Latest Activity
Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.
- ACNAccenture plc Class A Ordinary Shares (ACN)Buy$1K – $15KAug 26
- ACNAccenture plc Class A Ordinary Shares (ACN)Buy$1K – $15KAug 26
- GOOGAlphabet Inc. - Class C Capital Stock (GOOG)Partial sell$1K – $15KAug 20
- GOOGFidelity Roth IRA Alphabet Inc. - Class C Capital Stock (GOOG)Partial sell$1K – $15KAug 20
- AAPLApple Inc. - Common Stock (AAPL)Partial sell$1K – $15KAug 20
- JPMFidelity Roth IRA JP Morgan Chase & Co. Common Stock (JPM)Partial sell$1K – $15KAug 20
- JPMJP Morgan Chase & Co. Common Stock (JPM)Partial sell$1K – $15KAug 20
- LSYIXLord Abbett Short Duration High Yield I (LSYIX) bond fundBuy$1K – $15KAug 26
About as clear a risk-off tell as a House filing gives you: a sitting appropriator rotated out of megacap tech and a big bank in the same week. The filing shows trims of Alphabet, Apple and JPMorgan on Aug. 20, purchases of defensive names like McDonald's, PepsiCo and Novo Nordisk six days later, plus short duration high yield.
NVO Coverage
Eli Lilly’s Next Trillion-Dollar Opportunity May Go Beyond Weight-Loss Drugs
Mounjaro and Zepbound built Lilly into a trillion-dollar company, but a surge in oncology, immunology, and neuroscience revenue hints that the real growth story is just getting started.
Eli Lilly Jumps 8% as Strong Quarter Lifts Revenue Outlook; Novo Nordisk Ticks Up, Viking Therapeutics Eases
Eli Lilly (NYSE:LLY | LLY Price Prediction) just extended its lead in obesity drugs, and its newer cancer, immunology and neuroscience products are starting to matter, while the rest of the glucagon-like…
16% of Employers Are Thinking About Cutting Weight-Loss Drug Coverage
Employers are quietly reconsidering who foots the bill for GLP-1 weight-loss drugs, and the fallout hits Eli Lilly and Novo Nordisk very differently heading into earnings week.
3 Massive Catalysts That Could Ignite an Eli Lilly Stock Rally on Oct 29
Eli Lilly (NYSE:LLY | LLY Price Prediction) reports third-quarter results on October 29. It brings a streak of 5 consecutive EPS beats and a stock that has run hard into the report.…
Weight-Loss Drugs Are Coming for Beer, Heineken Admits Privately
Heineken just told British pub owners that a blockbuster class of drugs threatens the very ritual of buying a round, and its own financial data makes the warning harder to dismiss than…
Eli Lilly Rises 4% While Foundayo Nears European Approval; Amgen and Novo Nordisk Edge Higher
A European regulatory endorsement for an oral obesity pill is lifting Eli Lilly (NYSE:LLY | LLY Price Prediction) stock ahead of the rest of the drug group. Eli Lilly stock is up…
If Eli Lilly Grows At 10% a Year, Here’s What $1,000 Becomes By 2030
Eli Lilly just posted 47.7% revenue growth and its weight-loss drugs are reshaping global healthcare, but whether that momentum turns a four-year investment into a windfall or a disappointment depends on factors…
Prediction: Eli Lilly Stock Could Be a Long-Term Winner for Investors
Eli Lilly just crushed earnings again and sits within striking distance of its all-time high, but a looming price war with Novo Nordisk and a dangerously concentrated revenue base raise real questions…
Prediction: Eli Lilly Could Have More Room to Grow Than Its Valuation Suggests
Eli Lilly trades at a premium multiple, yet its revenue growth dwarfs every major pharma peer by a wide margin. Whether that gap justifies buying shares near all-time highs depends on one…
Prediction: LLY Has Another Massive Growth Opportunity Beyond Weight Loss
The 24/7 Wall St. price target for Eli Lilly (NYSE:LLY | LLY Price Prediction) is $1,359.12 over the next 12 months. With the stock at $1,142.85, that implies 18.92% upside. Lilly wins…
Prediction: Eli Lilly Could Be the Next $2 Trillion Drugmaker
Eli Lilly just posted a 47.7% revenue surge while rivals like Novo Nordisk are watching earnings fall, and a fresh pipeline catalyst could push Lilly toward a valuation Wall Street has only…
Prediction: Eli Lilly’s Next Growth Wave Could Surprise Investors
Eli Lilly is growing faster than any other mega-cap drugmaker, but a pipeline drug still awaiting approval and falling U.S. prices are pulling the stock in opposite directions. The outcome of that…
Eli Lilly Wavered Over the Last Month: One of Wall Street’s Biggest Banks Says 35% Gains Still to Come
Citigroup sees a path to 35% gains from here, but Eli Lilly's pricing headwinds, a slow oral GLP-1 launch, and a rival in freefall raise a real question about whether this pause…
Viking Soars Alone as Obesity Complex Shrugs at Strong GLP-1 Results
Viking Therapeutics surged more than 26% on fresh GLP-1 maintenance data while every major obesity peer from Eli Lilly to Novo Nordisk barely registered a pulse, raising a pointed question about whether…
Eli Lilly’s Tough Month: One of The Biggest Global Banks Says 37% Gains Begin Soon
Eli Lilly just posted a quarter that crushed estimates on every major metric, yet the stock has spent the past month getting punished anyway. One of Wall Street's biggest banks thinks the…