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.
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...
Shares of Hims & Hers Health dropped after JPMorgan lowered its price target from $35 to $33 following a mixed first-quarter report and a strategic shift from compounded to branded GLP-1 medications. Despite the cut, JPMorgan maintained an Overweight...
Hims & Hers shares fell about 14% in pre-market trading following a disappointing Q1 report, attributed to timing of the Novo Nordisk deal and tough year-over-year comparisons. Despite the initial drop, analysts see the Q2 guidance beat and raised fu...
