MarketBeat Weekly Recap – February 23 to February 27
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 28 2026
0mins
Should l Buy HIMS?
Source: Marketbeat
Market Trends: Investors are shifting from technology stocks to traditional defensive assets like gold, with evidence suggesting a rotation towards blue-chip stocks as tech stocks remain under pressure.
Earnings Reports: Anticipation surrounds upcoming earnings reports, particularly from companies like NVIDIA and PayPal, with analysts highlighting strong performance expectations and potential growth opportunities.
AI Sector: The AI infrastructure trade continues to be a significant market driver, with investors advised to focus on key stocks within the AI supply chain that are expected to perform well.
Investment Opportunities: Analysts recommend looking for undervalued stocks, particularly in the retail sector, as well as identifying potential long-term opportunities amidst market volatility and recent sell-offs.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy HIMS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on HIMS
Wall Street analysts forecast HIMS stock price to rise
12 Analyst Rating
3 Buy
6 Hold
3 Sell
Hold
Current: 31.010
Low
16.50
Averages
32.95
High
60.00
Current: 31.010
Low
16.50
Averages
32.95
High
60.00
About HIMS
Hims & Hers Health, Inc. provides a consumer-first platform, which helps customers to fulfill their health and wellness needs. Its platform includes access to a provider network, a clinically focused electronic medical record system, digital prescriptions, cloud pharmacy fulfillment, and personalization capabilities. Its digital platform enables access to treatments for a range of chronic conditions, including those related to sexual health, hair loss, dermatology, mental health, and weight loss. It connects patients to licensed healthcare professionals who can prescribe medications when appropriate and prescriptions are fulfilled online through licensed pharmacies on a subscription basis. It also offers access to a range of health and wellness products designed to meet individual needs, which can include curated prescription and non-prescription products. Through its mobile applications, consumers can access a range of educational programs, wellness content, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Amazon Launches Comprehensive GLP-1 Management Program
- Fast Delivery Network: Amazon's GLP-1 medications are available for rapid delivery across all 50 states, with same-day service currently offered in nearly 3,000 cities and towns, and plans to expand to around 4,500 cities by the end of 2026, significantly enhancing customer accessibility and market reach.
- Pricing Strategy: Amazon's GLP-1 drug insurance plans start at $25 per month, with cash-pay options beginning at $149 per month, a pricing strategy aimed at attracting more consumers, particularly in a market with increasing demand for weight management medications.
- HIMS Stock Volatility: Hims & Hers Health Inc.'s stock fell approximately 4% following Amazon's GLP-1 management program launch, ending a six-session winning streak, reflecting market concerns over Amazon's competitive edge, despite the stock being down about 13% year-to-date.
- Regulatory Dynamics Impact: The FDA's openness to allowing compounding pharmacies to produce certain peptides could positively impact HIMS, as analysts believe this potential rule change will support HIMS's growth in commercial weight-loss products, enhancing its competitive position in the market.
See More
Pfizer Accelerates Catch-Up in Weight Loss Drug Market
- Increased Market Competition: Pfizer's PF-08653944 shows a weight loss of 10% to 12% in Phase 2b trials, and while its efficacy is similar to Novo Nordisk's Wegovy and Eli Lilly's Zepbound, its monthly injection regimen could make it a more appealing option, thereby putting pressure on the existing market.
- Sales Fluctuations: Novo Nordisk's Wegovy saw an increase in total prescriptions for 2025, yet it declined before year-end, with expectations of a 5% to 13% drop in revenue due to weakness in its weight-loss drug business, highlighting the market's sensitivity to pricing.
- Significant Growth for Eli Lilly: Eli Lilly's Zepbound achieved a remarkable 175% revenue growth last year, rising from $4.9 billion to $13.5 billion, although its growth rate began to slow in Q4, reflecting the impact of intensified market competition.
- Uncertain Future Outlook: Pfizer plans over 20 anti-obesity trials in 2026, including 10 Phase 3 trials for PF-08653944; while still in early stages, successful trials could reshape the GLP-1 drug market landscape, increasing pressure on Novo Nordisk and Eli Lilly.
See More
Pfizer Drug Poised to Disrupt Weight Loss Market
- Increased Market Competition: The dominance of Novo Nordisk and Eli Lilly in the weight loss drug market is threatened as Pfizer's PF-08653944 shows a weight loss of 10% to 12% in Phase 2 trials, potentially altering existing pricing power.
- Dosing Advantage: Pfizer's PF-08653944 requires only monthly injections, unlike Novo's Wegovy and Lilly's Zepbound, which necessitate weekly doses; this dosing difference could attract more patients and impact market share.
