LLY Eli Lilly and Company

LLY Eli Lilly and Company

Healthcare · Drug Manufacturers - General

Desk view

Watchingmedium conviction · entry $1160-$1197 — not entered
Basis Logged decision ·Entry target
Updated

Market read

Scan convergence 4 scans as of 2026-10-23 2 bull 2 neutral converging

POC $1,031 · VWAP $1,058 · +20.4% vs 12m avg buyer

basing vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster EVP, SVP + 1 other sold $16M, Aug 10–18

Coverage

LLY Price Structure

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Peers

Every watchlist LLY belongs to, members best 30-day change first — LLY highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@peptide-economy
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LLY+10.6% -2.5%1d +1.3%7d AMGN+8.2% -1.8%1d +1.6%7d HRTS+4.0% -0.8%1d +1.5%7d NVO+2.3% -1.0%1d +0.6%7d HIMS-2.4% -4.9%1d -1.3%7d RYTM-9.1% -1.8%1d +3.6%7d WW-10.4% -4.6%1d +3.3%7d LFMD-30.2% -1.8%1d -9.0%7d ALT-33.5% -2.3%1d -3.6%7d VKTX-41.4% -5.5%1d -3.1%7d
@biotech
@healthcare-scan
@healthcare
@biotech-scan
@insider-universe
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ASAN+26.9% +4.5%1d +21.9%7d PINS+21.0% -2.7%1d +1.9%7d ZS+19.0% +7.3%1d +23.0%7d SHOP+18.5% -0.1%1d -0.5%7d ABNB+15.0% -2.1%1d -1.0%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d LLY+10.6% -2.5%1d +1.3%7d MRNA+9.9% -1.3%1d -8.2%7d RBLX+8.0% -2.0%1d +6.7%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d ZM+4.2% -0.5%1d +1.7%7d AAPL+3.2% -0.1%1d +1.2%7d AFRM+2.9% -3.2%1d -5.3%7d PLTR+2.6% +0.3%1d +5.8%7d UI+2.5% -1.4%1d -2.2%7d VRTX+1.5% -2.1%1d +4.8%7d TMO+1.3% -0.4%1d -2.3%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d ENPH-4.5% +0.8%1d +3.2%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d U-7.5% +1.3%1d +1.0%7d NET-7.5% +7.3%1d +9.9%7d NFLX-7.7% -1.8%1d -6.6%7d NTLA-9.1% +0.5%1d -1.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d TWLO-9.9% +3.2%1d +7.1%7d FSLR-10.4% +0.4%1d -0.4%7d BNTX-10.5% -1.7%1d +0.5%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d SOFI-11.7% -1.0%1d +0.5%7d IBKR-12.3% -2.4%1d -2.9%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d AMD-15.9% +1.7%1d -2.3%7d COIN-17.0% -2.7%1d -5.0%7d FSLY-17.7% +8.7%1d +8.6%7d AKAM-21.0% +2.6%1d +6.5%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Decision history

4 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 27 sell n/a Profit target -2.4% complete
May 30 sell n/a Profit target +15.7% complete
May 30 sell n/a Profit target +15.7% complete
May 2 sell n/a Momentum recovery exit +6.3% complete

Desk commentary

Authored analysis and challenge notes tied to LLY.

2

Next earnings LLY reports in 6 days Oct 29

Last report Aug 5

News coverage shows Eli Lilly's second-quarter 2026 print had already landed by the time of tonight's pull. Reuters (July 31) reported Lilly beat estimates on resilient demand for its GLP-1 drugs Mounjaro and Zepbound, widening its lead over Novo Nordisk.

full note →

Against street estimates

How LLY's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 11 quarters · newest report Aug 5 · projection Oct 23

Result
Aug 5 6.588.38+27.3%Beat
Apr 30 6.798.55+25.9%Beat
Feb 4 6.917.54+9.1%Beat
Oct 30 '25 5.897.02+19.1%Beat
Aug 7 '25 5.596.31+12.9%Beat
May 1 '25 3.463.34-3.4%Miss
Feb 6 '25 5.075.32+5.0%Beat
Oct 30 '24 1.471.18-19.5%Miss

Recent news

Headlines about LLY from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 6 days ago · Oct 17

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

Types
Aug 5 Catalyst LLY earnings
LLY
Apr 27 Reference YOLO Playbook
Mar 31 Article Daily Actions
Mar 24 Article Daily Actions