Eli Lilly and Company (NYSE:LLY) Stock Price Expected to Rise, The Goldman Sachs Group Analyst Says

Key Points

• Goldman Sachs raised its price target on Eli Lilly to $1,283 (from $1,260) and kept a buy rating, implying roughly a 31% upside from the current share price.
• Eli Lilly beat Q1 expectations—EPS $8.55 vs. $6.97 and revenue $19.8B vs. $17.82B—driven by strong GLP‑1 demand, and management set FY2026 EPS guidance of 35.50–37.00, reinforcing growth momentum.
• The stock carries a consensus Moderate Buy with an average analyst target of $1,218.30, though analysts warn of valuation and competitive risks despite heavy institutional ownership and positive catalysts.

Eli Lilly and Company (NYSE:LLY - Get Free Report) had its price target boosted by equities research analysts at The Goldman Sachs Group from $1,260.00 to $1,283.00 in a report issued on Friday,MarketScreener reports. The brokerage presently has a "buy" rating on the stock. The Goldman Sachs Group's target price would suggest a potential upside of 31.16% from the stock's current price.

Other research analysts have also recently issued research reports about the stock. Zacks Research cut shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a report on Friday, January 30th. Morgan Stanley increased their price target on Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the stock an "overweight" rating in a research report on Friday, April 10th. Rothschild & Co Redburn lifted their price objective on Eli Lilly and Company from $875.00 to $880.00 and gave the company a "neutral" rating in a research note on Friday, April 10th. Loop Capital set a $1,200.00 target price on Eli Lilly and Company in a research note on Tuesday, February 10th. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of Eli Lilly and Company in a research report on Friday, March 27th. Two 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $1,218.30.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $978.18 on Friday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The business's 50 day moving average price is $947.05 and its 200 day moving average price is $984.98. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The firm has a market cap of $924.21 billion, a P/E ratio of 42.66, a P/E/G ratio of 1.00 and a beta of 0.51.

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 (EPS) for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the firm posted $3.34 EPS. Eli Lilly and Company's revenue for the quarter 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. On average, sell-side analysts expect that Eli Lilly and Company will post 33.79 earnings per share for the current year.

Hedge Funds Weigh In On Eli Lilly and Company

Several institutional investors and hedge funds have recently modified their holdings of LLY. Vanguard Group Inc. raised its stake in shares of Eli Lilly and Company by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock worth $88,087,193,000 after buying an additional 1,006,885 shares during the period. State Street Corp grew its stake in Eli Lilly and Company by 1.8% in the 4th 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 increased its holdings in Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after acquiring an additional 4,332,008 shares in the last quarter. Morgan Stanley increased its holdings 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 acquiring an additional 407,166 shares in the last quarter. Finally, Capital World Investors lifted its holdings in Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company's stock valued at $16,154,619,000 after purchasing an additional 61,851 shares in the last quarter. Hedge funds and other 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: Eli Lilly crushed Q1 estimates and raised full‑year guidance — strong GLP‑1 volume drove 56% revenue growth and management boosted FY26 revenue and EPS targets, a primary catalyst for the stock lift. Eli Lilly crushes Q1 estimates, raises full-year outlook
• Positive Sentiment: Foundayo oral GLP‑1 pill is already reaching patients (CEO: >20,000 prescriptions early), supporting upside to the obesity pill opportunity and long‑term GLP‑1 adoption. Lilly’s weight loss pill reaches brand new patients
• Positive Sentiment: FDA proposed excluding active ingredients for tirzepatide/semaglutide from bulk compounding — could limit cheaper compounded competitors and protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Market commentary and upgrades: analysts and investors upgraded/touted LLY after the print (Seeking Alpha upgrade, Guggenheim PT raise), reinforcing buy-side interest. Eli Lilly: Buying Opportunity (Rating Upgrade)
• Neutral Sentiment: Corporate activity supports pipeline expansion — acquisition of Ajax (JAK inhibitors) and a $2.25B AI/gene‑editing partnership broaden long‑term growth drivers but are multi‑year value creators. Why Eli Lilly is One of the Best Drug Stocks
• Neutral Sentiment: Summaries/transcripts of the earnings call and analyst notes provide color (Moby, Seeking Alpha transcript) for investors assessing sustainability of volume vs. pricing trends. Eli Lilly Q1 2026 Earnings Call Summary
• Negative Sentiment: Competition and mixed early pill metrics: social/industry notes point to a slower Foundayo launch vs. competitors in week‑to‑week scripts, and Novo remains a strong rival — this could cap near‑term share gains. Opinions on Foundayo Pill Launch
• Negative Sentiment: Valuation and selling activity: coverage notes call LLY an expensive stock even as some investors and insiders have been selling; high multiples raise sensitivity to any slowdown in GLP‑1 momentum. Valuation commentary from Gary Black

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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