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JNJNJ

Johnson & Johnson

$JNJ·$619B·Drug Manufacturers - General·Healthcare
$249.97+1.2%YTD+20.9%1Y+51.7%
Mentions · last 7 days
2026-07-09: 257 posts2026-07-10: 368 posts2026-07-11: 174 posts2026-07-12: 292 posts2026-07-13: 426 posts2026-07-14: 317 posts2026-07-15: 594 posts2,438+4%
Price updated 5h ago·X counts updated 1d ago
JNJNJ
$JNJJohnson & Johnson
$249.97+1.19%2.4k posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $JNJ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Just posted Q2 with FDA approval on the pulse-field ablation platform — the Dividend King is quietly making all-time highs.

Johnson & Johnson is the healthcare conglomerate spanning Innovative Medicine (Dupixent, Darzalex, Erleada) and MedTech (surgical/orthopedic/vision). The stock hit new 52-week highs today after Q2 earnings, and the low-beta compounder is doing exactly what it's supposed to.

  • Q1 2026 was a real acceleration: revenue grew 9.9% YoY to $24.1B, gross margin held at 71%, operating margin was 27% — the AI-search and biosimilar fears haven't broken the compounding, and today's Q2 print with Spravato/Darzalex growth confirms it.
  • The MedTech catalyst just landed: FDA approved the Dual Energy THERMOCOOL SMARTTOUCH SF platform (pulse-field ablation) — a real product launch in atrial-fibrillation ablation, where JNJ has been chasing Boston Scientific's Farapulse for two years and the approval closes that gap.
  • Valuation is defensible: 27x TTM P/E is above the market but at 21x FY26 EPS ($11.59 consensus) is cheap for a business with $10B+ trailing FCF, 3.2% dividend yield, and 26% ROE — trailing P/E is pulled up by the Q4 talc reserve, not underlying issues.

The October 13 Q3 earnings are the next event. Continued Spravato acceleration, Darzalex volume, and pulse-field ablation ramp commentary extend the setup toward the community-modeled year-end ATH. A Dupixent partnership-margin shift or medical-device slowdown stalls the tape before $250.

Agrees with X sentimentX is bullish quality-defensive, JNJ scores 98 on the Bastion Risk Shield Score (top 10 low-stress S&P names), Health Care rotation with JNJ projected to outperform. Mechanics validate: revenue +9.9% YoY at 27% operating margin, 3.2% dividend yield, and the FDA approval of the pulse-field ablation platform is a genuine MedTech win. The one honest tension: the tape is at 86% of the 52-week range and running into technical resistance, so the setup rewards steady compounding, not aggressive chasing.

What to watch: The October 13 Q3 earnings. Watch Innovative Medicine growth vs 10% Q1 pace, MedTech volume growth (particularly EP/pulse-field ablation ramp), and any commentary on the Dupixent partnership economics. Steady numbers extend toward year-end ATH targets; softness stalls the tape near $250.

On the calendar: 2026-10-13 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-07-15

J&J chatter is bullish quality-defensive. JNJ scores 98 on Bastion Risk Shield Score (top 10 low-stress S&P 500 names). Money is rotating into Health Care with JNJ projected to outperform. JNJ +70% over the past year (surprising to many). FDA approved the Dual Energy THERMOCOOL SMARTTOUCH SF Platform (pulse-field ablation) at $267.24 target. Chart bulls noted JNJ hitting the 267-274 IAE Stack target zone and now reverting. Community broadly long the low-stress compounder.

Read the AI verdict + X sentiment for $JNJ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Major pharma and medtech company focused on innovative medicines and surgical devices after spinning off its consumer health segment (Kenvue).

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $JNJ.

Drug Manufacturers - General · Healthcare

No material change from last week — oral semaglutide versus injectable Zepbound, with Amgen, Pfizer, and AZ all presenting obesity pipeline data.

What this means for $JNJ

Neutral — Major pharma and medtech company focused on innovative medicines and surgical devices after spinning off its consumer health segment (Kenvue); limited exposure means the oral GLP-1 and obesity pipeline expansion and competition is not a near-term catalyst or headwind.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+17.8%YTD
+47.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 15, 2026$2.90$2.84+2.1%
Q1 2026Apr 14, 2026$2.70$2.68+0.7%
Q4 2025Jan 21, 2026$2.46$2.460.0%
Q3 2025Oct 14, 2025$2.80$2.76+1.4%
Next earningsTue, Oct 13·consensus EPS $3.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$24.1B+9.9%71.5%26.6%$2.14$1.5B
Q4 FY25$24.6B+9.1%67.6%22.8%$2.10$5.5B
Q3 FY25$24.0B+6.8%69.6%29.6%$2.14$8.4B
Q2 FY25$23.7B+5.8%67.9%28.7%$2.29$2.5B

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$101.0B$100.8B – $101.5B$11.59$11.46 – $11.9117
FY27$108.1B$106.5B – $109.7B$12.80$12.24 – $13.7317
FY28$116.1B$115.4B – $116.7B$14.12$10.87 – $16.1317
FY29$123.2B$121.7B – $124.9B$15.59$15.35 – $15.8611
FY30$133.0B$131.5B – $134.9B$17.52$17.25 – $17.8315

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.82%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.4B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 11Kathryn E WengelEVP, Chief TO and Risk Officer10.0K sh$2.4MSellFeb 27Robert J DeckerVP Corporate Controller4.1K sh$1.0MSellFeb 20Timothy SchmidChair1.3K sh$325KSellFeb 17James D. SwansonEVP, CIO20.5K sh$5.0MSellFeb 13James D. SwansonEVP, CIO41.6K sh$10.1M
+ 30 other (18 awards · 8 exempts · 4 inkinds) in window

See when $JNJ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteApr 288-K — Item 5.07: Shareholder vote
AI summary

JNJ held its Annual Meeting of stockholders around 2026-04-28 (8-K Item 5.07). Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

S-3ASRAuto-shelf registrationFeb 11S-3ASR
+ 19 other (4 13Fs · 4 13Gs · 2 earnings 8-Ks · 2 11-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

I Was Wrong About Johnson & Johnson: Upgrading To Hold (Rating Upgrade)seekingalpha.com·11h agoThe Portfolio That Pays All Your Car Repairs For Life247wallst.com·13h agoJohnson & Johnson Posts Upbeat Q2: IM Momentum Building Into 2027, Says Bullish Analystbenzinga.com·15h agoJohnson & Johnson Raises 2026 Outlook After Q2 Earnings Beatzacks.com·16h agoJohnson & Johnson vs. Eli Lilly and: Which Pharma Giant Stock Is a Better Buy in 2026?fool.com·17h ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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