Steady whale accumulation, now at 86.12%, backs Eli Lilly's uptrend. The first volatility hole and descending blue ribbon completed its bottoming process before choppy action in the uptrend. Support is at $1,152, $1,180 and $1,235, with the previous all-time high around $1,292 as near-term resistance. x.com 

Eli Lilly's broader biology opportunity leaves far more upside than most appreciate. Q3 earnings crushed estimates as expected: revenue was $24.4B versus $22.6B expected, and adjusted EPS was $7.48 versus $6.50. GLP-1s fund its longer-term drug-discovery platform rather than defining the whole thesis. x.com 

Eli Lilly looks expensive at 26x forward earnings when drugmakers usually get 20x. Fair value is about $820.69-$1,045, or 20x next year's $46.63 EPS give or take 12%, so the $1,215 price sits 16% above the top of that range. The valuation also leans on forecasts, with forward earnings 55% above trailing. This is a valuation-level read only, not fundamental work. x.com 

Eli Lilly's fundamentals are on very strong footing. Q2 revenue rose 48% year over year to $23B as demand for Zepbound and Mounjaro keeps up, and the oral GLP-1 pill Foundayo completed its first full quarter. The company raised its full-year revenue guidance to $85-87B, its second raise this year. The chart is now setting up for a breakout. x.com 

Eli Lilly's GLP-1 and metabolic franchise can compound demand and cash flows while rate fears punish leveraged AI stories. It is preferable as a defensive-growth holding into its October 29 earnings over chasing a chip bounce. Continued healthcare volume leadership would support the sleeve; if semiconductors reclaim leadership first, the rotation is already crowded the other way. x.com  x.com 

Eli Lilly is overvalued and needs to pull back, since a 40 P/E is high for any biotech or healthcare stock, which keeps Novo Nordisk the better side of the pair. A post the author replies to calls Novo an excellent entry today but doubts shorting Lilly given how much it has going on. x.com 

Eli Lilly should see further positive revenue revisions as it expands the weight-loss market by reducing gastrointestinal side effects and lowering treatment costs. Strong demand for Mounjaro and Zepbound drove a second FY2026 revenue guidance raise in three months, to $91B-$92B from $85B-$87B. Lilly Direct and the Medicare Bridge program for seniors aim to make treatment cheaper. At 29x 2027 earnings against 15% revenue and 20% EPS growth projected for 2027-30, Lilly still looks cheap. x.com 

Eli Lilly at new record highs still trades at only 26x forward earnings despite 55% revenue growth and triple-digit EPS growth last quarter. EPS is projected to grow 51% this year. x.com 

Eli Lilly earns its place in a portfolio with a defensive profile plus tech-like growth rates, a strength that stands out on a down day for the market. An IBD MarketSurge chart accompanies the point. x.com 

Eli Lilly is reasonably valued, not priced for perfection, given its growth and pipeline. @janthecurious1 argues that retatrutide's TRIUMPH-2 tolerability, including 33.6% diarrhea and 11.6% discontinuation at 9 mg, puts Lilly's roughly 28x forward P/E against Novo Nordisk's 12x in question. Novo Nordisk, by contrast, is priced for bankruptcy and needs good news and a return to growth. x.com