Hims & Hers Health got absolutely crushed last week, dropping 34% in one day after Novo Nordisk ended their weight-loss drug partnership. The market acted like this was game over for the company. One look at the numbers reveals the opposite story.

Revenue hit $586 million last quarter, up 111% from a year ago. They’re actually making money now with $49.5 million in net income. Customer base grew to 2.4 million subscribers. These numbers show a company thriving, regardless of partnership headlines.

Here’s what everyone missed in the panic selling: HIMS built a diversified telehealth platform that handles way more than just weight-loss drugs. Sexual health, mental health, skin care, hair loss treatments. The Novo partnership was nice to have, while the core business keeps growing with or without it.

The stock now trades around $57, but cash flow analysis suggests it should be worth $106. That’s nearly double from current prices. The technical chart shows a classic rebound pattern forming after the selling exhaustion. When good companies get unfairly punished, patient investors often get rewarded.

🔹 Actionable Takeaway: Partnership setbacks create opportunities in growing businesses. Use the market’s overreaction to get quality companies at discounted prices.

While everyone obsessed over AI stocks, Roku quietly delivered its first billion-dollar revenue quarter. Platform revenue grew 15% to $908 million, and they’ve posted five straight quarters of positive cash flow. The business is hitting its stride.

The numbers that really matter: 85.5 million households use Roku, watching 32 billion hours per quarter, up 20% from last year. That’s real engagement driving real advertising revenue. Trading around $80 when analysis suggests fair value near $160 means you’re getting tomorrow’s winner at today’s discount.

Roku owns the TV operating system battle in North America. As traditional TV advertising shifts to streaming, they’re perfectly positioned to capture that spending. New partnerships with major advertisers and content providers keep expanding the revenue opportunities.

The stock gained 44% over six months, simply catching up to business fundamentals that improved much faster. Wall Street is starting to notice, while coverage remains mixed enough that you can still get in before the momentum really builds.

🔹 Actionable Takeaway: When streaming leaders show strong user growth and improving cash flow while trading below fair value, the setup favors patient buyers over the next year.

Both situations remind you why the market creates opportunities for prepared investors. HIMS got hammered on partnership headlines while the core business keeps growing profitably. ROKU finally crossed the billion-dollar revenue threshold with strong user engagement, yet trades well below estimated value.

These represent profitable companies with growing customer bases trading at discounts because the market overreacted to temporary news or took time to recognize improving fundamentals.

The pattern repeats constantly: markets panic on headlines, overlook business strength, then eventually recognize value. Your edge comes from doing homework while others react emotionally to news flow.

🔹 Final Signal: Quality companies get thrown away on bad headlines or slow recognition. Do your research, buy the fear, hold through the recovery. The market always comes around to recognizing real business value.