NYSE:LLY

Eli Lilly & Co. (LLY)

1,156.63
+4.09 (0.35%)
as of Jul 15, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 15, 2026, 12:00 am

This summary was created by AI, based on 32 opinions in the last 12 months.

Eli Lilly & Co. (LLY) is viewed as a leader in the GLP-1 drug market, especially with anticipated advancements such as an oral version of their weight-loss drug. Analysts highlight the company's strong earnings growth potential, with forecasts predicting growth rates of around 25-50% in the coming years. The stock is at historically high levels and is seen as a robust choice amidst a competitive landscape, particularly compared to Novo Nordisk (NVO). However, some analysts recommend waiting for a pullback before investing due to its current valuation. The consensus leans towards LLY having a strong pipeline and a diversified portfolio, indicating a positive outlook despite recent volatility in the market.

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Consensus
Bullish
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Valuation
Fair Value
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NVO
BUY

Best among the weight-loss drugs, more effective than its peers. Also, the oral version will be a game-changer. LLY is gaining market share as its manufacturing ramps up. Shares are flat and need a catalyst, possibly on Aug. 7 with earnings. Their oncology platform is also doing well. He expects their revenues to double by 2030, based on 25-30% compounded growth.

BUY

The catalyst would be if they can deliver an oral weight-loss drug and he expects so. He agrees with today's upgrade.

PARTIAL SELL

He trimmed. Is trading at 33x PE, down from 55x. Is the front runner in the GLP-1 business with 60% market share.

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TOP PICK
Stockchase Research Editor: Michael O'Reilly

This big pharma company has a host of weight loss GLP-1 medications that it will soon release progress reports on later this month, some of which have already received approvals to develop.  It trades at 27x forward earnings and supports a 77% ROE.  We recommend setting a stop-loss at $703, looking to achieve $987 -- upside potential over 20%.  Yield 0.7% 

(Analysts’ price target is $987.22)
STRONG BUY

Data just released says that LLY's weight-loss drug is far better than peer Novo Nordisk. Buy this hand over fist.

PARTIAL BUY

The more successful of the GLP-1 stocks compared to NVO. Decent entry point. Trades in the 30s on forward PE, so there's a strong expectation of prescription growth; every reason to believe that's going to happen. 

Be cautious on position size; don't be aggressive. Stock was down 10% yesterday because NVO made a deal with CVS to become its prime recommended product for obesity. So NVO is starting to compete more on price.

HOLD

They report Thursday. Their last report laid an egg, but expects this one to be better, so he will hold on.

TOP PICK

Plethora of ideas. Part of the story on cancer. Weight-loss drug is in the lead, and a pill instead of injection is the ultimate goal. Earnings from weight loss will double in 3 years, and then they still have all the other drugs in the pipeline. Yield is 0.70%.

(Analysts’ price target is $996.37)
BUY

It's one of the least-tariffed, least-dangerous stocks though the price is high. He sees upside.

BUY

Hold both LLY and NOVO? No. Choose one or the other. LLY sells more diverse drugs and more North American focused.

TOP PICK

Loves healthcare for value and defense. Diabetes and obesity drugs continue to drive sales. Other new drugs boost earnings growth forecast. Sees 25% upside from here. Ranks 10/10 on fundamentals. Yield is 0.72%.

(Analysts’ price target is $1001.48)
HOLD

This got expensive, so he reduced his holding at 50x PE, now at 35x. Is still overweight this, because he believes in the GLP franchise. Expects strong revenue growth over 2 years.

BUY

Her best performer this month, with revenues growing 40%. Excellent balance sheet, drug pipeline and managers. She just entered this and will buy on dips.

BUY
Will invest $27 billion in manufacturing sites.

Like TJX, their momentum is not unwinding, and shares will push to new all-time highs. It's on a streak now, of 7 straight days, that we haven't seen in 2 years.

HOLD

He owns a small holding. Likes their growth profile from their weight-loss drug; they will continue to take market share from Novo Nordisk. The big news this week was that drug shortages were over. They lowered the price too. But shares are expensive at  20x PE on 2028 numbers--expensive for a pharmaceutical. It's had a big run, so he's not adding shares, but trimming.

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