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Eli Lilly's Q1 revenue soars 55.5%, but shares dip amid pricing and competition concerns.

Analyst Insights
21 May 2026
24/7 Wall Street
View Source
Bullish
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Eli Lilly reported a 55.5% revenue increase in Q1 2026, driven by strong sales of Mounjaro and Zepbound. Despite this growth and raised full-year guidance, shares have fallen due to pricing pressures from China and the U.S., and competition from Novo Nordisk's Wegovy pill. Analysts remain optimistic with an 18% upside consensus target, seeing potential for shares to reach $1,800 by 2030 if new drugs scale globally and margins hold. Key risks include pricing reforms and competitive setbacks.

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