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Reading: Hims & Hers: Navigating GLP Controversy With Aplomb – But Risks Warrant Hold Rating (HIMS)
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Market Analysis

Hims & Hers: Navigating GLP Controversy With Aplomb – But Risks Warrant Hold Rating (HIMS)

Last updated: September 27, 2025 1:45 am
Published: 6 months ago
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In this post, I assess recent developments and speculate about what that means for the company. The business looks undervalued based on many metrics and forecasts; significant threats remain.

I last covered Hims & Hers Health, Inc. (NYSE:HIMS) in early August, analyzing its Q2 earnings – here is the summary I provided:

Hims & Hers reported revenues of $544.8m ($537m of online revenue, $8m

Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston BioHealth. The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis.

Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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