JNJ Johnson & Johnson Loading... : Bullish and Bearish Analyst Opinions
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00:06
Jul 17
Jul 17
Pharma giant buy on overblown weakness.
Johnson & Johnson is the best pharma company with top-tier oncology, neurology, and ophthalmology franchises and potential blockbusters that can withstand any loss of exclusivity. It has a AAA balance sheet and is spinning out its orthopedics business, which will raise the P/E multiple of the remainder. The $150 million heart business miss is trivial on a $100 billion revenue base. The stock is $20 below its high, a rare buying opportunity.
HIGH
18:42
Jul 16
Jul 16
Johnson & Johnson reported strong Q2 revenue and raised guidance, but biosimilar competition and mixed reactions keep the outlook uncertain.
23:58
Jul 15
Jul 15
JNJ selloff overdone, buy dip
Johnson & Johnson's sell-off on a minor cardio franchise miss of a couple hundred million is an overreaction; the stock should perform better and is a buy on the dip.
MED
11:05
Jul 15
Jul 15
Johnson & Johnson reports strong second-quarter earnings with sales growth of 6.6% to $25.3 billion and raises full-year 2026 guidance.
10:27
Jul 15
Jul 15
Johnson & Johnson reported Q2 2026 adjusted earnings per share of 2.90 dollars on sales of 25.31 billion dollars, both beating estimates, and raised its full-year guidance.
10:27
Jul 15
Jul 15
Johnson & Johnson reported Q2 2026 adjusted EPS of $2.90 beating estimates and raised its full-year sales and earnings guidance ranges.
15:25
Jul 13
Jul 13
A federal appeals court revived lawsuits claiming Kenvue hid alleged risks that Tylenol could cause autism in children whose mothers took the painkiller while pregnant.
16:15
Jul 12
Jul 12
Quality stocks unusually cheap now.
Many high-quality, world-class businesses with durable competitive advantages are currently trading at unusually attractive multiples (often below 20x earnings) due to short-term concerns. Examples include Microsoft (19x), Visa (21x), S&P Global (18x), Adobe (11x), Progressive (12x), Danaher, Johnson & Johnson, Thermo Fisher, McDonald's (21x), KKR, Union Pacific (20x), and Blackstone. This provides a rare long-term opportunity to buy quality at a discount.
HIGH
23:54
Jul 06
Jul 06
Rotation hit, pure pharma bargain buy
Rotation out of consumer stocks after weak labor report created a dislocation; JNJ is now a pure-play pharma with talc litigation risk reduced to individual cases, strong oncology and cardio pipeline, and a higher P/E after selling commoditized orthopedics, making the dip an attractive entry.
HIGH
02:10
Jul 06
Jul 06
Author warns JNJ's IBD franchise faces competitive erosion from Obefazimod's superior efficacy if JNJ fails to acquire ABVX; no explicit short position stated.
MED
18:00
Jul 02
Jul 02
The author provides a detailed cross-asset market summary describing a chip-led tech selloff, defensive rotation, and oil-equity divergence without stating any personal positions or forward calls.
13:58
Jun 27
Jun 27
Notes JNJ price move of 4% as an example of unusual market action; no directional view stated.
LOW
07:01
Jun 24
Jun 24
The tweet provides a detailed recap of a market sell-off triggered by SK Hynix news and rate worries, attributing the decline to profit-taking rather than a fundamental shift, with Micron earnings as the next key catalyst.
18:03
Jun 20
Jun 20
The author questions why JNJ would not develop or acquire an extended half-life IL-23, implying strategic curiosity rather than a trade position.
LOW
14:30
Jun 17
Jun 17
Johnson & Johnson has no plans to enter the booming obesity market, opting instead to focus on diseases such as cancer.
03:40
Jun 17
Jun 17
The author presents a factual analysis of M&A activity in the biotech sector since Covid, noting that many large pharma companies have not yet engaged in significant deals, but does not express a personal position or forward-looking trade call.
LOW
10:02
Jun 15
Jun 15
Johnson & Johnson announces an investment of over one billion dollars in Jacksonville, Florida.
00:54
Jun 10
Jun 10
Diversify into high-dividend defensive healthcare stocks.
As tech stocks face heightened volatility due to macroeconomic events and liquidity shifts, investors should diversify their portfolios by adding high-dividend defensive stocks like AbbVie and Johnson & Johnson.
MED
23:54
Jun 09
Jun 09
JNJ restructuring with pristine balance sheet.
Johnson & Johnson is shedding slower-growing divisions like Ken View and commodity orthopedics to focus on fast-growing drugs, and it holds a AAA balance sheet better than the US government.
MED
01:45
Jun 09
Jun 09
Johnson & Johnson's $1 billion acquisition of Firefly Bio is noted as interesting technology but the author expresses hope rather than conviction on its success.
16:29
Jun 08
Jun 08
Johnson & Johnson's $12 billion Axon Medical acquisition expands medtech reach but the Seeking Alpha Quant System rates JNJ a Hold due to valuation concerns, keeping market expectations balanced.
16:03
Jun 05
Jun 05
The author notes unusual large moves in megacap staples and pharma stocks but provides no personal position or forward-looking call.
LOW
23:53
Jun 02
Jun 02
J&J undervalued with no patent cliffs.
Johnson & Johnson has 10 commercialized drugs each generating over $1 billion, a growing medtech business from acquisitions, no major patent expirations, and a low 19x P/E multiple, but should be bought slowly due to lack of near-term support.
MED
03:13
Jun 02
Jun 02
Author argues novel MOA drugs like Obe are safer than established JAK inhibitors based on long-term data, favoring Obe over Rinvoq for safety-conscious patients.
17:17
May 29
May 29
JNJ beginning new growth cycle.
Johnson & Johnson is at the beginning of a new cycle of growth with the strongest portfolio and pipeline in its history, aiming to become a $100B+ company and achieve double-digit growth by the end of the decade.
HIGH
23:04
May 22
May 22
JNJ is safe for children.
Johnson & Johnson is a high-quality, safe investment with an AAA-rated balance sheet, suitable for children's portfolios.
MED
23:56
May 12
May 12
J&J is a safe haven stock.
Johnson & Johnson is a stable, defensive stock that doesn't suffer large losses, suitable for conservative investors during volatile markets with high inflation and rising rates.
MED
10:53
May 12
May 12
Adam May questions whether JNJ's IP situation and high trial costs justify a large study for their UC drugs nearing loss of exclusivity.
LOW
15:07
May 06
May 06
The tweet reports a shift in UK retail investor preferences from defensive stocks in the 2010s to growth names like TSLA and NVDA, attributing the change to social media influence without expressing a forward-looking opinion.
HIGH
16:43
Apr 29
Apr 29
Adam May argues AbbVie's extended half-life bispecific antibody for IL23 and TL1A will crush Syros' costly separate-drug combo strategy, making Syros' clinical and financial path far more difficult.
HIGH
About JNJ Analyst Coverage
Buzzberg tracks JNJ (Johnson & Johnson) across 17 sources. 24 bullish vs 0 bearish calls from 24 analysts. Sentiment: predominantly bullish (48%). 50 total trade ideas tracked. Past 7 days: 2 bullish, 5 watch. Latest voices: Jim Cramer, SeekingAlpha, AlphaSense.