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Eli Lilly upgraded to Buy after 13% drop, with strong growth and new CAR-T therapy acquisitions.

Analyst Insights
20 Apr 2026
Seeking Alpha
View Source
Bullish
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Eli Lilly's stock fell over 13%, prompting an upgrade to Buy due to strong Q4 guidance and potential 25% revenue growth by 2026. The company's recent acquisitions of Kelonia and Orna Therapeutics position it as a leader in in vivo CAR-T therapies, targeting significant market expansion. While its weight loss franchise contributes 56% of revenue, it faces risks from pricing, legal, and regulatory challenges. Despite a high valuation, Eli Lilly's growth prospects and pipeline make it a compelling addition alongside Novo Nordisk for investors.

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