Lilly Stock Upgraded to Strong Buy as Growth Momentum and RNA Therapeutics Bet Take Center Stage

Freedom Capital boosted Eli Lilly shares on Thursday, elevating the rating from Hold to Strong Buy and lifting the price objective from $1,050 to $1,200. The move sparked a quick share-price reaction, with the stock advancing by just over 2%. The upgrade cites the company?s solid quarterly results and a strategically important acquisition as the key catalysts.

In the fourth quarter, Lilly?s revenue surged 42.6% year over year to $19.29 billion. The company reported an adjusted earnings per share of $7.54, topping analyst expectations by a comfortable margin. A primary driver of the beat was persistently high demand for Lilly?s incretin-based therapies.

For 2026, management projects annual revenue in a $80.0?$83.0 billion band, with adjusted earnings per share projected in a $33.50?$35.00 range. The guidance signals continued momentum in the company?s core business line.

Strategic Move Reinforces Growth Outlook

On February 9, Lilly announced the acquisition of Orna Therapeutics, a transaction valued at up to $2.4 billion. The deal is designed to deepen Lilly?s footprint in RNA-based therapeutics, aligning with the company?s longer-term growth strategy in this area.

Should investors sell immediately? Or is it worth buying Eli Lilly?

Dividend Action On Deck

Today marks the ex-dividend date for Lilly?s quarterly dividend of $1.73 per share. The distribution will be paid on March 10. Investors buying shares today will not be eligible to receive the upcoming dividend.

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Eli Lilly Stock: New Analysis - 13 February

Fresh Eli Lilly information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.

Read our updated Eli Lilly analysis...