Eli Lilly (LLY) Panoramica del titolo
Eli Lilly and Company scopre, sviluppa, produce e commercializza prodotti farmaceutici per uso umano negli Stati Uniti, in Europa, Cina, Giappone e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Last Earnings Call
Q2 2026 · 5 Aug 2026Eli Lilly reported strong Q2 2026 financial results on August 5, 2026, driven by robust volume growth in its incretin portfolio.
Financial Results & Metrics
- Revenue: Reported $23.0 billion, a 48% increase year-over-year, beating analyst consensus of approximately $20.69 billion.
- EPS: Non-GAAP EPS was $8.38, which beat consensus estimates (varying reports cited $6.01–$6.06 as the consensus expectation, though some sources noted a $8.84 target). Reported EPS was $7.94.
- Key Products: Mounjaro and Zepbound continued to drive growth, with Mounjaro revenue reaching approximately $9.94 billion.
- Management Outlook: Lilly raised its full-year 2026 revenue guidance to a range of $85.0 billion–$87.0 billion (up from $82.0 billion–$85.0 billion) and set full-year non-GAAP EPS guidance at $35.50–$36.50.
Market Reaction
Eli Lilly stock rose approximately 6.3% on August 5, 2026. Analysts attributed the positive market response to the company's strong revenue beat, upward guidance revision, and successful scaling of manufacturing capacity, which reassured investors regarding the supply of its high-demand metabolic therapies.
LLY Community Fair Values
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Analyst Price Targets
Top Community Narratives
Concorrenti di Eli Lilly and Company
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$1,215.02 |
| Massimo di 52 settimane | US$1,249.45 |
| Minimo di 52 settimane | US$629.40 |
| Beta | 0.51 |
| Variazione di 1 mese | 2.22% |
| Variazione a 3 mesi | 19.62% |
| Variazione di 1 anno | 90.02% |
| Variazione a 3 anni | 122.28% |
| Variazione a 5 anni | 345.54% |
| Variazione dall'IPO | 43,160.79% |
Notizie e aggiornamenti recenti
Articolo di analisi • Aug 08
Eli Lilly and Company Just Beat Revenue By 11%: Here's What Analysts Think Will Happen Next
Eli Lilly and Company ( NYSE:LLY ) just released its quarterly report and things are looking bullish. It was a positive...
Aggiornamento narrativa • Aug 08
LLY: GLP-1 Leadership And Retatrutide Progress Will Drive Balanced Outlook
Analysts have increased their fair value estimate for Eli Lilly stock from $1,270.37 to $1,297.31, reflecting higher Street price targets supported by strong Q2 incretin demand, GLP-1 franchise momentum, and updated long-term modeling around obesity and diabetes therapies. Analyst Commentary Recent Street research on Eli Lilly shows a clear focus on the company’s incretin and GLP-1 portfolio, with multiple firms adjusting price targets following Q2 results, obesity and diabetes trial updates, and refreshed long term models.Recent updates
Articolo di analisi • Aug 08
Eli Lilly and Company Just Beat Revenue By 11%: Here's What Analysts Think Will Happen Next
Eli Lilly and Company ( NYSE:LLY ) just released its quarterly report and things are looking bullish. It was a positive...Aggiornamento narrativa • Aug 08
LLY: GLP-1 Leadership And Retatrutide Progress Will Drive Balanced Outlook
Analysts have increased their fair value estimate for Eli Lilly stock from $1,270.37 to $1,297.31, reflecting higher Street price targets supported by strong Q2 incretin demand, GLP-1 franchise momentum, and updated long-term modeling around obesity and diabetes therapies. Analyst Commentary Recent Street research on Eli Lilly shows a clear focus on the company’s incretin and GLP-1 portfolio, with multiple firms adjusting price targets following Q2 results, obesity and diabetes trial updates, and refreshed long term models.Seeking Alpha • Aug 05
