped its patent infringement lawsuit on March 9, HIMS has been on a tear. Not only did the Danish company abandon its case, but it also reached a deal that allows Hims & Hers to sell Novo Nordisk’s brand-name Wegovy and Ozempic through its direct-to-consumer and virtual medical services platform.
As part of that deal, Hims & Hers agreed to stop advertising its compounded GLP-1 products. Given the FDA’s announcement that it is proposing semaglutide, tirzepatide, and liraglutide be excluded from its 503B bulks list, that could prove prescient for the company.
Wall Street will be watching closely to see how the deal has affected Hims & Hers’ top line. Although the strategic shift was announced on March 9, Novo Nordisk’s GLP-1 products were not available through the online platform until March 26. Since the books for Q1 closed on March 31, those gross sales may not appear on Hims & Hers’ income statement until Q2.
Will Hims & Hers Continue to Show Subscriber Growth?
Investors will also be looking for confirmation that Hims & Hers’ total subscribers remain above 2.5 million, if not continue to grow from there. That milestone was reached near the end of 2025 and represented a gain of more than 16% from the 2.2 million subscribers the company had at the end of 2024.
That growth appears to be sustainable, after Hims & Hers ended 2023 with 1.5 million subscribers. But more important than the raw subscriber count is how the telehealth company generates 90% of its recurring revenue from its customer base.
Approximately 82% of its users remain on the platform for more than three months, and if Hims & Hers can show that this level of retention is sustainable, it should help bolster full-year guidance.
Meanwhile, analysts are expecting earnings per share (EPS) of around three to four cents, which would mark an estimated 90% year-over-year decline. That may already be priced in given the stock’s YTD performance, but a miss could accelerate selling.
The same goes for quarterly revenue, which consensus forecasts place in the range of $616 million to $619 million. Wall Street is already bracing for a “reset quarter” after revenue growth slowed from nearly 111% in Q1 2025 to less than 29% in Q4, so any upside surprise could fuel another leg higher in the current rally.
Analysts Are Taking a Wait-and-See Approach
Despite an average 12-month price target of nearly $32, which implies potential upside of around 24%, Wall Street remains cautious on the stock.
Of the 17 analysts currently covering HIMS, four rate it a Buy, 12 rate it a Hold, and just one rates it a Sell. Overall, the stock carries a consensus Hold rating.
Institutional ownership of nearly 64% falls within the typical range for mid-cap companies. Outflows of $1.62 billion have nearly matched inflows of $1.8 billion over the past 12 months, after selling accelerated in Q4 2025. But that trend reversed in Q1, with institutional selling 88% lower than institutional buying.
With a high beta of 2.43, the inherently volatile stock is currently being heavily targeted by bears. Concerningly, more than 35% of the float—or nearly 70 million shares of the almost 228 million shares outstanding—is currently shorted.
Still, strong earnings could shift sentiment and push the stock closer to the consensus analyst price target. Shareholders and prospective investors should mark their calendars for Monday, May 11, when Hims & Hers Health reports Q1 2026 results.
Sherwin-Williams: The Boring Beauty Play on Housing Recovery
By Chris Markoch. First Published: 5/1/2026.
Key Points
- Sherwin-Williams beat Q1 earnings expectations but issued cautious guidance due to a weak housing market.
- Elevated valuation and soft near-term demand could limit upside despite strong fundamentals.
- SHW remains a long-term compounder, especially if lower mortgage rates revive housing activity.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
Sherwin-Williams (NYSE: SHW) fell about 3.5% on the day the company delivered its Q1 2026 earnings report. At a time when most investors are looking beyond the headline numbers, the company’s guidance came in flat.
Specifically, Sherwin-Williams cited elevated mortgage rates, which are contributing to a stagnant housing sector, as a reason to expect soft do-it-yourself (DIY) consumer demand. But the weakness isn’t just about new construction. The company noted that current homeowners are trimming spending on remodeling projects. Perhaps more unsettling is that the company doesn’t see any signs of a reversal on the horizon.
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Solid Earnings Show Resilience in a Weak Housing Market
The April 28 report was solid. The company posted a beat on both the top and bottom lines, with adjusted earnings per share (EPS) of $2.35, beating expectations for $2.28 and up 4% year over year (YOY). More importantly, the company reiterated its forward guidance for full-year 2026, with a forecast of $11.70 at the midpoint. For full-year 2025, Sherwin-Williams posted adjusted EPS of $11.45.
Revenue of $5.67 billion beat expectations of $5.56 billion and was 6.7% higher than the $5.31 billion it posted in Q1 2025. The company guided for low- to mid-single-digit revenue growth for the full year.
That’s not a bad report, and it shows that Sherwin-Williams is leaning on its channel relationships and leading brands to navigate the current business cycle.
Valuation Concerns May Limit Near-Term Upside
One concern investors need to work through is valuation. Analysts were lowering their price targets heading into the report. And the consensus price target of $375.33 as of April 30 is more than 15% below the stock price. Investors also have to consider the company’s current price-to-earnings (P/E) ratio of around 31x. That’s a premium to the S&P 500, which is around 27x, and the Specialty Chemicals sector, which is around 23x.
That said, Sherwin-Williams has a healthy balance sheet. The company’s operating cash of $139.1 million was a significant year-over-year improvement from the -$61.1 million it reported in Q1 2025. That supports the idea that SHW has the balance sheet discipline to compound through a down cycle.
Dividend Growth and Long-Term Compounding Remain Key
Prior to the earnings report, Sherwin-Williams had announced it would issue a quarterly dividend of 80 cents per share, payable on June 8 to shareholders of record on May 22. The company is a Dividend Aristocrat, having increased its dividend for 48 consecutive years, putting it just two years away from Dividend King status.
And that’s where investors need to keep their focus. Prior to the post-earnings dip, SHW had delivered a total return of just over 30% over the last five years. That’s reflective of the softness in the housing market. But zoom out to 10 years and beyond, and investors have received a total return that highlights the company’s role as a compounder for both growth and value inside a portfolio.
The problems at Sherwin-Williams are material, and they may exceed the company’s current valuation. The best the company can do is control the controllables.
In this case, that’s delivering slow, steady growth. But that growth may accelerate if the housing market gets a boost from falling mortgage rates, which could happen if the federal funds rate drops once, or even more, in 2026.
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