Erste Group upgrades Eli Lilly stock rating to Buy after strong H1 results

Published 13/10/2025, 21:54
©  Reuters

Investing.com - Erste Group upgraded Eli Lilly (NYSE:LLY) from Hold to Buy on Monday following the pharmaceutical company’s strong first-half performance. The pharmaceutical giant, currently trading at $819.40, has demonstrated robust financial health with an impressive 36.8% revenue growth over the last twelve months and maintains a "GREAT" overall financial score according to InvestingPro analysis.

The upgrade comes after Eli Lilly raised its full-year 2025 guidance for both revenue and earnings per share based on its first-half results.

The company now expects annual sales to range between $60 billion and $62 billion, with earnings per share projected between $21.80 and $23.00.

Erste Group noted that potential impacts from recently announced tariffs would be minimal and have already been incorporated into Eli Lilly’s updated guidance.

The research firm also expressed expectations that Eli Lilly will increase its market share relative to competitors in the pharmaceutical sector.

In other recent news, Eli Lilly is set to present significant data from its Phase 3 monarchE study of Verzenio in high-risk early breast cancer at the European Society for Medical Oncology Annual Meeting in Berlin. This presentation will provide a seven-year analysis of Verzenio’s effectiveness in patients with specific types of breast cancer. Guggenheim has raised its price target for Eli Lilly to $948, maintaining a Buy rating, and forecasts third-quarter sales of Mounjaro at $5.49 billion, slightly above consensus estimates. In another development, Eli Lilly announced that its treatment Omvoh has shown sustained efficacy over four years in treating ulcerative colitis, with significant improvements in symptoms for patients. Additionally, TD Cowen has reiterated its Buy rating on Eli Lilly, maintaining a price target of $960, citing the company’s growth prospects and innovation. These developments highlight the ongoing advancements and financial expectations surrounding Eli Lilly.

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