Eli Lilly and Company (NYSE:LLY) Stock Price Expected to Rise, Guggenheim Analyst Says

Key Points

• Guggenheim raised its price target on Eli Lilly to $1,168 (from $1,161) and kept a "buy" rating, implying roughly a 14.9% upside
• Eli Lilly beat Q4 estimates with $7.54 EPS and $19.29 billion in revenue (up 42.6% YoY) and issued FY2026 EPS guidance of 33.5–35.0, supporting the firm's strong financial outlook.
• Clinical momentum is a major catalyst—oral GLP‑1 candidate orforglipron showed superior results and has been submitted to regulators in 40+ countries with potential U.S. action in Q2 2026—while Novo Nordisk's price cuts for GLP‑1s remain the main near‑term competitive risk.

Eli Lilly and Company (NYSE:LLY - Get Free Report) had its target price upped by stock analysts at Guggenheim from $1,161.00 to $1,168.00 in a research report issued on Thursday,MarketScreener reports. The brokerage presently has a "buy" rating on the stock. Guggenheim's price target points to a potential upside of 14.90% from the company's current price.

LLY has been the subject of several other research reports. Loop Capital set a $1,200.00 price target on Eli Lilly and Company in a research note on Tuesday, February 10th. Truist Financial reaffirmed a "buy" rating on shares of Eli Lilly and Company in a report on Monday. TD Cowen increased their target price on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a research report on Thursday, January 29th. Berenberg Bank raised their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research note on Thursday, February 19th. Finally, National Bank Financial set a $1,286.00 price target on shares of Eli Lilly and Company in a research report on Monday, December 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Eli Lilly and Company has an average rating of "Moderate Buy" and an average target price of $1,229.59.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY traded down $12.34 during midday trading on Thursday, hitting $1,016.49. The company's stock had a trading volume of 315,059 shares, compared to its average volume of 3,285,420. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The firm's fifty day moving average price is $1,054.25 and its 200-day moving average price is $924.46. The firm has a market cap of $958.92 billion, a P/E ratio of 44.30, a P/E/G ratio of 1.21 and a beta of 0.39.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts' consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the prior year, the business earned $5.32 EPS. The firm's revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, sell-side analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the stock. Maryland Capital Advisors Inc. acquired a new stake in shares of Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Sumitomo Mitsui Financial Group Inc. acquired a new stake in Eli Lilly and Company during the second quarter worth about $27,000. Vermillion & White Wealth Management Group LLC increased its holdings in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after buying an additional 16 shares during the period. Evolution Wealth Management Inc. acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $29,000. Finally, Steph & Co. boosted its position in shares of Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company's stock worth $30,000 after acquiring an additional 29 shares in the last quarter. 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: ACHIEVE‑3 Lancet results: orforglipron showed superior A1C reduction and greater weight loss vs. oral semaglutide (36 mg vs 14 mg), and Lilly says it has submitted the drug to regulators in 40+ countries with potential U.S. obesity action in Q2 2026 — a major revenue catalyst if approved. Lilly press release / Lancet publication
• Positive Sentiment: Analyst initiation: RBC started coverage on LLY with an "Outperform" and $1,250 price target, signaling street confidence and potential upside versus the current price. RBC / StreetInsider
• Positive Sentiment: Other clinical wins: positive Phase 3 open‑label extension data for Omvoh (mirikizumab) and the broader GLP‑1 franchise momentum (Mounjaro/Zepbound) support the company’s revenue growth outlook and FY guidance. Yahoo / VIVID‑2 extension
• Neutral Sentiment: Additional safety detail released: Reuters published more granular side‑effect data from the orforglipron vs. oral semaglutide diabetes trial — useful for regulators and investors but not an immediate approval blocker; would be watched closely by risk‑averse holders. Reuters: additional side‑effect data
• Neutral Sentiment: Street commentary on competitive pricing: BofA and other banks say Novo Nordisk’s announced list‑price cuts may not materially change U.S. market dynamics for GLP‑1s, which tempers downside risk from pricing moves. Yahoo / BofA note
• Negative Sentiment: Novo price cuts & market reaction: Novo’s plan to slash U.S. list prices for Ozempic/Wegovy (reported broadly) has pressured biotech/GLP‑1 names and contributed to recent pulls in LLY shares as investors debate margin and competitive impact. This remains the main near‑term risk to sentiment. Yahoo: Novo halves US price

About Eli Lilly and Company

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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