Quick Read – Mounjaro alone generated $8.7 billion in Q1 2026, up 125% year over year, driving LLY above $1,213 and into stock split territory. – LLY surged 14% in the 30 days after earnings, outpacing SPY’s 6% and QQQ’s 12% over the same window. – Board directors bought shares…
progressively higher prices from $920 to $1,129, while management raised full-year revenue guidance to a range of $82 billion to $85 billion. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Eli Lilly didn’t make the cut. Grab the names FREE today
The Number $8.662 billion. That is what Mounjaro alone generated for Eli Lilly (NYSE:LLY) in the first quarter of 2026, a single product, a single quarter, up 125% year over year. The figure was disclosed in Lilly’s Q1 2026 earnings release on April 30, 2026, an actual reported figure.
This key growth driver is what I’d argue is the central investing thesis behind investors who have continued to buy LLY stock at more than $1,200 per share, positioning this stock for a potential stock split (at least in my view). What It Means Mounjaro is now doing roughly the annual revenue of a mid-cap pharma company every 90 days. When investors add Zepbound at $4.160 billion in the same quarter (up 80%), and the incretin franchise pushed group revenue to $19.799 billion (55.55% higher than a year earlier), it’s clear to see that there’s no shortage of growth with this biotech giant.