---
title: "(Video) Analyst breaks down Hims' 2030 $6.5 billion revenue model + Who is actually selling off?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42599074.md"
description: "In this episode of the Hims house podcast (recorded in mid-to-late June), Needham's Chief Analyst Ryan McDonald was invited. He focuses on analyzing HIMS and its related businesses, particularly delving into peptides, GLP-1 drugs, and other related fields. Ryan holds a Buy rating on HIMS with a $35 target price. The discussion covers FDA regulatory dynamics, market size, industry competition, core business assessments, and future outlook..."
datetime: "2026-07-12T12:32:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42599074.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42599074.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42599074.md)
author: "[ST欧阳昆汀(被困Hims版)](https://longbridge.com/en/profiles/4868421.md)"
---

# (Video) Analyst breaks down Hims' 2030 $6.5 billion revenue model + Who is actually selling off?

This episode of the Hims house podcast (recorded in mid-to-late June) features Ryan McDonald, an analyst and chief analyst at Needham. He focuses on analyzing HIMS and its related businesses, with in-depth discussions particularly around peptides, GLP-1 drugs, and other relevant fields. Ryan holds a Buy rating on HIMS with a $35 target price. The content covers FDA regulatory dynamics, market size, industry competition, core business assessments, and future outlook.$Hims & Hers Health(HIMS.US) $Defiance Daily Target 2X Long HIMS ETF(HIMZ.US)

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