Market Volatility Increases as Linde Hits All-Time High
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 7 hours ago
0mins
Should l Buy LLY?
Source: CNBC
- Increased Market Volatility: The market is experiencing heightened volatility as President Trump indicated that Iran has 'about 10 days' to reach a nuclear deal, leading to uncertainty and a potential break in the S&P 500's three-day winning streak.
- Linde Hits All-Time High: In a down market, industrial gas giant Linde's stock reached an all-time high on Thursday, gaining approximately 14.5% so far in 2026, reflecting a growing investor preference for hard assets amid market uncertainty.
- CEO Buying Signals: Linde's CEO Sanjiv Lamba purchased $1 million worth of stock on December 8, resulting in a 25% increase in share price since then, highlighting the positive impact of executive buying on investor sentiment.
- Upcoming Economic Data: Friday will see the release of significant economic data, including the PCE price index and fourth-quarter GDP, which market participants should closely monitor for potential impacts on future market trends.
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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.
- 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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- 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.
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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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- 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.
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- Emerging Therapies: The launch of new therapies such as RINVOQ and Bempikibart is set to intensify competition, with promising clinical trial results suggesting they could transform the current treatment landscape.
- Impact of JAK Inhibitors: The approval of JAK inhibitors like OLUMIANT and LITFULO provides new treatment options, with clinical trials demonstrating significant efficacy in promoting hair regrowth, attracting increased payer interest.
- Expanding Patient Pool: With an estimated 620,000 diagnosed cases in the U.S. by 2024, the expanding patient population is expected to drive market demand, prompting pharmaceutical companies to invest more in the development of new therapies.
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- Significant Revenue Growth: Eli Lilly reported a remarkable 45% revenue growth in its latest earnings report, showcasing its strong market performance and ongoing business expansion capabilities, which further solidifies its leadership position in the pharmaceutical industry.
- Future Sales Projections: The company anticipates reaching $83 billion in sales by 2026, a target that not only reflects confidence in future market demand but also offers long-term growth potential and attractiveness for investors.
- Obesity Drug Catalyst: Eli Lilly's obesity drugs are seen as a primary driver for future growth, expected to generate substantial revenue and enhance its competitive edge in the rapidly expanding obesity treatment market.
- Analyst Price Targets: Analysts have set a target price of $1,500 for Eli Lilly, indicating a bullish outlook on its future performance and suggesting significant potential returns for investors based on the current stock price.
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