Hims & Hers Health

JPMorgan initiated coverage of Hims & Hers with a neutral rating and a $32 price target for December 2027. The bank praises the rapid direct‑to‑consumer growth but sees execution risks in the strategic pivot to approved branded GLP‑1 drugs rather than compounded formulations. Hims & Hers, in partnership with Novo Nordisk, fulfilled more than 125,000 Wegovy shipments in the first six weeks; JPMorgan forecasts $1.1bn in GLP‑1 revenue for 2026 and sees long‑term potential through 2030, but requires proof of successful execution, sustainable growth in new specialty areas, and margin expansion. » More on de.investing.com

Hims & Hers is introducing its brand in Australia by renaming the acquired men’s health platform Pilot to Hims. Existing Pilot patients will retain their treatment plans and providers; the offering includes sexual health, weight-loss and hair-loss treatments. The company has expanded customer support to 24/7, introduced new treatment combinations and clinical pathways, and is reorganizing leadership for the market. Hims & Hers acquired Eucalyptus in early 2026; the announcement notes integration, competitive and retention risks. » More on de.investing.com

Visa enrolled Hims & Hers in its Acquirer Monitoring Program after dispute rates for the company’s weight-loss subscriptions exceeded Visa’s 1.5% threshold. Hims faces an ~$75,000 surcharge in September and must keep disputes below 1.5% for three consecutive months to exit the program. The action compounds regulatory pressure from a recent FTC lawsuit over billing and cancellation practices, though Hims says disputed charges are a small number and is taking corrective steps. Shares tumbled after the news despite strong subscriber growth and rising revenue alongside widening losses and margin pressure. » More on finance.yahoo.com