Hims & Hers Health And Novo Nordisk: A Corporate Remarriage That May Work Out Profitably
Hims & Hers Health (HIMS) is rated a Speculative Buy after its renewed partnership with Novo Nordisk, providing legitimate access to lucrative branded GLP-1 therapies. HIMS has demonstrated rapid revenue growth and improving profitability, with gross margins rising from 30% to nearly 75% and operating income turning positive. Valuation appears reasonable given future earnings growth potential, though current multiples are above sector averages on earnings but below on sales.
Hims & Hers: The Novo Nordisk Deal Changes Everything
The Novo Nordisk partnership legitimizes Hims & Hers' business model by replacing compounded GLP-1 sales with branded Wegovy and Ozempic distribution. Hims generated $2.35B revenue in 2025 (+59% YoY) with $318M EBITDA and $300M operating cash flow, demonstrating strong platform economics. The company ended 2025 with 2.5M+ subscribers and $83 average monthly revenue per user, reflecting growing cross-selling across health categories.
This Novo Nordisk Partnership Shows That HIMS Has All The Leverage
Hims & Hers (HIMS) is still a Strong Buy, given that the transformative partnership with Novo Nordisk resolves legal risks and unlocks new growth avenues. HIMS' core value lies in its 2.5M+ cash-pay customer base, enabling leverage with major pharma and supporting expansion into branded drug programs. With the Novo deal, I anticipate 2026 revenue could exceed $3.1B, sustaining 20%+ annual growth through 2029 and materially improving EBITDA margins.
Barclays Raises Hims & Hers (HIMS) Target to $29 After Novo Deal Clears Legal Overhang — Canaccord Cuts Progyny (PGNY) on Cautious 2026 Outlook
Two healthcare names are drawing fresh analyst attention this week as Wall Street recalibrates around a landmark GLP-1 truce and a fertility benefits company navigating a murky 2026 outlook.
Hims and Hers Expands Consumer-Focused Digital Health Platform
HIMS expands its digital care platform with new specialties, lab testing and global moves as it scales personalized telehealth services.
Wall Street Turns Bullish on HIMS, TDOC and ALEC as Partnerships Reshape Risk Profiles
Three health-technology names are drawing fresh analyst attention this week as strategic partnerships and business pivots reframe the risk-reward calculus for each.
Hims & Hers Health, Inc. (HIMS) Is a Trending Stock: Facts to Know Before Betting on It
Hims & Hers Health (HIMS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Is HIMS stock the best buy in March 2026?
Shares of Hims & Hers Health (NYSE: HIMS) have staged a sharp rebound after drugmaker Novo Nordisk (NYSE: NVO) dropped its lawsuit against the company, removing what many investors considered the biggest risk.
Hims & Hers Health: The Juice Is Worth The Squeeze
Hims & Hers Health (HIMS) is positioned as a disruptive force in traditional healthcare, leveraging digital-first, direct-to-consumer telehealth solutions. Recent legal and regulatory overhangs have eased following a partnership with Novo Nordisk, reducing litigation and enforcement risks. HIMS faces a potentially explosive short squeeze, with 81 million shares sold short and 40-45% of the float at risk.
Novo Nordisk drops Him & Hers lawsuit
Novo Nordisk has dropped its patent lawsuit against Hims & Hers after the telehealth provider agreed to sell Novo's branded medicines. “We've decided to drop the court proceedings and don't expect to revisit them,” CEO Mike Doustdar told CNBC.
Hims stock jumps 50% as Novo Nordisk ends lawsuit, strikes deal
Telehealth platforms are becoming a gateway for access to blockbuster weight loss medicines. That shift became clearer on Monday after Novo Nordisk dropped its patent infringement lawsuit against digital health provider Hims & Hers.
Hims & Hers shares surge 50% after Novo Nordisk ends legal feud over compounded weight loss drugs
"We have decided to drop the current court proceedings," Novo CEO Mike Doustdar told CNBC on Monday, however, reserving the right to bring it back "if needed." It comes after an agreement between Novo and Hims where Hims will offer access to Ozempic and Wegovy at the same price as other telehealth platforms, and no longer advertise compounded GLP-1 drugs.
