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Hims & Hers faces tough challenge to meet 2026 revenue amid rising churn in oral Wegovy subscriptions.

Market News
26 May 2026
Proactive Investors
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Bearish
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Hims & Hers Health must add about 225,000 new oral Wegovy subscribers quarterly in 2026 to meet revenue targets, a high bar amid rising churn risks due to a subscription price increase from $39 to $149 after the first month. Bank of America warns this could cause an $85 million revenue headwind by Q4 2026 as early customers leave. While April data showed some recovery in new telehealth customers, sustaining growth is uncertain due to low retention rates typical in the GLP-1 weight loss market. Analysts remain cautious, maintaining a Neutral rating and lowering the price target to $25.

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