FDA proposes to exclude semaglutide, tirzepatide from compounding list
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Goldman Sachs on Eli Lilly (LLY): 'see the stock weakness as an overreaction'
May 4, 2026 9:27 AM EDTGoldman Sachs analyst Asad Haider reiterated a Buy rating and $1,283.00 price target on Eli Lilly (NYSE: LLY).
The analyst comments "Shares of LLY are down ~2% in early trading following a post in the FDA Adverse event monitoring system of a patient... More
Eli Lilly (LLY) PT Raised to $1,400 at Barclays, 'A remarkably strong quarter...and LLY's only just getting started'
May 4, 2026 8:58 AM EDTBarclays analyst Emily Field raised the price target on Eli Lilly (NYSE: LLY) to $1,400.00 (from $1,350.00) while maintaining a Overweight rating.
The analyst comments "A remarkably strong quarter...and LLY's only just getting started. Reiterate OW rating and raise PT to $1,400: We update our model following LLY's 1Q26 report (see Eli Lilly & Co: 1Q26 First Take: Mounjaro ex-US (+ a bit of US price) drive DD% top and bottom line beat & raise...call to focus on Foundayo (04/30/26)...where... More
Wolfe Research Defending Eli Lilly (LLY) Amid 1.53% Drop: 'Faers For Foundayo Are Unfounded'
May 4, 2026 8:57 AM EDTWolfe Research analyst Alexandria Hammond reiterated an Outperform rating and $1,325.00 price target on Eli Lilly (NYSE: LLY).
The analyst comments "FAERS reports hepatic safety signal for Foundayo. On April 30th, the FDA received data via its FDA Adverse Event Reporting System (FAERS) suggesting that a patient dosed with Lilly (LLY)'s Foundayo, an oral small-molecule GLP-1, reported a case of serious hepatic failure. Given the importance of Foundayo's safety profile in unlocking the broader PCP prescribing opportunity, we reached out to LLY for further color behind the signal. Here, the company largely... More

