What top creators are saying about Eli Lilly and Company(LLY)

A pharmaceutical company with a leading position in the GLP-1 weight-loss drug market.

328 AI-extracted insights from 59 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 46 scored insights about Eli Lilly and Company.

Bullish
avg +0.31
25 bullish18 neutral3 bearish
Investment Summary
Updated 3 hours ago
Summary of insights about Eli Lilly and Company in the last 30 days

The Take

Recent commentary was broadly bullish on Eli Lilly (LLY), with the strongest thesis resting on robust growth in its GLP-1 drugs, raised guidance, and defensive appeal amid weakness in AI-heavy stocks. Some investors questioned the latest quarter or cited execution challenges, while many other mentions were only market snapshots or lacked a company-specific view.

Bull Case

  • GLP-1 growth and results: Q3 revenue was reported at $24.4 billion, up 39% year over year, with GLP-1-related revenue around $10.7 billion, up 65%. (Mando, Amit Kukreja, Jordi Visser)
  • Raised guidance and drug demand: FY26 revenue guidance was raised to $91 billion–$92 billion, alongside optimism about growing demand for Mounjaro, Zepbound, and obesity treatments. (Mando, The Pomp Podcast)
  • Defensive positioning: Several commentators viewed Lilly as a relative refuge and a healthcare exposure less tied to AI investment concerns. (Market Bubble, Amit Kukreja, threadguy)
  • AI and consumer-health potential: Lilly’s drug-development capabilities, AI initiatives, and direct-to-consumer efforts were cited as long-term opportunities, subject to clinical and commercial execution. (Empire, TBPN, BG2Pod)

Bear Case

  • Quarterly skepticism: Martin Shkreli said the quarter was not that good, while another discussion was unimpressed overall despite noting that margins were fine and SG&A had fallen year over year. (Martin Shkreli, Shkreli Planet)
  • Execution and valuation uncertainty: Bullish long-term commentary also acknowledged uncertainty around research, clinical validation, regulation, commercial execution, and valuation. (The Pomp Podcast, Empire, TBPN)
  • Short positioning and weakness: Martin Shkreli reported shorting shares, and one market update described Lilly as repeatedly weak, though neither supplied a detailed company-level rationale. (Martin Shkreli, threadguy)

Catalysts & Targets

  • Q3 revenue: $24.4 billion, up 39% year over year.
  • FY26 revenue guidance: $91 billion–$92 billion.
  • GLP-1-related revenue: about $10.7 billion, up 65% year over year.
  • Shares reportedly rose as much as about 9% after earnings and reached an all-time high.

AI-generated summary. Not investment advice. Learn more.

Top creators covering Eli Lilly and Company (LLY)

The 6 sources with the most insights about Eli Lilly and Company on Kazuha.

Latest insights about Eli Lilly and Company (LLY)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Today

Very Bullish

Discussed as seeking to build a broader offering in preventive and consumer-focused medicine. The discussion was bullish on long-term potential while emphasizing clinical validation and development challenges.

Neutral

Mentioned in the context of government policy and lobbying scrutiny, without a specific policy decision, company-level thesis, or recommendation.

Yesterday

Slightly Bullish
Target: No price target mentioned.

Eli Lilly was one of the few stocks reported higher during the sell-off; the host jokingly suggested buying it but gave no investment thesis.

Very Bullish
Target: 1,417.89 (chart price)

Described as a potential safe-haven destination for capital moving away from AI-related companies.

Ansem
i like this take
AnsemTwitter1 day ago

Wednesday, November 4, 2026

Neutral

The guest praised monoclonal antibodies used to treat COVID-19, but the discussion focused on treatment use rather than Lilly’s overall investment prospects.

Neutral
Target: No price target stated.

Mentioned as part of market rotation into healthcare, without detailed company-specific investment analysis.

Tuesday, November 3, 2026

Neutral

Mentioned among reported fund holdings, without a specific investment recommendation.

