Eli Lilly and Company (NYSE:LLY) Price Target Raised to $1,400.00 at Barclays

Key Points

• Barclays raised its price target on Eli Lilly to $1,400 (from $1,350) and maintained an overweight rating, implying roughly a 45.5% upside from the current price.
• Eli Lilly reported strong Q1 results — $19.8 billion revenue (+55.5% YoY) and $8.55 EPS, beating estimates — and provided FY‑2026 EPS guidance of $35.50–37.00, reinforcing bullish expectations.
• Blockbuster GLP‑1 sales and a new oral weight‑loss pill are driving the company’s growth narrative and analyst support, but observers warn of concentration‑related regulatory, pricing and demand risks in the GLP‑1 space.

Eli Lilly and Company (NYSE:LLY - Get Free Report) had its price objective boosted by stock analysts at Barclays from $1,350.00 to $1,400.00 in a research report issued to clients and investors on Monday,MarketScreener reports. The firm currently has an "overweight" rating on the stock. Barclays's price objective indicates a potential upside of 45.54% from the stock's current price.

Other equities research analysts have also issued reports about the stock. Bank of America dropped their price objective on shares of Eli Lilly and Company from $1,294.00 to $1,133.00 and set a "buy" rating on the stock in a report on Friday. The Goldman Sachs Group lifted their price target on Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the stock a "buy" rating in a research report on Friday. Wells Fargo & Company boosted their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Morgan Stanley reissued an "overweight" rating and issued a $1,344.00 price objective on shares of Eli Lilly and Company in a report on Friday. Finally, CICC Research raised their price objective on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a "neutral" rating in a research note on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Eli Lilly and Company presently has an average rating of "Moderate Buy" and a consensus target price of $1,214.81.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $961.95 on Monday. The company has a 50 day moving average price of $947.05 and a 200 day moving average price of $987.36. The firm has a market capitalization of $908.87 billion, a P/E ratio of 34.26, a PEG ratio of 1.13 and a beta of 0.48. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter in the previous year, the firm earned $3.34 EPS. Eli Lilly and Company's revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts expect that Eli Lilly and Company will post 33.79 EPS for the current year.

Institutional Investors Weigh In On Eli Lilly and Company

Hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock worth $88,087,193,000 after acquiring an additional 1,006,885 shares during the period. State Street Corp lifted its holdings in Eli Lilly and Company by 1.8% in the fourth quarter. State Street Corp now owns 35,361,916 shares of the company's stock valued at $38,002,744,000 after acquiring an additional 635,358 shares during the period. Capital Research Global Investors lifted its holdings in Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. Morgan Stanley boosted its position in Eli Lilly and Company by 2.7% in the 4th quarter. Morgan Stanley now owns 15,593,019 shares of the company's stock worth $16,757,510,000 after purchasing an additional 407,166 shares in the last quarter. Finally, Capital World Investors grew its stake in shares of Eli Lilly and Company by 0.4% during the 4th quarter. Capital World Investors now owns 15,031,750 shares of the company's stock worth $16,154,619,000 after purchasing an additional 61,851 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Strong Q1 results — Lilly reported $19.8B revenue (+55.5% YoY) and $8.55 non‑GAAP EPS, beating expectations and setting FY‑2026 EPS guidance of $35.50–37.00, confirming robust demand and margin strength. Eli Lilly and Company 2026 Q1 - Results - Earnings Call Presentation
• Positive Sentiment: Blockbuster GLP‑1 revenue — Coverage highlights that Lilly’s weight‑loss drugs are delivering “blockbuster” sales that powered the quarter and helped the company lift profit guidance, reinforcing the core growth story. Eli Lilly Just Announced Fantastic News for Shareholders
• Positive Sentiment: New pill expands market — Commentary points to a new oral weight‑loss pill and other pipeline wins as expanding Lilly’s TAM, which helped push the stock higher this week as investors price in additional revenue streams. Why Eli Lilly Stock Jumped This Week
• Positive Sentiment: Analyst backing — Truist reaffirmed a Buy after positive phase‑3 data (Foundayo) and other firms (BofA among them) reiterated upside potential, supporting continued investor confidence. Truist Reaffirms Buy on Eli Lilly (LLY) After Trial Success
• Neutral Sentiment: Price‑target revisions — Bank of America trimmed its price target (from $1,294 to $1,133) while maintaining a Buy rating, signaling confidence but acknowledging valuation and execution risks. BofA Securities Cuts Eli Lilly Price Target to $1,133 From $1,294; Maintains Buy Rating
• Negative Sentiment: Sector risk from GLP‑1 concentration — A Deloitte summary reported by CNBC warns of a potential “bubble effect” as GLP‑1s drive outsized late‑stage pipeline value and returns, highlighting regulatory, pricing and demand‑sustainability risks for companies heavily exposed to weight‑loss drugs. 'Bubble effect': Weight loss drug fueled growth is putting the pharma sector at risk, report finds

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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