NEW BRUNSWICK, N.J.--(BUSINESS WIRE)--Johnson & Johnson (NYSE: JNJ) today announced results for fourth-quarter and full-year 2025. "2025 was a catapult year for Johnson & Johnson, fueled by the strongest portfolio and pipeline in our history,†said Joaquin Duato, Chairman and Chief Executive Officer, Johnson & Johnson. "Last year kicked off a new era of accelerated growth, driven by medical innovation that is transforming lives in our six key businesses: Oncology, Immunology, Neuros. ...

Market Overview - U.S. stock futures rose on Wednesday after a significant sell-off on Tuesday, with major benchmark indices showing positive movement [1] - The S&P 500 index experienced its worst session since October 2025, dropping over 2% due to heightened risk-off sentiment following President Trump's new trade stance towards Europe [1] Trade Relations - President Trump threatened European countries with additional tariffs starting February 1 if negotiations over Greenland control fail, with potential duties increasing to 25% from June [2] - European officials warned of possible retaliation that could impact up to 25% of U.S. exports to Europe, including services, and mentioned the possibility of reducing Treasury holdings [2] Economic Indicators - The 10-year Treasury bond yielded 4.27%, while the two-year bond was at 3.58% [3] - The CME Group's FedWatch tool indicates a 95% likelihood of the Federal Reserve maintaining current interest rates in January [3] Index Performance - Major indices showed slight gains in premarket trading on Wednesday: Dow Jones up 0.19%, S&P 500 up 0.27%, Nasdaq 100 up 0.23%, and Russell 2000 up 0.33% [4] - The SPDR S&P 500 ETF Trust (NYSE:SPY) increased by 0.24% to $679.18, while Invesco QQQ Trust ETF (NASDAQ:QQQ) rose by 0.14% to $608.93 [4] Company Focus - Johnson & Johnson (NYSE:JNJ) projected to report quarterly earnings of $2.46 per share on revenue of $24.16 billion, down 0.33% in premarket [8] - Netflix Inc. (NASDAQ:NFLX) fell 5.48% despite better-than-expected fourth-quarter results, projecting first-quarter revenue of $12.16 billion, slightly below consensus [7] - GameStop Corp. (NYSE:GME) rose 2.70% after CEO Ryan Cohen disclosed a purchase of 500,000 shares at an average price of approximately $21.12 per share [9] Analyst Insights - Professor Jeremy Siegel noted a significant market transition, with a shift from large-cap growth to small-cap and value stocks, indicating a 10% to 12% pullback in large-cap growth stocks relative to value [13] - Siegel highlighted that the economic backdrop remains supportive, with resilient growth data and stable labor markets, suggesting that small-cap stocks do not require high earnings growth to perform well [14][15] Upcoming Economic Data - Investors are awaiting the delayed report of October's construction spending and December's pending home sales data, scheduled for release at 10:00 a.m. ET [16] Commodities and Global Markets - Crude oil futures decreased by 1.18% to around $59.65 per barrel, while Gold Spot rose by 2.24% to approximately $4,870.22 per ounce [17] - Bitcoin (CRYPTO: BTC) traded 1.64% lower at $89,347.25 per coin [19]

2026 年 1 月， Johnson & Johnson MedTech 宣布，在美国市场正式推出 Arbrea Breast Simulator Surgeon App for Mentor 。该产品是一款面向整形外科医生的 移动端数字化咨询工具 ，可运行于平板和智能手机， 用于乳房手术（尤其是隆乳手术）的术前沟通与方案展示。 从定位上看，该应用并非手术器械或术中系统，而是服务于 医患沟通与决策前端 的数字工具，目标在于提 升咨询阶段的可视化程度与沟通效率。 3. 实时辅助医生与患者讨论 医生可在咨询过程中动态展示不同方案的潜在效果，支持更结构化的方案对比与讨论，而非单向讲解。 从 技术属性上看，该产品属于 数字健康与三维可视化软件 ，并未涉及术中导航或治疗决策。 # 了解 A rbrea （ 一 ） 功能与技术特点拆解 根据强生 MedTech 的公开说明，Arbrea 应用的核心功能集中在以下几个方面： 1. 快速生成个性化 3D 模拟结果 应用可在约 60 秒内 生成患者个性化的三维模拟效果，用于展示不同隆乳方案可能带来的外观变化。 2. 替代传统"物理尺码 + 图片库"的沟通方式 强生指出，目前多 ...

