Eli Lilly and Company (NYSE:LLY – Free Report) had its target price upped by Cantor Fitzgerald from $1,205.00 to $1,230.00 in a research report report published on Friday, MarketBeat Ratings reports. They currently have an overweight rating on the stock.
Several other research analysts have also commented on the stock. JPMorgan Chase & Co. increased their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Daiwa Securities Group upped their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $1,285.00 target price on shares of Eli Lilly and Company in a research note on Friday, March 6th. BMO Capital Markets reissued an “outperform” rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Finally, Argus upped their price target on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average price target of $1,212.96.
Check Out Our Latest Stock Report on LLY
Eli Lilly and Company Trading Up 3.3%
Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. The company had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 115.33%. Eli Lilly and Company’s revenue was up 55.5% on a year-over-year basis. During the same quarter last year, the firm posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Research analysts forecast that Eli Lilly and Company will post 33.79 EPS for the current year.
Institutional Inflows and Outflows
Large investors have recently bought and sold shares of the company. Maryland Capital Advisors Inc. acquired a new stake in Eli Lilly and Company during the fourth quarter worth about $25,000. Osbon Capital Management LLC acquired a new position in Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Vermillion & White Wealth Management Group LLC boosted its stake in Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after acquiring an additional 16 shares during the period. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company during the fourth quarter valued at approximately $30,000. Finally, 10Elms LLP raised its position in shares of Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 10 shares during the period. Institutional investors own 82.53% of the company’s stock.
Key Eli Lilly and Company News
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non?GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
- Positive Sentiment: Foundayo (oral GLP?1) early traction: Foundayo — the first oral GLP?1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer?term market share and convenience advantages versus rivals. Lilly’s Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
- Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP?1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
- Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
- Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP?1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
- Neutral Sentiment: Valuation and long?term upside debate: Several analyses highlight a tension between Lilly’s strong top?line growth and a stretched valuation after multi?year gains; some see material upside if GLP?1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
- Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer?term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
- Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands
Eli Lilly and Company Company Profile
Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.
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