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.
Global Partners LP Common Units (GLP) Q4 2025 Earnings Call Transcript
Global Partners LP Common Units (GLP) Q4 2025 Earnings Call Transcript
Hims & Hers Health: The GLP-1 Party Is Over
Hims & Hers Health, Inc. is facing existential risk as regulatory uncertainty and margin erosion undermine its growth narrative. HIMS' reliance on compounded GLP-1 drugs has faltered, with regulatory headwinds and an SEC investigation clouding visibility and investor trust. Despite solid subscriber and revenue growth, margin compression and weak guidance highlight unsustainable marketing intensity and operational risks.
Lilly's GLP-1 Blockbusters Drive 2025 Revenue Surge: What's Ahead?
LLY's Mounjaro and Zepbound drove 56% of revenues in 2025 as obesity demand surged, with new launches and Medicare access set to fuel growth.
Hims & Hers Health After The GLP-1 Collapse
Hims & Hers Health's revenue grew 59% to $2.35B in 2025, while adjusted EBITDA surged nearly 80% to $318M. Operating cash flow reached $300M, with $929M in liquidity, reinforcing balance sheet strength. GLP-1 drove higher revenue per order, but most profitability remains in non-weight-loss categories.
Hims & Hers Q4 Earnings Show Growth Amid GLP-1 Scrutiny
Hims & Hers Health delivered strong FY25 results with 59% revenue growth to $2.35B and 13% subscriber growth, but faces near-term margin pressure. Management guided FY26 revenue of $2.7–$2.9B and Adjusted EBITDA of $300–$375M, signaling continued investment in international expansion and new specialties over margin optimization. The SEC is investigating HIMS regarding disclosures about compounded semaglutide, introducing regulatory uncertainty and contributing to a 9% post-earnings stock decline.
