
Eli Lilly LLY.N forecast strong growth for 2026 on Wednesday on the back of surging demand for obesity drugs, shaking off pricing pressures that sunk rival Novo Nordisk's NOVOb.CO outlook
Median PT of 33 brokerages covering the stock is $1205 - data compiled by LSEG
ORFORGLIPRON LAUNCH ON THE HORIZON
BMO ("outperform," PT: $1300) says Lilly is well positioned for 2026 and beyond; co's momentum is building into the new year with its incretin business continuing to drive significant growth despite pricing headwinds
J.P. Morgan ("overweight," PT: $1300) sees rapid uptake among consumers for orforglipron especially among the "less-penetrated overweight population as well as among those wanting non-injectable options"
Truist Securities ("buy," PT: $1281) says LLY has a strong growth year ahead fueled by the expansion of Mounjaro and launch of orforglipron in the U.S.
Morningstar (fair value: $870) says Lilly's orforglipron has an upper hand internationally over rival Novo's Wegovy given its ease of manufacturing; adds orforglipron's launch in the U.S. in 2026 and in 2027 internationally will be a major catalyst for shares