Eli Lilly's Weight-Loss Pill Approval: Eli Lilly's experimental weight-loss pill, orforglipron, is a strong candidate for accelerated FDA approval, having met most criteria for the new national priority voucher program, which can shorten review times significantly.
Strong Financial Performance: The company raised its full-year profit and revenue forecasts due to robust international demand for its weight-loss drugs, with Mounjaro sales exceeding expectations and Zepbound quickly gaining market traction in the U.S.
Market Competition: Eli Lilly competes with Novo Nordisk in the weight-loss drug market, which is projected to reach $150 billion by the end of the decade, with both companies experiencing surging demand for their respective products.
Positive Earnings Report: Eli Lilly reported earnings of $7.02 per share for the third quarter, significantly surpassing analysts' expectations, and adjusted its earnings forecast upward for the full year, reflecting strong performance in its GLP-1 drug portfolio.
Wall Street analysts forecast REGN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for REGN is 808.50 USD with a low forecast of 637.00 USD and a high forecast of 1057 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
Wall Street analysts forecast REGN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for REGN is 808.50 USD with a low forecast of 637.00 USD and a high forecast of 1057 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
6 Hold
0 Sell
Moderate Buy
Current: 755.510
Low
637.00
Averages
808.50
High
1057
Current: 755.510
Low
637.00
Averages
808.50
High
1057
Evercore ISI
Outperform
maintain
$750 -> $875
2026-01-22
New
Reason
Evercore ISI
Price Target
$750 -> $875
AI Analysis
2026-01-22
New
maintain
Outperform
Reason
Evercore ISI raised the firm's price target on Regeneron to $875 from $750 and keeps an Outperform rating on the shares. Regeneron is "looking strong with a refreshed outlook" and recent price hikes, argues the analyst. The company's growth prospects are "particularly buoyed" by Dupixent and Eylea HD, which are positioned well to compete in the market, the analyst tells investors.
Goldman Sachs
Buy
maintain
$807 -> $914
2026-01-08
Reason
Goldman Sachs
Price Target
$807 -> $914
2026-01-08
maintain
Buy
Reason
Goldman Sachs raised the firm's price target on Regeneron to $914 from $807 and keeps a Buy rating on the shares. After strong sector performance in 2025 driven by market dynamics, easing policy risks, and improving fundamentals, momentum is expected to continue in 2026 as these factors and their secondary effects, such as M&A, persist, the analyst tells investors in a research note.
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BofA
Underperform
to
Buy
upgrade
$627 -> $860
2026-01-07
Reason
BofA
Price Target
$627 -> $860
2026-01-07
upgrade
Underperform
to
Buy
Reason
BofA upgraded Regeneron to Buy from Underperform with a price target of $860, up from $627.
BofA
Underperform
to
Buy
upgrade
$627 -> $860
2026-01-07
Reason
BofA
Price Target
$627 -> $860
2026-01-07
upgrade
Underperform
to
Buy
Reason
As previously reported, BofA double upgraded Regeneron to Buy from Underperform with a price target of $860, up from $627. The firm's more bullish view is driven by multiple factors, including the fact that its prior Underperform thesis around Eylea SD has played out as consensus estimates have come down. In addition, the firm is more bullish on Eylea HD's potential in light of multiple label updates and its estimates are now "meaningfully higher" than consensus, the analyst tells investors. The firm also sees potential for further upside from Dupixent and potential upside from the pipeline in 2026.
About REGN
Regeneron Pharmaceuticals, Inc. is a fully integrated biotechnology company. The Company invents, develops, manufactures, and commercializes medicines for people with serious diseases. Its products and product candidates in development are designed to help patients with eye diseases, allergic and inflammatory diseases, cancer, cardiovascular and metabolic diseases, neurological diseases, hematologic conditions, infectious diseases, and rare diseases. The Company is accelerating drug development using its proprietary technologies, such as VelociSuite, which produces optimized fully human antibodies and new classes of bispecific antibodies. VelociSuite consists of VelocImmune, VelociGene, VelociMouse, VelociMab, Veloci-Bi, VelociT, VelociHum, and other related technologies. Its marketed products include EYLEA (aflibercept); Dupixent (dupilumab); Libtayo (cemiplimab); Ordspono (odronextamab); Kevzara (sarilumab); Itepekimab; Linvoseltamab, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
