Eli Lilly and Company (NYSE: LLY) beats Q2 2026 earnings (August 5, 2026) adjusted Non-GAAP EPS consensus of approx. $8.89 per share
Miss
✦ AI-generated prediction
Published on 22. July 2026
·
Predicted for 5. August 2026
·
Based on: Historical Cycle
Eli Lilly reports on August 5, 2026. The EPS consensus per Hudson Labs is ~$8.89 adjusted Non-GAAP EPS. Eli Lilly has beaten estimates for eight consecutive quarters, driven by explosive growth of Mounjaro (tirzepatide, diabetes/GLP-1) and Zepbound (obesity). The GLP-1 segment grows double-digits and routinely outpaces analyst estimates. No Polymarket market available; assessment based on ~85–90% historical beat rate over the last 8 quarters. Risk: potential supply constraints or price pressure from IRA negotiations.
Data basis for this prediction
- Hudson Labs – Eli Lilly Q2 2026 Earnings Preview: bereinigter EPS-Konsens 8,89 USD je Aktie
- Seeking Alpha – Eli Lilly EPS-Beat-Rate: 8/8 letzte Quartale (Stand Juli 2026)
- Lilly Investor Relations – Q2 2026 Earnings Date: 5. August 2026
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
Eli Lilly meldete am 5. August 2026 für Q2 2026 ein bereinigtes Non-GAAP-EPS von 8,38 USD – das liegt unter dem in der Vorhersage genannten Konsens von ~8,89 USD (Hudson Labs). Die Vorhersage, dass Lilly diesen Konsens übertrifft, ist damit nicht eingetreten. Der tatsächliche EPS-Konsens der breiten Analystengemeinde lag jedoch deutlich niedriger (ca. 6,55–6,58 USD laut Alphastreet/StockStory), den Lilly mit 8,38 USD massiv übertroffen hat (+27 %). Der 8,89-USD-Konsens aus der Vorhersage scheint also deutlich zu hoch angesetzt gewesen zu sein – möglicherweise ein Datenproblem bei Hudson Labs. Quellen: Eli Lilly Investor Relations (investor.lilly.com), Quiver Quantitative, StockStory/Yahoo Finance.
📈 Economy
✦ AI
The S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400–8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.
📈 Economy
✦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.