Jim Cramer Advises Against Investing in This Tech Stock and Avoids Oil Companies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Should l Buy LLY?
Source: Benzinga
Jim Cramer's Take on Zoom: Jim Cramer stated that while Zoom Communications Inc. is a solid company, it currently lacks a catalyst for investment, advising to "take a pass" until after their Q3 financial results on Nov. 24.
ProFrac Holding Corp Outlook: Cramer expressed a negative stance on oil stocks, including ProFrac Holding Corp, stating he is "really anti the oils right now," and noted a recent downgrade in ProFrac's price target by Piper Sandler.
Viking Therapeutics Performance: Cramer recommended Eli Lilly over Viking Therapeutics, which reported a quarterly loss that exceeded analyst expectations, leading to a 3.8% drop in its share price.
Altria Group Earnings: Cramer refrained from recommending Altria Group but acknowledged its recent earnings report, which met expectations despite a decline in quarterly sales, resulting in a slight increase in its share price.
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Analyst Views on LLY
Wall Street analysts forecast LLY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 1020.560
Low
950.00
Averages
1192
High
1500
Current: 1020.560
Low
950.00
Averages
1192
High
1500
About LLY
Eli Lilly and Company is a medicine company, which discovers, develops, manufactures, markets, and sells pharmaceutical products worldwide. Its cardiometabolic health products include Basaglar; Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, and others; Humulin, Humulin 70/30, and others; Jardiance; Mounjaro; Trulicity; Zepbound; VERVE-102; VERVE-201, and VERVE-301. Its oncology products include Cyramza, Erbitux, Tyvyt, and Verzenio. Its immunology products include Ebglyss, Olumiant, Omvoh, and Taltz. Its neuroscience products include Emgality and Kisunla. The Company is also engaged in radiopharmaceutical discovery, development, and manufacturing efforts, and clinical and pre-clinical radioligand therapies in development for the treatment of cancer. It is also developing an oral small molecule inhibitor of a4b7 integrin for inflammatory bowel disease (IBD). It is evaluating its novel gene therapy candidate, ixoberogene soroparvovec.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Eli Lilly Projects $83 Billion in Sales by 2026 with 45% Revenue Growth
- Significant Revenue Growth: Eli Lilly reported a 45% revenue growth, projecting sales to reach $83 billion by 2026, showcasing its strong performance in the obesity drug market and future growth potential.
- Optimistic Market Outlook: Analysts have set a target stock price of $1,500 for Eli Lilly, reflecting high market recognition of its long-term investment value, which could yield substantial returns for investors.
- Clear Competitive Advantage: Eli Lilly's success in the obesity drug sector, combined with multiple growth catalysts, enhances its competitive position in the healthcare industry, likely attracting more investor attention.
- Cautious Investment Advice: Despite Eli Lilly's impressive performance, the Motley Fool Stock Advisor analyst team did not include it in their current list of top investment stocks, advising investors to consider their decisions carefully.
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- Holding Changes: Following this sale, ORBIMED retains 2,153,300 shares of Terns, with a value decrease of $30.20 million, reflecting fluctuations in market expectations for its clinical pipeline.
- Market Performance: As of February 17, 2026, Terns' stock price stood at $39.58, marking an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, showcasing strong market confidence in its biotech potential.
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ORBIMED Reduces Stake in Terns Pharmaceuticals
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- Position Value Change: Following this transaction, ORBIMED's position in Terns decreased to 2,153,300 shares, with a value drop of $30.20 million, indicating the market's sensitivity to fluctuations in the company's stock price.
- Asset Management Proportion: After the reduction, Terns now represents 1.78% of ORBIMED's reportable AUM, falling outside the top five holdings, which suggests a diminished significance in the investment portfolio.
- Market Performance Comparison: As of February 17, 2026, Terns' stock price stood at $39.58, reflecting an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, demonstrating strong market confidence in its clinical pipeline.
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- Clinical Trial Progress: The company anticipates releasing results from various clinical trials, including zugo-cel for autoimmune diseases and CTX310 for heart disease, which could bolster market confidence and potentially elevate stock prices.
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- Market Leadership: Eli Lilly's Mounjaro and Zepbound outperform Novo Nordisk's Ozempic/Wegovy in the GLP-1 weight loss drug market, demonstrating the company's competitive edge despite being a second mover in a rapidly growing sector.
- Revenue Dependency Risk: By the end of 2025, Mounjaro and Zepbound will account for 56% of Eli Lilly's total revenue, indicating a significant reliance on these two drugs that could pose substantial risks, especially as market competition intensifies.
- Significant Sales Growth: Mounjaro's sales surged by 99% year-over-year, while Zepbound's sales skyrocketed by 175%, with nearly all of the 45% revenue increase attributed to these two GLP-1 drugs, highlighting their critical impact on the company's performance.
- Intensifying Competition: Novo Nordisk has launched an oral version of its GLP-1 drug, potentially reclaiming market share, while Pfizer is also aggressively entering the GLP-1 space, indicating that Eli Lilly may face fierce competition that could affect its market leadership in the future.
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- Intensifying Competition: Despite Eli Lilly's leading position in the GLP-1 market, Novo Nordisk has launched a competing GLP-1 pill, potentially regaining market share, while Pfizer is also aggressively entering this space, heightening competitive pressures.
- Valuation Pressures: With a price-to-earnings ratio of 45x, the market has high expectations for Eli Lilly's future performance, and any shortfall in 2026 earnings could lead to a significant stock price pullback, necessitating careful investor evaluation.
- Limited Patent Protection: The market exclusivity for new drugs is finite, and once patents expire, generic competition typically leads to substantial revenue declines for branded drugs, indicating that Eli Lilly's GLP-1 success may not be sustainable, highlighting potential long-term risks for investors.