Group 1 - The article provides a market analysis focusing on the S&P 500 index and Johnson & Johnson, highlighting their performance and trends in the current investment landscape [1] Group 2 - The analysis includes insights into the broader market conditions affecting the S&P 500, including economic indicators and investor sentiment [1] - Johnson & Johnson's recent financial performance is examined, detailing revenue growth and strategic initiatives that may impact future earnings [1]

Core Insights - U.S. stock futures are trading higher, indicating a positive market sentiment for the day [1] Company Summaries - **Johnson & Johnson (NYSE: JNJ)**: Expected to report quarterly earnings of $2.46 per share on revenue of $24.16 billion. Shares fell 0.3% to $217.50 in after-hours trading [1] - **GameStop Corp. (NYSE: GME)**: Shares rose after CEO Ryan Cohen disclosed the purchase of 500,000 additional shares at an average price of approximately $21.12 per share. Shares surged 3.7% to $21.88 in after-hours trading [1] - **Halliburton Co. (NYSE: HAL)**: Analysts expect quarterly earnings of 55 cents per share on revenue of $5.41 billion. Shares fell 0.2% to $32.01 in after-hours trading [1] - **Netflix Inc. (NASDAQ: NFLX)**: Reported better-than-expected fourth-quarter results but projected first-quarter revenue of $12.16 billion, slightly below the consensus estimate of $12.19 billion. Shares declined 4.8% to $82.84 in after-hours trading [1] - **Charles Schwab Corp. (NYSE: SCHW)**: Expected to post quarterly earnings of $1.39 per share on revenue of $6.37 billion. Shares rose 0.5% to $101.53 in after-hours trading [1]

Core Viewpoint - Johnson & Johnson is set to report its fourth-quarter earnings on January 21, with expectations of increased earnings per share and revenue compared to the previous year [1] Financial Performance - Analysts predict fourth-quarter earnings of $2.47 per share, up from $2.04 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $24.16 billion, an increase from $22.52 billion reported last year [1] Recent Developments - On January 14, Johnson & Johnson announced topline results from the Phase 3 MajesTEC-9 study of Tecvayli for multiple myeloma, which may impact investor sentiment [2] - Following the announcement, shares of Johnson & Johnson fell by 0.2% to close at $218.21 [2] Analyst Ratings - Bernstein analyst Lee Hambright maintained a Market Perform rating and raised the price target from $193 to $208 [4] - Barclays analyst Matt Miksic maintained an Equal-Weight rating and increased the price target from $197 to $217 [4] - Goldman Sachs analyst Asad Haider maintained a Buy rating and raised the price target from $213 to $240 [4] - B of A Securities analyst Tim Anderson maintained a Neutral rating and increased the price target from $204 to $220 [4] - Morgan Stanley analyst Terence Flynn maintained an Equal-Weight rating and raised the price target from $190 to $197 [4]

Earnings Report - Johnson & Johnson is set to release its fourth-quarter earnings on January 21, with analysts expecting earnings of $2.47 per share, an increase from $2.04 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $24.16 billion, up from $22.52 billion reported last year [1] Clinical Study Update - On January 14, Johnson & Johnson shared topline results from the Phase 3 MajesTEC-9 study of Tecvayli (teclistamab-cqyv) monotherapy for multiple myeloma, a type of blood cancer [2] - Following this news, shares of Johnson & Johnson fell by 0.2%, closing at $218.21 [2] Analyst Ratings - Bernstein analyst Lee Hambright maintained a Market Perform rating and raised the price target from $193 to $208 [4] - Barclays analyst Matt Miksic maintained an Equal-Weight rating and raised the price target from $197 to $217 [4] - Goldman Sachs analyst Asad Haider maintained a Buy rating and increased the price target from $213 to $240 [4] - B of A Securities analyst Tim Anderson maintained a Neutral rating and raised the price target from $204 to $220 [4] - Morgan Stanley analyst Terence Flynn maintained an Equal-Weight rating and raised the price target from $190 to $197 [4]

