Cramer’s Analyst Says Eli Lilly’s GLP-1 Stock Rally Has Years Left to Run

Eli Lilly (LLY) posted a blowout quarter, and Mad Money says the GLP-1 drugmaker’s inventory story is much from over.

Jim Cramer and CNBC analyst Jeff Marks known as Eli Lilly and Nvidia prime momentum shares.

Why Eli Lilly’s GLP-1 Stock Still Has Room to Run

The remark got here throughout a viewer query about how value targets get set. Cramer raised Eli Lilly and Nvidia’s runs particularly when asking in regards to the course of.

Marks, the CNBC Investing Club’s portfolio analyst, mentioned shares like these want an extended time horizon than most.

“Stocks like that you simply even have to look out years out prematurely, too. Especially within the case of Eli Lilly, the place it’s extra of in the direction of the top of the last decade is the place it’s GLP-1 gross sales.”

— Jeff Marks, CNBC Investing Club portfolio analyst, on Mad Money

Eli Lilly’s second-quarter results again that framing. Revenue hit $23 billion, up 48% 12 months over 12 months. A 60% bounce in gross sales quantity offset a 13% drop in realized costs.

Management raised full-year income steerage to a spread of $85 billion to $87 billion. Mounjaro gross sales rose 91% to $9.9 billion worldwide. Zepbound’s U.S. income grew 44% to $4.9 billion.

Cramer’s different 2026 stock picks lean on equally sturdy, multi-year themes slightly than short-term trades.

Global GLP-1 Demand Is Still Early

Eli Lilly’s worldwide enterprise is rising even sooner than its U.S. enterprise. Revenue exterior the U.S. jumped 80% to $8.6 billion within the quarter, whereas quantity surged 113%.

That development got here whilst costs exterior the U.S. fell 36%. The decline adopted Mounjaro’s addition to China’s National Reimbursement Drug List (NRDL), a program overlaying drug prices below public insurance coverage.

Lower costs widen entry for hundreds of thousands of latest sufferers, whilst they compress near-term margins. Morgan Stanley expects the worldwide weight problems and diabetes drug market to almost double by 2035.

The agency projects $190 billion in gross sales, up from $79 billion in 2025. Oral GLP-1 tablets and increasing insurance coverage protection are the primary drivers behind that forecast.

For Marks and Cramer, runway and scale are why Eli Lilly’s momentum seems to be constructed for years, not quarters.

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