Hims & Hers Health Eyes Peptides as Growth Potential Post-GLP-1
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy HIMS?
Source: Newsfilter
- Peptide Market Potential: Hims & Hers Health is focusing on peptides as a new growth opportunity to replace GLP-1 driven growth, with rising market demand despite limited clinical evidence, potentially opening new revenue streams for the company.
- FDA Review Process: The FDA plans to hold a Pharmacy Compounding Advisory Committee meeting in July 2026 to review the potential inclusion of peptides, providing Hims with a clearer regulatory path, although immediate revenue impact is not expected.
- Acquisition and Innovation: Hims made a significant move by acquiring a California-based peptide facility in February 2025, with CEO Andrew Dudum describing peptide demand as “future-facing innovation,” as the company actively explores expanding access to peptide therapies in alignment with FDA guidance.
- Positive Market Reaction: Following HHS Secretary Robert F. Kennedy's announcement of the FDA's review of peptides, Hims' shares rose to around $26, indicating investor interest in the peptide market potential, although it will take time to validate profitability.
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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: 24.290
Low
16.50
Averages
32.95
High
60.00
Current: 24.290
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.
Hims & Hers Health Stock Rises on Peptide Policy Changes
- Policy Impact: Health Secretary Kennedy announced that the FDA will remove 12 peptides from the high-risk category, potentially allowing Hims & Hers Health (HIMS) to expand in the peptide market, leading to a 14% stock price increase.
- Expert Evaluation Meetings: Starting in July, the Pharmacy Compounding Advisory Committee will rigorously assess each peptide's scientific merits and safety, which may shift market demand away from black market products and enhance regulatory access.
- Positive Market Reaction: Retail sentiment around HIMS shifted from 'bearish' to 'bullish', with message volume increasing significantly, indicating strong market interest in peptides and investor hopes for stock prices to rise to $45 or even $100.
- Analyst Rating Discrepancies: Among the 15 analysts covering HIMS, only 3 rated it as 'Buy', while 12 maintained a 'Hold' rating, with a 12-month average price target of $24, reflecting a cautious outlook on the stock's future performance.
See More
US Stocks Rise Slightly, Chipmakers Rebound
- Chipmaker Rebound: Taiwan Semiconductor Manufacturing Co raised its 2026 revenue forecast, reflecting strong AI demand, which led to a rebound in chipmakers, with ON Semiconductor up over 10% and AMD up over 5%, indicating renewed market confidence in tech stocks.
- Mixed Economic Data: Initial jobless claims fell to 207,000, below the expected 213,000, suggesting a strong labor market; however, manufacturing production unexpectedly declined by 0.1%, highlighting the unevenness of economic recovery, which could influence future policy decisions.
- Oil Price Surge Impact: WTI crude oil prices rose over 2% due to escalating tensions between Iran and the US, potentially exacerbating global oil and fuel shortages, which negatively affects airline and cruise line profitability, leading to declines in related stocks.
- Earnings Season Begins: Q1 earnings for the S&P 500 are projected to rise by 12% year-over-year, but excluding the tech sector, growth is only expected at 3%, raising concerns about the profitability of non-tech stocks and potentially impacting investor confidence.
See More
Hims & Hers Health Eyes Peptides as Growth Potential Post-GLP-1
- Peptide Market Potential: Hims & Hers Health is focusing on peptides as a new growth opportunity to replace GLP-1 driven growth, with rising market demand despite limited clinical evidence, potentially opening new revenue streams for the company.
- FDA Review Process: The FDA plans to hold a Pharmacy Compounding Advisory Committee meeting in July 2026 to review the potential inclusion of peptides, providing Hims with a clearer regulatory path, although immediate revenue impact is not expected.
- Acquisition and Innovation: Hims made a significant move by acquiring a California-based peptide facility in February 2025, with CEO Andrew Dudum describing peptide demand as “future-facing innovation,” as the company actively explores expanding access to peptide therapies in alignment with FDA guidance.
- Positive Market Reaction: Following HHS Secretary Robert F. Kennedy's announcement of the FDA's review of peptides, Hims' shares rose to around $26, indicating investor interest in the peptide market potential, although it will take time to validate profitability.
