How Schwab Network’s view on $LLY changed

Channel profile →This channel has 11 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, CEO, Citizens, JP Morgan Chase, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal2 entries
2026-09-18
“40% of U.S. Adults to Use GLP-1s? Raul Shah on LLY, NVO & Weight Loss "Mania"”
LLY is an industry leader with strong fundamentals; despite significant earnings growth compressing its P/E ratio, the stock remains historically expensive.

to take a look at the performance of Eli Lilly's stock over the past year. This stock has largely, and in many ways, become the benchmark for the pharmaceutical industry. Stocks rose by about 50% during this period, but have fallen by more than 10% since reaching their all-time high about a month ago.

2026-09-15Bullish
“Tuesday's First Moves: LLY & ETSY Upgrades, PLAY Plunges After Earnings”Berenberg
Berenberg upgraded LLY to buy with $1,400 PT due to obesity market leadership and accelerating demand for key drugs.

looking at Eli Lilly today, which got an upgrade, Diane. It did. It did. So, Berenberg moving off the sidelines on Eli Lilly. They're injecting it with an upgrade here, up to a buy from a hold.

They've set a new price target of 1,400. That's up from 1,220. That signals more than 20% upside.