Novo Nordisk lawsuit sparks outrage: Social media buzz intensified after Novo Nordisk sued Hims & Hers, claiming the company peddled unsafe compounded copies of Wegovy and Ozempic. Posters decried the move as Big Pharma stifling affordable access, while highlighting the FDA's crackdown on such GLP-1 drugs. Hims defended compounded meds as vital for patient choice amid soaring demand.
Stock rout fuels bearish calls: Shares cratered up to 27% in a single session, shedding 39% over the past month as investors panicked. Discussions fixated on Hims scrapping its $49 weight-loss pill, a boon for Novo but a blow to telehealth growth. Pessimists warned of vanishing revenue moats and intensifying competition.
Regulatory shadows linger: Chatter mixed regulatory fears with nods to Hims' expansions like a multi-cancer screening test. Analysts adjusted targets to $40-$60, citing persistent GLP-1 hurdles. Sentiment soured, with calls for shorts amid whispers of deeper trouble ahead.
Note: This discussion summary was generated from an AI condensation of post data.
Hims & Hers Health Insider Trading Activity
Hims & Hers Health insiders have traded $HIMS stock on the open market 48 times in the past 6 months. Of those trades, 0 have been purchases and 48 have been sales.
Here’s a breakdown of recent trading of $HIMS stock by insiders over the last 6 months:
- ANDREW DUDUM (Chief Executive Officer) has made 0 purchases and 16 sales selling 416,432 shares for an estimated $20,592,265.
- OLUYEMI OKUPE (Chief Financial Officer) has made 0 purchases and 13 sales selling 369,609 shares for an estimated $19,297,481.
- MICHAEL CHI (Chief Operating Officer) has made 0 purchases and 6 sales selling 34,899 shares for an estimated $1,616,604.
- SOLEIL BOUGHTON (Chief Legal Officer) has made 0 purchases and 7 sales selling 18,387 shares for an estimated $883,013.
- PATRICK HARRISON CARROLL (Chief Medical Officer) has made 0 purchases and 2 sales selling 20,042 shares for an estimated $873,931.
- IRENE BECKLUND (PAO) has made 0 purchases and 2 sales selling 16,821 shares for an estimated $733,472.
- DEBORAH M. AUTOR (Chief Policy Officer) sold 7,054 shares for an estimated $258,952
- GARCIA ANDREA G PEREZ sold 2,500 shares for an estimated $97,925
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Hims & Hers Health Revenue
Hims & Hers Health had revenues of $599M in Q3 2025. This is an increase of 49.16% from the same period in the prior year.
You can track HIMS financials on Quiver Quantitative's HIMS stock page.
Hims & Hers Health Hedge Fund Activity
We have seen 260 institutional investors add shares of Hims & Hers Health stock to their portfolio, and 301 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 15,045,710 shares (+549.0%) to their portfolio in Q3 2025, for an estimated $853,392,671
- SRS INVESTMENT MANAGEMENT, LLC removed 4,000,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $226,880,000
- TIDAL INVESTMENTS LLC added 2,707,111 shares (+1779.6%) to their portfolio in Q3 2025, for an estimated $153,547,335
- FARALLON CAPITAL MANAGEMENT LLC added 2,533,271 shares (+30.8%) to their portfolio in Q3 2025, for an estimated $143,687,131
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,504,252 shares (+444.1%) to their portfolio in Q3 2025, for an estimated $142,041,173
- RENAISSANCE TECHNOLOGIES LLC added 2,227,400 shares (+32.4%) to their portfolio in Q3 2025, for an estimated $126,338,128
- D. E. SHAW & CO., INC. removed 1,886,971 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $107,028,995
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Hims & Hers Health Analyst Ratings
Wall Street analysts have issued reports on $HIMS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 11/04/2025
- B of A Securities issued a "Underperform" rating on 11/04/2025
- Canaccord Genuity issued a "Buy" rating on 09/12/2025
To track analyst ratings and price targets for Hims & Hers Health, check out Quiver Quantitative's $HIMS forecast page.
Hims & Hers Health Price Targets
Multiple analysts have issued price targets for $HIMS recently. We have seen 8 analysts offer price targets for $HIMS in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- Daniel Grosslight from Citigroup set a target price of $16.5 on 02/09/2026
- Allen Lutz from B of A Securities set a target price of $21.0 on 02/09/2026
- Jonna Kim from TD Cowen set a target price of $20.0 on 02/09/2026
- David Larsen from BTIG set a target price of $60.0 on 02/02/2026
- Mark Mahaney from Evercore ISI Group set a target price of $33.0 on 01/12/2026
- Glen Santangelo from Barclays set a target price of $48.0 on 12/09/2025
- Maria Ripps from Canaccord Genuity set a target price of $68.0 on 09/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