Eli Lilly Q2 Earnings Review: Breath-Taking Results Mean Higher Ceiling On Stock Price Target
Summary Eli Lilly delivered exceptional quarterly results, with revenues up 48% YoY to $22.97bn and EPS of $7.95, surpassing expectations. LLY raised 2026 revenue guidance to $85bn–$87bn, driven by dominance in the GLP-1 market with Mounjaro and Zepbound accounting for ~65% of total revenues. Strategic M&A, robust manufacturing expansion, and a diversified late-stage pipeline across oncology, immunology, and neuroscience reinforce LLY’s growth trajectory. I see few obstacles to further share price appreciation, with potential for LLY’s market cap to exceed $1.5 trillion as it targets $150bn annual revenues by 2035. Read the full article on Seeking AlphaAggiornamento narrativa • Jul 25
LLY: GLP-1 Leadership And Retatrutide Data Will Shape Balanced Outlook
Eli Lilly's updated fair value estimate of $1,270.37, up from $1,243.43, reflects analysts' higher price targets that lean on expectations for stronger obesity and diabetes franchise contributions, incremental support from retatrutide data, and Q2 previews that factor in relatively higher revenue growth assumptions alongside slightly adjusted long term profit margins and future P/E multiples. Analyst Commentary Recent research on Eli Lilly points to a generally constructive stance from Wall Street, with multiple firms lifting price targets as they reassess the company's obesity and diabetes portfolio, retatrutide data, and Q2 earnings setup.Aggiornamento narrativa • Jul 10
LLY: GLP-1 Franchise And Retatrutide Data Will Support Balanced Future Outlook
Analysts have nudged their price targets on Eli Lilly higher, with fair value estimates moving from about $1,218.72 to roughly $1,243.43 as they point to resilient GLP-1 obesity and diabetes franchises, along with supportive recent data and previews around Zepbound, Mounjaro, Foundayo and retatrutide. Analyst Commentary Recent research updates on Eli Lilly show a cluster of higher price targets around the GLP-1 obesity and diabetes portfolio, with Zepbound, Mounjaro, Foundayo and retatrutide at the center of the discussion.Aggiornamento narrativa • Jun 24
LLY: Retatrutide Efficacy And GLP-1 Demand Will Support Balanced Outlook
Analysts have nudged up Eli Lilly's fair value estimate by about $4 to $1,218.72, reflecting modestly higher modeled revenue growth and a slightly richer future P/E multiple, supported by recent price target increases tied to retatrutide data and broader GLP-1 expectations. Analyst Commentary Recent commentary on Eli Lilly centers on how retatrutide data and GLP-1 demand expectations filter into valuation, growth assumptions, and execution risk.Aggiornamento narrativa • Jun 09
LLY: GLP-1 Leadership And Retatrutide Data Will Support Balanced Long-Term Outlook
Analysts have inched up their price targets on Eli Lilly, with several moving into the $1,250 to $1,350 range. They cite full Phase 3 retatrutide data that showed strong obesity and Type 2 diabetes outcomes, with what they view as manageable safety trade offs and a GLP-1 profile they say will be hard for rivals to match.Aggiornamento narrativa • May 26
LLY: GLP-1 Obesity Franchise Leadership Will Drive Long-Term Profitability
Analysts have nudged their price targets on Eli Lilly higher, with our fair value estimate moving by about $2 to $1,211 per share as they factor in expectations for stronger long-term profitability and GLP-1 leadership following positive retatrutide Phase 3 data, partly offset by more tempered revenue growth assumptions and a lower future P/E multiple. Analyst Commentary Recent research on Eli Lilly clusters around the same theme, retatrutide Phase 3 data supporting a premium valuation for the GLP-1 franchise, but with growing debate over how much future growth is already reflected in the stock.
Aggiornamento narrativa • May 07
LLY: Obesity Pricing Pressure And Safety Headlines Will Shape Future Franchise Economics
Analysts have raised Eli Lilly's implied fair value from $883.99 to $899.73 after several firms increased their price targets by $1 to $50, citing confidence in the obesity and diabetes pipeline, Foundayo's regulatory progress, and clarifications around recent safety concerns. Analyst Commentary Recent research on Eli Lilly reflects a mix of enthusiasm around obesity and diabetes assets and a clearer, more cautious minority that is focused on how much optimism is already reflected in the stock.
Aggiornamento narrativa • Apr 20
LLY: Obesity And Diabetes Platform Will Support Premium Positioning Beyond 2030
Analysts have slightly raised their average price targets on Eli Lilly in recent weeks, citing supportive trial updates in obesity and diabetes, favorable comparisons to competing GLP-1 therapies, and regulatory progress that they say supports high but unchanged fair value estimates of around $1,500. Analyst Commentary Recent Street research around Eli Lilly has been active, with a cluster of price target moves, rating changes, and product specific notes that give you a clearer sense of how professionals are framing the risk and reward.Aggiornamento narrativa • Apr 06
LLY: Oral GLP-1 Launch And Capacity Expansion Will Drive Future Obesity Upside
Analysts have nudged Eli Lilly's price target slightly higher by $1, reflecting updated views on obesity and diabetes franchises following recent Foundayo approval commentary and comparative GLP-1 data. Analyst Commentary Recent research on Eli Lilly clusters around obesity and diabetes, pricing dynamics in GLP-1 therapies, and the implications of new product approvals and trial readouts for long term growth and valuation.
Nuova narrativa • Mar 25
Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth
Eli Lilly already runs one of the fastest-growing drug businesses on earth, and its most powerful drug is not even approved yet. WHERE THE STOCK SITS TODAY The current price is around $907 (25/03/2026).Aggiornamento narrativa • Mar 23
LLY: Obesity And Diabetes Franchise Strength Will Support Premium Positioning
Analysts have raised their price target for Eli Lilly to $1,500, citing updated models that reflect slightly stronger assumed revenue growth, a marginally higher profit margin profile, and continued confidence in the obesity and diabetes franchises following recent trial data and supportive sell side research. Analyst Commentary Recent research highlights a split view on Eli Lilly, with some bullish analysts leaning into the obesity and diabetes opportunity set, while at least one more cautious voice questions how much growth is already reflected in the share price.Aggiornamento narrativa • Mar 09
LLY: Obesity Drug Leadership And Pipeline Catalysts Will Sustain Premium Positioning
The updated analyst price target for Eli Lilly has increased to $1,490.52 from $1,429.89. Analysts highlight the obesity and GLP-1 franchise, premium valuations tied to weight loss leadership, and potential upside from pipeline and acquisition catalysts as key factors supporting this change.Aggiornamento narrativa • Feb 23
LLY: GLP-1 Obesity Leadership Will Drive Future Cardiometabolic And M&A Upside
Eli Lilly's analyst price targets have shifted higher, with our fair value estimate moving from $1,093.22 to $1,211.21, as analysts point to sustained GLP-1 obesity leadership, premium valuation support, and an expanding cardiometabolic pipeline as key drivers of their updated views. Analyst Commentary Recent Street research on Eli Lilly clusters around a few clear themes, with bullish analysts focusing on obesity leadership, cardiometabolic breadth, and M&A, while more cautious voices watch valuation and execution risk around the pipeline.Aggiornamento narrativa • Feb 08
LLY: Government Pricing Deals Will Compress Obesity Franchise Economics Going Forward
Analysts have raised their fair value estimate for Eli Lilly from US$770 to about US$884 per share, reflecting updated assumptions on long term obesity opportunities, recent price target increases across several firms, and steady expectations around margins and future P/E multiples. Analyst Commentary The latest batch of research on Eli Lilly revolves around its weight loss and cardiometabolic franchises, expectations for new product launches, and the implications of recent policy developments on pricing and access.Articolo di analisi • Feb 07
Eli Lilly and Company (NYSE:LLY) Just Released Its Yearly Earnings: Here's What Analysts Think
Investors in Eli Lilly and Company ( NYSE:LLY ) had a good week, as its shares rose 2.0% to close at US$1,058 following...Aggiornamento narrativa • Jan 25
LLY: Government GLP 1 Pricing Deals Will Pressure Obesity Margins
Analysts have nudged their price targets on Eli Lilly slightly higher, citing continued confidence in the obesity and GLP 1 franchise, supportive government pricing agreements, and potential upside from acquisitions and pipeline catalysts, even as some firms fine tune their models and individual targets by low single digit amounts such as Guggenheim's recent US$2 trim. Analyst Commentary Recent research on Eli Lilly has been dominated by optimism around obesity treatments and government pricing agreements, but there is also a pocket of caution that is worth paying attention to if you are thinking about valuation, execution and long term growth risk.Rendimenti per gli azionisti
| LLY | US Pharmaceuticals | US Mercato | |
|---|---|---|---|
| 7D | 8.9% | 4.3% | 0.09% |
| 1Y | 90.0% | 58.8% | 19.0% |
Ritorno vs Industria: LLY ha superato il US Pharmaceuticals che ha restituito 58.8 % nell'ultimo anno.
