J&J(JNJ)
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J&J's MedTech Shows Strong Growth in 2025: Will 2026 be Better?
ZACKS· 2026-02-16 15:55
Core Insights - Johnson & Johnson's (JNJ) MedTech segment, which includes products in orthopedics, surgery, cardiovascular, and vision markets, represents approximately 36% of the company's total revenues, achieving nearly $34 billion in sales in 2025 with a 5.4% operational growth supported by 15 major new product launches [1][10] MedTech Segment Performance - J&J is transitioning its MedTech portfolio towards high innovation and high growth markets, particularly in Cardiovascular, with sales in this segment increasing by 15.8% to $8.9 billion in 2025 due to acquisitions of Shockwave and Abiomed [2][10] - The MedTech business has shown improvement over the last three quarters, driven by the acquired cardiovascular businesses and growth in Surgical Vision and wound closure, resulting in a 4.3% organic sales increase in 2025 [3][10] Challenges and Future Outlook - The company faces challenges in China due to the volume-based procurement (VBP) program, which is impacting sales growth in some MedTech areas [4] - For 2026, J&J anticipates better growth in the MedTech business compared to 2025, driven by the adoption of new products across its portfolios, although it expects continued VBP impacts in China and potential tariff costs of around $500 million [5][10] Strategic Developments - J&J is considering separating its Orthopaedics franchise into a standalone company, DePuy Synthes, by mid-2027, which is expected to enhance growth and margins for its MedTech unit in the long term [6] Competitive Landscape - J&J's MedTech unit competes with major players in the medical device industry, including Medtronic, Abbott, Stryker, and Boston Scientific, each specializing in various medical technologies [7][8] Stock Performance and Valuation - J&J's stock has outperformed the industry over the past year, rising 55.9% compared to the industry's 21.3% increase [9] - The company's shares are currently trading at a price/earnings ratio of 20.90, which is higher than the industry average of 18.83 and above its five-year mean of 15.65 [12] Earnings Estimates - The Zacks Consensus Estimate for J&J's 2026 earnings has increased from $11.47 to $11.54, while the estimate for 2027 has risen from $12.25 to $12.40 over the past 30 days [14]
Uterine Fibroid Market Size to Reach USD 9.43 Billion by 2033 with 7.63% CAGR – SNS Insider
Globenewswire· 2026-02-16 13:00
Austin, United States, Feb. 16, 2026 (GLOBE NEWSWIRE) -- Uterine Fibroid Market Size & Growth Analysis: As Per SNS Insider, The Uterine Fibroid Market size was valued at USD 5.26 Billion in 2025 and is projected to reach USD 9.43 Billion by 2033 and grow at a CAGR of 7.63% over the forecast period 2026-2033. The uterine fibroid market is expanding at a high growth rate due to the increased incidence of uterine fibroids among women of childbearing age in the world. Uterine fibroids, also known as leiomyomas, ...
What We’re Reading (Week Ending 15 February 2026) : The Good Investors %
The Good Investors· 2026-02-15 01:00
Group 1: AI in Legal and Medical Fields - AI tools for contract review in regulated environments like clinical trials and financial services must meet high reliability standards, as any missed clause can lead to significant liabilities [3][4] - A comparison between AI systems shows that a purpose-built system (TCN) made 163 substantive changes to a clinical trial agreement, while a general-purpose AI (Claude) made only 11 changes, indicating a significant performance gap [5][8] - The complexity of clinical trial agreements exacerbates the limitations of single-pass AI systems, which struggle to manage multiple provisions and regulatory contexts simultaneously [6][8] Group 2: AI in Medical Devices - The integration of AI into medical devices, such as Johnson & Johnson's TruDi Navigation System, has led to a significant increase in reported malfunctions, with at least 100 adverse events reported since AI implementation [12][13] - Legal actions have been initiated against Acclarent, the distributor of the TruDi system, alleging that the AI component contributed to surgical errors and patient injuries [14][15] - The FDA's regulatory framework for medical devices does not require extensive testing for AI-enabled technologies, raising concerns about their safety and effectiveness [17][18] Group 3: Economic Implications of AI - The rapid development of AI technology is expected to flood the market with new software solutions, potentially leading to a commoditization of software and a decline in the value of companies unable to innovate [19][20] - Historical trends indicate that while earnings may remain stable in the short term, disruptions from AI could take longer to manifest, similar to the decline of newspaper stocks despite initial earnings growth [20] - The relationship between productivity growth driven by AI and median wage growth raises concerns about rising income inequality, which could be addressed through income redistribution policies [30][32]
Johnson & Johnson (JNJ) Is Amazing, Says Jim Cramer
Yahoo Finance· 2026-02-14 17:44
Core Viewpoint - Johnson & Johnson (NYSE: JNJ) has shown significant stock performance, with shares increasing by 53% over the past year and 15% year-to-date, attracting positive attention from analysts like Jim Cramer [2]. Financial Performance - RBC Capital raised Johnson & Johnson's share price target to $255 from $240, maintaining an Outperform rating, citing the company's strong financial position to handle legal challenges [2]. - Bank of America also increased its price target for Johnson & Johnson to $227 from $221, keeping a Neutral rating, and noted that the firm's organic growth is leading to healthier multiples [2]. - The company's projected full-year revenue for 2025 is $94.2 billion, reflecting a 6% growth, with expectations to reach $100.5 billion in 2026 [2]. Analyst Sentiment - Jim Cramer expressed strong optimism about Johnson & Johnson, highlighting the company's cancer drug portfolio and orthopedic spinoff as key factors driving his positive outlook [2][5].
