Hims & Hers Stock Faces Uncertainty after European Acquisition

Updated June 05, 2025

Shares ⁤of Hims & Hers Health (HIMS) have experienced a downturn following the company’s announcement that it will acquire⁢ Zava, a European digital healthcare company.The Hims & Hers stock had previously approached⁣ its 52-week high in late ⁤May 2025, but failed to sustain ⁤momentum after the acquisition news.

The acquisition of Zava signals‌ Hims & Hers’ intent to expand its presence in the European digital healthcare market. However, investors ​appear wary, possibly due to the stricter regulatory environment and geopolitical tensions between the U.S. and the European Union,wich could delay shareholder returns. These factors are influencing⁤ the⁤ bearish price action.

The all-cash acquisition of Zava will impact the company’s valuation, as investors await clarity on the financial implications. The‍ market’s initial ‍positive reaction quickly faded, with the stock dropping as much as 5.5% in a single week.

Despite Hims & Hers’ established position and free cash flow, some analysts believe the current stock price of around $53 per share may not adequately reflect ⁢the potential risks associated with the European expansion. Investors are‍ now weighing​ whether to buy the dip or await ⁢further price declines.

Citigroup analyst D. Grosslight issued a ‍Sell rating for Hims & Hers in early may 2025, setting a price target of $30​ per share. ⁣Grosslight’s valuation reflects concerns about the short-term ⁣downside risks⁢ associated with the Zava acquisition and European exposure, rather than a fundamental bearish view on the company’s growth,⁤ margins, and profitability.

His view ​stands at a Sell rating with a valuation target of just $30 per share.

Analysts suggest ​a more attractive entry point for investors might ⁢be​ in the $30-$32 range, a ⁣level that previously marked significant trading volume and the start of a rally that doubled the stock price in a month. this level could possibly mitigate the uncertainties and risks⁤ associated with the new European venture, offering a more favorable‌ risk-to-reward ratio.

What’s next

Investors will be closely monitoring Hims & Hers’ financial performance and integration of⁣ Zava to assess the long-term impact of the acquisition on the company’s growth and profitability. The company’s ability to navigate the regulatory landscape ⁣and geopolitical challenges in Europe will be crucial in determining the success of its expansion strategy and the future⁣ performance of Hims⁤ & Hers stock.