JNJ Share Price Performance
US$211.58
67.73 (47.08%)
4.5% overvalued intrinsic discount
US$202.54
Fair Value
Price US$211.58
AnalystConsensusTarget US$202.54
Goran_Damchevski US$173.55
StjepanK US$133.00
Fair ValueUS$202.54
Share Pricen/a
Johnson & Johnson Stock Price
- 3 Narratives written by author
- 2 Comments on narratives written by author
- 870 Fair Values set on narratives written by author
JNJ Community Narratives
AN
Fair Value US$202.54 4.5% overvalued intrinsic discount
Analyst Commentary Drives Higher Valuation Targets for Johnson & Johnson Amid Positive Company Developments
6users have liked this narrative
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431users have followed this narrative
GO
Fair Value US$173.55 21.9% overvalued intrinsic discount
Rich Drug Pipeline Will Push Revenues and Earnings Higher
17users have liked this narrative
1users have commented on this narrative
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ST
Fair Value US$133 59.1% overvalued intrinsic discount
Industry Tailwinds, Company Headwinds And New Products Will Lead To Stable Revenue Growth
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Rich Drug Pipeline Will Push Revenues and Earnings Higher
Key Takeaways Well-diversified drug pipeline with 52 drugs in late-stage approval - a good hedge for its patent expirations Kenvue spin off allows JNJ to focus on its more profitable Medical Devices and Pharmaceuticals segments Continued dividend increases and buybacks are affordable and will help capital returns Post Kenvue, I expect JNJ to grow revenues by 7.5% p.a. from its new baseline of $84B, and at higher margins Some risks around litigation, patent expiry and drug success are present Catalysts Robust Drug Pipeline: 52 Drugs Racing To The Finish Line In Late-Stage Approval The key threat to a pharmaceutical stock is the patent expiration of their high value assets. Should a company lack a product pipeline to bolster its future product portfolio, then losing exclusivity to any one drug can be a hit to the business.Read more
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GO
US$173.55
21.9% overvalued intrinsic discount
Goran_Damchevski's Fair Value
Revenue
6.3% p.a.
Profit Margin
20.2%
Future PE
22.2x
Price in 2029
US$221.54
Industry Tailwinds, Company Headwinds And New Products Will Lead To Stable Revenue Growth
Key Takeaways I expect JNJ to remain an established and mature market performer in a relatively stable sector. Some short-term company-related headwinds are cancelled out by long-term industry-related tailwinds Two main risks come from the talc-related litigation issue and patent expiration Most promising revenue growth opportunities are from cancer therapy drugs, with a TAM of $21.6b.Read more
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ST
US$133
59.1% overvalued intrinsic discount
StjepanK's Fair Value
Revenue
3% p.a.
Profit Margin
17%
Future PE
22.9x
Price in 2028
US$151.5
Analyst Commentary Drives Higher Valuation Targets for Johnson & Johnson Amid Positive Company Developments
Key Takeaways Johnson & Johnson is poised for growth in immunology and oncology despite facing challenges from loss of drug exclusivity, leveraging next-gen therapies for strengthened revenue. Strategic investments in U.S. operations, acquisitions, and MedTech expansion aim to boost future earnings and efficiency, with potential restructuring in surgery to aid profitability.Read more
6users have liked this narrative
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431users have followed this narrative
AN
US$202.54
4.5% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.23% p.a.
Profit Margin
23.43%
Future PE
23.78x
Price in 2028
US$247.78
Trending Discussion
Recently Updated Narratives
GO
Rich Drug Pipeline Will Push Revenues and Earnings Higher
Fair Value: US$173.55 21.9% overvalued intrinsic discount
36 followersusers have followed this narrative
1 commentusers have commented on this narrative
1 likeusers have liked this narrative
ST
Industry Tailwinds, Company Headwinds And New Products Will Lead To Stable Revenue Growth
Fair Value: US$133 59.1% overvalued intrinsic discount
13 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
JNJ: Future Reorganization And Litigation Outcomes Will Shape Risk Reward Balance
Fair Value: US$202.54 4.5% overvalued intrinsic discount
431 followersusers have followed this narrative
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Snowflake Analysis
Johnson & Johnson Key Details
Last Reported Earnings
Sep 28, 2025
Next Reporting Earnings
Jan 21, 2026
- 10.43
- 68.35%
- 27.26%
- 57.8%
About JNJ
- Founded
- 1886
- Employees
- 138100
- CEO
- WebsiteView website
Johnson & Johnson, together with its subsidiaries, engages in the research and development, manufacture, and sale of various products in the healthcare field worldwide. It operates in two segments, Innovative Medicine and MedTech. The Innovative Medicine segment offers products for various therapeutic areas, such as immunology, including rheumatoid arthritis, psoriatic arthritis, inflammatory bowel disease, and psoriasis; infectious diseases comprising HIV/AIDS; neuroscience, consisting of mood disorders, neurodegenerative disorders, and schizophrenia; oncology, such as prostate cancer, hematologic malignancies, lung cancer, and bladder cancer; cardiovascular and metabolism, including thrombosis, diabetes, and macular degeneration; and pulmonary hypertension comprising pulmonary arterial hypertension through retailers, wholesalers, distributors, hospitals, and healthcare professionals for prescription use. The MedTech segment provides electrophysiology products to treat heart rhythm disorders; the heart recovery portfolio, which includes technologies to treat severe coronary artery disease requiring high-risk PCI or AMI cardiogenic shock; circulatory restoration products for the treatment of calcified coronary artery and peripheral artery diseases; and neurovascular care that treats hemorrhagic and ischemic stroke. This segment offers an orthopaedics portfolio that includes products and enabling technologies that support hips, knees, trauma, spine, sports, and other; surgery portfolios comprising advanced and general surgery technologies, as well as solutions for breast aesthetics and reconstruction; contact lenses under the ACUVUE brand; and TECNIS intraocular lenses for cataract surgery. It distributes its products to wholesalers, hospitals, and retailers, as well as physicians, nurses, hospitals, eye care professionals, and clinics. The company was founded in 1886 and is based in New Brunswick, New Jersey.
