Stock Analysis: Eli Lilly, E.L.F. Beauty, and CRH PLC
CNBC TelevisionAugust 8, 20252 min8,972 views
5 connectionsΒ·7 entities in this videoβEli Lilly Stock Performance
- π Eli Lilly's stock has experienced a significant sell-off, with targets being cut by analysts.
- β οΈ While some believe the sell-off is overdone, others see the break below $700 as confirmation of a top being knocked out.
- π‘ The company's success ratio in weight loss drugs was 12-13%, below the market's expectation of 15%, leading to disappointment.
- π An oral drug could be revolutionary if successful, but the stock had significant expectations built in.
- π One analyst, who owns the stock, plans to hold onto it but advises against buying into it currently.
E.L.F. Beauty Investment Outlook
- π E.L.F. Beauty was upgraded to 'buy' with a potential 20%+ upside, but this call is met with skepticism.
- π° A previous trade involved selling calls against the stock, and the stock was sold at $115 before disappointing earnings.
- π The stock is down 10% after earnings, and while potentially okay under $100, faces intense competition in skincare and makeup.
- π« The company lacks the
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Transcript11 segments
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Whatβs Discussed
Eli LillyE.L.F. BeautyCRH PLCStock AnalysisInvestment StrategyWeight Loss DrugsEarnings ReportStock PerformanceHome Builder TradeIndustrial BuildingReshoringInfrastructure
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