GLP-1 TV · Patient story · views checked Oct 2026
Weighing HIMS GLP-1 Trends, NVO Partnership & Other Businesses
Our summary
In this Schwab Network interview, the host asks Michael Churnney, a senior research analyst at Laring Partners, about Hims & Hers' latest quarterly results. The host cites revenue of $544.8 million and adjusted EPS of 17 cents, and notes the stock is weaker. Churnney says this is the first time Hims has missed revenue estimates as a public company. He attributes part of the miss to the move away from commercial dosages of GLP-1 products. He also points to a sequential decline in revenue from non-GLP-1, non-weight-loss products. He adds that EBITDA came in better than he expected.
One person's experience, in their words. Not medical advice.
Where semaglutide costs least today
The three cheapest partner programs for semaglutide, all in per month, checked weekly.
What else the video covers
On the dispute with Novo Nordisk, Churnney says the Novo partnership was so short-lived that Hims barely got any benefit from it. He explains that Hims's model rests on personalization, including compounded or personalized semaglutide for people who have adverse events on commercial versions, offered alongside Wegovy. He says the weight loss portfolio also includes a generic version of liraglutide and oral options such as generic metformin, which he says have grown well since launch.
Churnney says his concerns are about the core business of hair loss, erectile dysfunction, dermatology and mental health, not weight loss. He says marketing has shifted toward weight loss at the expense of that core, and that guidance and his estimates assume the core speeds up in the second half of 2025. He has a $43 price target and rates the stock market perform. He says the shares are not trading on fundamentals, citing headline-driven swings and heavy retail investor interest. He says the back and forth over commercial compounded semaglutide dosages during the shortage has muddied the equity story. The host notes shares were down more than 6.5 percent.
Our summary of what is said, in our words. Doses, results and prices are the speaker’s, not advice.
Takeaways
The main points, in the order they come up. Tap a time to play from there.
- 0:00 The host cites revenue of $544.8 million and adjusted EPS of 17 cents, with the stock down after the report.
- 0:30 Churnney says this is Hims's first revenue miss as a public company, partly due to the shift away from commercial GLP-1 dosages and a sequential decline in non-GLP-1 revenue.
- 1:30 He says the Novo Nordisk partnership was too short-term for Hims to gain much from it, and that Hims's focus is personalized products.
- 2:32 He says the weight loss portfolio also includes generic liraglutide and oral options such as generic metformin, which have grown well.
- 3:00 His main concern is the non-weight-loss core business, which he says lost marketing focus and is expected to reaccelerate in the second half of 2025.
- 4:02 He explains his $43 price target and market perform view by saying the stock is not trading on fundamentals.
Key moments
From the creator's own chapters. Tap one to play from there.
What the video says
As stated in the video, not checked by us. Doses and results are the speaker’s, not advice.
- Who is speaking
- Patient
Questions this video answers
Why did Hims & Hers miss revenue estimates in its latest quarter?
According to Churnney, part of the miss came from the transition of GLP-1 related revenue as Hims moved away from commercial dosages. He also says revenue from non-GLP-1, non-weight-loss products declined sequentially. He notes the company's EBITDA came in better than he had expected.
Did losing the Novo Nordisk partnership hurt Hims & Hers?
Churnney says the partnership was so short-term that Hims barely got any benefit from it. He says Hims's strategy centers on personalized products, including personalized semaglutide for people with adverse events on commercial versions.
What weight loss products does Hims & Hers offer besides compounded semaglutide?
Churnney says the portfolio now includes a generic version of liraglutide, which is off patent, and oral options such as generic metformin. He says these have grown quite well since they were introduced.
What is the analyst's price target for Hims & Hers stock in this video?
Churnney has a $43 price target and a market perform view. He says what holds him back is the gap between the stock's valuation and the company's revenue and profit growth, since he sees the stock as not trading on fundamentals.
Videos on the same question
The closest videos in the library by what is said in them, not by title.
HIMS Core Business Faces Challenges in Guidance, GLP-1 Prices & NVOThis Schwab Network segment features two analysts discussing Hims and Hers after its latest quarterly report: Christine Short, head of research at TMX Data Links, and Brian Tanquilut, managing director for healthcare research at Jefferies.
Hims Wants to Keep Mailing You Copycat GLP-1s. It’s Getting Trickier. | Big TakeThis Big Take episode from Bloomberg News, hosted by David Gura, looks at how the telehealth company Hims & Hers moved into compounded GLP-1 weight loss shots and what could come next now that the shortage has ended.
HIMS Growth Potential, Weight-loss Drug PipelineThis Schwab Network segment features Raul Shaw, CEO of Doc Shaw Financial, discussing Hims & Hers' latest quarterly results.
Deep Dive on GLP-1s: Hims, Lilly, and Novo Nordisk. Are GLP-1s A Bigger Story Than Just Weight Loss?This video comes from the investing channel Beat The Denominator.
Don't place your hopes on Hims & Hers GLP-1 business, says Jim CramerIn this Mad Money segment, Jim Cramer reviews Hims & Hers Health, a digital health platform that, according to the video, covers sexual health, skin care, mental health and weight loss.
Read next
Our guides closest to what this video covers, with prices checked weekly.
- Is Hims legit? What its GLP-1 program costs, what reviews say, and its FDA record
Yes. Hims & Hers is a real, licensed telehealth company, and as of October 2026 its weight-loss program sells FDA-approved brand-name GLP-1s: the Wegovy pill starts at $149 a month for the medication, plus a membership of $39 for the first month and $149 a month after, so about $298 a month from month two. It scores 2.9 on Trustpilot across 9,517 reviews, and FDA sent it a warning letter in September 2025 over compounded semaglutide marketing claims.
- The best GLP-1 for weight loss, ranked by the evidence and then by the bill
By weight lost, the order is settled: tirzepatide (Zepbound) first at 20.2% in the only head-to-head, then semaglutide 7.2 mg (Wegovy HD) at 18.7%, then semaglutide 2.4 mg (Wegovy) at 13.7% to 15.6%, then the pills. By what you pay, the order nearly inverts: compounded semaglutide from $69 a month, the Wegovy tablet from $149, Wegovy pen $349, Zepbound $299 to $699 by dose. The best one is where those two lists meet for your budget and your plan.
- Every GLP-1 pill you can actually get, and what each one costs
Four swallowable GLP-1s exist now, and three of them launched in 2026. Rybelsus, the Wegovy pill and the Ozempic pill are all semaglutide in a tablet but are approved for different things; Foundayo is a different molecule entirely and the only one with no food or timing rules. Two are for weight, two are for type 2 diabetes, and the cheapest thing on most rankings is not any of them. Here is the whole landscape, with what each actually costs.
Find more like it
Weigh-in and resultsCost and insurance
Up next
More from this collection
Watched it? See what it costs.
Every GLP-1 program we track, ranked by what actually leaves your account.