LLY Earnings
Thursday, Apr 30 2026
EPS Estimate
$7.14
$3.11 – $8.16
Revenue Estimate
$17.7B
Track Record
3/4 beats
Current Price
$922.50
Our Position
neutralEli Lilly's India sales slip, Amazon boosts US delivery
structured data
est. revisions falling
(-2.5pp / 30d)
Declining sales in India reflect pricing pressure and competition risks for Eli Lilly, while Amazon's distribution deal may accelerate U.S. market penetration and volume growth for new weight-loss drugs.
Watch: Monitor Foundayo's sales impact in the U.S. and Mounjaro's market share trends amid generic competition in India.
Data Signal Summary
1 bullish
1 bearish
Insider buying cluster
Analysts: bearish
Key Context
Analyst Consensus
bearish
Insider Activity
selling
Price Trend
mixed
1-Month Return
-6.3%
From 52w High
-16.8%
P/E Ratio
41.5
Est. Revisions (30d)
-1.6% 1up/6dn
Analyst Target (mean)
$1210 $850–$1500 +31%
Options P/C Ratio
0.77
Est. Dispersion
71% 19 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong D.E. Shaw, Citadel, Renaissance, Bridgewater, Soros
Recent Activity
insider trades
4 transactions
Award
·
SULZBERGER GABRIELLE (Director)
·5 shares
·$4,958
Award
·
LUCIANO JUAN R (Director)
·16 shares
·$15,917
Award
·
FYRWALD J. ERIK (Director)
·10 shares
·$9,917
Award
·
ALVAREZ RALPH (Director)
·12 shares
·$12,416
analyst ratings
4 ratings
Morgan Stanley
→Overweight
5d ago
B of A Securities
→Buy
13d ago
Guggenheim
→Buy
16d ago
HSBC
·down
→Reduce
29d ago
filing changes
MEDIUM
Dollar amount or specificity change:
Changes in acquired IPRD expenses and business acquisitions
HIGH
New mentions of investigations, litigation, regulatory actions:
Mention of litigation and product safety concerns with counterfeit incretins
MEDIUM
Dollar amount or specificity change:
Changes in debt, cash, and liquidity figures
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