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Wall St Engine @wallstengine on x 72.6K followers
Created: 2025-07-18 09:55:15 UTC
BofA Reiterates Underperform Rating on $HIMS, Maintains PT at $XXXXX
Analyst comments: "The catalyst path for Hims and Hers is mixed, with increased litigation risk as the company continues to sell compounded GLP-1s at scale under the 503A personalization exemption. At the same time, weakening core growth adds pressure to the full-year guidance unless compounded semaglutide delivers a significant acceleration. While new product launches such as testosterone replacement therapy (TRT) and geographic expansion via the ZAVA deal and Canadian entry could support growth in 2026, they are unlikely to impact 2025 performance. We estimate GLP-1 sales grew approximately XX% month-over-month in June (adjusted for days), with average order value rising XX% month-over-month. In contrast, core sales declined about X% month-over-month. HIMS has renewed its focus on marketing GLP-1s, resulting in a growing share of incremental sales coming from compounded GLP-1s."
Analyst: Michael Cherny
XXXXXX engagements
Related Topics hims $hims hims hers stocks consumer defensive