Trump to Speak at Davos Forum as Rare Earth Stocks Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy JNJ?
Source: CNBC
- Rare Earth Mining Surge: In 2026, Critical Metals stock soared by 147%, U.S. Antimony rose by 85%, Energy Fuels increased by 62%, USA Rare Earth climbed by 61%, and MP Materials grew by 35%, indicating strong investment potential and market demand for rare earth resources.
- Johnson & Johnson Earnings Outlook: Johnson & Johnson (JNJ) started the year up 5%, with a 12% increase over the last three months and a 33% rise over six months, despite a slight dip on Tuesday, reflecting robust market performance and investor confidence.
- Charles Schwab Earnings Preview: Charles Schwab (SCHW) is set to report earnings on Wednesday, currently just 3% off its all-time high of $104.98 reached on January 16, with a 32% increase over the past 12 months, showcasing sustained growth momentum.
- Consumer Spending Trends Analysis: Despite the consumer discretionary sector's poor performance, JPMorgan analyst Matthew Boss noted robust spending among American consumers, particularly among low and high-income groups, indicating a trend of selective spending that could impact future retail performance.
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Analyst Views on JNJ
Wall Street analysts forecast JNJ stock price to fall
20 Analyst Rating
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 244.990
Low
190.00
Averages
218.50
High
240.00
Current: 244.990
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.
Johnson & Johnson Receives FDA Breakthrough Therapy Designation
- Breakthrough Therapy Designation: Johnson & Johnson's subcutaneous Rybrevant Faspro has received Breakthrough Therapy Designation from the FDA for adult patients with advanced head and neck squamous cell carcinoma, marking a significant advancement in cancer treatment.
- Clinical Trial Support: This designation is supported by data from the Phase 1b/2 OrigAMI-4 study, where Rybrevant Faspro demonstrated rapid and durable responses in heavily pretreated patients, enhancing its competitive position in the market.
- Multiple Indications: Rybrevant Faspro is already approved for various indications in the treatment of non-small cell lung cancer and is being evaluated for use in other solid tumors, including colorectal cancer, showcasing its broad therapeutic potential.
- Stock Performance: Although Johnson & Johnson shares closed at $243.33 on Tuesday, down 0.05%, the Breakthrough Therapy Designation may boost market expectations for its future performance and enhance investor confidence.
See More
Johnson & Johnson Invests Over $1 Billion in Pennsylvania
- Massive Investment: Johnson & Johnson has announced an investment of over $1 billion in a next-generation cell therapy manufacturing facility in Montgomery County, Pennsylvania, which is expected to create over 500 biomanufacturing jobs and 4,000 construction jobs, significantly boosting the local economy.
- Significant Economic Impact: This investment is part of the company's broader $55 billion commitment to U.S. investments by 2029, aimed at enhancing its manufacturing capacity in the U.S. to meet the needs of patients, thereby increasing the company's competitiveness in the global market.
- Innovative Manufacturing Capability: The new facility will utilize cutting-edge cell therapy technologies to support Johnson & Johnson's portfolio of transformational medicines for cancer, immune-mediated, and neurological diseases, further solidifying its leadership in the life sciences sector.
- Local Government Support: The Governor of Pennsylvania highlighted that the state's leadership in life sciences and advanced manufacturing has attracted companies like Johnson & Johnson to increase their investments, demonstrating effective execution of the state's economic development plan and strategic investments in key industries.
See More
JOHNSON & JOHNSON INVESTS OVER $1 BILLION TO GROW U.S. PRESENCE WITH NEW CELL THERAPY MANUFACTURING FACILITY IN PENNSYLVANIA
- Investment Announcement: Johnson & Johnson is expanding its U.S. footprint with a significant investment exceeding $1 billion.
- Focus on Cell Therapy: The investment will be directed towards the establishment of a manufacturing facility in Pennsylvania, specifically for next-generation cell therapy.
