The share price of Eli Lilly (NYSE: LLY) has shown strong momentum entering the new week, building on last week's gains after blockbuster Q4 results and guidance that beat expectations. As of the February 6 close, the stock stood at $1,058.18 (up ~3.66% that day), with the shares up more than 30% over the past year amid continued GLP-1 demand.
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Let's take a closer look at the latest results, stock performance, and prospects.
Weight-loss drug sales surge drives growth
Lilly's GLP-1 portfolio remains the core engine. In Q4 2025, Mounjaro sales surged 110% to $7.4 billion, while Zepbound revenue soared 123% to $4.3 billion (from $1.9 billion a year earlier). Verzenio (breast cancer treatment) grew modestly by 3% to $1.6 billion.
Both Mounjaro (for type 2 diabetes) and Zepbound (for weight management in obese/overweight adults) share the active ingredient tirzepatide and are often used off-label for weight loss.
Overall Q4 revenue rose 43% to $19.29 billion, with adjusted EPS up 42% to $7.54—well above analyst expectations of ~$6.67 EPS on $17.96 billion revenue.
Strong 2026 outlook and recent stock action
Lilly guided for 2026 revenue of $80–$83 billion (midpoint ~25% growth) and adjusted EPS of $33.50–$35.00, exceeding consensus estimates (~$77.7 billion revenue, $33.23 EPS). This reflects sustained demand for Mounjaro/Zepbound, potential Medicare coverage expansion later in 2026, and the anticipated Q2 approval/launch of orforglipron—an oral GLP-1 pill that could broaden access by avoiding injections, cold storage, and pens.
The guidance triggered a sharp rally post-earnings (February 4 saw significant upside), though the week featured volatility (e.g., a dip on February 5 before rebounding). Analysts continue to highlight Lilly's edge over competitors like Novo Nordisk, with some raising price targets.
Is it time to buy?
With the stock trading around $1,058 (as of last close) and strong tailwinds from obesity/diabetes treatments, momentum looks solid—but watch for any regulatory/pricing updates or broader market shifts. The GLP-1 market remains massive, and Lilly's positioning (including orforglipron) supports long-term growth potential. Always consider your risk tolerance and consult financial advice.
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