Citi maintains sell rating on Hims and Hers stock following acquisition

Published 03/06/2025, 15:10
Citi maintains sell rating on Hims and Hers stock following acquisition

On Tuesday, Citi analysts reiterated a Sell rating and maintained a $30.00 price target for Hims and Hers (NYSE:HIMS) stock, currently trading at $59.08. According to InvestingPro data, the company trades at elevated multiples with a P/E ratio of 74.6x, suggesting potential overvaluation. The decision comes after Hims and Hers announced its acquisition of ZAVA, a digital health platform operating in France, the UK, Germany, and Ireland.

Hims and Hers aims to expand its geographic presence in Europe through this acquisition. The company, which has achieved impressive revenue growth of 86% and generated $1.78 billion in the last twelve months, sees ZAVA as a strategic fit. ZAVA shares similarities with Hims and Hers’ U.S. operations, providing clinical access and prescriptions in areas such as sexual health, hair loss, weight loss, dermatology, and hormone replacement therapy. Notably, ZAVA offers branded GLP-1s at a lower price compared to Hims and Hers.

ZAVA currently serves 1.3 million active customers and conducted 2.3 million consultations in 2024. While the financial terms of the acquisition were not disclosed, Hims and Hers plans to fund the purchase with existing cash reserves. The company anticipates that the acquisition will become accretive by 2026.

The transaction is expected to be completed in the second half of 2025. Despite the acquisition’s potential, Citi analysts continue to recommend a Sell rating for Hims and Hers stock, maintaining their previous price target.

In other recent news, Hims & Hers Health, Inc. has made headlines with its strategic acquisition of ZAVA, a European digital health platform. This move aims to expand the company’s operations into the United Kingdom (TADAWUL:4280), Germany, France, and Ireland, with plans for further European market entries. The acquisition is anticipated to bolster Hims & Hers’ international reach and contribute positively to its financial performance by 2026. However, analysts from Leerink Partners and BofA Securities have expressed concerns about potential integration challenges and a slowdown in U.S. operations, maintaining a Market Perform and Underperform rating, respectively. Additionally, Hims & Hers has introduced a new pricing option for Wegovy®, a prescription obesity care treatment, offering it at $549 per month for a limited time. This pricing strategy aims to increase accessibility to obesity care while responding to competitive pressures in the market. Citi analysts, maintaining a Sell rating, noted the company’s pricing adjustments as a response to Novo’s pricing changes for the same drug. These developments highlight Hims & Hers’ efforts to navigate competitive and regulatory challenges while expanding its global footprint.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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