Hims & Hers Health Faces 'Optimistic' Wall Street Expectations With 2026 Being a Big Investment Year, BofA Says-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Hims & Hers Health Faces 'Optimistic' Wall Street Expectations With 2026 Being a Big Investment Year, BofA Says

MT Newswires Live01-08

Hims & Hers Health's (HIMS) 2026 is a big investment year, as it plans to spend on talent, its technology platform, among others, and current Wall Street expectations for margin expansion seem overly "optimistic," BofA said in a Thursday note.

Building on this, BofA said it sees downside risk to 2026 consensus revenue and earnings before interest, taxes, depreciation and amortization margins and expects downward earnings revisions to occur in the next few months.

The brokerage said it estimates that the company can add an incremental $90 million of revenue from ZAVA, $50 million from labs, $45 million from Canada and $50 million from hormone replacement therapy in 2026.

The company sees 2026 growth coming from ZAVA and new products, both of which having lower incremental margins, BofA said, adding that it expects the company's EBITDA margin to decrease in 2026.

BofA lowered its price target on Hims & Hers Health to $29 from $32 and reiterated its underperform rating on the company's stock.

Price: 34.31, Change: -1.15, Percent Change: -3.24

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