- Revenue Outlook Decline: Novo Nordisk anticipates a revenue drop of 5% to 13% in 2025 due to increased competition and pricing pressures, particularly with Pfizer's drug poised for market entry.
- Future Trial Plans: Pfizer plans over 20 anti-obesity trials in 2026, including 10 Phase 3 trials for PF-08653944, which could further intensify market competition and compress profit margins.
See More
Trump Announces Israel-Lebanon Ceasefire, Stocks Surge
- Ceasefire Agreement: Trump announced a 10-day ceasefire between Israel and Lebanon, leading to a significant stock market rally with the S&P 500 reaching an all-time high, reflecting market optimism regarding geopolitical stability.
- Strong Tech Performance: The Nasdaq Composite recorded its 12th consecutive day of gains, marking its longest winning streak since 2009, indicating strong investor confidence in tech stocks, particularly amid a surge in quantum computing investments.
- Netflix Earnings Beat: Netflix's first-quarter earnings report exceeded expectations due to a $2.8 billion breakup fee, although shares fell about 10% in premarket trading, highlighting market concerns over leadership changes.
- AI Transformation Trend: Myseum announced a pivot towards AI personalization, with shares jumping approximately 130% in Thursday's session, echoing Allbirds' shift to AI, despite historical evidence suggesting such trades often struggle to maintain momentum.
See More
Stocks Rise on Ceasefire Agreement Between Israel and Lebanon
- Ceasefire Agreement Impact: President Trump announced a 10-day ceasefire between Israel and Lebanon, which propelled stocks higher, with the S&P 500 reaching another all-time high, reflecting market optimism regarding geopolitical risks.
- Netflix Earnings Beat: Netflix's first-quarter results exceeded analyst expectations, partly due to a $2.8 billion breakup fee, although shares fell about 10% in premarket trading, indicating market concerns over leadership changes.
- Quantum Tech Stocks Surge: Driven by investor optimism surrounding Nvidia's open-source AI models, shares of IonQ and D-Wave Quantum soared over 50% this week, highlighting a growing interest in the quantum computing sector.
- AI Pivot Trend: Social media company Myseum announced a focus on AI-driven personalization, resulting in a 130% stock price jump on Thursday, showcasing strong market interest and investor enthusiasm for AI technologies.
See More
Israel-Lebanon Ceasefire Boosts Market Sentiment
- Middle East De-escalation: The 10-day ceasefire between Israel and Lebanon has taken effect, leading markets to price in easing tensions, with crude oil prices falling below $100 per barrel and equities rising, indicating investor optimism about future stability.
- Futures Rise: As of 4:00 a.m. ET on Friday, Dow futures rose by 0.3%, S&P 500 futures gained 0.1%, Nasdaq futures remained flat, and Russell 2000 futures increased by 0.2%, reflecting a positive sentiment among investors regarding a potential resolution to the Middle East crisis.
- Netflix Shares Decline: Netflix shares fell nearly 10% in early pre-market trading following a disappointing guidance report, and the news of co-founder Reed Hastings exiting the board in June, although CEO Ted Sarandos noted the company's strong cash position.
- Defense Stocks Favorable: With geopolitical tensions easing, defense-linked companies have gained favor among investors, highlighting ongoing market interest in security and defense sectors amid shifting global dynamics.
See More
Amazon Launches Comprehensive GLP-1 Management Program
- Fast Delivery Network: Amazon's GLP-1 medications are available for rapid delivery across all 50 states, with same-day service currently offered in nearly 3,000 cities and towns, and plans to expand to around 4,500 cities by the end of 2026, significantly enhancing customer accessibility and market reach.
- Pricing Strategy: Amazon's GLP-1 drug insurance plans start at $25 per month, with cash-pay options beginning at $149 per month, a pricing strategy aimed at attracting more consumers, particularly in a market with increasing demand for weight management medications.
- HIMS Stock Volatility: Hims & Hers Health Inc.'s stock fell approximately 4% following Amazon's GLP-1 management program launch, ending a six-session winning streak, reflecting market concerns over Amazon's competitive edge, despite the stock being down about 13% year-to-date.
- Regulatory Dynamics Impact: The FDA's openness to allowing compounding pharmacies to produce certain peptides could positively impact HIMS, as analysts believe this potential rule change will support HIMS's growth in commercial weight-loss products, enhancing its competitive position in the market.
See More
Pfizer Accelerates Catch-Up in Weight Loss Drug Market
- Increased Market Competition: Pfizer's PF-08653944 shows a weight loss of 10% to 12% in Phase 2b trials, and while its efficacy is similar to Novo Nordisk's Wegovy and Eli Lilly's Zepbound, its monthly injection regimen could make it a more appealing option, thereby putting pressure on the existing market.
