Hims & Hers Health: The GLP-1 Trade Just Got Real (Rating Downgrade) [Seeking Alpha]
Hims & Hers Health, Inc. Class A (HIMS)
Company Research
Source: Seeking Alpha
The FDA signaled new limits on non-approved compounded GLP-1 APIs being mass-marketed, and it explicitly called out Hims. Hims launched, then halted, an oral compounded semaglutide pill ($49) after two days; soon after, Novo sued for patent infringement, seeking an injunction and damages. GLP-1s are still relevant to the growth narrative: management disclosed $230M (39%) in Q1 2025 and $190M (35%) in Q2 2025. I estimate ~$147M (~25%) of GLP-1 revenue in Q3. Artit_Wongpradu/iStock via Getty Images Last year, I upgraded Hims & Hers Health, Inc. ( HIMS ) as a speculative high-risk Buy, citing that the negative effects of any potential FDA or court bans on compounded GLP-1s are unlikely to materialize This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I a
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HIMS
News
- Hims & Hers Health (NYSE:HIMS) was given a new $31.00 price target on by analysts at Deutsche Bank Aktiengesellschaft. They now have a "hold" rating on the stock.MarketBeat
- Hims & Hers Health, Inc. (HIMS) Stock Dips While Market Gains: Key Facts [Yahoo! Finance]Yahoo! Finance
- Hims & Hers Health: Don't Fall For The Hysteria [Seeking Alpha]Seeking Alpha
- HIMS Investors Have Opportunity to Join Hims & Hers Health, Inc. Fraud Investigation with the Schall Law FirmBusiness Wire
- Hims & Hers Health: The Company Will Survive, But Investors Should Expect A 'Washout' [Seeking Alpha]Seeking Alpha
HIMS
Earnings
- 11/3/25 - Miss
HIMS
Sec Filings
- 2/4/26 - Form 4
- 1/21/26 - Form 4
- 1/20/26 - Form 144
- HIMS's page on the SEC website