Hims & Hers Health (HIMS) Is Up 9.7% After Canada Push Via Livewell Deal - Has The Bull Case Changed?

• In early December 2025, Hims & Hers Health expanded into Canada by acquiring Livewell, a local digital weight loss platform, and began building a dedicated Canadian leadership and medical team to roll out affordable, personalized care.
• A key goal of this move is to launch a comprehensive Canadian weight management program aligned with the anticipated arrival of generic semaglutide, aiming to reach millions of adults who currently struggle to access effective obesity treatment.
• We’ll now explore how entering Canada via the Livewell acquisition could reshape Hims & Hers’ international growth narrative and telehealth ambitions.

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Hims & Hers Health Investment Narrative Recap

To own Hims & Hers, you need to believe its telehealth platform can scale profitably across high-demand categories like weight loss and sexual health, while managing marketing intensity and regulatory complexity. The Canadian entry via Livewell squarely ties into the biggest near term catalyst around GLP 1 weight management, but it also amplifies the near term risk that international expansion into government led healthcare markets could add costs and operational complexity without commensurate returns.

Against this backdrop, the recently expanded share repurchase authorization of up to US$250,000,000 through 2028 stands out, because it directly intersects with execution risks and cash needs tied to expansion and technology investment. How management balances buybacks with funding new categories, AI and international rollouts will be an important context for judging the long term payoff of the Canadian move.

Yet while Canada may look like a clear growth opportunity, investors should still be aware of how government led healthcare dynamics could...

Read the full narrative on Hims & Hers Health (it's free!)

Hims & Hers Health's narrative projects $3.3 billion revenue and $261.3 million earnings by 2028. This requires 18.3% yearly revenue growth and about a $67.7 million earnings increase from $193.6 million today.

Uncover how Hims & Hers Health's forecasts yield a $44.36 fair value, a 11% upside to its current price.

Exploring Other Perspectives

Fair value estimates from 42 Simply Wall St Community members span roughly US$33 to US$97 per share, with views spread across the full range. When you weigh this dispersion against the international expansion and GLP 1 execution risks discussed above, it underlines why it can be useful to compare several independent viewpoints before forming a conviction.

Explore 42 other fair value estimates on Hims & Hers Health - why the stock might be worth over 2x more than the current price!

Build Your Own Hims & Hers Health Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Hims & Hers Health research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Hims & Hers Health research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Hims & Hers Health's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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