As Eli Lilly Cuts Zepbound Prices, Should You Buy, Sell, or Hold LLY Stock?

Core Insights - Eli Lilly and Company is a global pharmaceutical leader focused on areas such as diabetes, obesity, oncology, neuroscience, and immunology, known for landmark therapies and significant investment in R&D to meet unmet medical needs worldwide [1][5] Company Overview - Founded in 1876 by Colonel Eli Lilly, the company is headquartered in Indianapolis, Indiana, and operates in over 100 countries globally [2] Stock Performance - Eli Lilly's stock has shown strong performance in 2025, with a minor decline of approximately 7% over the past five days, a one-month gain of around 15%, a six-month rise of about 38%, and year-to-date gains exceeding 34% [3] - Compared to the S&P 500, which saw a 13% gain in the same period, Eli Lilly significantly outperformed with 52-week returns at 27% [4] Financial Performance - In Q3 2025, Eli Lilly reported revenue of $17.6 billion, up 54% year-over-year, surpassing analyst estimates [5] - Adjusted EPS reached $7.02, beating consensus forecasts by 16% to 19%, driven by volume growth from Mounjaro and Zepbound amid strong demand for GLP-1 therapies [5][6] - Gross margin improved to 82.9%, reflecting a favorable product mix despite pricing pressures, with U.S. revenue up 45% [6] Future Guidance - For full-year 2025, Eli Lilly raised its revenue guidance to $63 to $63.5 billion and adjusted EPS to $23 to $23.70, emphasizing sustained GLP-1 momentum and pipeline progress [7]