{"id":37284,"date":"2026-03-10T22:51:32","date_gmt":"2026-03-10T22:51:32","guid":{"rendered":"https:\/\/www.europesays.com\/dk\/37284\/"},"modified":"2026-03-10T22:51:32","modified_gmt":"2026-03-10T22:51:32","slug":"novo-nordisk-hims-deal-turns-wall-street-bullish-bmo-sees-relief-from-commercial-headwinds-bofa-upgrades-hims-stock","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/dk\/37284\/","title":{"rendered":"Novo Nordisk-Hims Deal Turns Wall Street Bullish \u2014 BMO Sees Relief From Commercial Headwinds, BofA Upgrades HIMS Stock"},"content":{"rendered":"<p>BMO Capital maintained its \u2018Market Perform\u2019 rating for Novo Nordisk, with a price target of $45, implying an upside of more than 13% from NVO stock\u2019s closing price on Monday.<\/p>\n<p>Analysts at BofA nearly doubled their price target for HIMS stock following the company\u2019s deal with Novo.The firm now has a price target of $23, up from $12.5, while the rating has been upgraded to \u2018Neutral\u2019 from \u2018Underperform\u2019.The firm stated that Novo dropping its patent infringement lawsuit against Hims is a \u201cclear positive\u201d for the telehealth operator.<\/p>\n<p>Novo Nordisk AS\u2019s (NVO) deal with Hims &amp; Hers Health Inc. (HIMS) has turned Wall Street bullish on both companies, with analysts stating that it helps them in dealing with a commercial headwind and removes a litigation risk from the equation.<\/p>\n<p>According to TheFly, analysts at BMO Capital noted that the\u00a0<a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/hims-stock-soars-novo-nordisk-drops-patent-suit-hims-hers-partnership-ozempic\/cZdVZe7RIIk\" rel=\"nofollow noopener\" target=\"_blank\">Novo Nordisk-Hims deal<\/a> to sell branded GLP-1 is a significant step forward in helping the Ozempic maker address a commercial headwind.<\/p>\n<p>The firm maintained its \u2018Market Perform\u2019 rating for Novo Nordisk, with a price target of $45, implying an upside of more than 13% from NVO stock\u2019s closing price on Monday.<\/p>\n<p><a href=\"https:\/\/stocktwits.com\/symbol\/NVO\" rel=\"nofollow noopener\" target=\"_blank\">Novo shares<\/a> were down about 1% in Tuesday\u2019s pre-market trade, while\u00a0<a href=\"https:\/\/stocktwits.com\/symbol\/HIMS\" rel=\"nofollow noopener\" target=\"_blank\">Hims &amp; Hers shares<\/a> were up nearly 5% at the time of writing. Retail sentiment around HIMS stock trended in the \u2018extremely bullish\u2019 territory on the platform.<\/p>\n<p>Why Are Analysts Bullish On HIMS?<\/p>\n<p>Analysts at BofA nearly doubled their price target for HIMS stock following the company\u2019s deal with Novo. The firm now has a price target of $23, up from $12.5, while the rating has been upgraded to \u2018Neutral\u2019 from \u2018Underperform\u2019.<\/p>\n<p>The firm stated that Novo dropping its patent infringement lawsuit against Hims is a \u201cclear positive\u201d for the telehealth operator. BofA sees the risk-to-reward ratio as balanced now following the deal.<\/p>\n<p>Deutsche Bank also hiked its price target for HIMS to $28 from $25, implying an upside of more than 26% from Monday\u2019s closing price. The firm cited the Novo deal for its price target hike, while keeping a \u2018Hold\u2019 rating on the HIMS stock.<\/p>\n<p>What Did Novo, Hims Agree On?<\/p>\n<p>Hims and Novo Nordisk announced a partnership to offer Ozempic and Wegovy at affordable self-pay prices on the telehealth company\u2019s platform.<\/p>\n<p>Hims &amp; Hers also stated that it will no longer advertise compounded GLP-1 offerings on its platform or in its marketing. The company stated that Ozempic injections in doses of 0.5 mg, 1 mg, and 2 mg are covered. It will also include Wegovy injections in 1.7 mg and 2.4 mg doses, while Wegovy pills in 1.5 mg, 4 mg, 9 mg, and 25 mg doses are covered.<\/p>\n<p>It added that these Ozempic and Wegovy offerings will be made available on its platform later this month.<\/p>\n<p>How Did Stocktwits Users React?<\/p>\n<p>One bullish user on Stocktwits believes selling HIMS stock at this point will be one of the \u201cbiggest mistakes\u201d of their life.\u00a0<\/p>\n<p>Another user stated that every dip in the NVO stock is a \u201cgift.\u201dhttps:\/\/stocktwits.com\/King_of_the_bagholders\/message\/647086431<\/p>\n<p><a href=\"https:\/\/stocktwits.com\/symbol\/NVO\" rel=\"nofollow noopener\" target=\"_blank\">NVO stock<\/a> is down 22% year-to-date, while\u00a0<a href=\"https:\/\/stocktwits.com\/symbol\/HIMS\" rel=\"nofollow noopener\" target=\"_blank\">HIMS stock<\/a> is down 32%.<\/p>\n<p>Also See:\u00a0<a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/iran-war-hegseth-most-intense-day-of-strikes-iranian-leaders-scrambling\/cZdoAnzRI75\" rel=\"nofollow noopener\" target=\"_blank\">Iran War: Defense Secretary Hegseth Warns Of \u2018Most Intense\u2019 Strikes, Says The Middle East Country Is \u2018Badly Losing\u2019<\/a><\/p>\n<p>For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n<p>Share\u00b7<a rel=\"noopener nofollow\" target=\"_blank\" href=\"https:\/\/www.google.com\/preferences\/source?q=stocktwits.com\" class=\"ShareNewsArticle_hoverState__kkTbC hover|text-blue-ada\">Add us on<img decoding=\"async\" src=\"https:\/\/www.europesays.com\/dk\/wp-content\/uploads\/2026\/02\/1771061752_645_icon-google.2109d02c.png\" alt=\"Add us on Google\"\/><\/a><\/p>\n<p>Subscribe to Chart Art<\/p>\n<p>The best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET.<\/p>\n<p><a rel=\"noopener nofollow\" target=\"_blank\" href=\"https:\/\/www.stocktwits.com\/about-newsroom\/\" class=\"NewsArticle_editorialLink__1BMFs hover|text-blue-ada underline w-full text-base\">Read about our editorial guidelines and ethics policy<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"BMO Capital maintained its \u2018Market Perform\u2019 rating for Novo Nordisk, with a price target of $45, implying an&hellip;\n","protected":false},"author":2,"featured_media":12182,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[271],"tags":[1440,21185,21181,20757,272,21180,21182,21184,3582,3102,360,1910,785,21183],"class_list":{"0":"post-37284","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-novo-nordisk","8":"tag-hims-hers","9":"tag-hims-hers-shares","10":"tag-hims-hers-wegovy-pill","11":"tag-hims-stock","12":"tag-novo-nordisk","13":"tag-novo-nordisk-hims-hers","14":"tag-novo-nordisk-wegovy","15":"tag-novo-shares","16":"tag-nvo-stock","17":"tag-ozempic","18":"tag-telehealth","19":"tag-wegovy","20":"tag-wegovy-pill","21":"tag-wegovy-pill-price"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@dk\/116207333052095135","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts\/37284","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/comments?post=37284"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts\/37284\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/media\/12182"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/media?parent=37284"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/categories?post=37284"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/tags?post=37284"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}