For the first quarter of 2026, analysts anticipate Eli Lilly and Company to report consensus revenue of approximately $17.78 billion and adjusted earnings of $7.26 per share, with its current price of $883.96 trading well below the average analyst target of $1,225.32.
The primary focus for investors remains the explosive growth of the company's obesity franchise, specifically the sales performance and supply expansion for blockbuster drugs Zepbound and Mounjaro.
Analysts are also closely monitoring the initial market reception of Foundayo, Lilly’s recently approved oral weight-loss pill, which began shipping in early April. Furthermore, management's ability to maintain high margins amidst potential pricing pressure and the integration of the $7 billion Kelonia Therapeutics acquisition will be critical for sustaining the stock's premium valuation.