See More
Health Care Stocks Decline as NYSE Index Falls 0.8%
- Overall Decline in Health Care Stocks: On Thursday afternoon, health care stocks broadly declined, with the NYSE Health Care Index falling by 0.8%, indicating a weakening market confidence in the sector that could impact short-term investor decisions.
- Diminished Market Sentiment: This drop may be linked to uncertainties in the overall economic environment, leading investors to question the future growth potential of the health care sector, resulting in capital outflows from this segment.
- Investor Reactions: As health care stocks decline, investors may reassess their portfolios, considering reallocating funds to other better-performing sectors to mitigate risk and seek higher returns.
- Uncertain Industry Outlook: The future performance of the health care sector may be influenced by policy changes and fluctuations in market demand, prompting investors to closely monitor relevant developments to adjust their investment strategies accordingly.
See More
Hims & Hers Explores New Opportunities in Peptides
- FDA Meeting Impact: HHS Secretary Robert F. Kennedy announced that the FDA will convene a Pharmacy Compounding Advisory Committee to review peptides for potential inclusion on the 503A bulk list, leading to a share price increase for Hims on Thursday, reflecting market optimism about its future potential.
- Revenue Growth Potential: Hims & Hers is actively expanding its peptide business, with CEO Andrew Dudum stating that peptide demand represents 'future-facing innovation,' which could open new revenue streams for the company, although it will not immediately translate into revenue.
- Clearer Regulatory Path: Leerink Partners views the FDA's review of peptides as a positive development that could provide Hims with a clearer regulatory path to scale peptide therapies, although analysts note that clinical evidence remains limited and will not significantly impact financial performance in the short term.
- Market Opportunity Exploration: Hims' Chief Medical Officer Patrick Carroll emphasized that peptide therapies could help improve Americans' health, with the company's goal of bringing peptide treatments into a regulated medical environment, showcasing its strategic foresight in the health tech sector.
See More
Hims & Hers Shares Surge on FDA's Regulatory Shift for Peptides
- Stock Surge: Hims & Hers (HIMS) shares rose as much as 11% in premarket trading on Thursday, poised to extend their approximately 14% rally from Wednesday, indicating strong market optimism regarding the company's future prospects.
- FDA Regulatory Impact: HHS Secretary Robert F. Kennedy Jr. announced that the FDA is seeking to lift restrictions on 12 peptides, a move that could shift market demand away from black market sources and enhance legitimate access to these products.
- Production Licensing Outlook: The FDA plans to convene an advisory committee of independent experts in July to review evidence on certain peptides, and if regulations are eased, Hims & Hers has indicated plans to offer these products, potentially expanding its market share.
- Strategic Company Adjustments: Hims Chief Medical Officer Pat Carroll stated that the FDA's actions will help transition peptide therapies from the gray market to trusted channels, reflecting the company's commitment to consumer safety and clinical excellence.
See More
Hims & Hers Health Stock Rises on Peptide Policy Changes
- Policy Impact: Health Secretary Kennedy announced that the FDA will remove 12 peptides from the high-risk category, potentially allowing Hims & Hers Health (HIMS) to expand in the peptide market, leading to a 14% stock price increase.
- Expert Evaluation Meetings: Starting in July, the Pharmacy Compounding Advisory Committee will rigorously assess each peptide's scientific merits and safety, which may shift market demand away from black market products and enhance regulatory access.
- Positive Market Reaction: Retail sentiment around HIMS shifted from 'bearish' to 'bullish', with message volume increasing significantly, indicating strong market interest in peptides and investor hopes for stock prices to rise to $45 or even $100.
- Analyst Rating Discrepancies: Among the 15 analysts covering HIMS, only 3 rated it as 'Buy', while 12 maintained a 'Hold' rating, with a 12-month average price target of $24, reflecting a cautious outlook on the stock's future performance.
See More
US Stocks Rise Slightly, Chipmakers Rebound
- Chipmaker Rebound: Taiwan Semiconductor Manufacturing Co raised its 2026 revenue forecast, reflecting strong AI demand, which led to a rebound in chipmakers, with ON Semiconductor up over 10% and AMD up over 5%, indicating renewed market confidence in tech stocks.
- Mixed Economic Data: Initial jobless claims fell to 207,000, below the expected 213,000, suggesting a strong labor market; however, manufacturing production unexpectedly declined by 0.1%, highlighting the unevenness of economic recovery, which could influence future policy decisions.
