Eli Lilly 'On Its Way' To $1 Trillion Market Cap, Analysts Say: It's A 'Have' In A Sea Of 'Have Nots'
Eli Lilly 'On Its Way' To $1 Trillion Market Cap, Analysts Say: It's A 'Have' In A Sea Of 'Have Nots'
Eli Lilly And Co (NYSE:LLY) "could be on its way to becoming a $1 trillion market cap company," according to analysts at Cantor Fitzgerald.
坎托·菲茨杰拉德的分析师表示，礼来公司（纽约证券交易所代码：LLY）“可能即将成为一家市值1万亿美元的公司”。
The assessment comes on the heels of an earnings report that shows first-quarter revenue of $8.77 billion. That's up 26% year-over-year, just marginally missing the consensus of $8.92 billion.
该评估是在财报发布之后进行的，该报告显示第一季度收入为87.7亿美元。同比增长26％，略低于89.2亿美元的共识。
The Indianapolis-based company saw increases of 16% in volume and 10% in higher realized prices.
这家总部位于印第安纳波利斯的公司的销量增长了16％，实现价格上涨了10％。
Eli Lilly posted an adjusted EPS of $2.58, beating the consensus of $2.46, higher than $1.62 a year ago. Here's how analysts reacted:
礼来公司公布的调整后每股收益为2.58美元，高于市场预期的2.46美元，高于去年同期的1.62美元。以下是分析师的反应：
- Cantor raised its price target from $815 to $885 with an Overweight rating, driven by earnings revisions.
- BofA reiterated the Buy rating with a price target of $1,000.
- Truist maintains the Buy rating with a price target increased from $850 to $892.
- 在收益调整的推动下，坎托将目标股价从815美元上调至885美元，增持评级。
- 美国银行重申了买入评级，目标股价为1,000美元。
- Truist维持买入评级，目标股价从850美元上调至892美元。
Cantor: Despite the top-line miss that was widely anticipated due to supply constraints, Eli Lilly's sales growth of 26% in Q1 2024 is still impressive, the analysts note. The industry average is mid-to-low single digits.
坎托：分析师指出，尽管由于供应限制，人们普遍预计收入会出现亏损，但礼来公司2024年第一季度26％的销售增长仍然令人印象深刻。行业平均水平为中到低的个位数。
BofA Securities: While earnings beat and forecast raise is expected throughout 2024, the magnitude this early in the year impressed investors, particularly given recent questions on Lilly's ability to manufacture enough supply for its incretin franchise.
美银证券：尽管收益超过预期，预计将在2024年全年上涨，但今年年初的规模给投资者留下了深刻的印象，特别是考虑到最近有人质疑礼来是否有能力为其incretin特许经营权制造足够的供应。
With this backdrop, analysts highlight Lilly's unparalleled growth profile and underscoring it's a "have" in a sea of "have nots."
在这种背景下，分析师强调了礼来公司无与伦比的增长状况，并强调它是 “穷人” 海洋中的 “拥有”。
Truist: The analyst notes that Mounjaro/Zepbound's strong performance drove solid first-quarter revenues, and underlying demand seems healthy.
Truist：分析师指出，Mounjaro/Zepbound的强劲表现推动了第一季度稳健的收入，潜在需求似乎很健康。
Truist sees progress made to address manufacturing constraints, which remain at the top of mind given that demand is expected to exceed supply throughout 2024.
Truist认为，在解决制造业限制方面取得了进展，鉴于预计2024年全年需求将超过供应，这仍然是人们关注的重中之重。
Price Action: Eli Lilly shares are down 0.14% at $779.98 at the last check Wednesday.
价格走势：礼来公司股价在周三的最后一次检查中下跌0.14％，至779.98美元。