Rendimento vs Mercato: LLY ha superato il mercato US che ha restituito 19 % nell'ultimo anno.
Volatilità dei prezzi
| LLY volatility | |
|---|---|
| LLY Average Weekly Movement | 4.8% |
| Pharmaceuticals Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: LLY non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di LLY è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1876 | 50,000 | Dave Ricks | www.lilly.com |
Eli Lilly and Company si occupa della ricerca, dello sviluppo, della produzione e della commercializzazione di prodotti farmaceutici per uso umano negli Stati Uniti, in Europa, in Cina, in Giappone e a livello internazionale. L’azienda offre prodotti per la salute cardiometabolica, tra cui Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulina lispro, insulina lispro protamina, insulina lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, Humulin U-500 per il diabete; Jardiance, Mounjaro e Trulicity per il diabete di tipo 2; e Zepbound per l’obesità. Fornisce inoltre prodotti oncologici, quali Cyramza per il trattamento di seconda linea del cancro gastrico o dell’adenocarcinoma della giunzione gastro-esofagea; Erbitux per i tumori del colon-retto e della testa e del collo; Inluriyo per il cancro al seno; Jaypirca per la leucemia linfocitica cronica o il linfoma linfocitico piccolo; Retevmo per il trattamento del carcinoma polmonare non a piccole cellule metastatico; TYVYT per il linfoma di Hodgkin classico; e Verzenio per il cancro al seno.
Eli Lilly and Company Riepilogo dei fondamenti
| LLY statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.10t |
| Utili (TTM) | US$26.71b |
| Ricavi(TTM) | US$79.67b |
40.5x
Rapporto P/E13.6x
Rapporto P/SLLY è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| LLY Conto economico (TTM) | |
|---|---|
| Ricavi | US$79.67b |
| Costo del fatturato | US$13.23b |
| Profitto lordo | US$66.44b |
| Altre spese | US$39.73b |
| Utili | US$26.71b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
Oct 29, 2026
| Utile per azione (EPS) | 29.97 |
| Margine lordo | 83.40% |
| Margine di profitto netto | 33.53% |
| Rapporto debito/patrimonio netto | 162.1% |
Come si è comportato LLY nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.6%
Rendimento attuale del dividendo22%
Rapporto di remunerazioneLLY paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di LLY| Eli Lilly date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Aug 14 2026 |
| Data di pagamento dei dividendi | Sep 10 2026 |
| Giorni fino al dividendo Ex | 2 days |
| Giorni prima della data di pagamento dei dividendi | 29 days |
LLY paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di LLYAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/11 01:31 |
| Prezzo dell'azione a fine giornata | 2026/08/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Eli Lilly and Company è coperta da 53 analisti. 26 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Toung | Argus Research Company |
| Emily Field | Barclays |
| Kerry Holford | Berenberg |