远程医疗公司Hims & Hers Health Inc.（HIMS）今日盘中股价大跌10.61%，引发了市场广泛关注。
消息面上，公司此前公布的2026年第一季度营收指引显著低于市场预期，是导致股价承压的直接原因。根据公司财报，其预计第一季度营收介于6亿至6.25亿美元之间，远低于市场预期的6.5312亿美元。同时，公司给出的2026财年全年收入指引也低于分析师预期。
此外，监管层面的不确定性进一步加剧了投资者的担忧。美国食品药品监督管理局（FDA）已表示将对公司销售的GLP-1类减肥复方制剂采取行动，并且该公司因涉嫌违规已被移交给司法部。同时，公司还面临来自诺和诺德（NVO）的专利侵权诉讼，这些因素共同构成了对公司核心减重业务的重大挑战。多家券商因此下调了该股的目标价，并指出其GLP-1业务存在显著不确定性。
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