In a recent podcast, Motley Fool contributors discuss the potential of the space sector in 2026, highlighting opportunities in healthcare and how Hims & Hers is disrupting the industry. The Motley Fool’s top 10 stocks to buy list for investors does not include Hims & Hers Health, suggesting other potential high-return investments.
Lou Whiteman emphasizes the potential of the space sector in 2026, with the rumored IPO of SpaceX and the potential valuation of $1.5 trillion. Specific stocks like Rocket Lab (RKLB) and Redwire (RDW) are mentioned as potential investments in the space and drone component manufacturing sectors, with a focus on profitability and growth opportunities in 2026. This is a very interesting company to watch in the healthcare space. TransMedics Group has pioneered a new standard of care for organ transplantation with their FDA-approved portable multi-organ platform. Their organ care system allows organs to be perfused with warm oxygenated blood, changing the traditional methods of organ storage. Definitely a company to keep an eye on in 2026. TransMedics is a medical technology company revolutionizing organ transplantation with their innovative OCS system. With a profitable business model and high revenue growth, they are expanding internationally and leading the market in the US. Despite volatility in stock prices, the company is poised for future growth with ongoing clinical trials and potential government interest in overhauling the transplant market. As they navigate challenges of scaling and cost, TransMedics remains a compelling healthcare growth play to watch in 2026. Hims and Hers, a healthcare disruptor, offers weight loss, hair treatments, testosterone, and more outside of traditional healthcare models. With over 30% short interest, the platform’s AI capabilities could revolutionize data absorption in the medical field, potentially attracting investors’ attention. Novo Nordisk’s previous legal issues with the company may impact future collaborations.
Rachel Warren sees Hims and Hers as a sticky platform beyond its GLP-1 business. Legal exemptions allow the company to produce compounded medications, drawing concern about FDA verification. Despite challenges, Hims and Hers’ potential reengagement with Novo Nordisk and the sale of generic Liraglutide present new opportunities in the healthcare market.
GLP-1s and weight loss constitute only 20% of Hims and Hers’ business, with expanding services like labs contributing to the company’s growth. Efficient lab testing and quick results delivery to users’ phones showcase the platform’s commitment to accessible healthcare solutions. As Hims and Hers navigate legal hurdles, their evolving business model continues to attract investor interest. In a recent discussion, Lou Whiteman expressed support for disruptive market players like Hims and Hers, emphasizing the importance of balancing innovation with regulatory compliance. Travis Hoium highlighted Rocket Lab, TransMedics, and Hims and Hers as companies to watch in 2026, cautioning against blindly following stock recommendations. Rachel Warren advised caution and thorough research due to the potential risks involved in pushing the envelope with people’s health.
As the conversation wrapped up, the team reminded listeners to approach stock investments with caution and not solely rely on recommendations from the show. Lou Whiteman disclosed positions in Redwire and Rocket Lab, Rachel Warren in Amazon, and Travis Hoium in Hims & Hers Health, emphasizing the importance of conducting thorough research before making investment decisions. The Motley Fool disclosed positions in various companies mentioned in the discussion and recommended following their disclosure policy.
Read more at Nasdaq: Stocks to Love in 2026