Bernstein reiterates Eli Lilly stock rating at Outperform with $1,300 target
#Eli Lilly #Bernstein #Mounjaro #Zepbound #Stock Rating #GLP-1 #Obesity Drugs #Pharmaceutical Investment
📌 Key Takeaways
- Bernstein maintains an Outperform rating for Eli Lilly with a high-end price target of $1,300.
- The valuation is driven by the explosive market demand for GLP-1 drugs Mounjaro and Zepbound.
- Eli Lilly is aggressively expanding its manufacturing capacity to keep up with global demand.
- Diversification into Alzheimer’s treatments provides long-term growth potential beyond metabolic health.
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🐦 Character Reactions (Tweets)
Finance GuruEli Lilly's stock is about to take off like a rocket fueled by Mounjaro! Just watch out for the gravitational pull of reality. #Outperform #RocketStock
Health EnthusiastEli Lilly's expansion plans make me feel as chubby as its profits! At this rate, after watching their stock, I might just start investing in mutual funds of my own metabolism. #InvestInHealth
Cynical InvestorSo Eli Lilly is now a prime candidate for the 'Best Weight-Loss Strategy for Your Portfolio.' Who needs dieting when you can just buy a slice of that $1,300 pie? #JustKidding #InvestWithCaution
Market MavenEli Lilly: because who needs a personal trainer when you can just pump your money into some trending GLP-1s and call it health advice? #PharmaGoals
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Finance, Pharmaceuticals, Stock Market
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Bernstein
Surname list
Bernstein is a common surname of German origin, meaning "amber" (literally "burn stone"). The name is used by both Germans and Jews, although it is most common among people of Ashkenazi Jewish heritage. The German pronunciation is [ˈbɛʁnʃtaɪn] , but in English, it is pronounced either as or .
Tirzepatide
Anti-diabetic and weight loss medication
Tirzepatide is an antidiabetic medication used to treat type 2 diabetes and for weight loss. Tirzepatide is administered via subcutaneous injections (under the skin). In the United States, it is sold under the brand name Mounjaro for diabetes treatment and Zepbound for weight loss and treatment of o...
Eli Lilly
American pharmacist, Union Army officer, businessman, philanthropist (1838–1898)
Eli Lilly (July 8, 1838 – June 6, 1898) was an American Union Army officer, pharmacist, chemist, and businessman who founded Eli Lilly and Company. Lilly enlisted in the Union Army during the American Civil War and recruited a company of men to serve with him in the 18th Independent Battery Indiana ...
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📄 Original Source Content
Bernstein has reiterated an Outperform rating and $1,300.00 price target on Eli Lilly (NYSE:LLY) following the company’s fourth-quarter earnings report. Eli Lilly reported fourth-quarter earnings that substantially beat expectations, with revenue exceeding forecasts by 7.1% and earnings per share coming in 12.0% above estimates. The company also provided guidance that was well-received by investors, with the stock rising 10.3% after the announcement. Bernstein analyst Courtney Breen emphasized the significance of Eli Lilly’s performance compared to competitor Novo Nordisk’s recent disappointing pre-release. The firm noted that Eli Lilly’s results effectively countered market concerns that had emerged following Novo’s report. The research firm highlighted the upcoming Orfo launch as a key catalyst for Eli Lilly’s continued outperformance. Bernstein projects that incretin therapies will represent $25 billion of Eli Lilly’s portfolio by 2026. Bernstein characterized 2026 as "the year of Orfo execution" for Eli Lilly, while acknowledging the company maintains a broad portfolio beyond incretin therapies. In other recent news, Eli Lilly has garnered attention with a series of analyst upgrades following its fourth-quarter results and future guidance. JPMorgan increased its price target for Eli Lilly to $1,300, citing the company’s significant growth potential in the obesity and type 2 diabetes markets. Similarly, BMO Capital raised its price target to $1,300, highlighting Eli Lilly’s leadership in the incretin category. TD Cowen maintained a Buy rating with a price target of $1,250, noting that Eli Lilly’s revenue and earnings per share exceeded expectations. Truist Securities also raised its price target to $1,281, expressing optimism about the growth potential of Eli Lilly’s obesity and diabetes treatments, including the upcoming launch of orforglipron in 2026. In other developments, Hims and Hers has announced the introduction of compounded semaglutide pills, pric...