On September 3, a caller asked whether to rotate out of artificial intelligence stocks and add to Eli Lilly and Company (NYSE:LLY) rather than chase Johnson & Johnson (NYSE:JNJ) or Cardinal Health (NYSE:CAH). Mad Money host Jim Cramer said:
Well, I'll tell you… I think it's always good to look at Lilly as a stock that I think has a lot of things that are going well, but I want to wait. Well, actually, you know, tell you the truth… It's pulled back. I think you're fine, I think you're fine to add some. I'm going to okay that. And I understand JNJ's moved a great deal. It's been a great club hit and Cardinal has been terrific, too. So, thank you for referencing those two really good ones.
Cramer was also asked to rank J&J, Lilly, and Pfizer Inc. (NYSE:PFE) by another caller. He said:
Okay, so let's take them. J&J is best of breed, AAA balance sheet, 18 drugs… You're not going to have any expiration problems, okay? Lilly has one huge drug that we know is going to be a franchise for many, many years. I do like a diversifying pattern more. And Pfizer's starting to creep up and is playing catch-up, but I need a reason to recommend it. So I'm going to say J&J and Lilly and then Pfizer.
The latest results largely explain the differences in Cramer's ranking. Eli Lilly and Company (NYSE:LLY) has the strongest growth profile by a wide margin. Second-quarter revenue jumped 48% to $23 billion, while reported EPS increased 26% to $7.94 and non-GAAP EPS rose 33% to $8.38. Mounjaro revenue rose 91% to $9.9 billion, while US Zepbound revenue increased 44% to $4.9 billion. The company also raised its 2026 revenue guidance to $85 billion-$87 billion.
#NYSE #billion #company #well
Well, I'll tell you… I think it's always good to look at Lilly as a stock that I think has a lot of things that are going well, but I want to wait. Well, actually, you know, tell you the truth… It's pulled back. I think you're fine, I think you're fine to add some. I'm going to okay that. And I understand JNJ's moved a great deal. It's been a great club hit and Cardinal has been terrific, too. So, thank you for referencing those two really good ones.
Cramer was also asked to rank J&J, Lilly, and Pfizer Inc. (NYSE:PFE) by another caller. He said:
Okay, so let's take them. J&J is best of breed, AAA balance sheet, 18 drugs… You're not going to have any expiration problems, okay? Lilly has one huge drug that we know is going to be a franchise for many, many years. I do like a diversifying pattern more. And Pfizer's starting to creep up and is playing catch-up, but I need a reason to recommend it. So I'm going to say J&J and Lilly and then Pfizer.
The latest results largely explain the differences in Cramer's ranking. Eli Lilly and Company (NYSE:LLY) has the strongest growth profile by a wide margin. Second-quarter revenue jumped 48% to $23 billion, while reported EPS increased 26% to $7.94 and non-GAAP EPS rose 33% to $8.38. Mounjaro revenue rose 91% to $9.9 billion, while US Zepbound revenue increased 44% to $4.9 billion. The company also raised its 2026 revenue guidance to $85 billion-$87 billion.
#NYSE #billion #company #well
2 days ago
