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
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…
Novo Nordisk Falls 7% as Post-Wegovy Growth Plan Fails to Ease Competition Fears; Eli Lilly Slips, Viking Therapeutics Edges Higher
Novo Nordisk (NYSE:NVO | NVO Price Prediction) laid out its long-term growth strategy at a capital markets day in London Monday morning, and the plan didn’t calm investor worries about the company’s…
Can Eli Lilly’s Two-Drug Obesity Treatment Justify Its $1 Trillion Valuation?
Eli Lilly stakes its trillion-dollar valuation on mid-stage data for a two-drug obesity combo, and the September 30 readout will reveal whether eloraTZP is a genuine franchise leap or an expensive gamble…
Novo Nordisk Expands Obesity Drug to Children, But Market Hesitates on Adoption
A landmark trial just proved semaglutide can pull children as young as six below the obesity threshold, yet Wall Street shrugged and the real battle over who pays, who prescribes, and whether…
Eli Lilly Fell Like a Rock Over the Last Month: This Big Bank Expects 45% Returns Over The Next Twelve
Eli Lilly shed billions in market value over the past month while its underlying business kept breaking records, and now one major Wall Street firm sees a setup that almost never appears…
Here Are Friday’s Top Wall Street Analyst Research Calls: Atmos Energy, Celanese, Check Point Software, Chewy, Dell Technologies, Fortinet, Global Payments, HP, Shopify, and More
Markets are bracing for Friday's CPI data after a brutal week of selling across stocks, bonds, and crypto, and Wall Street analysts are already reshuffling their ratings on names like Dell, Shopify,…
Eli Lilly Stock Has Become a Trillion-Dollar Giant. Is It Too Late to Buy?
Eli Lilly just crossed the trillion-dollar threshold on the back of a GLP-1 empire growing at nearly 50% annually, but a recent pullback and rising risks are forcing investors to decide whether…
Eli Lilly vs Novo Nordisk: One Winner in The Weight-Loss Drug Gold Rush
Eli Lilly and Novo Nordisk both dominated GLP-1 headlines in Q2 2026, but one company raised guidance while the other announced layoffs, pipeline writedowns, and a dramatic price cut. The split screen…
Eli Lilly Has a $100 Billion Revenue Story in the Making, 18% Upside Ahead
Eli Lilly just crossed a $1 trillion market cap for the first time, and management is already pointing toward a milestone that would rewrite the drugmaker's history. Whether three converging pipeline catalysts…
Prediction: Eli Lilly Could Be One of the Biggest Winners of the Next Decade. Here’s Why.
Eli Lilly just delivered one of the most staggering quarters in Big Pharma history, yet Wall Street is barely reacting. Three catalysts in the next 18 months could either push shares to…