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Source document· November 13, 2025

Why Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report?

View original at finance.yahoo.com
Why Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report? A month has gone by since the last earnings report for Johnson & Johnson (JNJ)…
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  • Johnson & Johnson has a Zacks Rank #3 (Hold); in-line return expected in the next few months

    80% confidence

  • Adjusted tax rate for 2025 expected to be approximately 17.5% to 18%, up from prior guidance of 17% to 17.5%

    80% confidence

  • Both Innovative Medicines and MedTech segment growth expected to accelerate in 2026

    80% confidence

  • Adjusted pretax operating margin expected to improve by approximately 300 basis points in 2025

    80% confidence

  • Q3 2025 sales were $24.0 billion, beating consensus estimate of $23.74 billion, up 6.8% YoY

    80% confidence

  • J&J expects to launch Shockwave C2 Aero catheter and Tecnis intraocular lens in the US, and submit OTTAVA robotic surgical system for regulatory approval in 2026

    80% confidence

  • Adjusted EPS guidance maintained at $10.80-$10.90; higher tax rate and Q4 manufacturing investments offset better operational outlook

    80% confidence

  • 2025 full-year sales guidance raised to $93.5B-$93.9B, implying growth of 5.4%-5.9%

    80% confidence

  • 2026 consensus estimates for both top- and bottom-line are too low; J&J expects top-line growth of more than 5% vs consensus of ~4.6%

    80% confidence

  • JNJ has a VGM Score of C overall, Growth Score C, Momentum Score D, Value Score B

    80% confidence

  • 2026 adjusted EPS expected to be approximately $0.05 above consensus of $11.39 per share

    80% confidence

  • Net interest expense now projected between $0 million and $50 million vs prior expectation of $0 million to $100 million

    80% confidence

  • Stelara LOE negatively impacted Innovative Medicines segment growth by 1070 basis points; excluding Stelara, Innovative Medicines rose around 16%

    80% confidence

  • Stelara loss of exclusivity hurt revenue growth by 640 basis points in Q3 2025

    80% confidence

  • Q3 2025 adjusted earnings per share were $2.80, beating consensus estimate of $2.77, up 15.7% YoY

    80% confidence
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What we're seeing
AI Capital Keeps Flowing as Enterprise Adoption and Government Contracts Validate the Bet
A late-August surge of nine-figure funding rounds (Socure, Stability AI, Generalist AI, Gatik, Regent Craft, Emerald AI, Owner) shows venture capital still pouring into AI infrastructure, identity/fintech, and autonomy, even as public-market sentiment stays jumpy — Palantir's stock fell 6% the same week it landed the Army's TITAN contract. UiPath's raised guidance and strong Q2 results, alongside efficiency breakthroughs like Multiverse Computing's model compression, point to real enterprise monetization catching up to the funding hype.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
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