Target
$869 → $868.44
Current stock research snapshot · 7/31/26 28 days old
LLYEli Lilly
Investment conviction●●○○○2 of 5 · current snapshot
Research target$868.44Current stock price target
Investment thesis statusSTRENGTHENEDLast reviewed 7/31/26
Market cap$1.08TSnapshot value · 7/31/26
Research history
See all LLY changes ↗What changed
Target
$870 → $869
Healthspan taxonomy seed — see taxonomy_path
Eli Lilly Q2 2026 earnings; tirzepatide (Mounjaro/Zepbound) revenue trajectory; orforglipron Phase 3 data; retatrutide timeline
Thesis weakens if realized price erosion (-13% YoY on China NRDL + US rebates) meets volume stall, oral GLP-1s (orforglipron) commoditize the low end, or retatrutide tolerability (GI, dysesthesia ~12.5%) caps uptake. (vault 2026-08)
Bullish — New position in Eagle Health Q2 13F; frequent leader scan mentions. [X search Aug 2026]
Snapshot · 7/31/26🟡 Mixed · ins-$34.6M · 13F 13+/11-×0.5 · short↑0.23
Snapshot · 7/31/26