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Hims & Hers raises FY-26 guidance despite Q1-26 margin pressures from GLP-1 transition.

Company Fundamentals
15 May 2026
Seeking Alpha
View Source
Bullish
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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. Subscriber growth is expected to accelerate, supported by a partnership with Novo that aims to add 100,000 new weight loss subscribers monthly. The company is seen as undervalued with strong long-term growth potential and platform expansion opportunities.

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