BofA Nâng Mục Tiêu Hims & Hers Lên 25 Đô La Khi FDA Có Bước Tiến Hướng Tới Các Peptide Chăm Sóc Sức Khỏe: Liệu Một Đợt Bùng Nổ Doanh Thu Mới Sắp Đến?

Quick Read

- Bank of America raised its price target on Hims & Hers Health (HIMS) to $25 from $21 while maintaining a Neutral rating, citing the FDA’s decision to evaluate wellness peptides that could create new revenue streams and allow the company to repurpose existing GLP-1 manufacturing capacity.

- The move reflects emerging optionality for Hims around longevity and preventative medicine, but the Neutral rating signals a balanced risk-reward at current levels—investors should watch for whether the FDA’s peptide review advances beyond procedural steps before committing fresh capital.

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Hims & Hers Health (NYSE:HIMS) just got a fresh look from Bank of America, which raised its price target on the stock to $25 from $21 while maintaining a Neutral rating. The catalyst: the FDA took a procedural step to begin evaluating several wellness peptides that are currently restricted under FDA guidance. It's an early-stage development, but one that could open meaningful new revenue doors for the telehealth platform.

BofA frames this as "an initial small step and not a final approval or bulks-list addition." Still, the analysts view the move as positive for Hims & Hers because it creates optionality around new revenue streams and could allow the company to repurpose existing GLP-1 manufacturing capacity toward other peptides.

| Ticker | Company | Firm | Action | Old Rating | New Rating | Old Target | New Target | |---|---|---|---|---|---|---|---| | HIMS | Hims & Hers Health | Bank of America | Price Target Raised | Neutral | Neutral | $21 | $25 |

The Analyst's Case

BofA's revised target reflects the incremental optionality the FDA’s peptide review creates for Hims & Hers. The company could repurpose GLP-1 capacity toward other peptides, which aligns with its pipeline ambitions around longevity, sleep, and preventative medicine. That's a meaningful operational advantage if the regulatory door opens wider.

READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks

The upgrade arrives at an interesting moment for HIMS stock. Shares have surged 29% over the past week, recovering from a rough stretch that saw HIMS stock fall 25% year-to-date entering into mid-April. The stock trades near the new $25 target, so BofA's Neutral rating signals this is a "watch and wait" call rather than a chase.

Company Snapshot

Hims & Hers operates a multi-specialty telehealth platform connecting consumers with licensed healthcare professionals. The company ended 2025 with over 2.5 million subscribers, up 13% year-over-year, generating $83 per average subscriber per month, up 11% year-over-year.