Tahmin: Eli Lilly Gelecek On Yılın En Büyük Kazananlarından Biri Olabilir. İşte Nedeni.

Prediction: Eli Lilly Could Be One of the Biggest Winners of the Next Decade. Here’s Why.

Vandita Jadeja

Sun, August 23, 2026 at 7:00 PM GMT+3 4 min read

Quick Read

Mounjaro drove LLY revenue up 48% to $23 billion last quarter, pushing shares 78% higher over the past year.
A Novo Nordisk data readout that closes Lilly's efficacy lead is the single biggest threat to LLY reaching $1,750 by 2027.
Wall Street's consensus implies just 4% upside, but an independent model targets $1,463, contingent on retatrutide's Q1 2027 regulatory filing landing clean.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Eli Lilly didn't make the cut. Grab the names FREE today.

Eli Lilly (NYSE:LLY) just posted one of the most impressive quarters in Big Pharma history. Revenue jumped 47.67% to $22.974 billion, Mounjaro alone did $9.943 billion, and management raised full-year guidance again.

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Shares are up 77.52% over the past year and 16.36% YTD. Trading near $1,263.92, the question is simple: can Lilly hit $1,750 by the end of 2027?

LLY Price Target — 24/7 Wall St.

Why Lilly Is Trading Like a Steady Compounder Right Now

Despite the blowout earnings report, the stock is oddly digestible in the short run. LLY is up just 3.08% over the past week and 6.02% over the past month.

The reason is straightforward: realized prices are shrinking even as volume explodes. Q2 realized prices fell 13%, and Mounjaro's addition to China's National Reimbursement Drug List will lift volumes while pressuring price.

Add $2.78 billion in acquired IPR&D charges and a jump in the effective tax rate to 23.3%, and reported earnings are noisier than the underlying business. With a beta of 0.506, LLY tends to move in measured steps rather than sharp single-day gaps. The compounding here is grinding.

Wall Street Sees 4% Upside. Our Model Says 16%

The Street consensus target sits at $1,310.90, barely above where LLY trades today. The ratings breakdown: 5 strong buys, 17 buys, 4 holds, 1 sell, and 1 strong sell. Bullish sentiment is 79%.

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Our base-case model prints a one-year target of $1,463.40, an upside of 15.5%, with a bull case of $1,689.64 and a bear case of $1,210.65. Confidence is high (0.9). YoY earnings growth is 26.2%, and analysts have been chasing every quarter higher for a year straight.

LLY Analyst Ratings — 24/7 Wall St.

Path to $1,750 Per Share

Reaching $1,750 from today's price of $1,263.92 would require a gain of 38.4%. With forward EPS of $38.39, a price of $1,750 implies a forward P/E of 46x. Our base case of $1,463.40 already implies 40x, meaning the bold target requires roughly 6x of additional multiple expansion on top of continued EPS growth.

Is that achievable? Three catalysts matter. First, retatrutide's BLA is set for Q1 2027, with Phase 3 data showing weight loss "approaching bariatric surgery levels."

Second, Foundayo, the oral GLP-1, is under review in more than 40 additional countries with a global rollout in 2027.

Third, CEO David Ricks said "Lilly's future, after 150 years, has never been brighter." The risk: any retatrutide safety hiccup would compress the multiple fast.

LLY Price Scenario — 24/7 Wall St.

Where LLY Trades Today vs Its Earnings Power

Today's forward P/E works out to roughly 33x on forward EPS of $38.39. That is not cheap in absolute terms, but with FY2026 guidance now at $85 to $87 billion in revenue and non-GAAP EPS of $35.50 to $36.50, the growth rate justifies a premium.

Shares sit close to their 52-week high of $1,292.65 and well above the 52-week low of $689.88. Over ten years, LLY has returned 1,735.24%.

Is $1,750 Realistic?

Reaching $1,750 requires a 38.4% gain and a forward P/E of 46x. That is a stretch.

Three things need to go right: retatrutide's Q1 2027 filing has to land clean, Foundayo's international launches need to accelerate meaningfully, and price erosion in the US incretin market has to stay controlled by volume growth.

What derails it is a Novo Nordisk (NYSE:NVO) data readout that closes Lilly's efficacy lead. We've outlined the blueprint for how Eli Lilly could reach $1,750 in 2027.