Core Viewpoint - A US federal judge has allowed expert testimony linking Johnson & Johnson's talc products to ovarian cancer, advancing the litigation involving over 67,500 lawsuits towards a potential trial later this year [1][2]. Group 1: Legal Proceedings - The litigation against Johnson & Johnson (J&J) includes more than 67,500 consolidated lawsuits in federal court in New Jersey, with the first trial potentially occurring later this year [2]. - The ruling by Judge Michael Shipp allows for expert testimony that could establish a link between J&J's talc products and alleged health risks, which is crucial for product liability cases [2][4]. - J&J has faced mixed outcomes in state courts, with some verdicts reaching as high as $4.69 billion awarded to 22 women claiming their ovarian cancer was caused by baby powder [9]. Group 2: Company Actions and Responses - J&J ceased the sale of talc-based baby powder in the US in 2020, transitioning to a cornstarch-based product [4][5]. - The company has consistently maintained that its products are safe and do not cause cancer, despite ongoing litigation and expert testimonies suggesting otherwise [5][6]. - J&J attempted to resolve the litigation through bankruptcy, a strategy that has been rejected multiple times by federal courts [7][8]. Group 3: Scientific Evidence and Expert Testimony - The evaluation of expert testimony is a significant aspect of the litigation, with retired Judge Freda Wolfson previously allowing plaintiffs' experts to testify about potential contamination of talc with asbestos and heavy metals [6][5]. - Recent changes to federal rules regarding expert testimony and new scientific evidence prompted Judge Shipp to re-evaluate the admissibility of expert testimony in the ongoing cases [7]. - J&J has also engaged in legal actions against scientists whose research supports the plaintiffs, alleging falsification of results [8].

Core Viewpoint - The announcement of new tariffs by President Trump has led to a sharp decline in stock prices and an increase in bond yields, raising concerns about market volatility and the potential for further escalation in trade tensions [1] Group 1: Market Reaction - Stocks fell approximately 2% for both the S&P 500 and Nasdaq following the tariff announcement [1] - The market's overbought condition necessitated some volatility, with the focus now on whether global leaders can work towards de-escalation or if tensions will escalate further [1] Group 2: Company-Specific Developments - Boeing received an order for nine additional 787 Dreamliner aircraft from Ethiopian Airlines, which adds to a previous commitment for 11 MAX jets [1] - Despite market volatility, Boeing's stock held up relatively well, reaching a new 52-week high earlier in the session [1] - GE Vernova's shares were only slightly lower after a 6% rally, benefiting from the Trump administration's push for an emergency power auction involving over $15 billion in new power generation projects [1] Group 3: Upcoming Earnings Reports - Upcoming earnings reports include Netflix, Interactive Brokers, and United Airlines after Tuesday's closing bell, with Johnson & Johnson, Halliburton, Charles Schwab, and Travelers reporting before Wednesday's opening bell [1] Group 4: Economic Calendar - The economic calendar for Wednesday is relatively quiet, with mortgage applications, October construction spending, and December pending home sales scheduled for release [1]

Group 1 - Johnson & Johnson has transitioned to a pure play in pharmaceuticals by spinning off its orthopedics division, which is considered a commoditized business [1] - The pharmaceutical segment of Johnson & Johnson is highlighted for having some of the best drugs in development, benefiting from the absence of the orthopedics business [1] - The company faces ongoing lawsuits related to its talc products, but these are viewed as less impactful on the stock's performance due to the company's strategy of fighting individual claims [1] Group 2 - Johnson & Johnson develops and sells a range of healthcare products, including pharmaceuticals and medical technologies, with a focus on areas such as immunology, oncology, neuroscience, cardiovascular care, and infectious diseases [2]