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Hims

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HIMS-Novo Wegovy Deal Triggers Bullish Analyst Revisions
market-news3 hours ago

HIMS-Novo Wegovy Deal Triggers Bullish Analyst Revisions

Hims & Hers jumped about 49% after announcing a deal to offer Novo Nordisk’s Wegovy and Ozempic on its telehealth platform, a move that reduces legal risk as Novo dropped its lawsuit. Analysts at Citi, Deutsche Bank, Bank of America, and Needham issued more favorable views and higher price targets (up to about $30), signaling optimism that the partnership could unlock significant new revenue from official doses. TipRanks shows a Moderate Buy consensus with upside to current levels.

Hims & Hers Health Posts Mixed Q4: EPS Beat but Revenue Miss Sparks After-Hours Drop
business16 days ago

Hims & Hers Health Posts Mixed Q4: EPS Beat but Revenue Miss Sparks After-Hours Drop

Hims & Hers Health reported mixed Q4 and full-year 2025 results: EPS of $0.08 beat consensus of $0.04 but down 27% year-over-year, while Q4 revenue rose 28% to $617.8 million but missed estimates of $619.2 million. U.S. revenue climbed 17% to $554.15 million, with international revenue up about 825% as it expands globally. Monthly revenue per average subscriber rose 11% to $83. For 2026, the company guided Q1 revenue of $600–$625 million and adjusted EBITDA of $35–$55 million, with full-year revenue of $2.7–$2.9 billion, aiming for longer-term targets of $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA by 2030; stock moved lower in after-hours trading amid the mixed results.

Hims & Hers Stock Plummets Following Novo Nordisk Deal Termination and Fraud Investigation
business8 months ago

Hims & Hers Stock Plummets Following Novo Nordisk Deal Termination and Fraud Investigation

Hims stock dropped over 34% after Novo Nordisk ended their collaboration due to allegations of deceptive marketing and selling illegitimate Wegovy knockoffs, leading to a dispute over drug promotion and safety concerns. Despite the fallout, Hims continues to sell its own compounded semaglutide, while Novo Nordisk plans to work with select telehealth companies. The deal's termination raises questions about Hims' future growth strategies in weight-loss treatments.