Hims & Hers Health (HIMS) has two strategic options to choose from post earnings, including aggressive expansion of personalized semaglutide weight loss business or reinvest in its existing core business, BofA Securities said in a note on Tuesday.
The firm said that expanding GLP-1 offerings could help the company beat guidance, but it also revives litigation risk related to compounding practices. Meanwhile, focusing on the core could stabilize long-term growth but likely result in lower near-term revenue.
Upcoming product launches and updates around compounded GLP-1s are key drivers for the remainder of 2025 and into 2026, according to the note.
Future growth will likely hinge on the success of new treatments for menopause, liraglutide, testosterone therapy, as well as efficient customer acquisition and capital deployment strategies, BofA added.
The firm reiterated its underperform rating on Hims & Hers' stock and raised the price target to $28 from $26.
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