Monday, November 2, 2026

Neutral

Eli Lilly was mentioned in the market rundown as a price-action snapshot, without an accompanying investment thesis.

Sunday, November 1, 2026

Very Bullish
Target: Could become the largest S&P 500 stock before the end of 2030

The speaker was strongly bullish, citing 39% year-over-year revenue growth, expanding GLP-1 demand, and growth across several therapeutic areas.

Saturday, October 31, 2026

Very Bullish
Target: The guest said Lilly could become the world's largest company within five years.

The guest was strongly bullish, citing strong revenue and earnings, rapid growth in Mounjaro and Zepbound, and higher 2026 revenue guidance. The thesis also includes expanding obesity-treatment demand and investment in AI, drug discovery, and acquisitions, balanced by uncertainty around future research and valuation.

Friday, October 30, 2026

Bullish
Target: No price target stated

The speakers were optimistic about long-term demand for weight-loss drugs and related treatments, presenting Eli Lilly as a healthcare exposure less tied to AI-investment concerns.

Very Bullish

Strong revenue growth, an EPS beat, and a leading position in weight-loss drugs were highlighted; shares gained 7%.

Slightly Bearish

The speaker was unimpressed with the quarter overall but considered margins fine and noted a significant year-over-year reduction in selling, general, and administrative expenses.

Bullish

Mentioned among gainers during the session; no specific investment thesis or target was provided.

Bearish

The speaker said Lilly's quarter was not that good, but provided no supporting figures or detailed criticism.

Bullish

Mando viewed Lilly as relatively defensive and potentially attractive for its AI applications in pharmaceuticals, while noting broad market declines could still weigh on it.

Thursday, October 29, 2026

Very Bullish

Described as the best-looking chart.

Bullish

Has the best-looking chart on the author's screen.

Neutral

Lilly products, including branded tirzepatide, were mentioned in connection with Hims & Hers' platform; no standalone investment view was offered.

Slightly Bullish

Cited as one of the few areas acting as a relative market refuge, but no company-specific results or outlook were discussed.

Very Bullish
Target: $91B–$92B FY26 revenue guidance

Q3 revenue was $24.4 billion, up 39% year over year, and FY26 revenue guidance was raised to $91 billion–$92 billion. The post calls the stock an obvious long-term hold and notes it has risen for 10 consecutive years.

Very Bullish

Shares rose after results showed GLP-1-related revenue of about $10.7 billion, up 65% year over year, supporting a positive view of weight-loss drug demand.

Bullish
Target: No price target mentioned.

Eli Lilly beat earnings expectations, and shares rose as much as about 9%, reaching an all-time high before easing. The discussion did not connect broader biotech advances directly to Lilly's products.

Very Bullish

Rising sharply, according to the post.

Wednesday, October 28, 2026

Very Bullish
Target: $12.92 monthly close; $12.39 relevant to breakout setup

The host was bullish on potential breakout continuation, particularly with a monthly close above $12.92, while acknowledging a possible correction.

Sunday, October 25, 2026

Very Bullish

Highlighted for its ToonLab collaborative AI initiative and described as an important AI-related company; shares reached new all-time highs during the week discussed.

Saturday, October 24, 2026

Very Bullish
Target: Predicted to become the largest U.S. company within five years; no price target given

Strongly bullish commentary cited ongoing healthcare demand, perceived defensiveness, AI-assisted drug discovery, and recent all-time highs.

Friday, October 23, 2026

Bullish

Tulip King disclosed that Eli Lilly was his largest position by net worth and described it as exposure outside the AI-heavy equity theme, without providing a detailed thesis.

Thursday, October 22, 2026

Slightly Bullish

Eli Lilly was cited as an example of a stock reaching a new high, not as a specific recommendation.

Bullish

Mentioned as an example of a relatively defensive stock attracting investor interest during the sell-off.

Wednesday, October 21, 2026

Neutral
Target: No target given

Mentioned only in the market-price rundown.

