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NYSE:LLY

Eli Lilly & Co. (LLY)

1,233.66
-13.27 (1.06%)
as of Aug 25, 2026, 8:00:00 pm Market Open.
220 watching
0
Investor Insights
star iconAug 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 recognized as a leading player in the healthcare industry, particularly in the GLP-1 drug market, which has driven significant stock performance, up approximately 370% over the past five years. Experts highlight the company’s robust drug pipeline, strong execution, and expansion plans, particularly with the anticipated oral version of its weight-loss drug. Despite these strengths, many analysts warn about current high valuations, suggesting that the stock may be priced to perfection, creating caution around new investments at present levels. While the company has a diversified portfolio beyond GLP-1 drugs, stock performance has recently hit all-time highs, prompting some to advise a strategic wait for pullbacks before making new purchases. Overall, analysts see a positive growth trajectory for Eli Lilly in terms of revenue and earnings, backed by a strong market position and effective management of its drug offerings.

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

PAST TOP PICK
(A Top Pick Jun 12/25, Down 13.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with LLY has triggered its stop at $703.  To remain disciplined, we recommend covering the position at this time.  

PAST TOP PICK
(A Top Pick Sep 24/24, Down 31%)

A lot of the move down happened this week. Numbers were good -- earnings and revenue beat, guidance was good. Market really homed in on obesity pill disappointment (slightly less efficacy than a competitor's, 10% dropped out due to side effects). Now trades at 24x PE, with 19% growth.

Very cheap, but sentiment has become difficult and challenging. Long term, the demand for diabetes and obesity drugs is still there and will continue to grow. Industry-leading Alzheimer's drug in pipeline as well. Fortress-like balance sheet, really great cashflow. 

BUY

Stock collapsed today on good news from NVO trials. Lots of drugs in pipeline for dementia and other illnesses. Step up and buy some more today. Today's drop is just a knee-jerk reaction.

WATCH

It reports Thursday. Is concerned, given recent awful numbers reported by its GLP-1 competitor, Novo Nordisk. Is LLY taking market share? Are these companies are staying at peak with these drugs? He thinks a little of both. He sold a few shares to take a huge gain.

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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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)
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