Hims & Hers Stock Plunges 21.3% in 3 Months: Time to Hold or Exit?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 13 2025
0mins
Should l Buy TDOC?
Source: NASDAQ.COM
Stock Performance and Financial Results: Hims & Hers Health, Inc. has faced a decline of 21.3% in stock value recently, underperforming compared to industry peers, despite reporting strong growth in subscribers and online revenue in Q2 2025. The company anticipates significant revenue growth for the upcoming quarters but is challenged by rising product costs affecting gross margins.
Expansion and Strategic Initiatives: The company is expanding its personalized healthcare platform and geographic reach through acquisitions like ZAVA, while also launching new programs such as an affordable weight loss initiative in Canada. Hims & Hers aims to leverage AI for enhanced diagnostics and treatment plans, positioning itself for future growth despite current stock price challenges.
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Analyst Views on TDOC
Wall Street analysts forecast TDOC stock price to rise
15 Analyst Rating
3 Buy
12 Hold
0 Sell
Hold
Current: 5.080
Low
7.50
Averages
8.91
High
12.00
Current: 5.080
Low
7.50
Averages
8.91
High
12.00
About TDOC
Teladoc Health, Inc. provides virtual healthcare services. Its segments include Teladoc Health Integrated Care (Integrated Care) and BetterHelp. Integrated Care segment includes a suite of global virtual medical services including general medical, expert medical services, specialty medical, chronic condition management, mental health, and enabling technologies and enterprise telehealth solutions for hospitals and health systems. Services in this segment are distributed on a B2B basis. BetterHelp segment includes direct-to-consumer mental health platform. The online counseling and therapy services are provided via its network of over 35,000 licensed clinicians leveraging its platform for Web, mobile app, phone, and text-based interactions. Its Teladoc Health family of brands, including Teladoc and BetterHelp, deliver access to advice and resolution for an array of healthcare needs. Its Telecare brand is a tech-enabled provider of specialist and allied health care via virtual delivery.
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.
Novo Nordisk Drops Lawsuit Against Hims & Hers After Agreement
- Legal Dispute Resolution: Novo Nordisk has decided to drop its patent infringement lawsuit against Hims & Hers, with both parties agreeing that Hims will sell Novo's branded medications, thereby mitigating potential legal risks and enhancing their collaborative relationship.
- Drug Sales Agreement: Under the agreement, Hims will offer injectable and oral semaglutide (Ozempic and Wegovy) at the same price as other telehealth platforms, which will help Hims expand its market share while ensuring Novo's brand image remains intact.
- Positive Market Reaction: Hims' shares soared by 50% in premarket trading, while Novo's stock climbed 1.7%, indicating a favorable market response to this collaboration, which could enhance both companies' competitiveness in the weight-loss drug market.
- Patient Transition Opportunities: Hims stated that existing patients using compounded semaglutide will have the opportunity to transition to FDA-approved medications when clinically appropriate, which not only complies with regulatory requirements but also enhances patient safety and treatment efficacy.
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Eli Lilly Launches New Program to Enhance Obesity Drug Coverage
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- Price Transparency: Through this platform, employers can purchase a multi-dose form of Zepbound at a net discounted price of $449 per month, avoiding traditional rebate models, thereby providing clearer visibility on drug pricing for employers.
- Flexible Benefits Design: Employers can choose from 15 different third-party administrators to design benefits tailored to their budget and workforce needs, offering comprehensive obesity management services including telehealth, nutrition, and lifestyle support.
- Government Insurance Coverage: Under landmark deals with President Trump, Medicare will cover obesity drugs for the first time, which is expected to further expand drug accessibility and benefit more patients.
See More
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- Target Price Adjustment: The target price for Teladoc Health has been cut from $12 to $7.
- Market Impact: This adjustment reflects a significant change in market expectations for the company's performance.
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- Performance Beat: Teladoc reported a Q4 loss of $0.14 per share, better than the market's expectation of a $0.18 loss, indicating improvements in cost control and operational efficiency, which boosts investor confidence.
- Sales Growth: The company achieved sales of $642.269 million, surpassing market estimates of $635.235 million, suggesting sustained demand in the healthcare sector that could drive future market share gains.
- 2026 Outlook: Teladoc anticipates a FY2026 GAAP loss between $1.10 and $0.70, lower than the market estimate of $0.76, reflecting the company's confidence in its future financial performance, potentially attracting more investor interest.
- Stock Price Surge: Teladoc shares rose 13.5% to $5.28 on Thursday, reflecting a positive market reaction to the company's results, which may support future financing and strategic investments.
See More
Teladoc Health Reports Strong Q4 2025 Results, Upgraded by BofA
- Strong Earnings Beat: Teladoc Health reported Q4 2025 revenue of $642.3 million, exceeding consensus by $6.9 million, showcasing significant progress in its Integrated Care segment, which generated $409.1 million with approximately 5% YoY growth.
- BetterHelp Business Outlook: Despite a ~7% YoY decline in BetterHelp revenue to $233.2 million, BofA analyst Allen Lutz noted that transitioning from a direct-to-consumer model to insurance coverage would reduce marketing intensity and improve margins, enhancing overall profitability.
