Stocks Drop as Trump Tariff Threats Escalate; Netflix Issues Soft Margin Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: CNBC
- Market Volatility: Stocks fell sharply as President Trump's escalating tariff threats on Greenland pushed the S&P 500 and Nasdaq into negative territory for 2026, marking their worst trading day since October 10, highlighting market sensitivity to policy uncertainties.
- Netflix Earnings Reaction: Despite reporting better-than-expected Q4 profit and revenue, Netflix shares dropped about 7.5% after issuing softer margin guidance and pausing buybacks to conserve cash for its Warner Bros Discovery bid, reflecting market concerns over future growth.
- Johnson & Johnson Performance: Johnson & Johnson reported a strong Q4 for 2025 with full-year 2026 guidance exceeding expectations, yet the stock fell approximately 3.5% post-announcement, indicating market caution regarding its high valuation.
- Analyst Rating Adjustments: Bank of America upgraded Oklo's price target to $127 following its deal with Meta Platforms, although analysts expressed concerns about the delivery timeline for small modular reactors, reflecting a cautious market stance on emerging technologies.
Get Free Real-Time Notifications for Any Stock
Monitor tickers like JNJ with instant alerts to capture every critical market movement.
Sign up for free to build your custom watchlist and receive professional-grade stock notifications.
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.
TSMC Reports Stellar Q4 Results and Capital Spending Plans
- Significant Revenue Growth: TSMC's Q4 revenue surged 25.5% year-over-year to $33.73 billion, with a gross margin of 62.3%, reflecting strong market demand and profitability, thereby reinforcing its leadership position in the semiconductor industry.
- Capital Expenditure Plans: Management anticipates capital spending between $52 billion and $56 billion in 2026, with approximately 40% of revenue allocated to capital expenditures, indicating strong confidence in future growth and ongoing investment in the AI market.
- Increase in Advanced Process Share: Three-nanometer chips accounted for 28% of total wafer revenue, five-nanometer for 35%, and seven-nanometer for 14%, totaling 77% of revenue from the most advanced processes, highlighting the robust demand driven by AI applications and TSMC's technological edge.
- Geopolitical Risk Management: TSMC is actively expanding into the U.S. and Japan to reduce reliance on Taiwan, enhancing the stability and resilience of its global supply chain, ensuring competitiveness in a rapidly changing market environment.
Continue Reading
This Successful Fund Manager Favors J&J, Lowe’s, and Utility Stocks
- Active Equity Managers: Few active equity managers consistently outperform the S&P 500 index.
- Long-Term Consistency: It is even rarer for these managers to achieve consistent success over many years.
Continue Reading