Barclays Lowers its Price Target on Hims & Hers Health, Inc. (HIMS) to $25 and Keeps an Overweight Rating

Hims & Hers Health, Inc. (NYSE:HIMS) is among the 10 Fastest Growing NYSE Stocks to Buy.

Barclays Lowers its Price Target on Hims & Hers Health, Inc. (HIMS) to $25 and Keeps an Overweight Rating

On February 24, 2026, Barclays lowered its price target on Hims & Hers Health, Inc. (NYSE:HIMS) to $25 from $48 and kept an Overweight rating on the shares. That same day, TD Cowen analyst Jonna Kim lowered the firm’s price target to $17 from $20 and maintained a Hold rating, citing near-term pressure until there is more clarity on regulatory implications around compounded injectable GLP-1s and improvement in the underlying core business momentum.

Morgan Stanley analyst Craig Hettenbach also reduced the firm’s price target to $21 from $40 and kept an Equal Weight rating. The analyst said 2026 revenue guidance “surprisingly” came in about 2% ahead of the Street view, but EBITDA guidance was about 8% below consensus, confirming concerns about increased investment.

On February 23, 2026, Hims & Hers Health reported Q4 EPS of 8c, compared to the 19c consensus estimate. Q4 revenue was $617.82M, versus consensus of $617.25M. Co-founder and CEO Andrew Dudum said, “More than 2.5 million subscribers now rely on us,” adding the company believes it is “well on our way to becoming the global leader in consumer health.” Dudum stated that in 2025 the company expanded access to care “across an expanding range of conditions,” including “launching hormone therapies and diagnostics” and “introducing Labs,” while taking steps “to grow internationally.” He added that the “continued growth and diversification of our platform” supports proactive and personalized care.

Hims & Hers Health, Inc. (NYSE:HIMS) operates a consumer-first health and wellness platform connecting consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, Germany, the Republic of Ireland, France, Spain, and internationally.

While we acknowledge the potential of HIMS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than HIMS and that has a 100x upside potential, check out our report about the cheapest AI stock.

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