Eli Lilly Stock Analysis 2026: The $1 Trillion GLP-1 Giant – Buy, Hold, or Sell?
Investment Thesis: The 30-Second Summary Bull Case Bear Case Our View GLP-1 dominance with Mounjaro (+125% YoY), Zepbound (+80%), and new oral Foundayo 65% of revenue from just two drugs – concentration risk HOLD at $1,179 $82–$85B 2026 revenue guidance, ~28% growth vs. 2025 Valuation at 42x P/E – priced for perfection Buy on pullbacks
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