Goldman Sachs Reaffirms Buy on Eli Lilly and Company (LLY), Citing 25% Growth Outlook

Eli Lilly and Company (NYSE:LLY) is included among 13 Best Long Term Low Risk Stocks to Buy Now.

On February 5, Goldman Sachs raised its terms proposal connected Eli Lilly and Company (NYSE:LLY) to $1,260 from $1,145. The steadfast reiterated its Buy standing connected the stock. Shares jumped astir 10% aft the institution posted a beardown net bushed and issued 2026 guidance that came successful supra expectations. In a enactment to investors, Goldman said the outlook points to astir 25% year-over-year maturation and reflects continued assurance successful the obesity cause market, adjacent arsenic pricing unit picks up. The steadfast said attraction is present apt to displacement toward the planned second-quarter 2026 motorboat of Lilly’s oral obesity pill, orforglipron. Management has suggested that immoderate cannibalization of injectable treatments should beryllium constricted and that aboriginal signs enactment further enlargement of the wide GLP-1 market.

A time earlier, connected February 4, Lilly laid retired a bullish maturation outlook for 2026, driven by beardown request for obesity treatments, and appeared mostly unfazed by pricing pressures that person weighed connected rival Novo Nordisk. Lilly expects gross to emergence by astir 25% this year, portion Novo Nordisk has forecast a 5% to 13% diminution successful income for 2026. The opposition highlights however the competitory scenery is progressively shaped by user request alternatively than security coverage.

Lilly expects to motorboat orforglipron successful the U.S. successful the 2nd quarter, with astir planetary markets pursuing successful 2027, according to Ken Custer, the company’s caput of cardiometabolic health, speaking connected the net call. For 2026, Lilly forecast net of $33.50 to $35 per share, with adjacent the debased extremity of the scope supra the expert statement of $33.23, based connected information from LSEG. The institution besides guided to full-year gross of $80 cardinal to $83 billion, good up of Wall Street expectations of $77.62 billion.

For the 4th quarter, Lilly reported net of $7.54 per share, compared with expectations of $6.67. Revenue climbed to $19.3 billion, besides exceeding forecasts of $17.96 billion.

Eli Lilly and Company (NYSE:LLY) develops, manufactures, and markets medicines worldwide. Alongside its halfway pharmaceutical business, the institution is besides advancing radiopharmaceutical research, including radioligand therapies being developed for crab treatment.

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