How Parkev Tatevosian, CFA’s view on $LLY changed

2026-09-28Bullish
“3 Undervalued Healthcare Stocks Invstors Can Buy Right Now”
LLY is undervalued (fair value $1,494 vs price $1,153) due to strong weight-loss drug momentum and FCF growth; expected to rise ~30% in 12-18 months.

We will move from a company with a market value of about one billion dollars to a company with a market value of more than one trillion dollars, which is Eli Lilly. I don't need to explain what Eli Lilly benefits from; the positive momentum is of course the weight loss treatments that have created a sales boom, which reminds me of the sales boom of artificial intelligence companies like Nvidia and Micron.

2026-09-26Bullish