NYSE:LLY

Eli Lilly & Co. (LLY)

1,121.52
+4.26 (0.38%)
as of Jun 25, 2026, 1:33:19 pm Market Open.
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Investor Insights
star iconJun 25, 2026, 12:00 am

This summary was created by AI, based on 29 opinions in the last 12 months.

Eli Lilly & Co. (LLY) is regarded as a leader in the diabetes and weight-loss drug market, particularly with its GLP-1 medications, which are poised for further growth as the company has ramped up production capabilities. Analysts expect strong earnings growth over the next few years, with favorable projections of up to 50% by 2026. While there is some volatility in the stock's performance due to competition and pricing differences, particularly from Novo Nordisk (NVO), Eli Lilly's diversified drug pipeline and financial strength provide a strong foundation. However, many experts suggest waiting for a pullback before entering, as the stock is experiencing high RSI levels and could be overbought. The anticipated introduction of an oral version of its weight-loss drug represents a potential game-changer that could expand market opportunities significantly, reinforcing the bullish outlook for LLY in the long run.

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Bullish
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

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.

Unspecified

He owns Novo but Eli Lilly is a great company in the sweet spot of an obesity drug and other drugs as well. It has done well for the last little while. Manufacturing drugs is not easy and takes lots of time from approval to production. It is a huge franchise and can grow quite a lot.

BUY

Owns this and competitor Nvo Nordisk, but prefers LLY. The weight-loss drugs have more potential than only weight loss, as they move from injectibles to pill form. The drug hasn't plateaued yet. It's the only drug stock that has performed like the Mag 7.

DON'T BUY

He, too, was looking at defensive healthcare names to avoid tariffs. But not this one. Earnings and cashflows have exploded on weight loss, but so has the valuation. Competitors are coming. Lots of pressure in US to reduce drug prices.

Consider ABT or ALC.

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