Stock Movers Eli Lilly Drops, CarMax Falls, Jabil Slides After Earnings
Sep 25, 2025
Eli Lilly faces setbacks as it halts a drug trial aimed at preventing muscle loss in weight-loss patients, raising concerns about strategic direction. CarMax reports disappointing earnings, prompting analysts to downgrade the stock amid wider struggles in the used car market. Meanwhile, Jabil grapples with margin pressures due to mixed results in its AI-related sector, highlighting challenges in adapting to evolving market demands. The discussion paints a picture of turbulent times across multiple industries.
AI Snips
Chapters
Transcript
Episode notes
Lilly Halts Muscle-Preservation Trial
- Eli Lilly halted a trial for a drug meant to prevent muscle loss in weight-loss patients, surprising some analysts.
- The company said it routinely re-evaluates trials and the stock dipped about 1% on the news.
CarMax Earnings Miss Signal Weak Demand
- CarMax reported sizeable misses on EPS and sales, prompting harsh analyst reactions and downgrades.
- The used-car retailer's stock plunged to pandemic-era lows as weaker used-unit trends persisted into the current quarter.
Auto Sector Weakness Is Global
- The auto sector weakness extends beyond CarMax, with Bosch cutting jobs amid a sluggish European market.
- Broad auto and auto-adjacent companies are under pressure despite markets near all-time highs.