Earnings Momentum: Social media erupted following Eli Lilly's first-quarter results, highlighting a 56% revenue surge driven by robust demand for weight-loss drugs like Mounjaro and the new oral Foundayo. Investors noted the company's raised full-year guidance by $2 billion, signaling sustained strength in the GLP-1 market despite supply challenges. Shares climbed in pre-market trading amid optimism for continued healthcare sector rotation.
Analyst Optimism: Prominent voices celebrated analyst upgrades, with firms like Cantor Fitzgerald and Barclays lifting price targets to $1,230 and $1,400 respectively, citing exceptional tirzepatide growth and easing launch concerns for Foundayo. Discussions emphasized Lilly's leadership in obesity treatments and potential for higher sales leverage. Some highlighted partnerships expanding access to these drugs via platforms like telehealth services.
Safety Concerns Emerge: Chatter turned cautious after reports of a liver failure case linked to Foundayo surfaced in FDA data, prompting a 3% stock dip while rival Novo Nordisk gained ground. Analysts urged buying the weakness, downplaying the isolated incident amid millions of prescriptions and clean trial data. Sentiment reflected wariness over side effects but confidence in the drug's overall profile.
Note: This discussion summary was generated from an AI condensation of post data.
Eli Lilly Insider Trading Activity

Eli Lilly insiders have traded $LLY stock on the open market 192 times in the past 6 months. Of those trades, 0 have been purchases and 192 have been sales.
Here’s a breakdown of recent trading of $LLY stock by insiders over the last 6 months:
- ENDOWMENT INC LILLY has made 0 purchases and 191 sales selling 2,018,724 shares for an estimated $2,027,042,402.
- DONALD A ZAKROWSKI (SVP, Finance, & CAO) sold 1,000 shares for an estimated $1,010,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
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Eli Lilly Revenue

Eli Lilly had revenues of $19.8B in Q1 2026. This is an increase of 55.55% from the same period in the prior year.
You can track LLY financials on Quiver Quantitative's LLY stock page.
Eli Lilly Congressional Stock Trading
Members of Congress have traded $LLY stock 13 times in the past 6 months. Of those trades, 4 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $LLY stock by members of Congress over the last 6 months:
- REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 03/13.
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 1 purchase worth up to $15,000 on 02/26 and 3 sales worth up to $45,000 on 02/09, 01/16, 12/10.
- SENATOR ANGUS S. KING JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/29 and 1 sale worth up to $15,000 on 02/13.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 11/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Eli Lilly Hedge Fund Activity
We have seen 2,041 institutional investors add shares of Eli Lilly stock to their portfolio, and 1,866 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 19,232,498 shares (-74.7%) from their portfolio in Q4 2025, for an estimated $20,668,780,950
- J. STERN & CO. LLP added 4,038,502 shares (+46191.3%) to their portfolio in Q4 2025, for an estimated $4,340,097,329
- JPMORGAN CHASE & CO added 2,729,791 shares (+26.6%) to their portfolio in Q4 2025, for an estimated $2,933,651,791
- CARDANO RISK MANAGEMENT B.V. removed 2,124,209 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $1,940,273,742
- FMR LLC added 1,549,858 shares (+6.4%) to their portfolio in Q4 2025, for an estimated $1,665,601,395
- PRIMECAP MANAGEMENT CO/CA/ removed 1,529,556 shares (-14.2%) from their portfolio in Q4 2025, for an estimated $1,643,783,242
- FIFTH THIRD BANCORP added 1,497,423 shares (+321.3%) to their portfolio in Q1 2026, for an estimated $1,367,761,142
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Eli Lilly Analyst Ratings
Wall Street analysts have issued reports on $LLY in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 01/20/2026
- B of A Securities issued a "Buy" rating on 12/15/2025
- Wells Fargo issued a "Overweight" rating on 12/10/2025
- BMO Capital issued a "Outperform" rating on 12/04/2025
- Morgan Stanley issued a "Overweight" rating on 11/24/2025
- Bernstein issued a "Outperform" rating on 11/24/2025
- Truist Securities issued a "Buy" rating on 11/19/2025
To track analyst ratings and price targets for Eli Lilly, check out Quiver Quantitative's $LLY forecast page.
Eli Lilly Price Targets
Multiple analysts have issued price targets for $LLY recently. We have seen 19 analysts offer price targets for $LLY in the last 6 months, with a median target of $1250.0.
Here are some recent targets:
- Carter Gould from Cantor Fitzgerald set a target price of $1230.0 on 05/01/2026
- Seamus Fernandez from Guggenheim set a target price of $1183.0 on 04/22/2026
- Terence Flynn from Morgan Stanley set a target price of $1327.0 on 04/10/2026
- Jason Gerberry from B of A Securities set a target price of $1294.0 on 04/02/2026
- Rajesh Kumar from HSBC set a target price of $850.0 on 03/17/2026
- Trung Huynh from RBC Capital set a target price of $1250.0 on 02/25/2026
- Emily Field from Barclays set a target price of $1350.0 on 02/20/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.