Buy Hims (HIMS) or Novo Nordisk (NVO) Stock After Partnership Announcement?

Core Insights - Hims & Hers Health (HIMS) and Novo Nordisk (NVO) have announced a partnership to enhance obesity care through telehealth, allowing access to Novo Nordisk's FDA-approved weight loss drug Wegovy on Hims & Hers' platform [1][7][15] Company Performance - Hims & Hers stock has surged over 30% in 2025 following the partnership announcement, while Novo Nordisk's stock has declined more than 20% year to date [2] - Hims & Hers has experienced a remarkable stock performance, with shares soaring over 600% in the last three years, compared to Novo Nordisk's 15% increase [3] Sales and Earnings Projections - Hims & Hers total sales are projected to increase by 58% in fiscal 2025 to $2.33 billion, with further growth of 21$2.84 billion [4] - Annual earnings for Hims & Hers are anticipated to rise over 160% this year to $0.72 per share, with FY26 EPS forecasted to increase by 48$1.07 [5] EPS Estimates - Hims & Hers has seen positive earnings estimate revisions, with FY25 and FY26 EPS estimates increasing by 14% and 12% respectively in the last 30 days [11] - Novo Nordisk's FY25 EPS estimates have slightly decreased over the last quarter but increased by 1% in the last month, while FY26 estimates have risen by 2% [13] Market Outlook - Novo Nordisk's sales are expected to grow by 18% in FY25 and another 15% in FY26, reaching $57.1 billion, with EPS growth projected at 17$4.71 per share [8]