- Sales Fluctuations: Novo Nordisk's Wegovy saw an increase in total prescriptions for 2025, yet it declined before year-end, with expectations of a 5% to 13% drop in revenue due to weakness in its weight-loss drug business, highlighting the market's sensitivity to pricing.
- Significant Growth for Eli Lilly: Eli Lilly's Zepbound achieved a remarkable 175% revenue growth last year, rising from $4.9 billion to $13.5 billion, although its growth rate began to slow in Q4, reflecting the impact of intensified market competition.
- Uncertain Future Outlook: Pfizer plans over 20 anti-obesity trials in 2026, including 10 Phase 3 trials for PF-08653944; while still in early stages, successful trials could reshape the GLP-1 drug market landscape, increasing pressure on Novo Nordisk and Eli Lilly.
See More
Pfizer Drug Poised to Disrupt Weight Loss Market
- Increased Market Competition: The dominance of Novo Nordisk and Eli Lilly in the weight loss drug market is threatened as Pfizer's PF-08653944 shows a weight loss of 10% to 12% in Phase 2 trials, potentially altering existing pricing power.
- Dosing Advantage: Pfizer's PF-08653944 requires only monthly injections, unlike Novo's Wegovy and Lilly's Zepbound, which necessitate weekly doses; this dosing difference could attract more patients and impact market share.
- Revenue Outlook Decline: Novo Nordisk anticipates a revenue drop of 5% to 13% in 2025 due to increased competition and pricing pressures, particularly with Pfizer's drug poised for market entry.
- Future Trial Plans: Pfizer plans over 20 anti-obesity trials in 2026, including 10 Phase 3 trials for PF-08653944, which could further intensify market competition and compress profit margins.
See More
Trump Announces Israel-Lebanon Ceasefire, Stocks Surge
- Ceasefire Agreement: Trump announced a 10-day ceasefire between Israel and Lebanon, leading to a significant stock market rally with the S&P 500 reaching an all-time high, reflecting market optimism regarding geopolitical stability.
- Strong Tech Performance: The Nasdaq Composite recorded its 12th consecutive day of gains, marking its longest winning streak since 2009, indicating strong investor confidence in tech stocks, particularly amid a surge in quantum computing investments.
- Netflix Earnings Beat: Netflix's first-quarter earnings report exceeded expectations due to a $2.8 billion breakup fee, although shares fell about 10% in premarket trading, highlighting market concerns over leadership changes.
- AI Transformation Trend: Myseum announced a pivot towards AI personalization, with shares jumping approximately 130% in Thursday's session, echoing Allbirds' shift to AI, despite historical evidence suggesting such trades often struggle to maintain momentum.
See More
Stocks Rise on Ceasefire Agreement Between Israel and Lebanon
- Ceasefire Agreement Impact: President Trump announced a 10-day ceasefire between Israel and Lebanon, which propelled stocks higher, with the S&P 500 reaching another all-time high, reflecting market optimism regarding geopolitical risks.
- Netflix Earnings Beat: Netflix's first-quarter results exceeded analyst expectations, partly due to a $2.8 billion breakup fee, although shares fell about 10% in premarket trading, indicating market concerns over leadership changes.
- Quantum Tech Stocks Surge: Driven by investor optimism surrounding Nvidia's open-source AI models, shares of IonQ and D-Wave Quantum soared over 50% this week, highlighting a growing interest in the quantum computing sector.
- AI Pivot Trend: Social media company Myseum announced a focus on AI-driven personalization, resulting in a 130% stock price jump on Thursday, showcasing strong market interest and investor enthusiasm for AI technologies.
See More
Israel-Lebanon Ceasefire Boosts Market Sentiment
- Middle East De-escalation: The 10-day ceasefire between Israel and Lebanon has taken effect, leading markets to price in easing tensions, with crude oil prices falling below $100 per barrel and equities rising, indicating investor optimism about future stability.
- Futures Rise: As of 4:00 a.m. ET on Friday, Dow futures rose by 0.3%, S&P 500 futures gained 0.1%, Nasdaq futures remained flat, and Russell 2000 futures increased by 0.2%, reflecting a positive sentiment among investors regarding a potential resolution to the Middle East crisis.
- Netflix Shares Decline: Netflix shares fell nearly 10% in early pre-market trading following a disappointing guidance report, and the news of co-founder Reed Hastings exiting the board in June, although CEO Ted Sarandos noted the company's strong cash position.
- Defense Stocks Favorable: With geopolitical tensions easing, defense-linked companies have gained favor among investors, highlighting ongoing market interest in security and defense sectors amid shifting global dynamics.
See More