Tuesday, October 20, 2026

Bullish

Reached an all-time high during a session when many AI-related stocks were falling.

Neutral

Mentioned in a brief market update without company-specific investment analysis.

Monday, October 19, 2026

Neutral
Target: No price target stated.

Mentioned as a possible non-AI sector area to watch, without company-specific analysis.

Neutral
Target: $800

A bid for 1,000 shares at $800 was placed and cancellation was requested; no execution or investment thesis was confirmed.

Bearish

The host reported shorting 500 shares and mentioned another short order, without explaining the rationale.

Neutral
Target: No price target mentioned

Mentioned only as Lucas's employer; the podcast provided no investment analysis, opinion, or recommendation.

Very Bullish
Target: Potential multi-trillion-dollar company

The investor was long and bullish on Lilly's long-term potential, citing its pharmaceutical capabilities and direct-to-consumer efforts; clinical, regulatory, and commercial execution remain important.

Very Bullish
Target: Potential to become a multi-trillion-dollar company

The speaker said the firm was long Lilly, citing its cash resources, drug-development expertise, scale, and efforts to move closer to direct-to-consumer distribution.

Sunday, October 18, 2026

Neutral
Target: No specific price target

The speaker says he holds Eli Lilly but provides no company-specific thesis or recommendation.

Thursday, October 15, 2026

Neutral

Included as a large-cap pharmaceutical name to examine and in simulated trading, without a company-specific investment thesis.

Bullish
Target: No specific price target

Shares rose during the session amid a broader move into healthcare.

Bullish

Cited as a potential AI beneficiary in healthcare. The discussion frames AI adoption as an opportunity but does not quantify company-specific effects.

Tuesday, October 13, 2026

Neutral

Indicated willingness to buy Oura shares in its IPO if other investors participated; no outlook or investment view on Eli Lilly stock was discussed.

Sunday, October 11, 2026

Bullish
Target: Up to $1.7 billion in contingent future payments

The collaboration provides exposure to AI-enabled drug development, but payments depend on milestones and there is no evidence of an approved or commercially successful drug from the partnership.

Friday, October 9, 2026

Bearish
Target: No price target mentioned

Described as having been weak repeatedly, without further company-level analysis.

Tuesday, October 6, 2026

Neutral
Target: No specific target

Eli Lilly was noted as higher during the session, without company-specific investment analysis.

Monday, October 5, 2026

Neutral

The discussion mentions a claimed acquisition of a psychedelics company for about $2.8 billion, but gives no price target or investment recommendation and notes that the clinical and commercial prospects remain uncertain.

Saturday, October 3, 2026

Neutral

Mentioned as an example of a large pharmaceutical company in the broader drug-development landscape; no company-specific investment analysis or recommendation was provided.

Neutral

Mentioned as an example of a large pharmaceutical company in the broader context of AI-assisted drug development. No Lilly-specific product, financial result, valuation, target, or recommendation was discussed.

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Frequently asked

Are top creators bullish or bearish on Eli Lilly and Company (LLY) right now?

Mostly bullish. In the last 30 days, 25 insights were bullish, 3 bearish, and 18 neutral about Eli Lilly and Company (LLY) across 59 financial sources indexed on Kazuha.

Which podcasters and creators cover Eli Lilly and Company (LLY) the most?

The most active sources covering Eli Lilly and Company (LLY) on Kazuha are @amitinvesting, @BeatTheDenominator, @notthreadguy, John Coogan & Jordi Hays, @jordivisserlabs. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about Eli Lilly and Company (LLY) are on Kazuha?

Kazuha has indexed 328 AI-extracted insights about Eli Lilly and Company (LLY) from 59 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside Eli Lilly and Company (LLY)?

Creators covering Eli Lilly and Company (LLY) most frequently also discuss NVDA, BTC, NVO, GOOGL, MU. See the "Discussed alongside" section above for full asset pages.