Top Stocks to Watch: Eli Lilly, Oracle, and Procter & Gamble

Eli Lilly's shares have declined 4.7% YTD due to declining sales of Trulicity, pricing pressure, and potential competition in the GLP-1 diabetes/obesity market. However, demand for Mounjaro and Zepbound remains strong, driving top-line growth. Oracle's shares have outperformed the Zacks Computer – Software industry, benefiting from momentum in Oracle Cloud Infrastructure and continued investment in cloud infrastructure. Procter & Gamble's shares have outperformed the Zacks Consumer Staples industry, driven by a strong portfolio of consumer staples and innovation in new products.

Eli Lilly and Company (LLY)

Eli Lilly and Company's shares have experienced a 4.7% year-to-date decline, driven by several factors. Declining sales of Trulicity and rising pricing pressure on some drugs have been significant headwinds. Additionally, potential competition in the GLP-1 diabetes/obesity market has contributed to the company's performance challenges. However, Eli Lilly has been making rapid pipeline progress in obesity and diabetes, with strong demand for its popular GLP-1 drugs, Mounjaro and Zepbound, continuing to drive top-line growth. The launches of these drugs in new international markets and improved supply from ramped-up production led to robust sales in the first half of 2025 [1].

Oracle Corporation (ORCL)

Oracle Corporation's shares have outperformed the Zacks Computer – Software industry, rising by 43.2% year-to-date. This performance is attributed to the continued momentum from its Oracle Cloud Infrastructure business, including winning cloud-computing contracts from AI-focused startups. Oracle's continued investment in cloud infrastructure, such as NetSuite Enterprise Resource Planning (ERP) and Fusion ERP, positions it well for sustained growth in the dynamic software industry. Additionally, Oracle's partnership with Amazon for Oracle Database@AWS and the general availability of Oracle Database@Google bode well for the company's future prospects [1].

Procter & Gamble Company (PG)

Procter & Gamble's shares have outperformed the Zacks Consumer Staples industry, declining by 6.4% year-to-date. Despite elevated commodity costs, tariff pressures, higher interest expenses, and a fragile recovery in China weighing on margins, earnings visibility, and overall growth momentum, the company's strong portfolio, innovation pipeline, and disciplined productivity efforts reinforce its ability to deliver sustainable growth. Procter & Gamble's consistent execution positions it well to balance growth, resilience, and shareholder value creation [1].

References:
[1] https://www.nasdaq.com/articles/top-stock-reports-eli-lilly-oracle-procter-gamble