Hims & Hers Expands GLP-1 Treatment Options on Platform
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy HIMS?
Source: stocktwits
- Product Line Expansion: Hims & Hers has added Eli Lilly's Zepbound, Mounjaro, and Foundayo GLP-1 treatments to its platform, enhancing user choice and strengthening its competitive position in the telehealth market.
- Membership Pricing: Access to these treatments requires a membership fee of $39 for the first month and $149 thereafter, ensuring a steady revenue stream for the company while attracting more customers.
- Positive Market Reaction: Shares of Hims & Hers rose nearly 4% in opening trade following the announcement of the new offerings, indicating investor confidence in the company's strategic direction and growth potential.
- High Retail Sentiment: Retail sentiment on Stocktwits around Hims & Hers is trending in the 'extremely bullish' territory, with users expressing optimism about the stock's potential run-up before the next earnings report, reflecting a positive outlook on the company's future.
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Analyst Views on HIMS
Wall Street analysts forecast HIMS stock price to rise
12 Analyst Rating
3 Buy
6 Hold
3 Sell
Hold
Current: 29.010
Low
16.50
Averages
32.95
High
60.00
Current: 29.010
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.
- Estrogen Patch Supply: Hims & Hers Health has announced the availability of estrogen patches for women experiencing perimenopause and menopause through its Hers platform, starting at $134 per month, addressing the rising demand for hormone replacement therapy.
- Surge in Market Demand: With approximately 1.3 million women entering menopause annually, Hims stated that the outdated supply chain cannot keep up with a new generation of women eager to reclaim their health and vitality, making the Hers platform essential.
- FDA Policy Change: The FDA's removal of the 'black box' warning for hormone replacement therapy products related to menopause symptoms in November was highlighted by Hims as a victory for science over stigma, while also exposing a systemic crisis.
- Role as Health Partner: Hims emphasized that Hers aims to provide reliable health support for women experiencing perimenopause and menopause during this period of uncertainty, ensuring they have access to necessary treatments.
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- Product Line Expansion: Hims & Hers has added Eli Lilly's Zepbound, Mounjaro, and Foundayo GLP-1 treatments to its platform, enhancing user choice and strengthening its competitive position in the telehealth market.
- Membership Pricing: Access to these treatments requires a membership fee of $39 for the first month and $149 thereafter, ensuring a steady revenue stream for the company while attracting more customers.
- Positive Market Reaction: Shares of Hims & Hers rose nearly 4% in opening trade following the announcement of the new offerings, indicating investor confidence in the company's strategic direction and growth potential.
- High Retail Sentiment: Retail sentiment on Stocktwits around Hims & Hers is trending in the 'extremely bullish' territory, with users expressing optimism about the stock's potential run-up before the next earnings report, reflecting a positive outlook on the company's future.
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- Intensified Price Competition: Ro's Body Membership program offers up to 50% discounts for prepaid patients, translating to annual savings of $900, significantly lowering treatment costs and posing a threat to HIMS's market share.
- HIMS Stock Decline: Following Ro's price cuts, HIMS shares fell 3% in premarket trading on Thursday, marking its second consecutive day of losses, reflecting investor concerns over intensified competition as the stock price dropped to $29.01.
- Shifting Market Dynamics: With Amazon expanding its GLP-1 management program through One Medical, Bank of America Securities warned that this could exert long-term pressure on HIMS's weight-loss revenues, particularly among patients seeking lower-cost prescription renewals.
- Product Line Expansion: HIMS is diversifying its treatment portfolio by launching estrogen patch treatments for menopause and perimenopause care, indicating a strategic intent to broaden its offerings in response to market competition and patient needs.
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- Surge in Demand: Rising U.S. demand for hormone therapy has strained supplies of estrogen patches, prompting HIMS to launch treatment options for menopause and perimenopause, despite facing a potential three-year shortage of medications.
- Stock Volatility: HIMS shares dropped nearly 5% on Wednesday, reflecting analysts' concerns over lower revenues in 2026, particularly due to Amazon's new GLP-1 program, which may pressure HIMS' revenue streams.
- Analyst Rating Changes: Bank of America raised HIMS' price target to $30 while maintaining a 'Neutral' rating, indicating cautious sentiment as analysts expect ongoing revenue constraints due to competition from Amazon, with mixed ratings from other analysts.
- Treatment Plan Details: HIMS has secured sufficient inventory of estrogen patches, which will be available immediately to eligible users through its Hers platform, starting at $134 per month, with treatment plans potentially including progesterone, thereby enhancing its service offerings.
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- Amazon Enters GLP-1 Market: Amazon's primary care arm launched a new program to ease access to weight-loss drugs, enhancing its competitiveness in the healthcare sector while potentially boosting the market performance of related stocks, reflecting the company's strategic expansion into pharmaceuticals.
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