Healthcare | Equity Research | February 19, 2026
Target: $945.71
$750.0
43.5x
$17.23
3.0%
Conviction: High
The company exhibits solid fundamentals with stable cash flow generation. Operational efficiency programs are yielding margin improvements. Eli Lilly & Co. is positioned to benefit from secular tailwinds in the Healthcare industry.
Risks: Macroeconomic volatility and interest rate sensitivity remain key risks. Competitive pressures in the sector could impact market share.
| Year | 2022 (A) | 2023 (A) | 2024 (A) | 2025 (E) | 2026 (E) | 2027 (E) |
|---|---|---|---|---|---|---|
| Revenue | $458.5 | $479.9 | $508.5 | $532.5 | $564.9 | $598.3 |
| Consensus Rev | - | - | - | $536.2 | $555.1 | $580.1 |
| System Rev | - | - | - | $562.0 | $584.5 | $593.2 |
| EBITDA | $203.5 | $145.8 | $200.1 | $181.2 | $119.1 | $127.4 |
| EPS | $17.52 | $12.56 | $17.23 | $15.6 | $10.26 | $10.97 |
Breakdown: 16 Buy / 2 Hold / 2 Sell
The street remains generally buyish on the name.