Eli Lilly sees 2026 profit above estimates as demand for weight‑loss drugs soars
Eli Lilly projects $80–$83 billion revenue and raised EPS guidance for 2026 due to strong demand for GLP-1 drugs Zepbound and Mounjaro, surpassing analyst estimates.
- On Wednesday, Eli Lilly and Company posted fourth-quarter results and raised its 2026 guidance to $80 billion–$83 billion, with adjusted earnings guidance.
- Surging demand for GLP-1 drugs such as Zepbound and Mounjaro underpins the stronger outlook, while November pricing deals are expected to boost prescriptions for Medicare and Medicaid beneficiaries.
- Lilly CEO Dave Ricks said `a step down in pricing` will occur, while fourth quarter results showed adjusted EPS $7.54 and revenue $19.29 billion beat estimates.
- The deals shift commercial math by pairing price cuts with tariff relief, granting a three-year tariff exemption while Novo Nordisk warned on Tuesday of sales declines as exclusivity ends in China, Brazil and Canada.
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Why Eli Lilly Stock Soared Today
Key PointsSales of Lilly's GLP-1 drugs are surging.Management issued a bullish profit forecast. 10 stocks we like better than Eli Lilly › Shares of Eli Lilly (NYSE: LLY) climbed over 10% on Wednesday after the medicine maker delivered a blockbuster earnings report. Image source: Getty Images.Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See…
Eli Lilly sees 2026 profit above estimates as demand for weight‑loss drugs soars
Eli Lilly forecast 2026 profit above Wall Street estimates on Wednesday, betting on surging demand for its obesity drugs as the world's most valuable drugmaker prepares to launch its oral weight-loss pill later this year.
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