Asset icon - trade crypto, stocks, and gold on Pluang
Trade on Pluang
One platform for all markets
Download

Hims & Hers shifts strategy, sees margin pressure but raised full-year revenue forecast and potential 3x stock upside by 2030.

Company Fundamentals
11 May 2026
Seeking Alpha
View Source
Neutral
pluang ai news

Hims & Hers Health, Inc. is adjusting its business model by moving away from compounded GLP-1 drugs to branded partnerships with Novo Nordisk and Eli Lilly, which has caused short-term margin and revenue challenges. Despite a revenue miss and margin compression in Q1 2026, management raised its full-year revenue guidance and expects margin improvement in the second half of the year. The stock remains attractively valued at about four times gross profit, with potential upside of three times by 2030 if EBITDA targets are achieved. This strategic pivot reduces legal risks and positions the company for long-term growth.

More News (HIMS)

banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App