NYSE:LLY

Eli Lilly & Co. (LLY)

1,125.27
+46.49 (4.31%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Eli Lilly & Co. (LLY) continues to thrive in the competitive landscape of GLP-1 weight-loss drugs, exhibiting strong growth potential and an active pipeline that includes a promising oral formulation. Experts praise LLY for its effective management and ability to gain market share, especially against competitors like Novo Nordisk (NVO). Despite recent market fluctuations and concerns over valuation, many analysts see LLY as a resilient leader in the pharmaceutical sector with a robust growth outlook, projected earnings growth around 20%. However, there are varied opinions on the current valuation, with some suggesting it has become overvalued amid high PE ratios. The company's recent partnership with technology firms like Nvidia and its expansions into treating other health issues enhance its potential for future profitability, bolstering its position as a compelling long-term investment in the healthcare landscape.

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Consensus
Bullish
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Valuation
Overvalued
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Similar
NVO
BUY
They hold an investor meeting on Wednesday. He expects good reports about several drugs: one for diabetes, another for Alzheimer's, which could be multi-billion franchises later.
BUY
A play on their Alzheimer's drug. He's long liked this.
BUY
The catalyst is the higher volumes from more people with diabetes. Diabetes is expected to rise by 20% by 2050. Lots of room to thrive. Novo Nordisk is first out of the gate and has an oral pill. LLY is not bad either.
BUY
Trades at 34x PE, because investors believe in LLY's new Alzheimer's drug. Also, all drug stocks are rallying because of the Delta variant and calls for a booster shot.
COMMENT
Eli bounced today off Biogen's monster move after the FDA greenlit the latter's Alzheimer's drug.
BUY
A fave of his, up 19% YTD. Last month they delivered a terrific quarter and strong phase 2 data on their Alzheimer's drug, a possible game-changer. They also have a Covid antibody treatment that's already selling well. Most recentlty they delivered good phase 3 trial results on their cholesterol, weighr-loss drug for diabetes.
RISKY
Allan Tong’s Discover Picks LLY stock is now flirting with 52-week highs and trading above its 50- and 200-day moving averages. It trades at 25.55x and pays a 1.64% dividend. Essentially, positive news on March 12 will launch the LLY stock—and alleviate the suffering of many people and their families—but negative headlines will sink it, which might make it an even bigger bargain stock. Read 3 Bargain Stocks: Eli Lilly, Unilever & Apple for our full analysis.
BUY
Recent great results on phase 2 of Alzheimer's testing. There will be a lot of focus on the results around March 12. It it works, tremendous upside. Huge for families and for LLY. Diabetes franchise is performing extremely well. Oncology is building out.
COMMENT
Their stock has rallied so much after vaccine hopes that it's now cooling off. Their pipeline of drugs is super. Any further positive news about their Alzheimer's drug push this stock higher.
BUY
He owns a basket. He owns this one for their oncology division. He has not owned it for anything COVID-related. Sometimes it is better to buy a basket of these companies.
BUY
They just released very promising data on their breast cancer drug (the previous update in June saw the stock pop), but the stock still dropped in price today. This is strange and undeserved, but the selling won't last.
DON'T BUY
He sold it several months ago, because it outperformed like crazy in late-2018. That was expected, because healthcare is the most defensive sector and Q4 was a bear market with fears of a recession. LLY made an acquisition in oncology and one of their big drugs got withdrawn. Novo Nordisk may launch a diabetes drug in September to fcompete with LLY.
TOP PICK
It has one of the best growth profiles on the street with EPS growth at 10%. It trades at a premium to its peers, though. They have some potential blockbuster drugs focused on diabetes and heart disease. Itt depends on the effectiveness of that drug. Now is a good entry point. (Analysts’ price target is $125.81)
DON'T BUY
The whole drug industry is a slow growth one. It is difficult to get top line growth. That growth tends to come from a revolving set of assets. MRK-N has a bit of a leg up and is growing rapidly. It has a long runway before patent expiration. He prefers MRK-N.
WATCH
Likes it. One of better growth profiles for large cap pharma. Exceptional job building out the pipeline in oncology and diabetes. Cardiac drug seems like becoming the standard of care. Some hiccups, but the market gave them a pass. 14-15% EPS growth. 17x next year's earnings. Make sure the launches are on track next quarter.
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