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.
GLP-1 seller Hims & Hers Health NYSE: HIMS has seen significant volatility in its stock price as of late. Notably, despite seeing a 41% single-day surge in early March, HIMS remains down nearly 10% in 2026.
The acquisition of Kelonia Therapeutics, announced this week, is part of Lilly's expansion into cancer treatments.
Here are five key things investors need to know to start the trading day.
Amazon One Medical members can get Novo Nordisk's Wegovy and Eli Lilly's Foundayo GLP-1 pills in a program that integrates primary-care services with the technology company's pharmacy business.
Amazon is expanding its footprint in healthcare, unveiling a new program aimed at simplifying access to weight-loss treatments and reshaping how GLP-1 drugs are delivered to patients. The move positions the tech giant as a growing force in the obesity drug market, long dominated by pharmaceutical leaders Eli Lilly and Novo Nordisk.
Some health insurers are pushing back against a new program that will allow Medicare beneficiaries to pay $50 per month for GLP-1 medications for weight loss.
Amazon One Medical launched a GLP-1 program integrating obesity care with Amazon Pharmacy. Pricing for the popular weight loss drugs will begin at as low as $25 per month with insurance.
Weight loss drugs are big business, with the GLP-1 receptor agonist market expected to nearly triple in size to $185 billion by 2033, a compound annual growth rate of about 12.4%. Although increasingly a global medical phenomenon, the bulk of the market still exists in the United States, and domestic investors can get in on the action by targeting companies that manufacture these powerful drugs.
Hims has signaled its interest in peptides, many of which have been banned for use in compounding pharmacies.
Hims & Hers has sharply declined, losing nearly 40% YTD and two-thirds from last year's peak. Despite the selloff, I see compelling value in HIMS at its current, compressed valuation. Markets have penalized the stock for its expectation of slight adjusted EBITDA margin contraction in FY26, which is due to its expansion into new markets (Europe and Japan). The company's $1.15 billion acquisition of Eucalyptus (closing mid-2026) jumpstarts its international push, and lays the foundation for the company to scale to profitability overseas.
Albertsons's stock was falling Tuesday after a sales miss and an announcement that the grocery-store chain has reached a $774 million settlement to resolve opioid-related claims.