LLY

bullish · high conviction SHIFT track record →

LLY surges with FDA approval and strong 2025 growth

Watch: Monitor Foundayo's market penetration and quarterly sales as indicators of LLY's expanding weight-loss franchise performance.

Full analysis

Eli Lilly's 2025 revenue jumped 45% to $65.2 billion, powered by Zepbound's $13.5 billion (up 175%) and Mounjaro's nearly $23 billion sales. The newly FDA-approved GLP-1 pill, Foundayo, could expand its market beyond injectables, marking a key growth driver. LLY also outperformed the S&P 500 during the 2022 crash, reinforcing its defensive quality. Morgan Stanley maintains an overweight rating on the stock.

This robust revenue growth, product approval, and defensive market performance position LLY for continued earnings momentum amid competitive pressures and valuation headwinds.

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Evidence

1h ago Worried About a Stock Market Crash? These 3 Stocks Beat the S&P 500 by Wide Margins When It Nosedived in 2022, and They Could Do It Again yahoo-finance
15h ago After Obtaining Approval for Its Weight Loss Pill, Is It Off to the Races for Eli Lilly Stock? yahoo-finance
2d ago Eli Lilly Isn't Replacing Zepbound -- It's Building an Obesity Empire yahoo-finance
4d ago Morgan Stanley main LLY: Overweight → Overweight
5d ago Amazon to stock Lilly's new weight-loss pill at US kiosks, offer same-day delivery reddit-stocks
6d ago Eli Lilly Faces Pressure In India As Cheaper GLP-1 Rivals Dent Mounjaro Sales benzinga
9d ago Lilly vs JPMorgan: Which Hits a $1 Trillion Market Cap First? yahoo-finance
10d ago Eli Lilly (LLY) Receives FDA Approval for Foundayo Weight Management Pill yahoo-finance
7 older signals
10d ago LLY 10-K filing change: Changes in acquired IPRD expenses and business acquisiti
10d ago LLY 10-K filing change: Changes in debt, cash, and liquidity figures
10d ago LLY 10-K filing change: Mention of litigation and product safety concerns with c
10d ago LLY 10-K filing change: Added details about U.S. government voluntary agreements
10d ago LLY 10-K filing change: New items added regarding business development focus on
10d ago LLY 10-K filing change: Mention of specific products selected for government-set
10d ago LLY 10-K filing change: New risks related to e-commerce increasing prevalence of
15 signals · latest 1h ago

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