Key Stats for Hims & Hers Stock
- 52-Week Range: $14 to $70
- Current Price: $28
- Street Mean Target: $27
- Street High Target: $35
- Analyst Consensus: 1 Buy, 3 Outperform, 12 Hold, 1 Underperform
- TIKR Model Target (Dec. 2030): $39
Hims & Hers Stock Completes Eucalyptus Deal, Names New CMO, and Positions for FDA Peptide Ruling in July
Hims & Hers Health (HIMS) closed its acquisition of Eucalyptus in early June, entering Australia, Japan, Germany, and deepening its foothold in Canada — all while naming a new Chief Medical Officer for the Hims brand and watching Wall Street recalibrate around one question: what is this platform worth if the FDA’s July peptide panel goes its way.
The Eucalyptus transaction, announced in February and funded in part by a $350 million convertible notes offering priced in May, formally brings more than 550,000 customers onto the Hims & Hers platform across four international markets.
Dr. Anant Vinjamoori joined as Chief Medical Officer of the Hims brand, reporting to Global CMO Dr. Pat Carroll, with a mandate spanning sexual health, hormone health, dermatology, weight loss, mental health, longevity medicine, and peptide therapy — a title scope that is itself a signal of where management is pointing the platform.
The bigger market-moving development, though, started in April: the FDA moved to convene a Pharmacy Compounding Advisory Committee panel scheduled for July 23 to 24, 2026, to review whether 12 compounded peptides — including BPC-157, TB-500, and Semax — should receive broader compounding access.
Canaccord Genuity, which reiterated its Buy rating and $32 price target on June 3, estimates the compounded peptide total addressable market, excluding GLP-1s, could reach approximately $20 billion over the next three to five years.
The firm noted that “every 1% share of the estimated market would yield about $200 million in incremental revenue for HIMS” and expects share to consolidate around platforms with brand, quality, and domestic supply chain control — a description that matches the vertical infrastructure Hims & Hers has been building.
The company acquired a U.S.-based peptide manufacturing facility in 2025, maintains a 503A compounding footprint exceeding one million square feet, and CEO Andrew Dudum was direct on the Q1 call: “We believe our verticalized infrastructure and domestic supply chain means that our customers can trust us to bring the same rigorous approach to peptide therapies that they’ve seen in other categories.”
The peptide setup overlays on a Q1 earnings print that sent the stock down 14% on May 12 — revenue of $608 million missed the $617 million consensus estimate, and GAAP net loss widened to $92 million after roughly $33 million in restructuring charges tied to compounded GLP-1 supply-chain write-downs from the March pivot toward branded products.
Within six weeks of introducing Wegovy products to the platform, Hims & Hers fulfilled more than 125,000 Wegovy shipments and reached a run rate of more than 100,000 new weight-loss subscribers per month.
The company raised its 2026 revenue outlook to $2.8 billion to $3 billion and set adjusted EBITDA guidance at $275 million to $350 million, with CFO Yemi Okupe describing a meaningful EBITDA step-up expected in the third and fourth quarters as monthly cohorts compound and G&A leverage materializes.
Board member David Wells, the former Netflix CFO who has served on the HIMS board since 2020, purchased 48,400 shares at an average price of $24.24 on May 26 — bringing his total stake to 224,417 shares.
HIMS Stock Analyst Targets: One Buy Signal Wall Street Is Not Fully Pricing Yet
The current analyst setup on Hims & Hers stock is straightforward and cautious: 1 Buy, 3 Outperform, 12 Hold, 1 Underperform, with a street mean target of around $27 and a high target of $35.
That consensus is anchored to the near-term EBITDA compression story from the GLP-1 pivot, not to the revenue trajectory the updated guidance implies.
Revenue for Q2 is guided to $680 million to $700 million, which represents around 25% to 28% year-over-year growth — an acceleration from the 3.8% growth recorded in Q1 2026.
BofA, which cut its price target to $25 from $28 after Q1, flagged that reaching the 2026 revenue midpoint requires adding roughly 225,000 new oral Wegovy subscribers per quarter in Q2 through Q4 — a number it called achievable only if churn from the step-up in subscription fees from $39 in month one to $149 in subsequent months stays manageable.
The concern is legitimate, but Okupe noted on the call that branded and compounded weight-loss customer economics are “roughly comparable” on a dollar basis, which means the revenue per subscriber is not structurally worse — the question is whether the subscription step-up causes attrition.
JP Morgan, which holds the street-high target of $35 after a post-earnings trim from $35 to $33, and Needham, which raised its target to $35 from $30, are both anchoring to a platform thesis: the revenue base is accelerating while the EBITDA margin compression is intentional and temporary.
Forward EBITDA estimates reflect the same arc: $50 million in Q2, recovering toward $90 million in Q3 and $110 million in Q4 — a back-half concentration that requires the subscription cohort math to work.
At around $28, with the stock down roughly 60% from its July 2025 high of $70, the market is pricing in execution risk on the GLP-1 ramp and treating the peptide opportunity as zero value.
That is where Hims & Hers stock looks undervalued: a platform growing revenue around 25% year-over-year, holding $751 million in cash, generating free cash flow in Q1 of $53 million, and sitting on a July regulatory catalyst that Canaccord estimates could by itself add $200 million in incremental annual revenue for every one percentage point of market share captured.
Is Hims & Hers Stock Undervalued Right Now? TIKR’s $39 Model and the July Peptide Catalyst
TIKR’s base case values Hims & Hers Health at approximately $39 by December 2030, implying around 40% total return from the current price of $28, or roughly 8% annualized over the next 4 and a half years.
The single tension in that base case is whether the H2 EBITDA step-up materializes on schedule, given that the mid-case assumes around 10% revenue CAGR from 2025 through 2035 against a net income margin of around 7% — both numbers that require the GLP-1 ramp to stabilize and the international markets acquired through Eucalyptus to contribute meaningfully before 2028.
If the July FDA panel produces favorable regulatory language on peptides and the subscription retention holds, TIKR’s high case points to approximately $64 per share, implying around 130% total return and roughly 10% annualized.
If the GLP-1 subscriber ramp stalls and the peptide opportunity is deferred past 2028, the low case produces approximately $35, or around 23% total return and roughly 2% annualized. The base case at around $39 represents a platform that executes on the back-half EBITDA recovery and captures a modest initial share of a peptide market that regulatory clarity has started to legitimize.
X Stock Valuation Model Results (TIKR)
What is the price target for HIMS stock?
The street mean target is around $27 and the high target is $35, with Canaccord Genuity at $32, Needham at $35, and JP Morgan at $33.
TIKR’s base case model targets approximately $39 by December 2030.
Is Hims & Hers stock a buy right now?
One analyst rates it Buy, three Outperform, twelve Hold, and one Underperform.
The bull case centers on a July FDA peptide decision that Canaccord estimates could unlock a nearly $20 billion addressable market and the accelerating Wegovy subscriber ramp that is already running above 100,000 new subscribers per month.
Should You Invest in Hims & Hers Health, Inc.?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up Hims & Hers Health, Inc. stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
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