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