--- title: "Top Picks 2026: Eli Lilly & Co." type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/273931022.md" description: "Eli Lilly & Co. (LLY) is highlighted as a top stock pick for 2026, driven by strong sales of Mounjaro and Zepbound, which accounted for 57% of total revenue in Q3 2025. Despite previous regulatory fears, the stock has surged to new highs, aided by a deal with the administration to lower drug prices and expand market coverage. Analysts project a 35% earnings growth in 2026, making LLY an attractive option for growth-oriented investors. Recommended action: Buy LLY." datetime: "2026-01-28T03:54:44.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/273931022.md) - [en](https://longbridge.com/en/news/273931022.md) - [zh-HK](https://longbridge.com/zh-HK/news/273931022.md) --- > 支持的语言: [English](https://longbridge.com/en/news/273931022.md) | [繁體中文](https://longbridge.com/zh-HK/news/273931022.md) # Top Picks 2026: Eli Lilly & Co. _Image Source: Unsplash_ **_Eli Lilly & Co._** _(LLY) needs little introduction, as it’s probably the most popular drug stock in the world right now thanks to Mounjaro (diabetes) and Zepbound (weight loss), which are the same drug selling well under both indications. But we still think the stock can surprise on the upside going forward_ In Q3 2025, Mounjaro’s sales lifted 109% and Zepbound’s boomed 185%. Combined, they made up 57% of total revenue, which itself grew 54% from the year before. Of course, the success of these drugs has been well known for a while, and in the market, that means a lot has been discounted. When combined with some regulatory fears (the Trump Administration has made it a point to get drug prices down, which Lilly has agreed to), it’s a big reason why the stock actually lost ground from July 2024 through October 2025. But now the stock is back in gear, surging to new all-time highs for a few reasons. The first is that the weight-loss franchise should continue to take share and post huge growth. International sales are just beginning and an oral version of Zepbound (which has shown great results) should be available sometime in late 2026. That will help it continue to capture share. Second, the fears of regulatory burdens have been lessened. In fact, a recent deal with the administration to lower prices includes Medicare and Medicaid coverage, hugely expanding the market. There’s even an AI angle here, with Lilly partnering with **Nvidia Corp.** (NVDA) to deploy the largest “AI factory” to be used on large-scale biomedical models. It also has deals with Google and OpenAI, and even has an AI lab smaller firms can use (for a fee of course). All told, analysts see growth slowing some from the current breakneck pace. But earnings should still rise 35% in 2026 (likely conservative), with much more beyond that. After a long rest period, LLY has shown persistent strength in recent weeks, making it look to us like a liquid leader. That means it should be a magnet for growth-oriented institutional money. Recommended Action: Buy LLY. * * * _More By This Author:_ How To Tell Which ETFs Actually Belong In Your Portfolio Top Picks 2026: Federal Agricultural Mortgage Corp Top Picks 2026: Axsome Therapeutics Inc. ### 相关股票 - [Eli Lilly (LLY.US)](https://longbridge.com/zh-CN/quote/LLY.US.md) - [First Trust NYSE Arca Biotech Index Fd (FBT.US)](https://longbridge.com/zh-CN/quote/FBT.US.md) - [iShares US Pharma (IHE.US)](https://longbridge.com/zh-CN/quote/IHE.US.md) - [iShares Biotechnology ETF (IBB.US)](https://longbridge.com/zh-CN/quote/IBB.US.md) - [Health Care Select Sector SPDR (XLV.US)](https://longbridge.com/zh-CN/quote/XLV.US.md) - [VanEck Biotech ETF (BBH.US)](https://longbridge.com/zh-CN/quote/BBH.US.md) - [Proshares Ultra Nasdaq Biotech (BIB.US)](https://longbridge.com/zh-CN/quote/BIB.US.md) - [ALPS Medical Breakthrough (SBIO.US)](https://longbridge.com/zh-CN/quote/SBIO.US.md) - [Invesco Nasdaq Biotechnology ETF (IBBQ.US)](https://longbridge.com/zh-CN/quote/IBBQ.US.md) - [SPDR S&P Biotech (XBI.US)](https://longbridge.com/zh-CN/quote/XBI.US.md) - [Defiance Daily Target 2X Long LLY ETF (LLYX.US)](https://longbridge.com/zh-CN/quote/LLYX.US.md) - [iShares Global Healthcare (IXJ.US)](https://longbridge.com/zh-CN/quote/IXJ.US.md) - [Invesco Biotechnology & Genome ETF (PBE.US)](https://longbridge.com/zh-CN/quote/PBE.US.md) - [VG Health (VHT.US)](https://longbridge.com/zh-CN/quote/VHT.US.md) - [Ark Genomic Revolution ETF (ARKG.US)](https://longbridge.com/zh-CN/quote/ARKG.US.md) - [Direxion Daily LLY Bull 2X Shares (ELIL.US)](https://longbridge.com/zh-CN/quote/ELIL.US.md) ## 相关资讯与研究 - [Eli Lilly: Eligible Medicare Part D Individuals May Get Foundayo for $50/Month, from as Soon as July 1, 2026](https://longbridge.com/zh-CN/news/281395586.md) - [Lilly Pushes Back on Making Drug Price Deals Permanent](https://longbridge.com/zh-CN/news/281533388.md) - [Eli Lilly: Foundayo will be available with prescriptions accepted immediately and shipping from April 6](https://longbridge.com/zh-CN/news/281395595.md) - [Eli Lilly Stock (LLY) Surges as FDA Approves Weight-Loss Pill](https://longbridge.com/zh-CN/news/281437997.md) - [InSilico Medicine Strikes Multi-Billion-Dollar AI Drug Discovery Deal With Eli Lilly](https://longbridge.com/zh-CN/news/280909399.md)