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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Terence Flynn | Morgan Stanley | 6 | 0% |
| Chris Schott | JPMorgan | 6 | 17% |
| Umer Raffat | Evercore ISI | 6 | 67% |
| Alex Hammond | Wolfe Research | 6 | 17% |
| Courtney Breen | Bernstein | 6 | 17% |
| Mohit Bansal | Wells Fargo | 6 | 0% |
| Geoff Meacham | Citigroup | 6 | 0% |
| Steve Scala | TD Cowen | 5 | 80% |
| Asad Haider | Goldman Sachs | 5 | 0% |
| Dave Risinger | Leerink Partners | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Guggenheim | 2 | 6 | 0% |
| JPMorgan | 1 | 6 | 17% |
| BMO Capital Markets | 2 | 6 | 0% |
| Citigroup | 1 |
| 6 |
| 0% |
| Bernstein | 1 | 6 | 17% |
| Evercore ISI | 1 | 6 | 67% |
| Goldman Sachs | 2 | 6 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
Revenue surged 56% year-over-year with non-GAAP EPS of $8.55 as the GLP-1 portfolio drove massive growth and Foundayo, the oral GLP-1, launched to a strong start. Non-GAAP performance margin reached 50%, up approximately 7 percentage points from Q1 2025, reflecting accelerating operating leverage. Management raised FY2026 guidance by $2 billion to $82-$85 billion in revenue and EPS to $35.50-$37, a 5.8% midpoint increase.
Pricing | Demand | Innovation & R&D | Product Launch | Competitive Dynamics | Regulation Policy | Geographic Expansion | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 6 | 7 | 8 | 3 | 2 | 1 | 1 |
| 2025Q1 | 9 | 4 | 6 | 4 | 6 | 4 | 1 | |
| 2025Q2 | 7 | 3 | 6 | 2 | 4 | 4 | ||
| 2025Q3 | 5 | 4 | 4 | 4 | 3 | 2 | 2 | |
| 2025Q4 | 3 | 6 | 3 | 4 | 1 | 4 | 1 | |
| 2026Q1 | 3 | 6 | 1 | 3 | 4 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 3 | 9 | 7 | 5 | 3 | 3 |
| Demand | 6 | 4 | 3 | 4 | 6 | 6 |
| Innovation & R&D | 7 | 6 | 6 | 4 | 3 | 1 |
| Product Launch | 8 | 4 | 2 | 4 | 4 | 3 |
| Competitive Dynamics | 3 | 6 | 4 | 3 | 1 | 4 |
| Regulation Policy | 2 | 4 | 4 | 2 | 4 | 3 |
| Geographic Expansion | 1 | 2 | 1 | 1 | ||
| Margin | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LLY Lilly (Eli) | 10 | +55.5% | |
| ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 4 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| JNJ Johnson & Johnson | 7 | +10.1% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |