Hims, Novo, CrowdStrike, SolarEdge, Telus Trending With Analysts

Analysts are intrested in these 5 stocks: ( (HIMS) ), ( (NVO) ), ( (CRWD) ), ( (SEDG) ) and ( (TU) ). Here is a breakdown of their recent ratings and the rationale behind them.

Hims & Hers Health is suddenly back in favor with Wall Street as multiple analysts shift from bearish to neutral or outright bullish. The renewed partnership with Novo Nordisk, allowing HIMS to sell Ozempic and Wegovy, eases legal fears and replaces some high‑margin compounded GLP‑1 revenue, even if earnings may dip as the business pivots to branded drugs.

Daniel Grosslight, once a vocal critic, now sees the Novo deal as significantly de‑risking HIMS, lifting his view from Sell/High Risk to Neutral/High Risk with a $24 target. Ryan Macdonald goes further, upgrading to Buy with a $30 target, arguing that access to injectable and pill forms of Wegovy and Ozempic could reshape HIMS’ growth path and reopen the weight‑loss market that once looked closed.

Allen Lutz echoes this sentiment, moving from Underperform to Neutral and raising his price objective to $23, citing the dropped lawsuit and reduced credit risk as reasons for a richer valuation multiple. Still, he and Grosslight both warn that HIMS may struggle to fully replace the profitability of compounded GLP‑1s, likely needing roughly 70% more branded subscriptions just to fill the earnings gap.

For investors, the message is that HIMS’ legal overhang has cleared and the worst‑case GLP‑1 scenario is off the table, but the stock remains high risk. The upside hinges on how many patients adopt higher‑priced branded subscriptions and how quickly HIMS can scale this new arrangement without sacrificing margin or growth.

In the near term, HIMS is transitioning from a controversial compounder to a mainstream platform partner for big pharma, which could unlock further deals if this model works. Yet the Street’s tone is cautious optimism rather than euphoria, with upgrades largely framed as a reset from overly pessimistic assumptions rather than a slam‑dunk bull case.

Novo Nordisk’s own stock is facing a cooling period as at least one analyst steps to the sidelines. Michael Nedelcovych at TD Cowen downgrades NVO to Hold, signaling expectations for more modest returns after a powerful run driven by its weight‑loss franchise and broad investor enthusiasm for GLP‑1 therapies.

The downgrade comes as the market digests a more crowded landscape around obesity drugs, shifting regulatory and political scrutiny, and a more mature phase of the GLP‑1 story. While Novo still dominates the category with Wegovy and Ozempic, investors are being reminded that even leaders can trade sideways when expectations run ahead of near‑term catalysts.

Nedelcovych’s call suggests that a lot of the good news may already be reflected in Novo’s valuation, even with new distribution channels like HIMS on the horizon. For current shareholders, the recommendation leans toward holding rather than aggressively adding, waiting to see how revenue growth, capacity expansions, and new indications play out.

Prospective investors watching from the sidelines may see better entry points if sentiment cools further or if growth temporarily slows. The broader lesson is that market darlings such as NVO can rotate from momentum stories into consolidation phases, especially when the rest of the market begins to re‑price risk and chase the next wave of growth names.

CrowdStrike, by contrast, is being thrust into the spotlight as a preferred cybersecurity play, with Morgan Stanley’s Meta Marshall upgrading the stock to Buy and naming it a top pick. Despite being one of the priciest names in the sector on metrics like EV/Sales growth, CrowdStrike is viewed as a rare platform capable of sustaining 20%‑plus revenue growth for years.

The bullish thesis centers on the Falcon platform, which is rapidly expanding beyond endpoint protection into cloud, identity, and next‑gen SIEM/SOC offerings. Falcon Flex, a flexible subscription model, is growing at triple‑digit rates and helping CrowdStrike win larger, longer‑term consolidation deals as customers seek fewer vendors and tighter integration.

Marshall argues that CrowdStrike’s strong AI positioning is a key differentiator, giving it an edge in detecting and responding to threats faster than legacy systems. With a still‑large share of the endpoint market held by older vendors, CrowdStrike has room to keep taking share while layering on higher‑value modules that deepen customer stickiness and margins.

Recent share price weakness is framed more as an opportunity than a warning sign, especially after management reiterated confidence at Morgan Stanley’s TMT conference. For investors comfortable paying up for quality, CrowdStrike is being cast as a “platform winner” in security, one of the few names that could justify a premium valuation over the long term.

SolarEdge Technologies is staging a quiet comeback in analyst models, with Dimple Gosai upgrading the stock from Underperform to Neutral and lifting the price objective to $40. The core message is that SolarEdge’s worst‑case downside has eased as margins, revenue cadence, and liquidity begin to stabilize after a painful reset in global solar demand.

Gosai points to SolarEdge regaining the No. 1 U.S. residential inverter share in 2025, helped by rising third‑party ownership channels and simplified single‑SKU inverters that make life easier for installers. Margin expansion is expected to be supported by U.S. manufacturing, better use of Inflation Reduction Act “45x” credits, and the upcoming Nexis platform, putting gross margins on a path toward the mid‑20s by late 2026.

The analyst now embeds the 45x manufacturing credit directly into valuation, arguing that ignoring it no longer reflects how the market actually prices solar manufacturers. Even so, weak end‑markets, uncertain free‑cash‑flow durability, and soft European demand limit the near‑term upside, keeping the rating at Neutral despite the big jump in the price target.

For investors, SolarEdge is now seen less as a distressed story and more as a fair‑value turnaround with balanced risk‑reward. Those willing to wait through a choppy solar cycle may see incremental gains if margins recover faster, inventories stay lean, and policy support remains intact, but it is no longer pitched as a high‑conviction bargain or a clear short.

Telus rounds out the group with a more traditional telecom angle, but one that’s drawing fresh optimism. Analyst Matthew Griffiths upgrades Telus to Buy and raises the price objective to C$22 (US$16), arguing that an accelerated deleveraging plan and clearer asset monetization path make its dividend and balance sheet more secure.

Telus has identified roughly C$7 billion in potential monetization opportunities and appears more urgent about hitting leverage targets following a CEO transition. Griffiths believes the company can execute its plan without disrupting core operations, bringing the dividend payout ratio and leverage back to healthier levels while keeping free cash flow growing around 10% per year.

The upcoming leadership change on July 1 does introduce uncertainty, but the base case assumes continuity of strategy with more intensity around selling or partnering on non‑core assets. If execution falls short, dividend policy could come into focus, yet the analyst’s view is that Telus has enough flexibility built in to avoid drastic measures.

For income‑oriented investors, the upgrade frames Telus as a stabilizing story in a volatile market: a high‑yield telecom with a credible roadmap to strengthen its balance sheet. If the company can deliver on its FCF and monetization goals, investors could benefit from both yield and moderate capital appreciation as the valuation multiple grinds back toward its historical average.