Jim Cramer Commented On These 6 Stocks Recently

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1. Eli Lilly and Company (NYSE:LLY)

Number of Hedge Fund Holders: 115

Noting Eli Lilly and Company (NYSE:LLY) stock gains, a caller asked if they should cash in or hold on. Here’s what Cramer said in reply:

“You don’t sell Lilly. Lilly’s got the solution that may be good for everything from Alzheimer’s to heart disease, to kidney failure to liver problems, and right now weight and diabetes and that… GLP -1… David Ricks is a visionary. We stay long that stock.”

Eli Lilly and Company (NYSE:LLY) specializes in the research, development, and commercialization of a broad spectrum of pharmaceutical products, including those for diabetes, cancer, autoimmune diseases, pain relief, and migraines. Polen Capital stated the following regarding the company in its Q4 2024 investor letter:

“We also added to our positions in Oracle, Zoetis, and Eli Lilly and Company (NYSE:LLY). Eli Lilly has come under pressure from a series of headlines that we believe are non-issues, and we took advantage of the price decline to add to our position. In its most recent earnings report, the company’s GLP-1 revenue growth was slightly below expectations even though the absolute level of growth was excellent. Secondly, the appointment of RFK Jr. as head of the U.S. Department of Health and Human Services in the upcoming Trump administration has also weighed on sentiment given Kennedy’s vocal criticism of GLP-1s and drug pricing in general. We do not see any potential policy change that would likely reduce the overall demand for GLP-1 drugs nor a significant reduction in the revenue growth potential of Eli Lilly.”

While we acknowledge the potential of Eli Lilly and Company (NYSE:LLY) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than LLY but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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