US Stock Market Move | 2026 performance guidance greatly exceeds expectations, Eli Lilly (LLY.US) rises over 8% in pre-market trading.

On Wednesday, Eli Lilly (LLY.US) rose more than 8% in pre-market trading, reaching $1085.30. On the news front, the company released its fourth-quarter revenue, profit, and 2026 performance guidance, all of which significantly exceeded market expectations. Eli Lilly's fourth-quarter revenue was $19.29 billion, a 43% increase from the same period last year, far surpassing analysts' expectations of $17.96 billion. In the US market, revenue reached $12.9 billion, with Eli Lilly attributing this mainly to a 50% increase in sales volume of their products (especially Mounjaro and Zepbound), partially offsetting the actual price decline of these drugs. Eli Lilly achieved a net profit of $6.64 billion in the fourth quarter, with earnings per share of $7.39; while in the same period last year, the company's net profit was $4.41 billion, or $4.88 per share. Excluding one-time items related to intangible asset valuations and other adjustments, Eli Lilly's adjusted earnings per share for the fourth quarter were $7.54, higher than the market's expectation of $6.67. Looking ahead, the pharmaceutical giant expects full-year revenue to be between $80 billion and $83 billion in 2026, while analysts forecast $77.62 billion. In terms of profit, Eli Lilly anticipates adjusted earnings per share of $33.50 to $35 in 2026, compared to analysts' consensus of $33.23.