Global Partners L.P. (GLP)
NYSE NYSE Primary 
Hims & Hers Health: The GLP-1 Chaos Is Fading, The Thesis Is Still On Track
Hims & Hers Health, Inc. surges after securing a partnership with Novo Nordisk, resolving legal and regulatory overhangs tied to compounded GLP-1s. HIMS's long-term platform thesis centers on becoming the go-to digital health platform, leveraging subscriber growth, data, and strategic partnerships for expansion. Despite near-term margin pressures and slower growth, HIMS trades at a compelling valuation with 2030 EV/EBITDA of 3.7 and significant upside if targets are met.
GLP-1 weight-loss drug race heats up as new rival matches Wegovy results with fewer side effects
Citi stays 'neutral' on Novo Nordisk as crowded obesity market threatens to erode its competitive edge Novo Nordisk (NYSE:NVO), the Danish pharma giant behind the Ozempic and Wegovy weight-loss drugs, faces a tightening competitive landscape after a US rival published late-stage trial data showing comparable efficacy to its flagship products with a better side-effect profile. Regeneron's weekly injectable GIP/GLP-1 agonist, a drug that mimics gut hormones to suppress appetite, achieved 19% weight loss at 48 weeks in a Chinese phase III trial, matching the performance of Eli Lilly's Zepbound at the same time point but with lower gastrointestinal toxicity.
FDA Warns Novo Nordisk of Unreported Side Effects Tied to GLP-1 Patients
The FDA underscored cases including two deaths and a suicide linked to patients taking semaglutide, which Novo markets as Ozempic and Wegovy.
Should Value Investors Buy Global Partners (GLP) Stock?
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.
Lindt says GLP-1 users are eating more chocolate, not less
Chocolate sales are rising faster among U.S. users of GLP-1 weight-loss drugs than in the rest of the population, Swiss chocolatier Lindt & Spruengli said on Tuesday, citing data that went against expectations the drugs would reduce confectionery demand.
Hims & Hers: Not Selling Yet
Hims & Hers shares surged over 40% after renewing its partnership with Novo Nordisk to sell GLP-1 weight-loss drugs. The new deal reverses last year's public fallout, restoring a key catalyst for Hims' average revenue per subscriber. While management emphasizes diversification beyond GLP-1, we think it's no secret that any comeback is still tied to the weight-loss drug.
Is Global Partners (GLP) a Solid Growth Stock? 3 Reasons to Think "Yes"
Global Partners (GLP) could produce exceptional returns because of its solid growth attributes.
Global Partners (GLP) Upgraded to Buy: Here's Why
Global Partners (GLP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Omada Health: GLP-1-Focused Telehealth Platform Users May Feel They Can Do Without
Omada Health targets enterprise GLP-1 companion care, leveraging its platform to manage high employer demand for GLP-1 drugs. 2025 revenues grew 53% to $260M; 2026 guidance implies 22% topline growth and $7–15M adjusted EBITDA. OMDA now prescribes GLP-1s, aiming to differentiate via integrated clinical, behavioral, and benefit design solutions for employers.
Hims & Hers Surprise Rescue: Stock Explodes 40% on GLP-1 Truce
In a dramatic reversal of fortune, Hims & Hers Health ( NYSE:HIMS ) has been rescued by the very company that nearly sank it.
Hims & Hers Health: Leaving GLP-1s Behind
Hims & Hers (HIMS) remains a 'Strong Buy' at $16, with fair value estimated at $22 despite recent headwinds. International expansion via the $1.15B Eucalyptus acquisition and product diversification are key drivers, though margins will remain pressured. GLP-1 regulatory risks have intensified, but HIMS is pivoting to diversified growth pillars beyond weight loss.
Is Novo Nordisk's GLP-1 Dominance Fading After Lilly's Clinical Wins?
NVO shares plunge 21% after Lilly's Zepbound and oral orforglipron beat its key GLP-1 drugs in head-to-head obesity and diabetes studies, respectively.