See More
Johnson & Johnson Explores Sale of Orthopedics Business
- Potential Deal Value: Johnson & Johnson is exploring the sale of its orthopedics business, DePuy Synthes, with a potential deal value of at least $20 billion, which could significantly enhance the company's financial flexibility and capital allocation efficiency.
- Private Equity Interest: Several large private equity firms have expressed interest in the transaction, and J&J is reportedly preparing documents in advance of potential negotiations, indicating strong market recognition of its orthopedics business and positive investor sentiment.
- Revenue Performance: DePuy Synthes generated $9.3 billion in revenue in 2025, and the sale plan may impact J&J's overall revenue structure while providing more resources to focus on core business and innovation.
- Strategic Restructuring: In its Q3 2025 earnings call, J&J mentioned considering the spin-off of its orthopedics unit, a move that could optimize its business portfolio and pave the way for future growth strategies.
See More
Johnson & Johnson Considers Sale of Orthopedics Segment
- Stock Price Increase: Johnson & Johnson (JNJ) shares rose 1% on Thursday, reflecting market optimism regarding the potential sale of its orthopedics segment, which could enhance the company's overall valuation.
- Business Spin-off Plan: According to Bloomberg, JNJ is considering separating its DePuy Synthes orthopedics unit, which is expected to be valued at over $20 billion, a move that could optimize the company's business structure.
- Buyer Engagement: JNJ is expected to meet with potential buyers in the coming weeks, preparing relevant documents and financial data, indicating that the company is actively advancing the sale process, which may attract interest from multiple investors.
- Market Reaction: This news has garnered significant attention in the market, with investors eager to see JNJ's future strategic direction, potentially driving further stock price increases and enhancing market confidence.
See More
Market Rotation and Healthcare Sector Outlook
- Market Milestones: The S&P 500 recently hit the 7,000 mark but failed to close above it, indicating market fragility at high levels, which could affect investor confidence and lead to short-term volatility.
- Sector Leadership Shift: In 2026, sectors like energy, materials, and staples have shown impressive gains of 22.5%, 16.9%, and 13.3%, respectively, but these sectors typically lead near market tops, suggesting current leadership may lack sustainability.
- Healthcare Sector Recovery: The healthcare ETF (XLV) is up only 1.9% year-to-date, yet major components like Merck, Johnson & Johnson, and Amgen are trading near 52-week highs, indicating potential upside and positioning it as a likely next market leader.
- Investment Strategy Adjustment: Investors should focus on the healthcare sector's technical breakout, particularly the crucial $160 level; if cleared, upside targets could reach the mid-180s, signaling increasing investment opportunities in the healthcare sector within the current market environment.
See More
Johnson & Johnson Receives FDA Breakthrough Therapy Designation
- Breakthrough Therapy Designation: Johnson & Johnson's subcutaneous Rybrevant Faspro has received Breakthrough Therapy Designation from the FDA for adult patients with advanced head and neck squamous cell carcinoma, marking a significant advancement in cancer treatment.
- Clinical Trial Support: This designation is supported by data from the Phase 1b/2 OrigAMI-4 study, where Rybrevant Faspro demonstrated rapid and durable responses in heavily pretreated patients, enhancing its competitive position in the market.
- Multiple Indications: Rybrevant Faspro is already approved for various indications in the treatment of non-small cell lung cancer and is being evaluated for use in other solid tumors, including colorectal cancer, showcasing its broad therapeutic potential.
- Stock Performance: Although Johnson & Johnson shares closed at $243.33 on Tuesday, down 0.05%, the Breakthrough Therapy Designation may boost market expectations for its future performance and enhance investor confidence.
See More
Johnson & Johnson Invests Over $1 Billion in Pennsylvania
- Massive Investment: Johnson & Johnson has announced an investment of over $1 billion in a next-generation cell therapy manufacturing facility in Montgomery County, Pennsylvania, which is expected to create over 500 biomanufacturing jobs and 4,000 construction jobs, significantly boosting the local economy.