- Market Valuation Upside: Lutz projected that if BetterHelp can shift 50-60% of its revenue to insurance coverage by 2028, it could support an enterprise value of $1.2 billion, significantly surpassing Teladoc's current valuation, indicating strong market recognition of its growth potential.
- Stock Rating Upgrade: BofA upgraded Teladoc from Neutral to Buy, maintaining a $7 price target, reflecting optimism about its future performance and market prospects, particularly in AI advancements and international expansion.
See More
Novo Nordisk Drops Lawsuit Against Hims & Hers After Agreement
- Legal Dispute Resolution: Novo Nordisk has decided to drop its patent infringement lawsuit against Hims & Hers, with both parties agreeing that Hims will sell Novo's branded medications, thereby mitigating potential legal risks and enhancing their collaborative relationship.
- Drug Sales Agreement: Under the agreement, Hims will offer injectable and oral semaglutide (Ozempic and Wegovy) at the same price as other telehealth platforms, which will help Hims expand its market share while ensuring Novo's brand image remains intact.
- Positive Market Reaction: Hims' shares soared by 50% in premarket trading, while Novo's stock climbed 1.7%, indicating a favorable market response to this collaboration, which could enhance both companies' competitiveness in the weight-loss drug market.
- Patient Transition Opportunities: Hims stated that existing patients using compounded semaglutide will have the opportunity to transition to FDA-approved medications when clinically appropriate, which not only complies with regulatory requirements but also enhances patient safety and treatment efficacy.
See More
Eli Lilly Launches New Program to Enhance Obesity Drug Coverage
- Program Launch: Eli Lilly has introduced the 'Employer Connect' platform aimed at helping more employers cover obesity drugs, addressing a major barrier to patient access and expected to enhance employee drug accessibility.
- Price Transparency: Through this platform, employers can purchase a multi-dose form of Zepbound at a net discounted price of $449 per month, avoiding traditional rebate models, thereby providing clearer visibility on drug pricing for employers.
- Flexible Benefits Design: Employers can choose from 15 different third-party administrators to design benefits tailored to their budget and workforce needs, offering comprehensive obesity management services including telehealth, nutrition, and lifestyle support.
- Government Insurance Coverage: Under landmark deals with President Trump, Medicare will cover obesity drugs for the first time, which is expected to further expand drug accessibility and benefit more patients.
See More
TELADOC HEALTH: OPPENHEIMER LOWERS TARGET PRICE FROM $12 TO $7
- Target Price Adjustment: The target price for Teladoc Health has been cut from $12 to $7.
- Market Impact: This adjustment reflects a significant change in market expectations for the company's performance.
See More
Key Wall Street Calls on Friday: Upgrades and Downgrades
- Core Stock Rating: Deutsche Bank reiterates its Buy rating on CoreWeave, lowering the price target from $140 to $125, indicating that the company faces uncertainties in its rapidly scaling financial model, which may impact investor confidence.
- Strong Airline Demand: TD Cowen upgrades Southwest Airlines from Hold to Buy with a target price of $66, anticipating strengthened airline demand in 2026, reflecting the potential for industry recovery.
- AI Software Leader: Rosenblatt initiates coverage of Palantir with a Buy rating and a $150 price target, believing the company holds a unique market position in AI with a sustainable growth trajectory, despite a 33% decline from its peak.
- Optimistic Financial Performance: Bank of America raises Dell's price target to $155, based on its broad product portfolio and AI-related growth potential, expecting higher margins in the coming years, although global economic slowdown poses some risks.
See More
Teladoc Reports Strong Q4 Results Exceeding Expectations
- Performance Beat: Teladoc reported a Q4 loss of $0.14 per share, better than the market's expectation of a $0.18 loss, indicating improvements in cost control and operational efficiency, which boosts investor confidence.
- Sales Growth: The company achieved sales of $642.269 million, surpassing market estimates of $635.235 million, suggesting sustained demand in the healthcare sector that could drive future market share gains.
- 2026 Outlook: Teladoc anticipates a FY2026 GAAP loss between $1.10 and $0.70, lower than the market estimate of $0.76, reflecting the company's confidence in its future financial performance, potentially attracting more investor interest.
- Stock Price Surge: Teladoc shares rose 13.5% to $5.28 on Thursday, reflecting a positive market reaction to the company's results, which may support future financing and strategic investments.
See More
Teladoc Health Reports Strong Q4 2025 Results, Upgraded by BofA
- Strong Earnings Beat: Teladoc Health reported Q4 2025 revenue of $642.3 million, exceeding consensus by $6.9 million, showcasing significant progress in its Integrated Care segment, which generated $409.1 million with approximately 5% YoY growth.
- BetterHelp Business Outlook: Despite a ~7% YoY decline in BetterHelp revenue to $233.2 million, BofA analyst Allen Lutz noted that transitioning from a direct-to-consumer model to insurance coverage would reduce marketing intensity and improve margins, enhancing overall profitability.
- Market Valuation Upside: Lutz projected that if BetterHelp can shift 50-60% of its revenue to insurance coverage by 2028, it could support an enterprise value of $1.2 billion, significantly surpassing Teladoc's current valuation, indicating strong market recognition of its growth potential.
- Stock Rating Upgrade: BofA upgraded Teladoc from Neutral to Buy, maintaining a $7 price target, reflecting optimism about its future performance and market prospects, particularly in AI advancements and international expansion.
See More
