Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
NVO and VKTX face setbacks and rising competition as they battle for ground in the GLP-1 obesity market.
I remain bullish on Hims & Hers Health due to its resilient subscriber growth and strong positioning in the expanding personalized care and telehealth markets. Despite the loss of the GLP-1 contract with Novo Nordisk, HIMS is adapting quickly, maintaining revenue growth and benefiting from high customer retention and positive feedback. The company's financials show sustained profitability, robust revenue growth, and a premium valuation justified by its superior performance compared to competitors like Teladoc.
jetcityimage / iStock Editorial via Getty Images Eli Lilly stock was up more than 50% in 2024, before declining in 2025.
Morning Brief anchor Julie Hyman breaks down the latest market news for August 18, 2025. Novo Nordisk's weight loss drug Wegovy is the first GLP-1 drug approved to treat liver disease.
The ongoing compounding/ regulatory headwinds have triggered LLY's and NVO's painful corrections, worsened by the notable market rotation to AI boom. LLY's double beat FQ2'25 performance, raised FY2025 guidance, and growing GLP-1 market share have been well negated by the underwhelming oral candidate results. NVO's upcoming oral candidate launch in late 2025/ early 2026 and potentially rich TAM of $23.75B by 2030 have also been derailed by the management change and lowered FY2025 guidance.
Global Partners (GLP) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Global Partners (GLP) is well positioned to outperform the market, as it exhibits above-average growth in financials.
This week, drugmakers had a scare when President Trump threatened to levy tariffs of up to 250% on imported pharmaceuticals. The news jolted the health care sector, which fell by 2.74% over the past five days, compounding its struggles this year, which have resulted in its 5.13% loss—the worst among all 11 sectors in the S&P 500.
Global Partners LP Common Units (NYSE:GLP ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Eric S. Slifka - President, CEO & Vice Chairman of Global GP LLC Gregory B.
Upgrading Hims & Hers Health, Inc. to a speculative Buy after a 20% post-earnings selloff, given management's reaffirmed guidance and near-term demand for personalized compounded GLP-1s. I believe the FY 2025 revenue guidance of $725 million hinges almost entirely on continued sales of personalized compounded GLP-1s. Key HIMS stock risks include potential FDA or court bans on compounded GLP-1s and ongoing litigation, which could sharply impact revenue and stock price.