Truist: 'Defending Lilly: LLY strong position helps guard their share in a crowded GLP-1 landscape'

TD Cowen Reiterates Hold Rating on Hims and Hers (HIMS)

February 6, 2026 6:04 AM EST

TD Cowen analyst Jonna Kim reiterated a Hold rating and $30.00 price target on Hims and Hers (NYSE: HIMS).

The analyst comments "We are hosting a Pharmacy Law Expert Call: An Update On Oral And Injectable GLP-1 Compounding today (2/6) at 12:30pm ET - please contact your sales representative if you are interested.

HIMS announced that the launch of compounded semaglutide pills starting at $49 the first month with a 5 month-plan (remaining months at $99 per month). Our take is that without this announcement, compounded GLP-1 revenue would... More

Leerink: 'there is no reason why HIMS shouldn't evaluate these launches for every subsequent weight loss product'

February 5, 2026 10:25 AM EST

Leerink Partners analyst Michael Cherny reiterated a Market Perform rating and $41.00 price target on Hims and Hers (NYSE: HIMS).

The analyst comments "Bottom Line: The compounded oral semaglutide launch announcement today is another clear example of HIMS' strategy to leverage customization and the... More

Wolfe Research on Eli Lilly (LLY): 'we question the legality of HIMS' ability to market an oral semaglutide'

February 5, 2026 10:24 AM EST

Wolfe Research analyst Alexandria Hammond reiterated an Outperform rating and $1,250.00 price target on Eli Lilly (NYSE: LLY).

The analyst comments "Compounded oral GLPs have arrived. This morning, Hims (HIMS; not covered) announced the expansion of its weight loss portfolio to now include a compounded version... More

Wells Fargo on Eli Lilly (LLY): 'Compounders Strike Again, but We See Little Risk to Near-Term Growth'

February 5, 2026 10:10 AM EST

Wells Fargo analyst Mohit Bansal reiterated an Overweight rating and $1,280.00 price target on Eli Lilly (NYSE: LLY)

"Compounders Strike Again, but We See Little Risk to Near-Term Growth".

For an analyst ratings summary and ratings history on... More

Eli Lilly (LLY) PT Raised to $1,293 at BofA Securities

February 5, 2026 10:02 AM EST

BofA Securities analyst Tim Anderson raised the price target on Eli Lilly (NYSE: LLY) to $1,293.00 (from $1,265.00) while maintaining a Buy rating.

... More

Eli Lilly (LLY) PT Raised to $1,281 at Truist Securities

February 5, 2026 9:38 AM EST

Truist Securities analyst Srikripa Devarakonda raised the price target on Eli Lilly (NYSE: LLY) to $1,281.00 (from $1,182.00) while maintaining a Buy rating.

The analyst commented: "Obesity/T2D continues to deliver; orfo & retatrutide to support long term growth; We remain... More

Eli Lilly (LLY) PT Raised to $1,205 at Cantor Fitzgerald

February 5, 2026 9:27 AM EST

Cantor Fitzgerald analyst Carter Gould raised the price target on Eli Lilly (NYSE: LLY) to $1,205.00 (from $985.00) while maintaining a Overweight rating.... More

TD Cowen: 'Eli Lilly (LLY) Confident Oral GLP-1s Will Expand Mkt'

February 5, 2026 9:21 AM EST

TD Cowen analyst Steve Scala reiterated a Buy rating and $1,250.00 price target on Eli Lilly (NYSE: LLY).

The analyst commented: "Lilly Confident Oral GLP-1s Will Expand Mkt; Q4 revenue/EPS beat, '26 guidance above our/consensus estimates. Despite "low to mid teens"... More

'Eli Lilly (LLY) Extends Its Lead Into 2026'; PT Raised to $1,300 at BMO Capital

February 5, 2026 9:12 AM EST

BMO Capital analyst Evan Seigerman raised the price target on Eli Lilly (NYSE: LLY) to $1,300.00 (from $1,200.00) while maintaining an Outperform rating.

