GLP-1 TV · Patient story · views checked Oct 2026
HIMS Core Business Faces Challenges in Guidance, GLP-1 Prices & NVO
Our summary
This 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. The host notes that shares fell at first and then turned positive on the day.
One person's experience, in their words. Not medical advice.
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What else the video covers
Short describes the quarter as mixed. She says earnings per share were 8 cents, double what the street expected, while Q4 revenue came in at about 617 million against an expectation of 619 million. She says investors reacted first to Q1 guidance of 600 million to 625 million in revenue, versus a street expectation of about 654 million, which she links to the legal and regulatory crackdown on compounded GLP-1s. She says the CEO, Andrew Dudum, used the call to stress that the company is not only a GLP-1 business, noting that only a small portion of its two and a half million subscribers received GLP-1s and that sexual health and dermatology grew over 30%. She also says the company had to halt the GLP-1 pill it offered earlier in the month.
The analyst from Jefferies says his firm rates the stock a hold with a price target of 16. He says the firm likes the shift toward personalized medicine, but sees the Novo Nordisk lawsuit as an overhang that caps near-term valuation, and says falling GLP-1 prices are reflected in 2026 EBITDA guidance that is below the street at the midpoint. Short adds that demand for GLP-1s should keep rising with lower prices, pills and options that need no refrigeration, which she says makes losing access unfavorable for the company. Both describe the longevity and personalized medicine theme as early stage.
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.
- 0:30 Short says the quarter was mixed, with EPS of 8 cents double expectations but Q4 revenue of about 617 million slightly under the 619 million expected.
- 1:03 She says Q1 revenue guidance of 600 million to 625 million fell short of the roughly 654 million Wall Street expected, reflecting the crackdown on compounded GLP-1s.
- 1:33 She says the company stressed its non-GLP-1 business, citing over 30% growth in sexual health and dermatology and a small share of its 2.5 million subscribers on GLP-1s.
- 2:03 The Jefferies analyst says his hold rating and 16 price target reflect the Novo Nordisk lawsuit overhang and below-street 2026 EBITDA guidance.
- 3:33 Short says growing GLP-1 demand, pills and non-refrigerated options make losing access a significant setback, alongside patent, FDA and HHS exposure.
- 5:05 The Jefferies analyst says the personalized medicine and longevity strategy is early stage and that near-term noise and overhangs remain.
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
How did Hims and Hers report in its latest quarter?
According to Christine Short, EPS was 8 cents, double what the street expected, and Q4 revenue was about 617 million versus a 619 million expectation. She calls the quarter mixed, with weaker guidance driving the initial reaction.
What was Hims and Hers Q1 revenue guidance?
Short says the company guided to 600 million to 625 million in Q1 revenue. She says Wall Street had expected about 654 million.
What rating and price target does Jefferies have on Hims and Hers?
The Jefferies analyst says the firm has a hold rating with a price target around 16. He cites the Novo Nordisk lawsuit and 2026 EBITDA guidance below street expectations at the midpoint.
Why did Hims and Hers shares recover after the earnings report?
Short says the company refocused the call on its core business, noting over 30% growth in sexual health and dermatology and that few of its 2.5 million subscribers used GLP-1s. She says this is why shares bounced back.
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Weighing HIMS GLP-1 Trends, NVO Partnership & Other BusinessesIn this Schwab Network interview, the host asks Michael Churnney, a senior research analyst at Laring Partners, about Hims & Hers' latest quarterly results.
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.
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.
HIMS Growth Potential, Weight-loss Drug PipelineThis Schwab Network segment features Raul Shaw, CEO of Doc Shaw Financial, discussing Hims & Hers' latest quarterly results.
LIFEMD CEO: NOT Just A GLP-1 Company, They Are HealthCare Platform ($LFMD Impact Stock)In this interview, Tim of Alpha Wolf Capital talks with Justin Shriber, CEO of LifeMD, about how the company describes itself and where it is heading in 2026.
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- 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.
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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.
- GLP-1s without insurance: what each route actually costs
Without insurance you have three real routes and they are far apart. Buying direct from the manufacturer is the branded one: Novo publishes $349 a month for the Wegovy pen and from $149 for the tablet, Lilly $299 to $699 for Zepbound by dose. Compounded semaglutide or tirzepatide from a telehealth program is a fraction of that but is not FDA-approved. And the savings cards you will be pointed at mostly require commercial insurance, so if you have none they are not available to you at all.
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