Hims & Hers Health has returned to growth after a volatile period related to GLP-1 drug transitions. The company raised its revenue guidance for 2026 to $3 billion, surpassing analyst expectations, and this forecast does not yet include its recent Eucalyptus acquisition. While short-term margins face pressure from branded GLP-1 drugs and international expansion costs, Hims aims for at least 20% EBITDA margins by 2030. The stock trades near multi-year lows, offering potential upside as it targets $4 billion in revenue by 2027 with a valuation below $6 billion, implying a low sales multiple relative to future revenue targets.
Hims & Hers Health reported a misunderstood Q1-26, with margin pressures due to a shift from compounded to branded GLP-1 drugs. Despite this, the company raised its full-year 2026 guidance and reaffirmed its 2030 revenue and EBITDA targets. Subscribe...
Bank of America lowered its price target for Hims & Hers Health to $30 from $32, maintaining a Neutral rating after the company's Q1 2026 results missed revenue and earnings expectations. The firm sees the need for a reset in market expectations due ...
Hims & Hers Health has been upgraded to a buy rating due to stronger-than-expected sales of its branded GLP-1 drug Wegovy, which shipped 125,000 units in six weeks. Management now expects over 100,000 monthly new weight-loss subscribers, restoring co...
Hims & Hers Health increased its full-year 2026 revenue guidance to $2.8-$3.0 billion despite reporting a quarterly EPS loss impacted by restructuring charges. The company showed strong subscriber growth nearing 2.6 million and high engagement with 9...
