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Hims & Hers Health rebounds with growth, eyes $3B revenue by 2026 despite short-term margin pressures

Market News
17 May 2026
Seeking Alpha
View Source
Bullish
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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.

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