Should You Buy Johnson & Johnson (JNJ) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
227.720
1 Day change
1.46%
52 Week Range
228.570
Analysis Updated At
2026/01/26
Johnson & Johnson is a stable long-term investment option with strong financial performance and positive analyst sentiment. However, recent congressional selling activity and the lack of strong proprietary trading signals suggest it is not an immediate buy for a beginner investor seeking long-term growth. Holding off for now may be prudent.
Technical Analysis
The stock shows bullish moving averages (SMA_5 > SMA_20 > SMA_200) and a positive MACD histogram of 0.835, indicating an upward trend. RSI is at 78.949, suggesting the stock is nearing overbought territory. Key resistance levels are at 220.985 and 225.308, with support at 206.988 and 202.665.
Options Data
Bullish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
The low put-call ratios indicate bullish sentiment in the options market. Implied volatility is at 19.5%, with an IV percentile of 77.6%, suggesting higher-than-average volatility compared to historical levels.
Technical Summary
Sell
6
Buy
10
Positive Catalysts
Strong Q4 2025 financial performance with 9.08% YoY revenue growth and 49.11% YoY net income growth.
Positive analyst sentiment with multiple price target increases, including a high of $
Momentum in Pharma and MedTech segments, with new product cycles expected to drive growth.
Neutral/Negative Catalysts
Congressional trading data shows 4 sale transactions and no purchases in the last 90 days, indicating cautious sentiment.
Gross margin dropped by 1.29% YoY.
Stock trend analysis predicts a potential short-term decline of -0.52% in the next day and -2.01% in the next week.
Financial Performance
In Q4 2025, Johnson & Johnson reported revenue of $24.56 billion, up 9.08% YoY, and net income of $5.116 billion, up 49.11% YoY. EPS increased to $2.1, up 48.94% YoY. However, gross margin declined slightly to 67.56%, down -1.29% YoY.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Analysts are generally positive on JNJ, with multiple price target increases post-Q4 results. Guggenheim, Goldman Sachs, and others highlight strong performance and growth potential, with price targets ranging from $200 to $265. However, some analysts maintain neutral or hold ratings, citing premium valuation concerns.
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 218.5 USD with a low forecast of 190 USD and a high forecast of 240 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
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 218.5 USD with a low forecast of 190 USD and a high forecast of 240 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.
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 224.440
Low
190
Averages
218.5
High
240
Current: 224.440
Low
190
Averages
218.5
High
240
Morgan Stanley
Equal Weight -> Overweight
upgrade
$200 -> $262
AI Analysis
2026-01-28
New
Reason
Morgan Stanley
Price Target
$200 -> $262
AI Analysis
2026-01-28
New
upgrade
Equal Weight -> Overweight
Reason
Morgan Stanley upgraded Johnson & Johnson to Overweight from Equal Weight with a price target of $262, up from $200. The firm cites its higher estimates from the company's new products and a higher valuation multiple for the upgrade. J&J is on a path to earnings beats from a number of new product cycles where Morgan Stanley is 20% above consensus estimates, the analyst tells investors in a research note. The firm says Johnson & Johnson offers one of the most robust new product cycle offerings in biopharma. It upped estimates for Tremfya, Icotyde, Tecvayli and Darzalex.
Guggenheim
Vamil Divan
Buy
maintain
$227 -> $240
2026-01-23
Reason
Guggenheim
Vamil Divan
Price Target
$227 -> $240
2026-01-23
maintain
Buy
Reason
Guggenheim analyst Vamil Divan raised the firm's price target on Johnson & Johnson to $240 from $227 and keeps a Buy rating on the shares after the company reported "solid" Q4 results and provided initial 2026 guidance that was slightly ahead of sell-side estimates. Following the quarter, the firm is making several adjustments to its model, including raising near-term Tremfya estimates, accelerating Stelara erosion, and raising estimates for multiple newer products, says the analyst, who continues to identify J&J as a Top Picks in the large cap biopharma sector.
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