The analyst commented: "Lilly Extends Its Lead Into 2026; Lillys 4Q25 and 2026 guide underscore clear differentiation and leadership within the incretin category. Sales... More

Hims stock surges as Wegovy pill copy offered at $49, Novo shares fall

February 5, 2026 9:08 AM EST

Investing.com -- Hims and Hers Health (NYSE: HIMS) stock surged 19% on Thursday after the telehealth company announced it will offer compounded versions of Novo Nordisks (NYSE: NVO) new Wegovy pill at an introductory price of $49 per month, significantly undercutting the... More

Eli Lilly (LLY) PT Raised to $1,300 at JPMorgan

February 5, 2026 9:03 AM EST

(Updated - February 5, 2026 10:08 AM EST)

JPMorgan analyst Chris Schott raised the price target on Eli Lilly (NYSE: LLY) to $1,300.00 (from $1,150.00) while maintaining an Overweight rating.

The analyst commented, "Following LLYs 4Q/FY26 guidance, we are again raising our estimates and... More

Eli Lilly (LLY) PT Raised to $1,313 at Morgan Stanley

February 5, 2026 8:08 AM EST

Morgan Stanley analyst Terence Flynn raised the price target on Eli Lilly (NYSE: LLY) to $1,313.00 (from $1,290.00) while maintaining a Overweight rating.... More

Eli Lilly (LLY) PT Raised to $1,280 at Wells Fargo

February 5, 2026 7:56 AM EST

Wells Fargo analyst Mohit Bansal raised the price target on Eli Lilly (NYSE: LLY) to $1,280.00 (from $1,200.00) while maintaining a Overweight rating.... More

Eli Lilly (LLY) PT Raised to $1,300 at Scotiabank

February 5, 2026 7:20 AM EST

Scotiabank analyst Louis Chen raised the price target on Eli Lilly (NYSE: LLY) to $1,300.00 (from $1,165.00) while maintaining a Sector Outperform rating.... More

Eli Lilly (LLY) PT Raised to $1,260 at Goldman Sachs

February 5, 2026 6:52 AM EST

Goldman Sachs analyst Asad Haider raised the price target on Eli Lilly (NYSE: LLY) to $1,260.00 (from $1,145.00) while maintaining a Buy rating.

The analyst comments "From here, we expect investor focus to remain mostly anchored to the anticipated 2Q26 launch of oral obesity pill orforglipron. Ahead of this,... More

Deutsche Bank: 'we think the combination of yesterday's day's fear / volatility and today's guide supports a +M/HSD% move for LLY'

February 4, 2026 12:35 PM EST

Deutsche Bank analyst James Shin reiterated a Buy rating and $1,200.00 price target on Eli Lilly (NYSE: LLY).

The analyst comments "Midpoint of FY26 Rev and non-GAAP EPS guide of $80-$83B and $33.50-$35/sh nicely above the Street's ~$78B and $33.09/sh. Guide assumes low-to-mid teens price decline (vs -6% in FY25), which in our view points to +42% y/y volume growth. For context, in FY25 US Mounjaro scripts (TRx) reached... More

Leerink Partners Reiterates Outperform Rating on Eli Lilly (LLY)

February 4, 2026 8:21 AM EST

Leerink Partners analyst David Risinger reiterated an Outperform rating and $1,234.00 price target on Eli Lilly (NYSE: LLY).

The analyst comments "We view LLYs 2026 financial guidance as highly encouraging following NVOs (not rated) guidance shortfall on February 3. Mgmt. clearly expects obesity volume... More

Bernstein Weighs In on Eli Lilly (LLY) Stock Following Novo Pre-Release

February 4, 2026 7:56 AM EST

Bernstein SocGen Group analyst Courtney Breen reiterated an Outperform rating and $1,300.00 price target on Eli Lilly (NYSE: LLY).