- Oil Price Surge Impact: WTI crude oil prices rose over 2% due to escalating tensions between Iran and the US, potentially exacerbating global oil and fuel shortages, which negatively affects airline and cruise line profitability, leading to declines in related stocks.
- Earnings Season Begins: Q1 earnings for the S&P 500 are projected to rise by 12% year-over-year, but excluding the tech sector, growth is only expected at 3%, raising concerns about the profitability of non-tech stocks and potentially impacting investor confidence.
See More
Hims & Hers Health Eyes Peptides as Growth Potential Post-GLP-1
- Peptide Market Potential: Hims & Hers Health is focusing on peptides as a new growth opportunity to replace GLP-1 driven growth, with rising market demand despite limited clinical evidence, potentially opening new revenue streams for the company.
- FDA Review Process: The FDA plans to hold a Pharmacy Compounding Advisory Committee meeting in July 2026 to review the potential inclusion of peptides, providing Hims with a clearer regulatory path, although immediate revenue impact is not expected.
- Acquisition and Innovation: Hims made a significant move by acquiring a California-based peptide facility in February 2025, with CEO Andrew Dudum describing peptide demand as “future-facing innovation,” as the company actively explores expanding access to peptide therapies in alignment with FDA guidance.
- Positive Market Reaction: Following HHS Secretary Robert F. Kennedy's announcement of the FDA's review of peptides, Hims' shares rose to around $26, indicating investor interest in the peptide market potential, although it will take time to validate profitability.
See More
Health Care Stocks Decline as NYSE Index Falls 0.8%
- Overall Decline in Health Care Stocks: On Thursday afternoon, health care stocks broadly declined, with the NYSE Health Care Index falling by 0.8%, indicating a weakening market confidence in the sector that could impact short-term investor decisions.
- Diminished Market Sentiment: This drop may be linked to uncertainties in the overall economic environment, leading investors to question the future growth potential of the health care sector, resulting in capital outflows from this segment.
- Investor Reactions: As health care stocks decline, investors may reassess their portfolios, considering reallocating funds to other better-performing sectors to mitigate risk and seek higher returns.
- Uncertain Industry Outlook: The future performance of the health care sector may be influenced by policy changes and fluctuations in market demand, prompting investors to closely monitor relevant developments to adjust their investment strategies accordingly.
See More
Hims & Hers Explores New Opportunities in Peptides
- FDA Meeting Impact: HHS Secretary Robert F. Kennedy announced that the FDA will convene a Pharmacy Compounding Advisory Committee to review peptides for potential inclusion on the 503A bulk list, leading to a share price increase for Hims on Thursday, reflecting market optimism about its future potential.
- Revenue Growth Potential: Hims & Hers is actively expanding its peptide business, with CEO Andrew Dudum stating that peptide demand represents 'future-facing innovation,' which could open new revenue streams for the company, although it will not immediately translate into revenue.
- Clearer Regulatory Path: Leerink Partners views the FDA's review of peptides as a positive development that could provide Hims with a clearer regulatory path to scale peptide therapies, although analysts note that clinical evidence remains limited and will not significantly impact financial performance in the short term.
- Market Opportunity Exploration: Hims' Chief Medical Officer Patrick Carroll emphasized that peptide therapies could help improve Americans' health, with the company's goal of bringing peptide treatments into a regulated medical environment, showcasing its strategic foresight in the health tech sector.
See More
Hims & Hers Shares Surge on FDA's Regulatory Shift for Peptides
- Stock Surge: Hims & Hers (HIMS) shares rose as much as 11% in premarket trading on Thursday, poised to extend their approximately 14% rally from Wednesday, indicating strong market optimism regarding the company's future prospects.
- FDA Regulatory Impact: HHS Secretary Robert F. Kennedy Jr. announced that the FDA is seeking to lift restrictions on 12 peptides, a move that could shift market demand away from black market sources and enhance legitimate access to these products.
- Production Licensing Outlook: The FDA plans to convene an advisory committee of independent experts in July to review evidence on certain peptides, and if regulations are eased, Hims & Hers has indicated plans to offer these products, potentially expanding its market share.
- Strategic Company Adjustments: Hims Chief Medical Officer Pat Carroll stated that the FDA's actions will help transition peptide therapies from the gray market to trusted channels, reflecting the company's commitment to consumer safety and clinical excellence.
See More
