热门话题-美银表示，Hims & Hers 2026年营收目标取决于GLP-1药物的增长，并下调目标价

路透中文

May 26

热门话题-美银表示，Hims & Hers 2026年营收目标取决于GLP-1药物的增长，并下调目标价

5月26日 - ** 美国银行全球研究部表示，Hims & Hers Health（HIMS.N）2026年的营收预期需要GLP-1产品在下半年实现显著增长，并将目标价从28美元下调至25美元

(link) ** HIMS表示，预计2026年年度营收将在28亿至30亿美元之间，而此前预测为27亿至29亿美元

** 该券商指出，HIMS需在第二至第四季度每季度新增约22.5万名口服Wegovy订阅用户，方能达到2026年销售额预测的中位数，这相当于美国所有自费口服Wegovy新患者的约45%

** 美银指出，订阅费从首月39美元上调至后续月份的149美元，可能导致客户流失率上升，并补充称“留存率将成为品牌GLP-1商业模式成功的关键决定因素”

** 计入交易量变动后，HIMS今年迄今下跌26.6%

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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Hers 2026年营收目标取决于GLP-1药物的增长，并下调目标价</title></head><body><p>\n<span>5月26日</span><span> - </span>** <a href=\"https://laohu8.com/S/BAC\">美国银行</a>全球研究部表示，Hims &amp; Hers Health（<span>HIMS.N</span>）2026年的营收预期需要GLP-1产品在下半年实现显著增长，并将目标价从28美元下调至25美元</p><p>(<span>link</span>) ** HIMS表示，预计2026年年度营收将在28亿至30亿美元之间，而此前预测为27亿至29亿美元</p><p>** 该券商指出，HIMS需在第二至第四季度每季度新增约22.5万名口服Wegovy订阅用户，方能达到2026年销售额预测的中位数，这相当于美国所有自费口服Wegovy新患者的约45% </p><p>** 美银指出，订阅费从首月39美元上调至后续月份的149美元，可能导致客户流失率上升，并补充称“留存率将成为品牌GLP-1商业模式成功的关键决定因素”</p><p>** 计入交易量变动后，HIMS今年迄今下跌26.6%  </p><p>(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4196","symbol_name":"保健护理服务","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260526:nL4S42310F:1","article_id":"2638454897","we_media_id":"1098195322","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2638454897","pubTimestamp":1779804687,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"路透中文","introduction":"路透中文","home_visible":1,"id":"1098195322","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4196":"保健护理服务","HIMZ":"DEFIANCE DAILY TARGET 2X LONG HIMS ETF","HIYY":"YieldMax HIMS Option Income Strategy ETF","HIMS":"Hims & Hers Health Inc.","HIMY":"Defiance Leveraged Long + Income HIMS ETF","HMYY":"GraniteShares YieldBoost HIMS ETF"},"translate_title":"Hot Topics-Hims & Hers 2026 Revenue Target Depends on GLP-1 Drug Growth, BofA Says, Cuts Price Target","themeId":"37684715aaf54a73b9fe52ee56a263cc","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HIMS":1.97,"HIMY":0.6,"HIMZ":0.6,"HIYY":0.6,"HMYY":0.6},"content_text":"热门话题-美银表示，Hims & Hers 2026年营收目标取决于GLP-1药物的增长，并下调目标价\n5月26日 - ** 美国银行全球研究部表示，Hims & Hers Health（HIMS.N）2026年的营收预期需要GLP-1产品在下半年实现显著增长，并将目标价从28美元下调至25美元(link) ** HIMS表示，预计2026年年度营收将在28亿至30亿美元之间，而此前预测为27亿至29亿美元** 该券商指出，HIMS需在第二至第四季度每季度新增约22.5万名口服Wegovy订阅用户，方能达到2026年销售额预测的中位数，这相当于美国所有自费口服Wegovy新患者的约45% ** 美银指出，订阅费从首月39美元上调至后续月份的149美元，可能导致客户流失率上升，并补充称“留存率将成为品牌GLP-1商业模式成功的关键决定因素”** 计入交易量变动后，HIMS今年迄今下跌26.6%  (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}