Feb. 4 at 1:28 PM
💊🚗 Q4 Earnings Check: Pharma Flexes, Uber Stumbles
🔥
$LLY crushed it. Q4 EPS
$7.54 vs
$7.20 est, revenue
$19.3B vs
$17.9B as Mounjaro & Zepbound keep printing money. Lilly guided 2026 revenue to
$80–83B with EPS up to
$35 . Obesity + pipeline dominance = bulls in control.
💉
$ABBV also delivered. EPS
$2.71 vs
$2.65, revenue
$16.6B vs
$16.4B. Skyrizi & Rinvoq carried the load, offsetting oncology softness. 2026 EPS guide
$14.37–
$14.57 keeps the cash-flow story intact.
🚕
$UBER ? Mixed bag. EPS missed (
$0.71 vs
$0.80), but revenue beat at
$14.4B. Mobility & Delivery grew, but investment revaluations hit profits. Q1 Gross Bookings guide still strong (+17–21% YoY), yet execution risk remains.
📊 Bottom line: Pharma is firing on all cylinders. Uber’s growth engine is running, just not smoothly. Bulls pick their lanes.