Eli Lilly and Company (NYSE:LLY) Stock Price Expected to Rise, Rothschild & Co Redburn Analyst Says

Key Points

• Rothschild & Co Redburn nudged its price target on Eli Lilly to $880 from $875 while keeping a "neutral" rating, a target that implies about a 7% downside from the stock's current level.
• The broader analyst consensus is more bullish, with a MarketBeat consensus rating of "Moderate Buy" and an average price target of $1,224 (several firms have substantially higher targets, e.g., Wells Fargo and TD Cowen).
• Eli Lilly's recent commercial momentum—most notably the rollout of the oral GLP‑1 pill Foundayo with expanded distribution (LillyDirect, telehealth partners, Amazon Pharmacy)—supports revenue upside, but rising generic competition (especially in India) and rival pricing moves create meaningful market‑share and margin risks.

Eli Lilly and Company (NYSE:LLY - Get Free Report) had its price target upped by equities research analysts at Rothschild & Co Redburn from $875.00 to $880.00 in a research note issued on Friday,MarketScreener reports. The brokerage presently has a "neutral" rating on the stock. Rothschild & Co Redburn's target price points to a potential downside of 7.02% from the stock's current price.

LLY has been the subject of a number of other reports. Sanford C. Bernstein reissued an "outperform" rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. TD Cowen upped their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Berenberg Bank lifted their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a report on Thursday, February 19th. Wells Fargo & Company raised their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an "overweight" rating in a research report on Thursday, February 5th. Finally, Guggenheim lowered their price target on Eli Lilly and Company from $1,168.00 to $1,163.00 and set a "buy" rating for the company in a report on Monday, March 30th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $1,224.07.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $946.44 on Friday. The firm has a market cap of $894.22 billion, a PE ratio of 41.21, a PEG ratio of 1.11 and a beta of 0.51. The stock has a 50 day moving average of $985.96 and a 200 day moving average of $972.98. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.

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

Institutional Investors Weigh In On Eli Lilly and Company

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. 10Elms LLP increased its position in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after purchasing an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. increased its holdings in Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after purchasing an additional 10 shares during the last quarter. Tanager Wealth Management LLP raised its position in Eli Lilly and Company by 2.6% in the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock valued at $424,000 after purchasing an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC lifted its stake in Eli Lilly and Company by 1.5% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock worth $710,000 after purchasing an additional 10 shares in the last quarter. Finally, Wealthspan Partners LLC lifted its stake in Eli Lilly and Company by 0.5% during the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock worth $2,268,000 after purchasing an additional 10 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Foundayo (orforglipron) is now widely available across the U.S. via LillyDirect, telehealth partners and retail pharmacies — expanding patient access and shortening time to first fill, which supports faster uptake and revenue growth. Foundayo™ (orforglipron), Lilly's new oral GLP‑1 pill for weight loss, now available in the U.S.
• Positive Sentiment: Amazon Pharmacy will stock Foundayo at kiosks and offer same‑day delivery in some markets — a meaningful distribution and convenience lift that can accelerate prescriptions converting to fills and reduce friction versus competitors. Amazon to stock Lilly's new weight‑loss pill at US kiosks, offer same‑day delivery
• Positive Sentiment: Multiple commercial partnerships (Weight Watchers, GoodRx, Ro/telehealth) plus cash‑pricing options ($25/month with commercial coverage; $149/month self‑pay) widen channels and patient affordability pathways — supportive for volume scale and recurring revenue expectations. Eli Lilly Expands Foundayo Access With Retail And Telehealth Partners
• Neutral Sentiment: Analyst and media coverage remains bullish on Lilly’s longer‑term franchise and pipeline (AI and neuroscience investments), which supports consensus upside but may be priced in. Upcoming Q1 results will be watched for how launch volumes translate to revenue. Eli Lilly's Weight‑Loss Pill Hits the Shelves. It's a Turning Point for the Stock.
• Negative Sentiment: Heightened competitive pressure in India from low‑cost generic semaglutide copies has already trimmed Lilly’s market share (from ~61% to ~56% month‑to‑month), signaling pricing and volume risk in fast‑growing international markets and an early example of patent‑expiry dynamics. Eli Lilly market share drops, Novo Nordisk holds firm as generic weight‑loss drugs flood India
• Negative Sentiment: Price competition and substitute moves from rivals (e.g., Novo Nordisk dosing/pricing tweaks) raise the risk of margin pressure and slower pricing power, particularly as oral GLP‑1 entrants proliferate. Investors are parsing whether US launch volume will offset these headwinds. Update: Market Chatter: Eli Lilly, Novo Nordisk Face Pressure in India as Semaglutide Generics Gain Ground

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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