LLY

Eli Lilly's stock has experienced significant positive momentum in the past six months. Strong Q1 2026 earnings, driven by its GLP-1 portfolio, led to a stock jump. Continued strong demand for Mounjaro and Zepbound has been a major driver of revenue growth. Positive news on oral GLP-1 (Foundayo) and Retatrutide has strengthened Lilly's position in obesity drugs. The FDA's proposal to curb mass compounding of Lilly's weight-loss drugs is seen as a meaningful tailwind. The company raised its full-year profit and revenue forecasts. In November 2025, the company reached a $1 trillion market capitalization.