Why did Eli Lilly stock jump today?

Shares rose about 9% after management guided 2026 revenue to $80–83 billion and EPS to $33.50–$35, ahead of typical estimates. The update signals strong momentum in obesity and diabetes treatments, including Mounjaro and Zepbound. Investors view the plan as credible, with capacity expansions aimed at matching demand and supporting pricing.

How does the Novo Nordisk warning affect the outlook?

The Novo Nordisk warning underscored supply constraints and market complexity. Lilly’s stronger tone highlights the value of scale. If Lilly executes on manufacturing and access, it could gain share. But industry-wide supply, pricing debates, and reimbursement decisions remain key risks for the pace of adoption and margins.

What should German investors consider before buying?

Check USD/EUR conversion, trading spreads during U.S. market hours, and tax treatment on U.S. dividends and gains. Focus on the 2026 guidance, capacity milestones, and reimbursement trends in Europe. Given a premium valuation, consider staged entries and risk limits. Monitor quarterly updates to validate growth and manage position size.

Is Eli Lilly stock expensive now?

On traditional metrics, yes. The TTM P/E is around 54 and price-to-sales above 16, which implies high growth expectations. Bulls argue obesity leadership and EPS growth could justify a premium. If growth or margins slip due to pricing or supply issues, multiples could compress, so timing and risk control matter.

What are the main catalysts to watch through 2026?

Key catalysts include manufacturing ramp updates, quarterly prescription trends, label expansions, and cardiovascular outcomes data that can broaden use. Also watch European reimbursement decisions and any U.S. policy moves on drug pricing. Together, these factors will confirm or challenge the company’s 2026 revenue and EPS guidance.

Global Market Insights

LLY Stock Today: February 05 — 9% Surge on Strong 2026 Outlook

ByDanny Kontos February 5, 2026February 5, 2026

Eli Lilly stock rallied about 9% today after management guided 2026 revenue to $80–83 billion and EPS to $33.50–$35, citing strong demand for Mounjaro and Zepbound. Eli Lilly (LLY) set a confident tone that contrasts with the recent Novo Nordisk warning on supply tightness. For German investors, the message is clear: the obesity market is expanding, and scale may decide winners. We explain what the new 2026 guidance means, how demand trends could impact pricing, and what to watch next.