Global Partners L.P. (GLP)
NYSE NYSE Primary 
Hims & Hers Health: GLP-1 Drama Ending Signals Return To Growth
Hims & Hers Health has returned to growth mode after volatility from the GLP-1 transition, yet trades near multi-year lows. The online health platform guided up 2026 revenues to $3B, exceeding consensus, and does not yet reflect the Eucalyptus acquisition. The company faces short-term margin pressure from branded GLP-1 drugs and international scaling, but the long-term target remains at least 20% EBITDA margins in 2030.
Can Novo Nordisk Sustain Its GLP-1 Edge Amid Lilly's Growing Pressure?
NVO beats Q1 estimates and raises its 2026 outlook. Meanwhile, Eli Lilly's expanding GLP-1 portfolio threatens its obesity market dominance.
Global Partners (GLP) is an Incredible Growth Stock: 3 Reasons Why
Global Partners (GLP) possesses solid growth attributes, which could help it handily outperform the market.
Hims & Hers Stock Plunges After Q1 Miss: Is the GLP-1 Pivot Enough to Fuel a Recovery?
Shares of telehealth provider Hims & Hers Health NYSE: HIMS sold off sharply following disappointing Q1 FY2026 financial results, with shares falling more than 12% in after-hours trading after the company reported on May 11.
GLP-1 Wars: Winners & Losers
With its best-in-breed GLP-1 drugs, Eli Lilly is beginning to cement itself as the dominant player in the massive GLP-1 market.
Hims & Hers tumbles 15% after earnings miss as GLP-1 transition weighs on results
Shares of Hims & Hers Health (HIMS) fell sharply in premarket trading on Tuesday after the telehealth company reported weaker-than-expected first-quarter revenue and a surprise loss. The stock dropped around 15% before the opening bell after the company said changing dynamics in its GLP-1 weight-loss business had hurt margins and disrupted sales recognition during the quarter.
Novo Nordisk GLP-1 pill launch impresses but price erosion keeps Citi on the sidelines
Shares in Novo Nordisk (NYSE:NVO) drew a cautious reception from Citi following first-quarter results that beat consensus expectations, with the bank raising its target price but retaining a neutral rating as concerns over portfolio price erosion and long-term obesity market competition outweigh a stronger-than-expected launch of the Wegovy pill. Citi lifted its target price to DKK290 in line with modest earnings upgrades of 2-3% for financial years 2027 to 2031, driven primarily by higher Wegovy pill estimates, while leaving its 2026 earnings per share forecast unchanged after cutting its sales estimate by 4% and operating income by 7% in constant currency.
Global Partners LP Common Units (GLP) Q1 2026 Earnings Call Transcript
Global Partners LP Common Units (GLP) Q1 2026 Earnings Call Transcript
Wells Fargo Downgrades Nike to Equal Weight: GLP-1 Mega-Trend Threatens the Athletic Wear Giant
Wells Fargo just delivered a contrarian gut check to Nike (NYSE:NKE | NKE Price Prediction) stock bulls, downgrading the athletic wear giant to Equal Weight from Overweight and trimming its price target to $45 from $55.
Wegovy pill on track for blockbuster status as Novo Nordisk navigates crowded GLP-1 market
Novo Nordisk (NYSE:NVO) oral version of its blockbuster weight-loss drug Wegovy is emerging as the central battleground for investors in the Danish pharmaceutical giant. And both UBS and Citi are highlighting the pill's trajectory as the defining question for the company's medium-term outlook following a strong set of first-quarter results and a London investor event.
Lilly's Oral GLP-1 Pill Foundayo Starts Strong in Oral Obesity Market
Lilly's Foundayo is off to a strong start, drawing new prescribers and patients as broad pharmacy access and payer coverage fuel early oral obesity momentum.
Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%
The hosts of Morning Brew Daily made a simple argument on a recent episode that the idea of the “Ozempic economy” should be replaced with the “Mounjaro economy” now that Eli Lilly is controlling 60% of the GLP-1 market.
