Eli Lilly and Company (NYSE: LLY) beats Q2 2026 adjusted EPS consensus of approx. $8.83 per share on August 5, 2026
Miss
✦ AI-generated prediction
Published on 12. July 2026
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Predicted for 5. August 2026
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Based on: Historical Cycle
Eli Lilly reports Q2 2026 on August 5. Consensus stands at $8.81–8.85 adjusted EPS per TipRanks. In Q1 2026, Lilly beat by a remarkable 24.8% ($8.55 vs. $6.85 expected), driven by strong tirzepatide (Mounjaro/Zepbound) volumes and sustained GLP-1 demand. Manufacturing capacity was massively expanded in 2025–2026. Risks: US healthcare pricing pressure, potential rebate negotiations. Beat probability: 76%, as consensus estimates after a large Q1 beat tend to lag full ramp-up.
Data basis for this prediction
- TipRanks: LLY Q2-2026-EPS-Konsens 8,81–8,85 USD, Ergebnisdatum 05.08.2026
- TipRanks: LLY Q1-2026-Beat +24,82 % (8,55 USD erzielt vs. 6,85 USD Konsens)
- Lilly Investor Relations: Tirzepatid-Fertigungsausbau-Ankündigungen 2025–2026
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 berichtete am 5. August 2026 ein bereinigtes EPS von 8,38 USD für Q2 2026 – das liegt UNTER dem in der Vorhersage genannten Konsens von ca. 8,83 USD. Die Vorhersage enthielt einen gravierenden Fehler beim Konsenswert: Der tatsächliche Analystenkonses lag laut Alphastreet/CNBC bei ca. 6,01–6,55 USD bereinigtem EPS, nicht bei 8,83 USD. Gegenüber diesem realen Konsens schlug Lilly massiv ein (+38 %), was mit dem Muster aus Q1 2026 übereinstimmt. Die eigentliche Kernvorhersage (Beat gegenüber Konsens) wäre also eingetreten – jedoch nicht zu dem in der Vorhersage genannten Zielwert von 8,83 USD. Da die Vorhersage explizit formuliert war als 'übertrifft den bereinigten EPS-Konsens von ca. 8,83 USD' und das tatsächliche EPS (8,38 USD) unter dieser Schwelle lag, gilt die Vorhersage als nicht erfüllt. Quellen: investor.lilly.com, cnbc.com/2026/08/05/eli-lilly-lly-earnings-q2-2026.html, news.alphastreet.com
📈 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.