Here’s Why Eli Lilly (LLY) is Surging

Group 1: Company Performance - Hardman Johnston Global Equity Strategy reported a return of 2.91% for the fourth quarter of 2025, underperforming the MSCI AC World Net Index which gained 3.29% [1] - Eli Lilly and Company (NYSE:LLY) had a one-month return of -3.27% but saw a significant 29.28% increase in share value over the last 52 weeks, closing at $1,039.51 per share with a market capitalization of $931.876 billion on January 27, 2026 [2] - Eli Lilly's revenue grew by 54% in the third quarter of 2025 compared to the same period last year, indicating strong financial performance [4] Group 2: Key Contributors and Market Position - Eli Lilly was highlighted as a top contributor to relative performance in the fourth quarter, alongside Standard Chartered PLC and Hitachi, Ltd [3] - The company announced a deal with the U.S. administration that includes a three-year exemption from tariffs and the sale of GLP-1 therapies at discounted prices, which is expected to significantly expand its addressable patient population [3] - Eli Lilly continues to gain market share from Novo Nordisk in both diabetes and obesity markets, with strong prescription trends for its products Mounjaro and Zepbound [3] Group 3: Future Outlook - The anticipated approval and commercial launch of Orforglipron (oral GLP-1) in 2026 is expected to be a highly watched event with extremely high expectations [3] - Despite the strong performance of Eli Lilly, there are suggestions that certain AI stocks may offer greater upside potential and carry less downside risk [4]