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

    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

  • 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

  • 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

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

    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

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

    80% confidence

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

    80% confidence

  • Johnson & Johnson has a Zacks Rank #3 (Hold); in-line return expected in the next few months

    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
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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Why Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report? — Source | Via News | Via News