Mumbai: MMRDA calls reports questioning structural stability of metro pillar misleading, contractor fined Rs 5 cr
The Economic Times· 2026-02-14 15:03
In a statement, MMRDA said, “Some reports and social media posts have suggested a link to an earlier misleading post questioning the structural stability of Metro Line 4 construction. We would like to clarify that this is inaccurate. The visuals used in that misleading post were from a different pier and a different location. Also, today’s unfortunate incident involved the falling of a portion of the parapet.” Expressing regret over the incident, the Maharashtra government agency said a high-level investig ...
Mulund metro pillar collapse leaves one dead, 3 injured
The Economic Times· 2026-02-14 08:03
The deceased has been identified as Ramdhan Yadav, the Brihanmumbai Municipal Corporation (BMC) said.Other injured individuals have been identified as Rajkumar Indrajeet Yadav (45), who is in a critical condition, Mahendra Pratap Yadav (52), and Deepa Ruhiya (40), who are in stable conditions.The Mumbai Metropolitan Region Development Authority (MMRDA) on Saturday said that the Metro project team is present at the site of the pillar collapse, carrying out the relief operations in close coordination with th ...
强生2026年业绩展望超预期,滑石诉讼与骨科分拆引关注
Jing Ji Guan Cha Wang· 2026-02-13 22:45
经济观察网 基于公开信息,强生(JNJ.US)在2026年有以下值得关注的事件动态,这些事件可能影响 公司运营和市场表现: 业绩经营情况 2026年业绩展望:强生管理层在2026年1月公布的业绩预测显示,2026年运营销售额预计区间为995亿美 元至1005亿美元,调整后每股收益区间为11.43美元至11.63美元,均高于华尔街分析师普遍预期。增长 主要受益于创新药物如TREMFYA、DARZALEX、CARVYKTI等以及医疗科技新品推动。 近期事件 滑石产品诉讼进展:联邦法院针对强生滑石产品与卵巢癌关联的"风向标"审判(Bellwether Trial)预计 最快于2026年下半年启动,该诉讼涉及重大索赔,但公司表示产品安全且将积极应对。 骨科业务分拆计划:强生计划在18至24个月内(从2025年底计)将增长较慢的骨科业务从公司整体业务 中分离,以聚焦高增长领域,这是公司转型战略的一部分。 药品降价协议影响:作为与特朗普政府达成降价协议的16家制药公司之一,强生需消化"数亿美元"的药 品降价冲击,但管理层表示已将其纳入2026年业绩预期,并保持增长韧性。 以上内容基于公开资料整理,不构成投资建议。 ...
Johnson & Johnson found liable for cancer in latest talc trial, ordered to pay $250K
New York Post· 2026-02-13 21:19
A jury in Pennsylvania state court on Friday awarded $250,000 to the family of a woman who sued Johnson & Johnson alleging its talc-based baby powder was to blame for her ovarian cancer, according to an attorney for plaintiffs in nationwide talc litigation against the company.The jury in the Philadelphia Court of Common Pleas sided with family members of Gayle Emerson, who claimed that Johnson & Johnson knew for years its talc-based products were dangerous but failed to warn consumers, according to attorney ...
Philadelphia Jury Returns $250,000 Verdict Against J&J in Latest Baby Powder-Ovarian Cancer Trial
Businesswire· 2026-02-13 21:18
PHILADELPHIA--(BUSINESS WIRE)--A jury in the Philadelphia Court of Common Pleas has found Johnson & Johnson (NYSE:JNJ) responsible for the company's baby powder products contributing to the death of a Pennsylvania woman. The jury deliberated for more than three days before returning a verdict totaling $250,000 on behalf of the estate of York, Pennsylvania, resident Gayle Emerson, who died as a result of ovarian cancer in November of 2019 after filing her lawsuit six months earlier. The verd. ...
J&J Found Liable in Talc Verdict, Amazon-Backed Nuclear Firm Hits Fuel Milestone, and Oil Prices Edge Higher
Stock Market News· 2026-02-13 20:08
Key TakeawaysJohnson & Johnson (JNJ) was found liable by a Pennsylvania jury for a woman's ovarian cancer, resulting in a $250,000 damages award.Amazon (AMZN)-backed nuclear startup X-energy (via its subsidiary TRISO-X) received U.S. approval for its advanced reactor fuel, a critical step for its small modular reactor (SMR) deployment.UBS (UBS) analysts forecast a massive surge in corporate buybacks, expected to reach $30-50 billion per week through the end of March.Global oil benchmarks settled slightly hi ...