Johnson & Johnson's Innovative Medicine Growth Strong, MedTech Improves
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Source: NASDAQ.COM
- Innovative Medicine Growth: Johnson & Johnson's Innovative Medicine unit has seen a 35.3% growth over the past six months, driven by key products like Darzalex, Tremfya, and Erleada, showcasing the company's strong performance in the pharmaceutical market.
- MedTech Improvement: The MedTech segment has shown operational growth in the past two quarters, with expectations for sales growth in both segments to further enhance profitability in 2026, strengthening the company's future earnings potential.
- Patent Cliff Challenges: Despite facing significant challenges from the Stelara patent cliff and issues in MedTech China, uncertainty remains for 2025; however, the company's positive record of earnings surprises in recent quarters supports its future outlook.
- Stable Market Expectations: Ahead of the upcoming Q4 earnings report, market estimates for Johnson & Johnson remain stable, reflecting investor confidence in its sustained growth potential.
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Analyst Views on JNJ
Wall Street analysts forecast JNJ stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JNJ is 218.50 USD with a low forecast of 190.00 USD and a high forecast of 240.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 227.720
Low
190.00
Averages
218.50
High
240.00
Current: 227.720
Low
190.00
Averages
218.50
High
240.00
About JNJ
Johnson & Johnson and its subsidiaries are engaged in the research and development, manufacture, and sale of a range of products in the healthcare field. The Company’s segments include Innovative Medicine and MedTech. The Innovative Medicine segment is focused on various therapeutic areas, including immunology, infectious diseases, neuroscience, oncology, pulmonary hypertension, cardiovascular and metabolism. Its products include REMICADE (infliximab), SIMPONI (golimumab), SIMPONI ARIA (golimumab), STELARA (ustekinumab), TREMFYA (guselkumab), EDURANT (rilpivirine), and INVEGA SUSTENNA/XEPLION (paliperidone palmitate). The MedTech segment includes a portfolio of products used in cardiovascular, orthopedics, surgery, and vision categories. The Cardiovascular portfolio includes electrophysiology products to treat heart rhythm disorders and circulatory restoration products (Shockwave) for the treatment of calcified coronary artery disease (CAD) and peripheral artery disease (PAD).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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