NYSE:LLY

Eli Lilly & Co. (LLY)

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

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

Eli Lilly & Co. (LLY) is regarded as a leading contender in the GLP-1 (glucagon-like peptide-1) drug market, primarily for weight loss and related conditions. Experts highlight its significant pipeline of drugs, including recent acquisitions like Centessa, which broaden its therapeutic reach. While LLY has faced some downward pressure due to competition, particularly from Novo Nordisk (NVO), many affirm that LLY’s diversification and superior execution position it well for future growth. Some analysts express caution over current valuation metrics, indicating it may be overpriced relative to peers, but long-term growth prospects remain robust, particularly with the anticipated oral version of its weight loss drugs. Overall, LLY is viewed as a robust growth stock with substantial potential in the healthcare sector.

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Consensus
Bullish
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Valuation
Overvalued
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Similar
NVO
COMMENT

If owned he would trim but also would add on weakness. It is a little larger and more diversified than Novo-Nordisk.

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TOP PICK

Eli 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. 

BUY

Its moat are these giant factories they're building. It has firepower. Shares are up 52% this year. He remains a fan.

DON'T BUY

A great company and the leader in GLP drugs, but trades at a high 50x PE.

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TOP PICK

Eli 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. Social media mentions are up 650% in the past 24h. 

TOP PICK
Great run, can the good times continue?

Looking at the growth rate ahead, still not expensive. Diversified segments, including Alzheimer's. Good promising pipeline. One of the leaders in diabetes and weight-loss management. Demographics mean that more people will need treatment. Gross and operating margins remain very strong, over 30%. So profitability is still excellent. Yield is 0.6%.

Still sees 30+% earnings growth rate for 2025.

(Analysts’ price target is $992.32)
BUY ON WEAKNESS

He predicts it will be the next trillion-dollar company. He just took some profits to balance his portfolio, but will buy them back when shares dip.

BUY ON WEAKNESS

Company has a corner on the weight loss franchise, but this advantage wont last forever. Valuation very high - too high to buy right now (~50x earnings). Strong brand, and R&D department, but valuation too high. Better options in the market right now. 

TRADE

It's been a top 3 name for momentum traders over the past 18 months, getting in and getting out. The catalyst is their weight-loss drug

BUY

They just reported a huge earnings beat and raised full-year forecast because of their weight-loss drug. Run by a great CEO. Yes, there are many competitors, but LLY remains ahead of them all. There are spending $20 billion to build/expand facilities to produce more weight-loss drugs.

WAIT

It's like a Mag 7 stock: up a lot this year and too expensive. Wait for the right price.

PARTIAL SELL

News just keeps getting better and better as to how obesity drugs can help other medical conditions. Cautious on it now, selling down as the position increased in the portfolio. Overhang is competitors coming in over next 3-5 years, and the dominant position today may not be so dominant.

HOLD
Healthcare holdings.

The GLP-1 weight loss companies are really in the sweet spot. For example for LLY, a very large holding for him, the opportunity for them is a very large marketplace. Getting approval for a broader range of uses. 

He also owns ISRG, which will help with the cost of healthcare, a very big growth opportunity. He owns MCK too.

Those 3 names together make up a 5% weight for him, which is underweight the market.

DON'T BUY
NVO question

Doesn't know NVO well enough nor their drug pipeline. Yes, their weight-loss drug has done well, but he doesn't own this or LLY. Their valuations have priced in the weight-loss drugs. He prefers Amgen, because their weight-loss drug is under trial and not priced into the stock yet. And it trades at a lower PE than these peers.

BUY

It rallied today on news that it was buying a biotech; they expand into drugs to treat the inflammatory bowel space. They lead in this space. Unlike their peers in weight-loss drugs, LLY has a strong balance sheet and multi-billion dollar plants that can pump out the drug. Production capacity is the key to beating competition. That's why he hasn't taken profits. In the pipeline includes an Alzheimer's drug.

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