Johnson & Johnson (JNJ) Reports Q4 Revenue of $24.6B, Slight Stock Dip

Written by Emily J. Thompson, Senior Investment Analyst

MRNA-6.09%

Source: seekingalpha

Updated: 1h ago

0mins

Source: seekingalpha

Johnson & Johnson Earnings: Johnson & Johnson (JNJ) reported Q4 2025 revenue of $24.6 billion, exceeding the consensus of $24.16 billion, although adjusted earnings per share of $2.46 matched expectations, leading to a ~2% premarket stock dip.
Segment Performance: The Innovative Medicine and MedTech divisions contributed $15.8 billion and $8.8 billion to revenue, respectively, surpassing analyst projections, which underscores the company's robust performance in pharmaceuticals and medical devices, reinforcing its market leadership.
Future Guidance: J&J anticipates adjusted earnings of $11.53 per share and $100.5 billion in sales for 2026, implying year-over-year growth of 6.9% and 6.7%, reflecting confidence in future growth despite cautious market reactions to short-term stock performance.
Moderna R&D Shift: Moderna (MRNA) CEO announced the company will not fund further late-stage vaccine development due to U.S. government pushback, highlighting the challenges and uncertainties biotech firms face in a changing policy environment.

MRNA

$48.71+Infinity%1D

Analyst Views on MRNA

Wall Street analysts forecast MRNA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MRNA is 29.36 USD with a low forecast of 17.00 USD and a high forecast of 63.00 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.

19 Analyst Rating

1 Buy

14 Hold

4 Sell

Hold

Current: 51.870

Low

17.00

Averages

29.36

High

63.00

Current: 51.870

Low

17.00

Averages

29.36

High

63.00

Wedbush

Outperform

maintain

$26 -> $37

2026-01-07

Reason

Wedbush

Price Target

$26 -> $37

AI Analysis

2026-01-07

maintain

Outperform

Reason

Wedbush raised the firm's price target on Monte Rosa Therapeutics to $37 from $26 and keeps an Outperform rating on the shares after the company announced positive interim data from an ongoing Phase 1 clinical study evaluating MRT-8102 for the treatment of inflammatory conditions. Monte Rosa also expects to initiate a Phase 2 study in atherosclerotic cardiovascular disease patients in 2026, and is currently evaluating additional potential indications including metabolic dysfunction-associated steatohepatitis, gout, and recurrent pericarditis, notes the analyst, who is updating the firm's model to include credit for ASCVD for MRT-8102.

LifeSci Capital

analyst

Outperform

maintain

2026-01-07

Reason

LifeSci Capital

analyst

Price Target

2026-01-07

maintain

Outperform

Reason

After Monte Rosa announced an update with data from the placebo-controlled Phase 1 trial testing their NEK7-targeted molecular glue degrader, called MRT-8102, LifeSci Capital says that today's initial data will continue to "strongly support investor interest" in the NEK7 MGD program. Given the importance of hsCRP reductions across a range of cardiovascular diseases, it's "not a tremendous surprise to us that the stock is up pre-market," adds the analyst, who has an Outperform rating and a "favorable view on today's dataset."

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Jefferies

Buy

maintain

$22 -> $31

2026-01-07

Reason

Jefferies

Price Target

$22 -> $31

2026-01-07

maintain

Buy

Reason

Jefferies raised the firm's price target on Monte Rosa Therapeutics to $31 from $22 and keeps a Buy rating on the shares after MRT-8102 showed deep reduction of inflammatory biomarker hsCRP in healthy volunteers and subjects with elevated cardiovascular risk in a Phase 1 study. The firm sees the data providing "strong" early proof of concept with broad potential across cardiometabolic diseases, the analyst tells investors.

BofA

Tim Anderson

Underperform

maintain

$21 -> $24

2026-01-06

Reason

BofA

Tim Anderson

Price Target

$21 -> $24

2026-01-06

maintain

Underperform

Reason

BofA analyst Tim Anderson raised the firm's price target on Moderna to $24 from $21 and keeps an Underperform rating on the shares. Moderna has done "a solid job" of cost cutting from COVID highs, though the firm expects shares will continue to trade around COVID uptake and sentiment in the near-term, with headwinds unlikely to meaningfully abate into the 2026/2027 season, the analyst tells investors.

About MRNA

Moderna, Inc. is a biotechnology company. The Company is advancing a new class of medicines made of messenger ribonucleic acid (mRNA). It is developing therapeutics and vaccines for infectious diseases, immuno-oncology, rare diseases and autoimmune diseases. mRNA medicines are designed to direct the body’s cells to produce intracellular, membrane or secreted proteins that have a therapeutic or preventive benefit with the potential to address a spectrum of diseases. The Company’s diverse development pipeline consists of 44 therapeutic and vaccine programs, 11 of which are in late-stage development. Its commercial products include Spikevax (its COVID vaccine) and mRESVIA (its respiratory syncytial virus (RSV) vaccine). Additionally, it has achieved four positive Phase III data readouts for its COVID vaccine (mRNA-1283), its RSV vaccine for high-risk adults aged 18 to 59 (mRNA-1345), its seasonal flu+COVID vaccine (mRNA-1083), and its seasonal flu vaccine (mRNA-1010).

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.