What are the Wegovy subscription prices for month one and month two?

The introductory price is $39 for month one, then jumps to $149 for month two.

Did Bank of America change its rating on HIMS?

No, it maintained its rating but highlighted risks that could impact performance.

BofA Warns Wegovy Churn Could Threaten HIMS H2 EBITDA

Bank of America warned that Hims & Hers Health's Wegovy subscription pricing—$39 in month one then $149 in month two—could cause high churn, threatening its H2 EBITDA growth.

July 10, 2026

2 min read

Source: Stocktwits

Key Numbers

initial subscription price

$39

subsequent subscription price

$149

Bank of America (BofA) issued a caution on Hims & Hers Health (HIMS), flagging that churn from Wegovy subscriptions could jeopardize the company's EBITDA ramp in the second half of the year.

Rating Change

BofA maintained its current rating on the stock but highlighted emerging risks. The price target was not disclosed in the note.

Analyst Rationale

The analyst noted that the introductory pricing model—$39 in month one jumping to $149 in month two—could trigger elevated subscriber churn. This churn may dampen revenue growth and pressure EBITDA targets for H2.

Context

HIMS shares have been volatile amid rising competition in the weight-loss drug market. Other analysts are closely watching subscriber retention post-promotional period.

What to Make of It

Investors should monitor retention metrics in coming months, as any decline could alter earnings expectations. The warning is not a sell signal but a call for caution.

Frequently Asked Questions

BofA warned that the Wegovy subscription price jump from $39 to $149 could cause high churn, threatening HIMS' H2 EBITDA.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.