Johnson & Johnson (JNJ) News Today

Johnson & Johnson (NYSE: JNJ) shares are reacting to a slew of analyst actions, earnings results, dividend coverage and product developments over the last 24–36 hours. Key drivers include strong Q2 results, upgraded price targets, dividend appeal and a major FDA milestone, offset by a near-term EPS cut.

• Positive Sentiment: Johnson & Johnson receives U.S. FDA Priority Review for TAR-200 NDA in high-risk non-muscle invasive bladder cancer, potentially accelerating approval and adding a new revenue stream. FDA Priority Review for TAR-200
• Positive Sentiment: Goldman Sachs reaffirms its conviction-buy rating on JNJ ahead of Q2 earnings, underscoring continued confidence in the shares. Goldman Sachs Reaffirms Conviction Buy
• Positive Sentiment: American Banking News notes JNJ trading up over 5% after delivering better-than-expected Q2 results, driven by strong MedTech and pharmaceutical performance. Trading Up 5.4% After Earnings
• Positive Sentiment: WallStreetZen flags JNJ among stocks beating Q2 expectations in its “Hot or Not” market edition, reinforcing positive momentum. Hot or Not: Q2 Beat
• Positive Sentiment: Jim Cramer highlights JNJ as a blueprint for stocks that can soar after earnings surprises on Mad Money. Jim Cramer on JNJ
• Positive Sentiment: Benzinga’s “Stock Of The Day” features JNJ on a breakout above $165 resistance, marking a key technical milestone. Stock Of The Day
• Positive Sentiment: JNJ lifts its 2025 outlook, slashes tariff cost estimates and raises profit guidance after strong cancer-drug and MedTech performances. Lifts 2025 Outlook
• Positive Sentiment: Benzinga reports analysts raising forecasts after upbeat Q2 results, boosting EPS outlook for upcoming quarters. Analysts Raise Forecasts
• Positive Sentiment: Zacks projects JNJ oncology sales to reach $50 billion by 2030, fueled by established drugs and a robust pipeline. Oncology Sales Target
• Positive Sentiment: TipRanks notes Stifel boosts JNJ price target post-Q2 beat, signaling strong analyst conviction. Stifel Price Target Boost
• Positive Sentiment: Barclays lifts its JNJ target to $176 (equal weight), indicating ~7.6% upside. Barclays Raises Target to $176
• Positive Sentiment: UBS reaffirms a buy rating and raises its target to $190 on strong fundamentals. UBS Raises Target to $190
• Positive Sentiment: Royal Bank of Canada upgrades to outperform and raises its target to $185 (~13% upside). RBC Outperform at $185
• Positive Sentiment: Morgan Stanley and BofA both raise their targets to $176 and $175, respectively, reflecting broad analyst support. MS & BofA Lift Targets
• Positive Sentiment: Guggenheim raises its JNJ price objective to $167, maintaining a neutral rating but signaling confidence in fundamentals. Guggenheim Raises Target to $167
• Positive Sentiment: InsiderMonkey highlights JNJ as one of the most undervalued high-quality stocks, with Guggenheim maintaining a hold rating. Guggenheim Maintains Hold
• Positive Sentiment: MarketBeat features JNJ among “3 Overlooked Dividend Leaders” and highlights its 63-year dividend growth and 3.35% yield. Top Dividend Leaders
• Neutral Sentiment: Benzinga cautions that despite an EPS beat and lifted forecast, some analysts remain cautious on valuation. Forecast Ups, Cautious
• Neutral Sentiment: Zacks identifies ETFs (IHE, PPH, XLV, IYH, FTXH) likely to benefit from JNJ’s solid Q1 earnings and upbeat outlook. ETFs To Gain
• Neutral Sentiment: Seeking Alpha’s “The Worst Is Baked In” argues JNJ’s diversified pipeline and cash flow outweigh ongoing talc litigation risks, framing a long-term income opportunity. Worst Is Baked In
• Neutral Sentiment: GuruFocus publishes Q2 2025 earnings call highlights, noting strong sales growth amid tariff and supply-chain challenges with no new guidance. Earnings Call Highlights
• Negative Sentiment: Leerink Partners cuts JNJ’s Q3 2025 EPS estimate from $2.74 to $2.65 and maintains a hold rating, lowering near-term earnings expectations. EPS Estimate Cut