The analyst commented: "Limited readacross from NOVO earnings announcement; Weve just seen Novo (not covered) pre-release their Q425 performance & 2026 guide. This guide... More

Truist Securities Reiterates Buy Rating on Eli Lilly (LLY)

February 4, 2026 7:27 AM EST

Truist Securities analyst Srikripa Devarakonda reiterated a Buy rating and $1,182.00 price target on Eli Lilly (NYSE: LLY).

The analyst comments "LLY shares rally (up 8% pre-market vs. flattish XBI) following a top-line beat: 4Q25 total revenue $19.3B vs. $18.0B cons, and bottom-line beat: 4Q25 adj. dil. EPS of $7.54 vs. $6.91 cons) driven by continued performance from key... More

Eli Lilly & Co. (LLY) Tops Q4 EPS by 34c, Beats on Revenue; Offers FY26 Guidance

February 4, 2026 6:46 AM EST

Eli Lilly & Co. (NYSE: LLY) reported Q4 EPS of $7.54, $0.34 better than the analyst estimate of $7.20. Revenue for the quarter came in at $19.3 billion versus the consensus estimate of $17.87 billion.

GUIDANCE:

Eli Lilly & Co. sees FY2026 EPS of $33.50-$35.00, versus... More

Stocks expected to have increasing option volume: LLY ABBV UBER BDX JCI AMZN GEHC YUM SU CME UBS BSX QCOM NVS ABBV EA CB CTSH FOXA EFX FTV EMR LUMN SLAB

February 4, 2026 4:56 AM EST

Stocks expected to have increasing option volume: LLY ABBV UBER BDX JCI AMZN GEHC YUM SU CME UBS BSX QCOM NVS ABBV EA CB CTSH FOXA EFX FTV EMR LUMN SLAB

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Eli Lilly earnings preview Q4: strong print expected on obesity drugs demand

February 4, 2026 2:00 AM EST

Investing.com-- Eli Lilly is set to post strong fourth-quarter earnings growth before the market open on February 4 as the drugmaker benefited from strong demand for its weight loss treatments.

Focus will be squarely on its outlook for 2026, which is expected to reflect management expectations for price negotiations with the U.S. government and the launch of a key oral weight loss drug.

LLY is expected to post earnings per share of $7.2 on revenue of... More

Novo Nordisk shares plunge amid lower 2026 sales outlook

February 3, 2026 12:22 PM EST

Investing.com - Shares of Novo Nordisk A/S (NYSE: NVO) fell sharply midday Tuesday after the Wegovy-maker posted fourth-quarter results and issued a sales warning for 2026.

The company stated adjusted sales growth for 2026, which excludes revenue from the reversal of... More

Eli Lilly & Co. (LLY) sees volatility amid Novo's warning

February 3, 2026 11:46 AM EST

Eli Lilly & Co. (NYSE: LLY) stock is volatile following weak guidance from rival Novo Nordisk (NYSE: NVO)

Novo Nordisk's fourth-quarter performance showed a 2% decline in sales and 4% decrease in operating profit at constant exchange rates. Sales in US Operations... More

Veradermics IPO expected to price at top of $14-$16 range

February 3, 2026 11:04 AM EST

Veradermics Inc.'s initial public offering is expected to price at the top of its $14 to $16 marketing range Tuesday, according to a Bloomberg report Tuesday.

The clinical-stage pattern hair loss drug developer's offering is multiple times oversubscribed, with investors being told to expect tight allocations, the people... More

Eli Lilly & Co. (LLY) call put ratio 1 call to 1.3 puts into quarter results

February 3, 2026 10:38 AM EST

Eli Lilly & Co. (NYSE: LLY) February 6 weekly call option implied volatility is at 88, February is at 50; compared to its 52-week range of 25 to 64. Call put ratio 1 call to 1.3 puts into the expected release of quarter results before the bell on February 4.

... More

Eli Lilly & Co. (LLY) call put ratio 1 call to 1 put into quarter results

February 3, 2026 5:33 AM EST

Eli Lilly & Co. (NYSE: LLY) February 6 weekly 1045 straddle priced for a move of 6.5%. Call put ratio 1 call to 1 put into the expected release of quarter results before the bell on February 4.

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