Eli Lilly Raises 2026 Guidance, Orforglipron Launch

On Feb. 5 Eli Lilly reported a stronger-than-expected Q4 with EPS $7.54 and revenue $19.3 billion, and issued 2026 guidance projecting roughly 25% revenue growth. Goldman Sachs raised its price target to $1,260 and reiterated a Buy rating after the results. Management said Lilly plans a U.S. launch of oral obesity drug orforglipron in Q2 2026, signaling confidence in GLP-1 market expansion.