- Significant Economic Impact: This investment is part of the company's broader $55 billion commitment to U.S. investments by 2029, aimed at enhancing its manufacturing capacity in the U.S. to meet the needs of patients, thereby increasing the company's competitiveness in the global market.
- Innovative Manufacturing Capability: The new facility will utilize cutting-edge cell therapy technologies to support Johnson & Johnson's portfolio of transformational medicines for cancer, immune-mediated, and neurological diseases, further solidifying its leadership in the life sciences sector.
- Local Government Support: The Governor of Pennsylvania highlighted that the state's leadership in life sciences and advanced manufacturing has attracted companies like Johnson & Johnson to increase their investments, demonstrating effective execution of the state's economic development plan and strategic investments in key industries.
See More
JOHNSON & JOHNSON INVESTS OVER $1 BILLION TO GROW U.S. PRESENCE WITH NEW CELL THERAPY MANUFACTURING FACILITY IN PENNSYLVANIA
- Investment Announcement: Johnson & Johnson is expanding its U.S. footprint with a significant investment exceeding $1 billion.
- Focus on Cell Therapy: The investment will be directed towards the establishment of a manufacturing facility in Pennsylvania, specifically for next-generation cell therapy.
See More
Johnson & Johnson Explores Sale of Orthopedics Business
- Potential Deal Value: Johnson & Johnson is exploring the sale of its orthopedics business, DePuy Synthes, with a potential deal value of at least $20 billion, which could significantly enhance the company's financial flexibility and capital allocation efficiency.
- Private Equity Interest: Several large private equity firms have expressed interest in the transaction, and J&J is reportedly preparing documents in advance of potential negotiations, indicating strong market recognition of its orthopedics business and positive investor sentiment.
- Revenue Performance: DePuy Synthes generated $9.3 billion in revenue in 2025, and the sale plan may impact J&J's overall revenue structure while providing more resources to focus on core business and innovation.
- Strategic Restructuring: In its Q3 2025 earnings call, J&J mentioned considering the spin-off of its orthopedics unit, a move that could optimize its business portfolio and pave the way for future growth strategies.
See More
Johnson & Johnson Considers Sale of Orthopedics Segment
- Stock Price Increase: Johnson & Johnson (JNJ) shares rose 1% on Thursday, reflecting market optimism regarding the potential sale of its orthopedics segment, which could enhance the company's overall valuation.
- Business Spin-off Plan: According to Bloomberg, JNJ is considering separating its DePuy Synthes orthopedics unit, which is expected to be valued at over $20 billion, a move that could optimize the company's business structure.
- Buyer Engagement: JNJ is expected to meet with potential buyers in the coming weeks, preparing relevant documents and financial data, indicating that the company is actively advancing the sale process, which may attract interest from multiple investors.
- Market Reaction: This news has garnered significant attention in the market, with investors eager to see JNJ's future strategic direction, potentially driving further stock price increases and enhancing market confidence.
See More
Market Rotation and Healthcare Sector Outlook
- Market Milestones: The S&P 500 recently hit the 7,000 mark but failed to close above it, indicating market fragility at high levels, which could affect investor confidence and lead to short-term volatility.
- Sector Leadership Shift: In 2026, sectors like energy, materials, and staples have shown impressive gains of 22.5%, 16.9%, and 13.3%, respectively, but these sectors typically lead near market tops, suggesting current leadership may lack sustainability.
- Healthcare Sector Recovery: The healthcare ETF (XLV) is up only 1.9% year-to-date, yet major components like Merck, Johnson & Johnson, and Amgen are trading near 52-week highs, indicating potential upside and positioning it as a likely next market leader.
- Investment Strategy Adjustment: Investors should focus on the healthcare sector's technical breakout, particularly the crucial $160 level; if cleared, upside targets could reach the mid-180s, signaling increasing investment opportunities in the healthcare sector within the current market environment.
See More
