LLY’s obesity and diabetes drug franchise generated $13 billion in Q1 2026 revenue, driving optimism for its stock target.
Eli Lilly’s GLP-1 drugs, Mounjaro and Zepbound, delivered nearly $13 billion in combined revenue during Q1 2026, reinforcing its dominance in the obesity and diabetes markets. The company now holds roughly 60% of the U.S. GLP-1 market, outpacing Novo Nordisk’s early lead with Ozempic and Wegovy.
International expansion is accelerating, with Mounjaro launched across Europe, the Middle East, Asia, and Latin America. Sales of Lilly’s incretin medicines outside the U.S. are growing faster than the broader pharmaceutical market, as global obesity rates rise and access to GLP-1 therapies expands.
Analysts project Lilly’s stock could reach $1,200 by Q1 2026 if current growth trends persist, driven by both domestic and international demand for its weight-loss and diabetes treatments.