Eli Lilly Mid-May Analyst Consensus: Barclays $1,400, Cantor Fitzgerald $1,230, Motley Fool $1,085 Targets on Tirzepatide + Foundayo Momentum
Wall Street's mid-May Lilly outlook is firmly bullish. Barclays analyst Emily Field raised her LLY price target to $1,400 from $1,350 (Overweight) citing tirzepatide momentum and the easing concerns around Foundayo's launch trajectory. Cantor Fitzgerald lifted its target to $1,230 with an Overweight rating on Mounjaro demand and Foundayo PBM coverage activation. Motley Fool's May 17 commentary settled on $1,085 with a buy rating and 70% confidence, citing the company's raised 2026 guidance ($82-85B revenue) after one quarter as the deciding factor. The combined analyst view: Q1's $19.8B revenue print (+55.5% YoY) and Mounjaro's $8.66B quarter — which displaced Keytruda as the world's #1 best-selling drug — anchor the upside case while Foundayo's Week 5 acceleration removes the launch-trajectory overhang.