We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Eli Lilly and Company (NYSE:LLY) ranks #9 (see the Jim Cramer’s top 5 stock picks in 2026 here).
Jim Cramer has long been a believer in Eli Lilly and Company (NYSE:LLY). In November, he said on CNBC that the company is likely to hit the $1 trillion market cap milestone amid its weight-loss pill catalyst. LLY is a key part of Jim Cramer stock portfolio for 2026.
Eli Lilly and Company (NYSE:LLY) is preparing to launch its new oral obesity drug, orforglipron, in the United States as early as the second quarter of this year, subject to FDA approval, according to a Reuters report.
“This pill that they have, GLP-1, the idea that you’ll just be able to get it for weight loss, not comorbidity. People are beginning to realize maybe this thing is worth far more,” Cramer said in November. “Eli Lilly is a great company. Dave Ricks (CEO), by the way, the company does a lot of work. Dave Ricks is a really unbelievable man. But what he’s really driving is a company that’s going to pass $1 trillion. Congratulations to him.”
Jensen Quality Growth Equity Strategy explained in their Q4 letter why LLY rose in Q4 and important points about its incretin portfolio and prospects for expanded Medicare coverage. Read the letter in detail here.
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While we acknowledge the potential of LLY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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