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TickerTalks›$LLY
LLLLY

Eli Lilly and Company

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$LLY·$1.1T·Drug Manufacturers - General·Healthcare
$1211.43-1.5%YTD+14.3%1Y+57.8%
Mentions · last 7 days
2026-06-22: 170 posts2026-06-23: 214 posts2026-06-24: 253 posts2026-06-25: 182 posts2026-06-26: 696 posts2026-06-27: 814 posts2026-06-28: 284 posts2,616+49%
Price updated 2m ago·X counts updated 2d ago
LLLLY
$LLYEli Lilly and Company
$1,211.44-1.50%2.6k posts+49%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LLY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-30

The move is getting stronger, with heavier trading behind it.

GLP-1 megacap printing 55% revenue growth at all-time highs — the only question is how much more upside is left at $1,230 a share.

Eli Lilly is the dominant GLP-1 franchise (Mounjaro / Zepbound) plus a deep oncology and immunology portfolio — a trillion-dollar pharma that has effectively become an attention-economy stock as the obesity-drug story keeps compounding. The shares just printed a fresh all-time high.

Why the move keeps extending:

  • The fundamentals are genuinely accelerating: Q1 revenue grew 55% YoY to $19.8B and the last four quarterly EPS prints beat consensus by between 9% and 23% — a $1.1T pharma growing this fast is rare enough to justify its 40x earnings multiple on its own.
  • The pipeline-into-launch handoff is concrete: the oral weight-loss pill is targeted for European and UK launch in H2 2026 or early 2027, the Medicare GLP-1 Bridge program starting July 1 broadens US access, and the FDA's manufacturing precheck program (Lilly and Regeneron were the first picks) compresses the time-to-launch on new capacity.
  • The setup the market is rewarding is policy + brand: President Trump publicly calling Lilly 'a great drug company' echoes the prior Trump-mentions of Micron and Dell that ran higher, and the stock breakout above the $1,183 pivot has happened on rising volume — not a thin retail squeeze.

August 5 earnings is the next test, and any signal of Zepbound supply outrunning demand keeps the move going. A guide cut, an oral-pill efficacy disappointment, or a Medicare-pricing surprise is the kind of single-print event that would actually break the rhythm.

Agrees with X sentimentX is bullish on the Trump name-drop, the oral weight-loss pill, the Medicare bridge, and the technical breakout above $1,183 — and the 55% Q1 revenue growth, repeated double-digit EPS beats, and the FDA manufacturing precheck win do back all of it. There is genuinely not much daylight between the chatter and the data here.

What to watch: August 5 Q2 earnings — a beat plus a guide that confirms Zepbound supply is keeping up with demand keeps the move going; a guide cut, an oral-pill efficacy disappointment, or a US pricing surprise is what would actually break the rhythm.

On the calendar: 2026-08-05 — Q2 earnings

all time highpolicy tailwindglp1 franchisenear 52w highearnings catalyst

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment158 posts analyzed · as of 2026-06-29

Eli Lilly got an unexpected boost when President Trump publicly name-dropped it as a 'great drug company' in a speech, with posters quickly comparing the setup to the prior Trump-mentions of MU and DELL. The bigger fundamental thread is the planned launch of the oral weight-loss pill in Europe and Britain in H2 2026 or early 2027 and the Medicare GLP-1 Bridge program starting July 1, which posters say expands access materially. Bulls flag a clean technical base breakout above the 1183 pivot; the smaller skeptic camp cites mixed oral-pill efficacy data.

Read the AI verdict + X sentiment for $LLY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes GLP-1 drugs Mounjaro and Zepbound for diabetes and obesity, plus Kisunla for Alzheimer's, with massive manufacturing expansion.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $LLY.

Drug Manufacturers - General · Healthcare

The ADA conference crystallised the GLP-1 competitive broadening — oral semaglutide versus injectable Zepbound, with Amgen, Pfizer, and AZ all presenting obesity pipeline data. The structural shift moves from a two-player injectable race to a multi-company oral/injectable market where compliance economics favour oral first-line use.

What this means for $LLY

Direct beneficiary — Mounjaro/Zepbound dominate injectable GLP-1 obesity market; Jaypirca CLL data adds an oncology growth driver while manufacturing capacity expansion sustains volume growth into demand.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+17.8%YTD
+52.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
40.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
32.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
45.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
14.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
101%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
83.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$8.55$6.97+22.7%
Q4 2025Feb 4, 2026$7.54$6.91+9.1%
Q3 2025Oct 30, 2025$7.02$5.69+23.4%
Q2 2025Aug 7, 2025$6.31$5.60+12.7%
Next earningsWed, Aug 5·consensus EPS $8.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$19.8B+55.5%81.9%44.7%$8.27$3.0B
Q4 FY25$19.3B+42.6%85.1%45.5%$7.41$677.9M
Q3 FY25$17.6B+53.9%82.9%47.6%$6.22$8.6B
Q2 FY25$15.6B+37.6%84.3%45.8%$6.30$1.3B

Forward consensus

5-year forecast · up to 23 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$85.1B$83.1B – $88.3B$36.61$28.39 – $40.9619
FY27$98.7B$93.0B – $101.7B$44.57$39.46 – $47.0521
FY28$110.6B$110.4B – $110.8B$51.36$45.64 – $58.0023
FY29$121.0B$114.7B – $129.2B$57.69$53.80 – $62.8211
FY30$131.6B$124.7B – $140.6B$63.57$59.28 – $69.2311

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+18.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+25.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 847.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.525-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 10Ilya YuffaEVP&Pres, LLY USA&Global Capab2.5K sh$2.9MSellMay 6Lilly Endowment IncFormer 10% Shareholder15.8K sh$15.8M
+ 49 other (34 awards · 7 inkinds · 7 exempts · 1 gift) in window

See when $LLY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
AI summary

LLY held its annual meeting of stockholders around 2026-05-07 (8-K Item 5.07). Stockholders elected 2 directors to the board. Routine governance event — monitor for unusually high withhold votes as an activist signal.

SC 13DActivist position (5%+)Jan 15SC 13D
3New insider — initial holdingsJan 153
3New insider — initial holdingsJan 63
+ 17 other (4 13Gs · 2 earnings 8-Ks · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Eli Lilly (LLY) Outpaces Stock Market Gains: What You Should Knowzacks.com·23h agoFDA selects Lilly, Regeneron for program to speed up review of new manufacturing facilities, CNBC reportsreuters.com·1d agoEli Lilly, Regeneron among first companies selected for FDA initiative to speed review of new manufacturing facilitiescnbc.com·1d agoBiotech Bigwigs ABBV, JNJ, BIIB & LLY Hit New 52-Week Highszacks.com·1d agoHere's Why Shares of Eli Lilly Hit an All-Time High on Fridayzacks.com·1d ago

In themes

Explore the broader themes this ticker is being talked about under.

GLP-1 & Weight Loss

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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