VCP Scanner
ScreenerTechnicalBreakoutsThemes
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
VisualizeInteractive multi-year financial charts
Earnings
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Pharma & Energy
LLY vs NVOJNJ vs PFEXOM vs CVX
Compare Any Stocks...
WatchlistPricing
ScreenerTechnical ScannerBreakoutsThemes
Earnings
WatchlistPricing
Ctrl K
LLY
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Analyze deeply. Research with clarity.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • Pricing
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly market insights — free

© 2026 VCP Scanner
AboutPrivacyTermsRefund Policy
Not financial advice. Do your own research.
ScreenerBreakoutsCompareWatchlist
LLYEli Lilly and Company
$1185.16$1.12T
Overview & Verdict
OverviewAnalysisVisualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice HistoryTechnical Analysis
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Ownership
Holders
HomeStocksLLYAnalysis
LLY logo

Eli Lilly and Company (LLY) Research Brief

Wall Street consensus, price target range, and equity research thesis

Buy45 Analyst Coverage
Consensus Target
$1342+13.2% Upside
Current: $1185.16
Analyst Range
Low $1135High $1500
12-Month High/Low Spread
Ratings Mix
33 Buy·9 Hold·3 Sell
Earnings & Valuation
EPS Beat 30.9%
Forward P/E: 32.8x

Executive Summary & Research Take

Wall Street currently rates LLY buy with a 12-month price target of $1342 (+13.2% upside). The sections below cover the bull case, key risks, and latest earnings context for Eli Lilly and Company.

Recent Analyst Actions

LLY Analyst Upgrades & Price Target Changes

2 of 2 analysts raised targets. Recent price target changes and ratings for LLY.

Updated Jun 2026
FirmActionRatingPrice Target
JefferiesRaisedBuy$1330$1350
B of A SecuritiesRaisedBuy$1133$1251

Analyst ratings update weekly. Get LLY's next verdict in your inbox.

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

Analyst Research Summary

Investment Thesis: Bull Case & Risk Factors

A structured look at the bull case, the risks, and the most recent earnings execution for LLY.

Current setup

LLY beat estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.

Bull Case

What keeps the long thesis intact

  • Strong Revenue GrowthEli Lilly reported a 56% year-over-year revenue increase to $19.8 billion in Q1 2026, with EPS up 170% to $8.26.
  • GLP-1 Market LeadershipMounjaro and Zepbound are projected to generate over $50 billion in revenue in 2026, with Foundayo expected to earn $1.6 billion.
  • Robust Pipeline and R&DEli Lilly's $50 billion investment in manufacturing and a deep pipeline, including retatrutide, positions it for sustained leadership.
  • Improving Profit MarginsNet profit margin increased to 31.7%, up from 23.5% a year prior, with expectations to reach around 40% in the coming years.
  • Valuation DiscountCurrent share price of $934.60 is below the DCF fair value of $1,427.87, suggesting a 16.5% margin of safety.

Wall Street rates LLY buy, giving the bull case institutional backing from 45 analysts.

Watch Out For

What can break the setup quickly

  • High Valuation ConcernsThe stock's P/E ratio of 40.5x is significantly higher than the industry average of 16.1x, leaving little room for error.
  • Increasing CompetitionThe GLP-1 market faces threats from competitors like Novo Nordisk, with oral Wegovy potentially offering superior weight loss benefits.
  • Pricing and Regulatory RisksRisks for drugs like Kisunla include bottlenecks in patient diagnosis and potential cannibalization of existing products.
  • Execution RisksWhile margins have improved, they are still below the expected 40% target, posing risks for future drug launches.
  • High Debt LevelsEli Lilly has a high debt-to-equity ratio of 1.60 and a low free cash flow yield of 0.74%, raising financial concerns.

Watch whether new negative commentary on LLY points to these structural risks or is simply reacting to short-term price moves.

LLY Earnings Reaction — What the Last Quarter Showed

Last Quarter

EPS
$8.38 vs $6.40 est.Beat 30.9%
Revenue
$23.0B vs $20.8B est.Beat 10.3%
Consensus-Based Analysis Tools

LLY Stock Overview

Stock snapshot, live price chart, key ratios, and company profile.

View Overview

Intrinsic Valuation

DCF models, multiple analysis, and analyst estimates.

Check Valuation

Historical Returns

10-year return with dividends reinvested.

Calculate

DCA Calculator

See how regular investing compounds over time.

Run Numbers

Peer Comparison

Compare growth, multiples, and margins vs sector.

Compare

LLY — Frequently Asked Questions

Quick answers to the most common questions about buying LLY stock.

What is the analyst consensus on LLY?
Verdict

LLY has modest upside — analysts rate it "Buy" with a $1342 target, implying +13.2% from today's $1185.16. This is informational only — verify the data and consider your own risk tolerance before deciding.

What are recent analyst rating changes for LLY?
Timing

Timing depends on your horizon, but the data signals are: consensus rating "Buy" with +13.2% upside to the $1342 target. In the past 30 days, 2 of 2 covering analysts raised their price targets — a bullish signal.

What is the price target for LLY stock?
Price Target

LLY's consensus 12-month price target is $1342, set by 45 Wall Street analysts. The bull case high is $1500 and the bear case low is $1135. From the current price of $1185.16, this implies +13.2% upside.

Is LLY overvalued or undervalued?
Valuation

LLY appears fairly valued — the $1342 consensus target is roughly in line with today's $1185.16 (+13.2%). It trades at a forward P/E of 32.8x. Targets range from $1135 (bear) to $1500 (bull), reflecting different assumptions about growth and margins.

What were LLY's latest earnings results?
Earnings

LLY reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Buy" with a $1342 target. Consider position sizing rather than going all-in pre-print.

What is the bull case for LLY?
Coverage

Of 45 analysts covering Eli Lilly and Company (LLY): 0 Strong Buy, 33 Buy, 9 Hold, 3 Sell, 0 Strong Sell — a "Buy" consensus. The 12-month price target is $1342 (range $1135–$1500). Bullish analysts outnumber bearish by more than 2-to-1.

What are the risks of investing in LLY?
Risks

3 of the 45 analysts covering LLY rate it Sell or Strong Sell. Common concerns include valuation stretch, slowing growth, and sector-specific headwinds — see the Bull vs. Risk cards above for the specific theses on Eli Lilly and Company.

Financial Data & Software Notice: VCP Scanner is an educational financial research database and stock screening software platform. VCP Scanner does not generate, recommend, or package trade decisions, buy/sell signals, or personalized investment advice. Consensus ratings and price targets reflect aggregated third-party Wall Street analyst research from public SEC filings. See our Terms of Service and Privacy Policy.