Analysts expect Eli Lilly to report Q2 2026 consensus revenue of $20.65 billion and EPS of $6.71, with the current stock price of $1,121.36 sitting below the average analyst price target of $1,276.96.

The central focus for investors is whether management will provide another significant raise to its full-year 2026 revenue guidance, which currently stands at a range of $82 billion to $85 billion.

Strong demand for the tirzepatide franchise, comprising Mounjaro and Zepbound, continues to drive the top line as manufacturing capacity expands to meet global needs. Additionally, investors are watching for early sales performance and management commentary regarding the newly launched oral GLP-1, Foundayo.