Seeking Alpha
29 Oct 2026, 16:49 UTC · 1h ago
Eli Lilly: Mounjaro And Zepbound Keep The Growth Story Alive
Impact · against what's priced in
Eli Lilly's Q3 results confirm the current growth trajectory but provide no catalyst to move the stock, as the strong GLP-1 performance is already baked into the price. The results reinforce the baseline expectations for revenue growth without providing evidence of the long-term acceleration or margin expansion required to bridge the gap to bull-case valuations.
- LLY+0.00
Already priced in
- The price assumes
Revenue guidance of $85–87 billion for 2026
The 38.6% year-over-year revenue growth to $24.4 billion and $16.08 billion from Mounjaro/Zepbound align with the high-growth path the market already expects for 2026.
What LLY's price assumes · Sep 10
Top 1 mover · tap to explore
