Lilly (Eli) (LLY)
NYSEHealth CareDrug Manufacturers - GeneralSnapshot 2026-07-07
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Track LLY free→NYSEHealth CareDrug Manufacturers - GeneralSnapshot 2026-07-07
Reading LLY? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track LLY free→Lilly grows sales about 23% next year to $83.5B. Profit per share rises to about $36.25. New obesity drugs and approvals help growth. Manufacturing and regulatory progress support product supply and launches.
Regulatory and pricing problems could slow new product sales. Growth may fall below 23%. High valuation risks a price drop if growth slows.
The price is about 53% above our fair value near $804. Analysts expect about 23% revenue growth. Our fair value is well below the Street median near $1314.
Breaks if: EPS falls below $23 in FY26
Breaks if: Obesity medicine access growth stalls or declines
Lilly aims to expand access to its obesity medicines through agreements and regulatory submissions.
Breaks if: Manufacturing capacity growth stalls or declines
Lilly is focused on increasing its manufacturing capacity to meet growing demand.
Breaks if: Regulatory approvals slow or face setbacks
Lilly is making regulatory progress with new product approvals and submissions.
Breaks if: Revenue falls below $63 billion in FY26
Lilly aims to expand access to its obesity medicines through agreements and regulatory submissions.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.