Added to YB: 2026-10-08
Pitch date: 2026-10-05
LLY [bullish]
Eli Lilly and Company
+9.11%
current return
Author Info
No bio for this author
Company Info
Eli Lilly and Company discovers, develops, manufactures, and markets human pharmaceutical products in the United States, Europe, China, Japan, and internationally.
Market Cap
$1.0T
Pitch Price
$1.1K
Price Target
1.6K (+28%)
Dividend
0.61%
EV/EBITDA
25.39
P/E
38.37
EV/Sales
13.36
Sector
Pharmaceuticals
Category
growth
Eli Lilly: the next stage of the GLP-1 revolution
LLY: Eli Lilly is scaling GLP-1s from an obesity franchise into global cardiometabolic infrastructure, supported by manufacturing investments exceeding $50 billion, China reimbursement and oral Foundayo. Q2 revenue rose 48% to $23 billion, and 2026 revenue guidance increased to $85-$87 billion. At roughly $1,180, the base target is about $1,500. The preferred setup is staged common-stock accumulation, with calls only as a small 6-12 month tactical sleeve; price erosion or clinical setbacks could compress the multiple.
Read full article (19 min)