This summary was created by AI, based on 53 opinions in the last 12 months.
Eli Lilly & Co. (LLY) is a pharmaceutical company with a strong focus on diabetes and weight management medications. The company has been experiencing strong sales growth and has a promising pipeline, but its high valuation and potential competition in the weight loss drug market are causes for concern. Overall, experts have mixed opinions with some recommending buying on weakness and others cautioning against high valuation and potential competition.
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.
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.
Don't buy here, even though valuation's come down. Big winner over the last 2 years. High profile, but single drug. Will start to face competition. New US administration may cause uncertainty. He'd rather pick up the laggards on cheap valuations. See his Top Picks.
Fantastic company. Leader in diet boom. Very high valuation - would recommend buying on weakness.
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.
Got stopped out recently at $840. Below 200-day MA. RSI versus the market has rolled over. Backdrop for the pharma sector is behaving very poorly. He's going to wait and let the traffic clear.
They reported a miss. Weight-loss drugs have now swamped the market, thus shrinking margins. They trade at 80x PE vs. pharma's 12-14x. Why own this? Their PE is higher than even NVDA's. Their earlier super growth in GLP drugs is not sustainable.
He's surprised by today's plunge after reporting. A strong buy-the-dip today. He will give it the benefit of the doubt. Revenue growth in recent quarters has been sound.
It will go higher, but not much, and he wouldn't buy it now. Wait for a pullback.
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.
If owned he would trim but also would add on weakness. It is a little larger and more diversified than Novo-Nordisk.
Eli Lilly & Co. is a American stock, trading under the symbol LLY-N on the New York Stock Exchange (LLY). It is usually referred to as NYSE:LLY or LLY-N
In the last year, 41 stock analysts published opinions about LLY-N. 26 analysts recommended to BUY the stock. 12 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Eli Lilly & Co..
Eli Lilly & Co. was recommended as a Top Pick by on . Read the latest stock experts ratings for Eli Lilly & Co..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
41 stock analysts on Stockchase covered Eli Lilly & Co. In the last year. It is a trending stock that is worth watching.
On 2025-01-14, Eli Lilly & Co. (LLY-N) stock closed at a price of $744.91.
Exited NVO based on stop losses. Market had high expectations, and efficacy numbers came in weaker than anticipated, sold off. LLY is outperforming NVO at this point. NVO is a bit more leveraged to the weight-loss-management drugs, whereas LLY is more diversified.
LLY has strong technical indicators, with 200-week and 200-day MAs moving higher. Still shows strength within his quant screens. Trading at 35x forward PE, with 28-29% growth rate -- pretty impressive; PEG ratio rather low. Dropped below 200-day MA, but that might be temporary. Both names have beta, but likes them long term.