Market Analysis by covering: Johnson & Johnson. Read 's Market Analysis on Investing.com ...

Core Insights - Johnson & Johnson (JNJ) is a leading player in the oncology segment, particularly in blood cancers and solid tumors, with its drug Darzalex being a foundational treatment [1][11] - JNJ's oncology sales are projected to reach $50 billion by 2030, supported by strong growth in existing products and new drug launches [4][11] Company Performance - JNJ's oncology segment accounts for approximately 27% of total revenues and 42% of its Innovative Medicine segment sales [2] - Oncology sales increased by 20.9% operationally in 2025, driven by Darzalex and Erleada, despite a decline in Imbruvica sales [2][11] - Darzalex generated over $14 billion in sales in 2025, marking a 22% year-over-year increase [1][11] - New cancer drugs Carvykti, Tecvayli, and Talvey contributed $3 billion in sales in 2025 [3][11] Future Outlook - JNJ is optimistic about its oncology pipeline, with expectations of continued momentum and new product launches [4][6] - The company has introduced innovative treatments like Inlexzoh and a subcutaneous formulation of Rybrevant plus Lazcluze, which are expected to enhance sales [5][6] Competitive Landscape - Other major players in the oncology market include Pfizer, AstraZeneca, Merck, and Bristol-Myers, each with significant oncology sales and robust pipelines [7][8][9][10][12] - JNJ's oncology sales growth outpaced competitors, with Pfizer's oncology revenues growing by 8% and AstraZeneca's by 14% in 2025 [8][9] Valuation and Market Performance - JNJ's stock has outperformed the industry, rising 51% over the past year compared to a 12.7% increase in the industry [13] - The company's shares are currently trading at a price/earnings ratio of 21.11, higher than the industry average of 18.69 [14]

American Express Co., Deere & Co. and Johnson & Johnson have dropped diversity criteria for selecting new board directors, according to a conservative shareholder activist group.Goldman Sachs Group Inc. is considering a similar change, Bloomberg confirmed earlier this week. The moves are the latest ways that pressure from conservatives is changing corporate management and governance. American Express signed an agreement in October with the nonprofit National Legal and Policy Center, an activist shareholder ...

CNBC's Jim Cramer on Tuesday outlined a simple framework to make sense of the current market, as the threat of artificial intelligence disruption looms over industries from software to commercial real estate. "We want companies that make things and do stuff that we can understand. We want to avoid stuff we can't or don't comprehend, because if you can't get your head around it, then it's probably the kind of stock that Anthropic ... can wreck with a simple press release," Cramer said on "Mad Money," referen ...

Keytruda's been driving Merck's growth for nearly a decade, accounting for almost half of the company's total sales last year. But new US federal drug pricing policies will bring lower-priced competitors into the market within the next few years. The drug giant has been working hard to diversify its pipeline and has some promising new treatments, including a more effective pneumonia vaccine Capvaxive and a novel lung disease treatment Winrevair.To help the performance of its new products stand out, Merck w ...

With a market cap of $592.4 billion, New Brunswick, New Jersey-based Johnson & Johnson (JNJ) is a global healthcare company engaged in the research, development, manufacturing, and sale of a broad range of medical products worldwide. The company serves patients and healthcare professionals through hospitals, wholesalers, retailers, and clinics around the world. Companies valued at $200 billion or more are generally considered “mega-cap” stocks and Johnson & Johnson fits this criterion perfectly. It opera ...

The Dow Jones Industrial Average (^DJI) was down 821.91 (-1.66%) points today, as the index retreated to 48,804.06. While Dow Futures (YM=F) was up 126.00 (+0.26%), the spot market struggled under the weight of significant losses in the technology and financial sectors. The dominant narrative was a sharp correction in enterprise tech sentiment following a major decline in IBM (IBM), coupled with renewed fears regarding consumer credit health that battered payment processors and major banks.The primary catal ...

Group 1 - Johnson & Johnson is preparing for a potential sale of its orthopedics unit, DePuy Synthes, as part of its plan to separate the business, targeting completion within 18 to 24 months [1] - The company acquired DePuy Synthes in 2011 for $21.3 billion and aims to enhance strategic and operational focus through this separation [1] - Bank of America analysts believe that the exit makes sense and that DePuy Synthes could benefit from improved focus and competitiveness [3] Group 2 - The unit is estimated to be worth about $20 billion, or $28 billion including debt, with interest from buyout firms and potential strategic medical device players [3][5] - Johnson & Johnson is preparing financial materials for meetings with potential buyers in the coming weeks, with several large private equity firms considering joint bids [4] - DePuy Synthes generated $9.3 billion in annual sales, producing hip and knee replacement devices, which may attract further interest [5] Group 3 - Johnson & Johnson reported a fourth-quarter 2025 adjusted earnings of $2.46 per share, a 20.6% increase year over year, surpassing the consensus estimate of $2.44 [6] - The company expects 2026 sales to be between $99.50 billion and $100.5 billion, compared to the consensus of $98.89 billion [6]

The Dow Jones Industrial Average (^DJI) was down 821.91 (-1.66%) points today, closing at 48,804.06, while Dow Futures (YM=F) fell 857.00 (-1.73%) to 48,817.00. The main narrative driving the market was a sudden 15% blanket tariff announcement, which reignited trade war fears and global economic uncertainty. This policy shift, combined with hawkish Federal Reserve commentary suggesting a "coin flip" for future rate cuts, triggered a massive rotation out of cyclical and growth sectors into defensive assets.F ...

Transaction expected to be accretive to earnings per share from 2028 onwards.Deal provides full control of anito-cel, an investigational CAR-T therapy for multiple myeloma.Gilead Moves Into CAR-T Oncology With Arcellx AcquisitionGilead Sciences just made a big move, announcing a $7.8 billion deal to buy Arcellx. It’s their biggest acquisition since 2020, signaling they’re serious about moving beyond just HIV and liver disease treatments.Arcellx shares shot up right after the news. Gilead’s offering $115 per ...