See More
Eli Lilly Projects $83 Billion in Sales by 2026 with 45% Revenue Growth
- Significant Revenue Growth: Eli Lilly reported a 45% revenue growth, projecting sales to reach $83 billion by 2026, showcasing its strong performance in the obesity drug market and future growth potential.
- Optimistic Market Outlook: Analysts have set a target stock price of $1,500 for Eli Lilly, reflecting high market recognition of its long-term investment value, which could yield substantial returns for investors.
- Clear Competitive Advantage: Eli Lilly's success in the obesity drug sector, combined with multiple growth catalysts, enhances its competitive position in the healthcare industry, likely attracting more investor attention.
- Cautious Investment Advice: Despite Eli Lilly's impressive performance, the Motley Fool Stock Advisor analyst team did not include it in their current list of top investment stocks, advising investors to consider their decisions carefully.
See More
ORBIMED Reduces Stake in Terns Pharmaceuticals
- Share Reduction Transaction: According to a SEC filing dated February 17, 2026, ORBIMED Advisors LLC sold 5,409,671 shares of Terns Pharmaceuticals for approximately $125 million, indicating a potential decrease in confidence regarding the company's future prospects.
- Holding Changes: Following this sale, ORBIMED retains 2,153,300 shares of Terns, with a value decrease of $30.20 million, reflecting fluctuations in market expectations for its clinical pipeline.
- Market Performance: As of February 17, 2026, Terns' stock price stood at $39.58, marking an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, showcasing strong market confidence in its biotech potential.
- Investor Focus: With upcoming clinical data releases, investors should monitor Terns' cash flow and trial results to assess whether its pipeline justifies the current high valuation, especially since robust data is crucial for sustaining valuation in the biotech sector.
See More
ORBIMED Reduces Stake in Terns Pharmaceuticals
- Stake Reduction Size: ORBIMED Advisors LLC disclosed in an SEC filing on February 17, 2026, that it reduced its stake in Terns Pharmaceuticals by 5,409,671 shares, with an estimated transaction size of $125.01 million, reflecting a cautious outlook on the company's future prospects.
- Position Value Change: Following this transaction, ORBIMED's position in Terns decreased to 2,153,300 shares, with a value drop of $30.20 million, indicating the market's sensitivity to fluctuations in the company's stock price.
- Asset Management Proportion: After the reduction, Terns now represents 1.78% of ORBIMED's reportable AUM, falling outside the top five holdings, which suggests a diminished significance in the investment portfolio.
- Market Performance Comparison: As of February 17, 2026, Terns' stock price stood at $39.58, reflecting an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, demonstrating strong market confidence in its clinical pipeline.
See More
Biotech Stocks with High Growth Potential
- CRISPR Breakthrough: CRISPR Therapeutics received approval for its first gene editing treatment, Casgevy, in 2023, marking a significant milestone as the world's first CRISPR therapy, generating $116 million in revenue in 2022, with expectations for a 58% stock price increase over the next 12 months.
- Clinical Trial Progress: The company anticipates releasing results from various clinical trials, including zugo-cel for autoimmune diseases and CTX310 for heart disease, which could bolster market confidence and potentially elevate stock prices.
- Viking's Promising Therapy: Viking Therapeutics is advancing VK2735 through late-stage clinical trials, with both injectable and oral forms expected to enter the market, targeting the nearly $100 billion obesity drug market, with analysts predicting a potential 200% stock price increase.
- Significant Market Potential: As GLP-1 drugs gain popularity, Viking's VK2735 is poised to capture substantial market share amid rising global demand for weight loss medications, offering early investors the prospect of substantial returns.
See More
Eli Lilly Leads in GLP-1 Weight Loss Drug Market
- Market Leadership: Eli Lilly's Mounjaro and Zepbound outperform Novo Nordisk's Ozempic/Wegovy in the GLP-1 weight loss drug market, demonstrating the company's competitive edge despite being a second mover in a rapidly growing sector.
- Revenue Dependency Risk: By the end of 2025, Mounjaro and Zepbound will account for 56% of Eli Lilly's total revenue, indicating a significant reliance on these two drugs that could pose substantial risks, especially as market competition intensifies.
- Significant Sales Growth: Mounjaro's sales surged by 99% year-over-year, while Zepbound's sales skyrocketed by 175%, with nearly all of the 45% revenue increase attributed to these two GLP-1 drugs, highlighting their critical impact on the company's performance.
- Intensifying Competition: Novo Nordisk has launched an oral version of its GLP-1 drug, potentially reclaiming market share, while Pfizer is also aggressively entering the GLP-1 space, indicating that Eli Lilly may face fierce competition that could affect its market leadership in the future.
See More
Eli Lilly Faces Intense Competition in GLP-1 Drug Market
- Strong Market Performance: Eli Lilly's Mounjaro and Zepbound drugs accounted for 56% of the company's revenue in 2025, with Mounjaro sales rising 99% year-over-year and Zepbound increasing by 175%, showcasing robust performance in the GLP-1 weight-loss drug market.
- Intensifying Competition: Despite Eli Lilly's leading position in the GLP-1 market, Novo Nordisk has launched a competing GLP-1 pill, potentially regaining market share, while Pfizer is also aggressively entering this space, heightening competitive pressures.
- Valuation Pressures: With a price-to-earnings ratio of 45x, the market has high expectations for Eli Lilly's future performance, and any shortfall in 2026 earnings could lead to a significant stock price pullback, necessitating careful investor evaluation.
- Limited Patent Protection: The market exclusivity for new drugs is finite, and once patents expire, generic competition typically leads to substantial revenue declines for branded drugs, indicating that Eli Lilly's GLP-1 success may not be sustainable, highlighting potential long-term risks for investors.
See More
