Is Eli Lilly and Company (NYSE:LLY) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Eli Lilly and Company at current levels.
Lilly's oral GLP-1 launch turns a supply-constrained blockbuster into a mass-market franchise worth far more than today's price.
Where LLY is headed
By the end of 2027, Eli Lilly (NYSE:LLY) will likely be running a combined GLP-1 revenue base north of $45 billion annually across Mounjaro, Zepbound, and Fundayo (orforglipron). That last name is the one that matters most. The oral GLP-1 pill, which just launched in Q1 2026, solves the single biggest constraint Lilly has faced for three years: manufacturing capacity for injectable tirzepatide. A pill manufactured through standard chemical synthesis can scale in ways that biological peptide production simply cannot. If Fundayo's real-world adherence data even approaches 70% of the injectable's efficacy (and early clinical signals suggest it will), the addressable patient pool for GLP-1 therapy effectively doubles. The 300 million adults globally with obesity who never would have started an injectable suddenly have an on-ramp.
Read the full Compass Direction on LLY
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $1144.68).
See the full LLY analysisGet calls like this, free
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Frequently asked questions
Is Eli Lilly and Company (NYSE:LLY) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Eli Lilly and Company at current levels. Lilly's oral GLP-1 launch turns a supply-constrained blockbuster into a mass-market franchise worth far more than today's price.
What is LLY's Compass Score?
Eli Lilly and Company scores 91/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for LLY?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the LLY page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.