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Feb 5, 2026 4:00 PM

Eli Lilly's 2026 Outlook Push Back Demand Fears: Analyst

Eli Lilly and Co. (NYSE:LLY) stock is trading lower on Thursday, possibly on profit-taking after the stock rallied roughly 10% on Wednesday.

On Wednesday, Eli Lilly reported fourth-quarter adjusted earnings of $7.54 per share, beating the consensus of $6.67.

The company’s sales reached $19.3 billion, beating the consensus of $17.96 billion.

The obesity drug maker expects sales between $80 billion-$83 billion compared to the Wall Street estimate of $77.62 billion.

Eli Lilly sees fiscal 2026 adjusted earnings of $33.50-$35 per share compared to the consensus of $33.23.

Analyst View

Cantor, in an investor note, wrote that Eli Lilly’s fiscal 2026 guidance was a strong rebuttal to concerns over GLP-1 pricing or demand.

Cantor analyst Carter Gould maintains the Overweight ...