Weight loss pills strong demand boost expected growth prospects! Goldman Sachs Group, Inc. sees Eli Lilly and Company (LLY.US) rising to 1260 US dollars.

Goldman Sachs Group, Inc. recently reiterated its "buy" rating on Eli Lilly & Co. (LLY.US) and raised its target price for the stock from $1145 to $1260. Goldman Sachs Group, Inc. stated that Eli Lilly's performance guidance for 2026 indicates approximately 25% year-over-year revenue growth, reflecting ongoing market confidence in the obesity drug sector despite increasing pricing pressures. Goldman Sachs Group, Inc. pointed out that market attention is likely to shift to Eli Lilly's oral obesity drug orforglipron, which is planned for launch in the second quarter of 2026. Eli Lilly management has indicated that the product's impact as an alternative to existing injectable treatments should be limited, and early signs support further expansion of the GLP-1 market. Eli Lilly's previous financial report for the fourth quarter of 2025 showed a revenue increase to $19.3 billion, surpassing market expectations of $17.96 billion; earnings per share were $7.54, surpassing market expectations of $6.67. In the fourth quarter, Zepbound sales reached $4.3 billion, exceeding market expectations of $3.8 billion; Mounjaro sales reached $7.4 billion, also exceeding market expectations of $6.7 billion. Meanwhile, Eli Lilly also announced optimistic growth prospects for 2026, driven by strong demand for obesity treatment drugs that do not appear to be significantly affected by pricing pressures. Eli Lilly expects revenue for 2026 to reach between $80 billion and $83 billion - significantly higher than the market's expectation of $77.62 billion, implying a growth of about 25%. Their performance guidance highlights that the competitive landscape is increasingly shaped by consumer demand rather than insurance coverage. Eli Lilly also forecasts earnings per share for 2026 to be between $33.50 and $35.00, with even the lower end of the range exceeding the market's expectation of $33.23. Additionally, Ken Custer, Head of Eli Lilly's Cardiovascular Metabolic Health business, stated during the financial earnings call that the company expects to launch orforglipron in the United States in the second quarter, with most international markets following in 2027.