Eli Lilly Projects 25% Revenue Growth After Mounjaro Up 110% and Zepbound Up 123%
Eli Lilly’s GLP-1 drugs Mounjaro and Zepbound achieved 110% and 123% sales growth in Q4, fueling a sharp share price surge. The company forecast 25% revenue growth for 2026 and anticipates FDA approval of oral GLP-1 candidate orforglipron in Q2.
1. Strong Q4 Weight-Loss Drug Performance
Mounjaro and Zepbound sales climbed 110% and 123% respectively in the fourth quarter, driving robust revenue growth in the key GLP-1 weight-loss segment.
2. Upbeat 2026 Financial Guidance
Eli Lilly issued guidance for 2026 projecting 25% revenue growth and signaled that FDA approval of its oral GLP-1 candidate orforglipron is expected in the second quarter, underpinning its long-term expansion plans.
3. Analyst Upgrades and Price Targets
Goldman Sachs raised its price target from $1,145 to $1,260 with a Buy rating, while JPMorgan increased its target from $1,150 to $1,300 and maintained an Overweight stance following the company’s strong Q4 results.
4. Market and Cramer Sentiment
Shares rose 3.66% following the weight-loss momentum and positive analyst actions, and a leading commentator dubbed Eli Lilly "the great drug company on Earth," reflecting bullish market confidence.