HIMS: Barclays turned very bullish, assigning an Overweight stance and a $39 price target, saying proprietary data indicate a clear inflection and accelerated revenue and EBITDA in 2H26 driven by weight‑loss and other contributors. Barclays notes HIMS is flat YTD versus the S&P’s ~+10%, framing the back‑half ramp (post‑Novo) as a catalyst for a potential breakout.
Barclays upgraded its stance on HIMS, setting a price target of $39 and labeling the stock Overweight (Reit OW).
on $HIMS -
BARCLAYS breaking in very bullish on HIMS
Our Proprietary Data Points to Sharp Inflection; Reit OW PT to $39
A combination of weight loss and other more moderate contributors are driving a significant acceleration of revs and EBITDA in 2H26. With shares flat ytd (vs S&P +10%), we see an opportunity for the shares to break out as investors get more visibility on the ramp in the back half. Our proprietary data points to a clear inflection post-Novo