LLY’s $87 billion FY2026 guidance and GLP-1 momentum position it to hit $100 billion revenue, with a $1,480 price target.
Eli Lilly (NYSE:LLY) has set fiscal 2026 revenue guidance between $85 billion and $87 billion, putting a $100 billion milestone within reach. The company’s stock carries a BUY rating with a $1,480.01 price target, implying 17.89% upside over the next 12 months.
Q2 2026 revenue surged 47.67% year over year to $22.97 billion, beating consensus by 11.06%. EPS of $8.38 exceeded estimates by 27.27%, driven by Mounjaro’s $9.94 billion (+91%) and Zepbound’s $4.93 billion. Lilly’s market cap now exceeds $1.12 trillion, surpassing peers like Novo Nordisk (NVO), valued at $156 billion.
Retatrutide’s Q1 2027 BLA filing and orforglipron’s global rollout underpin a bull-case target of $1,704, a 36% return from current levels. LLY trades at $1,255.40, near its 52-week high of $1,292.65.