"As of February 13, 2026, shares of Eli Lilly ( NYSE:LLY) were trading at $1,040, just 5.8% below the stock's all-time high. Retail sentiment has turned decisively bullish following the company's Q4 2025 earnings beat, with Reddit's sentiment score climbing from neutral (57.3) to bullish (65.7) over the past week. The catalyst? Eli Lilly overdelivered on Earnings Per Share relative to estimates and projected 2026 revenue of $80-83 billion."
"The company's GLP-1 franchise is delivering staggering results. Mounjaro revenue surged 110% to $7.4 billion, while Zepbound jumped 123% to $4.2 billion in Q4 alone. As one r/wallstreetbets user noted: "Eli Lilly +7% premarket after announcing earnings per share and forecasting 2026 profit on strong weight-loss drug demand." This isn't just about current sales. Eli Lilly built a $1.5 billion stockpile of orforglipron, its oral GLP-1 candidate, ahead of an anticipated April 2026 FDA decision. That's aggressive positioning for rapid market capture."
"But the real differentiator is AI. In October 2025, Lilly committed $1 billion to build a supercomputer with Nvidia (NASDAQ:NVDA | NVDA Price Prediction) designed to interrogate biology at scale. By January 2026, the companies had established a co-innovation lab that links clinical data with Nvidia's computational capabilities in real time. Chief Scientific Officer Daniel Skovronsky noted the company "achieved positive outcomes for nearly all R&D key events in 2025, a rare set of results in this industry.""
Shares of Eli Lilly traded at $1,040, 5.8% below an all-time high on February 13, 2026. Q4 2025 results beat estimates with $7.54 EPS versus $6.67 and management projected 2026 revenue of $80–83 billion and profit guidance reflecting strong weight-loss drug demand. Retail sentiment shifted from neutral (57.3) to bullish (65.7). Mounjaro revenue rose 110% to $7.4 billion while Zepbound increased 123% to $4.2 billion in Q4. The company built a $1.5 billion orforglipron stockpile ahead of an anticipated April 2026 FDA decision. Lilly committed $1 billion to a supercomputer with Nvidia and formed a co-innovation lab. Operating margins reached 45.6% with net margins of 31.7%, and market capitalization passed $1 trillion.
Read at 24/7 Wall St.
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