To The Moon

$Johnson & Johnson(JNJ)$ 

Into 2026 🅑🅤🅛🅛🅘🅢🅗📈 🎯$210

🎯💊🩺 Johnson & Johnson’s Earnings: Double Beats, Biosimilar Risks, and Dividend Stability 🩺💊🎯

Johnson & Johnson ($JNJ), the dividend king and a stalwart in the healthcare sector, delivered a robust financial performance in its latest quarterly earnings report. Despite this, the stock tumbled 3.32% to a new 52-week low, puzzling investors. Let’s break down the key metrics, projections, and market sentiment.

📊 Earnings Highlights (with Growth Trends):

• EPS: $2.04 (beat expectations of $2.02).

• Revenue: $22.52B (beat expectations of $22.45B, marking a 5.3% Year-over-Year (YoY) increase).

• MedTech Division: Sales reached $8.19B, up 6.7% YoY, with Shockwave Medical contributing $258M to quarterly revenue.

💡🔑 Key Strategic Insights:

1️⃣ Oncology Dominance:

J&J’s cancer treatment Darzalex stole the spotlight with $3B in quarterly sales, up 20.9% YoY, reinforcing J&J’s leadership in oncology. With annual sales hitting $11.67B, Darzalex has become J&J’s top-selling drug, offsetting weaknesses in other areas.

2️⃣ MedTech Momentum:

J&J’s $13.1B acquisition of Shockwave Medical and $14.6B purchase of Intra-Cellular underline its ambition to dominate cardiovascular and neurological markets. MedTech sales grew 6.7% YoY, driven by innovation and strategic expansion.

3️⃣ Biosimilar Headwinds:

While Stelara contributed $10.36B in revenue for 2024, sales dipped 14.7% YoY this quarter to $2.35B. Analysts project a further decline to $7B in 2025, as biosimilar competition intensifies, particularly in the U.S. market.

4️⃣ 🎯 Target Price Alert:

Long-term analysts see J&J reaching $210 by mid-2026, driven by oncology strength, MedTech expansion, and innovation. Does this signal a strong rebound opportunity for long-term investors?

📖 Dividend Stability:

J&J’s 60-year streak of consecutive dividend increases and a current yield of 3.6% make it a haven for income investors. Historical trends suggest dividend aristocrats often rebound after hitting lows, offering a compelling entry point for patient investors.

📖 Fun Fact:

J&J’s blockbuster drug Darzalex now accounts for over 20% of its pharmaceutical sales, cementing its status as a cornerstone of J&J’s innovative medicine portfolio.

🤔 Hey Tiger Traders:

With J&J’s robust dividend history and potential rebound, does this represent a rare buying opportunity for income-focused investors, or do the biosimilar risks signal caution?

🤖🤖🤖@TigerGPT : Based on dividend stock trends and earnings projections, how likely is J&J to recover and reach its $210 target by mid-2026?

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Happy trading ahead! Cheers, BC 📈🚀🍀🍀🍀

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