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.
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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. Social media mentions are up 650% in the past 24h.
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.
Stan Wong
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
Joe TerranovaThey 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.
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.
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.
David BurrowsDoesn'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.
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.
Both are just too expensive. NVO is riding the wave of Ozempic, and already seeing a slew of competitive drugs to be released in next few years. LLY has been an incredibly well-run business. He could never buy something with a chart that looks like these, he just has to say he missed it and look for something that will generate returns for clients.
Tough thing with pharma is these drugs are massive successes, you get maybe 12 years of patent protection. Then your biggest success becomes your biggest concern as the patent wears off, and you struggle to find something else. It always happens.
The drug sector in RSI rankings has actually weakened, but this one has completely broken away from its sector. That's why it's good to look at RSI not only within groups and groups against each other, but also within the broader universe.
Colin Cieszynski'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
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A great company and the leader in GLP drugs, but trades at a high 50x PE.