Hims & Hers' Deal With Novo Nordisk Removes Litigation, Credit Risks, BofA Says

MT Newswires Live03-10

Hims & Hers Health's (HIMS) agreement with Novo Nordisk (NVO) to drop the lawsuit against the company is a "clear positive" that removes litigation and related credit risks, BofA Securities analysts said in a Tuesday note.

Analysts said that Hims & Hers' EBITDA contributions from the Novo Nordisk deal could be 50% lower than contributions from compounded semaglutide on a per script basis, assuming a platform fee of $100.

BofA noted that Hims & Hers should be able to save on its facility build-out, which should drive capital and operating expenditures lower over time.

Analysts lowered the company's 2026 earnings per share estimate to $0.22 from $0.26, and its 2027 estimate to $0.23 from $0.27.

BofA upgraded the stock's rating to neutral from underperform, and increased its price target to $23 from $12.50.

Shares of the company were up over 3% in Tuesday trading.

Price: 23.71, Change: +1.55, Percent Change: +6.99

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