In late March 2026, Hims & Hers Health, Inc. announced a renewed collaboration with Novo Nordisk to offer a broad range of FDA-approved GLP-1 medications, including Wegovy injections and the only FDA-approved Wegovy weight loss pill, alongside a new weight-loss membership program starting at US$39 for the first month and US$149 thereafter, with medication priced separately from US$149 a month.
This move expands Hims & Hers’ role in prescription weight management by pairing access to branded GLP-1 treatments with ongoing virtual clinical support, nutrition guidance, and community-based peer programs.
We’ll now examine how this expanded access to Novo Nordisk’s FDA-approved GLP-1 portfolio could reshape Hims & Hers’ long-term investment narrative.
Rare earth metals are the new gold rush. Find out which 26 stocks are leading the charge.
To own Hims & Hers today, you need to believe its telehealth platform can keep converting demand in weight loss and daily health into durable, profitable subscriptions. The renewed Novo Nordisk collaboration reinforces the near term GLP 1 catalyst by putting branded Wegovy and Ozempic back on platform, but it also heightens exposure to regulatory, legal, and pricing questions in weight loss, which now sit alongside data security and marketing efficiency as key execution risks.
The March 2026 announcement with Novo Nordisk matters because it shifts Hims & Hers’ GLP 1 story from a compounded centric offering to broader access to FDA approved brands, layered on a weight loss membership priced from US$39 to US$149 a month. That move sits next to prior FDA scrutiny of compounded semaglutide and recent data breach investigations, making regulatory compliance and trust just as important to the investment case as subscriber growth and cross sell potential.
Yet, while the Novo Nordisk news highlights upside in GLP 1 access, investors should also be aware of how legal and data privacy pressures could…
Read the full narrative on Hims & Hers Health (it’s free!)
Hims & Hers Health’s narrative projects $3.6 billion revenue and $248.5 million earnings by 2029. This requires 15.6% yearly revenue growth and about a $120 million earnings increase from $128.4 million today.
Uncover how Hims & Hers Health’s forecasts yield a $24.15 fair value, a 19% upside to its current price.
HIMS 1-Year Stock Price Chart
More cautious analysts were already assuming only about US$3.1 billion of revenue and US$268.9 million of earnings by 2028, so if you worry about tighter GLP 1 rules and rising data privacy costs, their more pessimistic view shows just how far expectations can differ and why this new partnership might eventually shift those forecasts in either direction.
Explore 55 other fair value estimates on Hims & Hers Health – why the stock might be worth over 8x more than the current price!
Don’t just follow the ticker – dig into the data and build a conviction that’s truly your own.
Our top stock finds are flying under the radar-for now. Get in early:
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include HIMS.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com