NYSE:LLY
Eli Lilly & Co. (LLY)
Financials 
Technical Analysis 
Sep 14, 2026, 12:00 amThis summary was created by AI, based on 31 opinions in the last 12 months.
Eli Lilly & Co. (LLY) stands out in the pharmaceutical sector primarily due to its leadership in GLP-1 drugs, particularly for weight loss and diabetes treatment. Despite its robust pipeline and consistent earnings growth, many experts express caution regarding its current valuation, suggesting it might be priced excessively due to recent performance and market enthusiasm. Analysts highlight the increasing competition in the obesity treatment space, notably from Novo Nordisk (NVO), which could impact LLY's growth prospects. The stock is viewed as expensive at present, prompting some analysts to recommend waiting for a price pullback before entering the market. Nonetheless, LLY's strong revenue growth, solid execution, and diversification in drug offerings continue to attract positive sentiment from a majority of industry experts.
The top stock in this sector, though has pulled back 20% since its August high. It got hit hard after reporting a weak quarter, missing and cutting full-year guidance, then hit again after the election with the perception that the new White House doesn't like weight-loss drugs. The street read their quarter that demand for its weight-loss drug was impaired, but he disagrees--there's no problem with demand, just a supply issue. Now, is a buying opportunity.
He continues to hold. 35x forward PE, 20% growth rate. Earnings and guidance somewhat disappointing. Long term, tremendous growth in obesity-treatment market and diabetes. Short term, watch technicals. Dipped below 200-day MA, but up $13-14 today. If it bounces here, may be attractive for new or additional money.
Stan Wong
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Premium contentEli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, Trajenta, and Trulicity for type 2 diabetes. The company provides Alimta for non-small cell lung cancer (NSCLC) and malignant pleural mesothelioma; Cyramza for metastatic gastric cancer, gastro-esophageal junction adenocarcinoma, metastatic NSCLC, metastatic colorectal cancer, and hepatocellular carcinoma; Erbitux for colorectal cancers, and various head and neck cancers; Retevmo for metastatic NSCLC, medullary thyroid cancer, and thyroid cancer; Tyvyt for relapsed or refractory classic Hodgkin's lymph and non-squamous NSCLC; and Verzenio for HR+, HER2- metastatic breast cancer, node positive, and early breast cancer. It offers Olumiant for rheumatoid arthritis; and Taltz for plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and non-radiographic axial spondylarthritis. The company offers Cymbalta for depressive disorder, diabetic peripheral neuropathic pain, generalized anxiety disorder, fibromyalgia, and chronic musculoskeletal pain; Emgality for migraine prevention and episodic cluster headache; and Zyprexa for schizophrenia, bipolar I disorder, and bipolar maintenance. Its Bamlanivimab and etesevimab, and Bebtelovimab for COVID-19; Cialis for erectile dysfunction and benign prostatic hyperplasia; and Forteo for osteoporosis. Social media mentions are up 282% in the past 24h.
We like LLY as a large pharmaceutical company, with strong sales growth driven by the high demand for its type 2 diabetes and chronic weight management medication. Analyst estimates call for strong forward sales and earnings growth, but a lot of this is priced into its valuation (51X forward earnings). LLY is an $821B market cap company, with strong margins and expected growth rates. It can be a volatile stock, but for a long-term hold, with a growth mindset in mind, we would be comfortable owning LLY today.
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Healthcare space provides nice combination of growth with stability, in case we get into latter stage of economic cycle.
Stan Wong
Premium contentEli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, Trajenta, and Trulicity for type 2 diabetes. The company provides Alimta for non-small cell lung cancer (NSCLC) and malignant pleural mesothelioma; Cyramza for metastatic gastric cancer, gastro-esophageal junction adenocarcinoma, metastatic NSCLC, metastatic colorectal cancer, and hepatocellular carcinoma; Erbitux for colorectal cancers, and various head and neck cancers; Retevmo for metastatic NSCLC, medullary thyroid cancer, and thyroid cancer; Tyvyt for relapsed or refractory classic Hodgkin's lymph and non-squamous NSCLC; and Verzenio for HR+, HER2- metastatic breast cancer, node positive, and early breast cancer. It offers Olumiant for rheumatoid arthritis; and Taltz for plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and non-radiographic axial spondylarthritis. The company offers Cymbalta for depressive disorder, diabetic peripheral neuropathic pain, generalized anxiety disorder, fibromyalgia, and chronic musculoskeletal pain; Emgality for migraine prevention and episodic cluster headache; and Zyprexa for schizophrenia, bipolar I disorder, and bipolar maintenance. Its Bamlanivimab and etesevimab, and Bebtelovimab for COVID-19; Cialis for erectile dysfunction and benign prostatic hyperplasia; and Forteo for osteoporosis. The company has collaborations with Incyte Corporation; Boehringer Ingelheim Pharmaceuticals, Inc.; AbCellera Biologics Inc.; Junshi Biosciences; Regor Therapeutics Group; Lycia Therapeutics, Inc.; Kumquat Biosciences Inc.; Entos Pharmaceuticals Inc.; and Foghorn Therapeutics Inc. Eli Lilly and Company was founded in 1876 and is headquartered in Indianapolis, Indiana. Social media mentions are up 3000% in the past 24h.
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Now. This morning, competitor Novo Nordisk announced a competitive new drug, but it disappointed the public. This left LLY best in class. Shares rose 1.35% today, though he thinks it should have gained more.