<\/p>\n
Eli Lilly (LLY) has seen a lot of bullish calls from Wall Street in July.\u00a0<\/p>\n
Guggenheim, Truist, Bank of America, Bernstein, and JPMorgan all raised their price targets in the first half of the month.\u00a0<\/p>\n
Then UBSwent higher than nearly all of them.<\/p>\n
UBS’s call is worth watching closely because it landed in the same week as prescription data that point in a bearish direction.<\/p>\n
For anyone holding Lilly stock into its August earnings report, the gap between those two things is worth looking at.<\/p>\n
UBS raises its Eli Lilly price target to $1,425<\/p>\n
On July 13, UBS analyst Michael Yee lifted his price target on Eli Lilly to $1,425 from $1,250 and kept a buy rating.\u00a0<\/p>\n
That is a 14% increase from the previous target, and it implies a roughly 20% boost from where the stock traded on the July 13.<\/p>\n
More Health Care Stocks:<\/p>\n
JPMorgan resets LLY stock target on drug demandJim Cramer crowns one surging sector the hottest in the marketLilly quietly hands Chinese partner its cancer drug<\/p>\n
Yee tied the raise to sales momentum in Mounjaro and Zepbound, Lilly’s diabetes and obesity injections. He also cited optimism around Kisunla, its Alzheimer’s treatment, Financial Modeling Prep reported.<\/p>\n
A buy rating means the analyst expects the stock to outperform. The $1,425 figure is where he thinks shares could trade over the next 12 months.<\/p>\n
UBS was not alone. Guggenheim moved to $1,273, BofA to $1,334, Truist to $1,370, and Bernstein to $1,385, all in the same stretch, according to GuruFocus.<\/p>\n
UBS raised its Eli Lilly price target to $1,425, citing Mounjaro and Zepbound demand.<\/p>\n
JHVEPhoto / Getty Images<\/p>\n
Why Mounjaro and Zepbound sales support the Lilly target<\/p>\n
The bull case rests on a business that has been growing at a pace that’s rare for major pharmaceutical companies.<\/p>\n
In the first quarter of 2026, revenue rose 56% to $19.8 billion, and Lilly raised full-year guidance to between $82 billion and $85 billion, Lilly’s earnings release showed.<\/p>\n
What the franchise delivered in Q1Mounjaro brought in $8.66 billion worldwide, more than doubling from the same quarter in 2025.U.S. Zepbound sales reached $4.16 billion, up 80%.U.S. revenue climbed 43% to $12.1 billion on a 49% jump in volume.Adjusted earnings came to $8.55 per share against a $6.66 consensus, CNBC reported.<\/p>\n
Volume did that work, not price. Realized prices fell in both markets, and demand still overwhelmed the drag.<\/p>\n
That is the pattern Lilly’s management promised, and it is the reason analysts keep moving their targets up.<\/p>\n
The Foundayo prescription data complicating the bullish view<\/p>\n
Foundayo, Lilly’s oral GLP-1 pill, launched in April and was supposed to widen the market to patients who will not take an injection.\u00a0<\/p>\n
However, weekly prescriptions have been flat for five weeks, Fierce Pharma reported, citing IQVIA data in a July 10 Jefferies note.<\/p>\n
Foundayo versus the Wegovy pill at week 13Foundayo: 19,550 weekly prescriptions, down for a third straight week from a week-10 peak of 21,648.Novo Nordisk Wegovy pill: More than 105,000 at the same point after launch.Jefferies projects $71 million in debut-quarter Foundayo sales, against a Wall Street consensus near $130 million.<\/p>\n
There are fair explanations for the performance. Oral Wegovy is semaglutide, a molecule doctors already knew, while Foundayo is a new compound with a new brand name.<\/p>\n
Coverage also arrived late, as CVS was the last of the three big pharmacy benefit managers to cover Foundayo, while Wegovy had full coverage in its first week.\u00a0<\/p>\n
Employer appetite for GLP-1 coverage is also a separate pressure on the same demand curve.<\/p>\n
What the Kisunla and Alzheimer’s angle actually adds<\/p>\n
The second leg of the UBS thesis is Kisunla, and the timing is planned.\u00a0<\/p>\n
Lilly presented 16 abstracts at the Alzheimer’s Association International Conference in London from July 12 to 15.<\/p>\n
Related: Eli Lilly\u2019s hottest drugs face a quiet new threat<\/p>\n
The headline items were long-term extension data on Kisunla’s benefit-risk profile and a comparison of P-tau217 blood tests against amyloid PET scans in patients with no symptoms yet.<\/p>\n
That second item matters a lot.\u00a0<\/p>\n
PET scans are expensive and scarce, so a blood test that finds Alzheimer’s early would widen the pool of diagnosed patients, and every diagnosed patient is a potential Kisunla candidate.<\/p>\n
However, it is years from moving the revenue line the way Mounjaro does today.<\/p>\n
How Lilly stock has traded against its own good news<\/p>\n
The stock has not been keeping pace with analysts’ optimism.<\/p>\n
LLY share-price snapshot:<\/p>\n
Closed at $1,152.54 on July 14, down 4.89% over five trading days.Up 11.58% over the past six months, and still up on the year.52-week range of $623.78 to $1,249.45, with the all-time closing high of $1,235.56 set July 7.Market value near $1.09 trillion, with a price-to-earnings ratioaround 41.<\/p>\n
The stock set a record on July 7, then gave back nearly 5% into the week UBS raised its target.\u00a0<\/p>\n
At $1,152.54, the $1,425 target implies about 24% upside, wider than the roughly 20% measured on the day of the call.<\/p>\n
A price-to-earnings ratio in the low 40s means investors are already paying for years of growth that has not arrived yet, which is exactly why a lagging sales number can move the shares.<\/p>\n
What Eli Lilly investors should watch before Aug. 5<\/p>\n
Lilly reports second-quarter results on Aug. 5, and the report is a straightforward test for the stock.<\/p>\n
Three things that decide whether $1,425 holds:<\/p>\n
Foundayo’s reported quarterly sales: Consensus sits near $130 million, and Jefferies models $71 million, so the actual figure settles whether the IQVIA data was missing telehealth scripts or telling the truth.Mounjaro’s international momentum: Growth outside the U.S. ran 81% last quarter, helped by China adding Mounjaro to its reimbursement list, and generics are coming to some markets.Whether volume keeps outrunning prices: Realized prices are falling in both the U.S. and abroad, and the whole thesis depends on demand growing faster than that decline.<\/p>\n
Mounjaro and Zepbound are performing, and nobody disputes that.<\/p>\n
For long-term investors, the August report tells you whether Foundayo is simply experiencing a slow start or whether the drug is a miss.<\/p>\n
If you’re looking at adding LLY to your portfolio, keep in mind that six banks raised their targets into the same crowded trade this month, and the stock is already 8% off its high with a $1,425 target.\u00a0<\/p>\n
At this multiple, one bad quarter is enough to hurtthe stock, so size your position accordingly.<\/p>\n
Related: Goldman Sachs doubles down on Novo stock target after key event<\/p>\n
#UBS #strongly #resets #Lilly #stock #target<\/p>\n","protected":false},"excerpt":{"rendered":"
Eli Lilly (LLY) has seen a lot of bullish calls from Wall Street in July.\u00a0…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[259],"tags":[11172,1307,91,3687,336,2098],"_links":{"self":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/11283"}],"collection":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11283"}],"version-history":[{"count":0,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/11283\/revisions"}],"wp:attachment":[{"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}