DJNJ3 news sentiment

MeiraGTx Reports Second Quarter 2026 Financial and Operational Results

MeiraGTx Received FDA Breakthrough Therapy Designation for AAV2-hAQP1 and reported positive three-year data from Phase 1 AQUAx clinical trial evaluating AAV2-hAQP1 for the treatment of moderate to severe grade 2/3 radiation-induced xerostomia Completed the acquisition of all interests and rights to botaretigene sparoparvovec (bota-vec) for the treatment of X-linked retinitis pigmentosa (XLRP) from Johnson & Johnson* (J&J) for $25 million Strengthened balance sheet with $100 million equity financing concurrent with the bota-vec acquisition Secured up to $400 million strategic investment from Ob

Intuitive Surgical (ISRG) Beats On Q2 As Investors Ask If The Bull Case Is Priced In

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Intuitive Surgical (ISRG) shook investors after reporting strong Q2 2026 revenue and earnings that beat expectations, while revealing slower U.S. procedure growth and rising competitive pressure from Johnson & Johnson and Chinese robotic surgery platforms. See our latest analysis for Intuitive Surgical. The Q2 surprise arrives after a tough stretch for Intuitive Surgical, with the share price down 28.6% year to date and the 1 year total shareholder return

Two Years Of Growth Barely Change What You Pay For Intuitive Surgical

Photo by 127071 on Pixabay Consensus growth takes only a modest slice off the multiple, and the company has not yet set the instrument pricing that lands inside those two years. Intuitive Surgical (ISRG) trades at about $401.23, roughly 32% below its 52-week high and down about 15% over the past twelve months while the S&P 500 returned 22%. A fall that size usually leaves a stock cheap. This one still costs about 37.7 times its last twelve months of adjusted earnings, and what happens to that number by 2027 turns on a price the company has not set. Where The Multiple Actually Lands In 2027 Ana

The Energy and Pharma Giants Quietly Funding HDV’s 3% Yield, and How Safe Each One Is

Quick Read XOM and JNJ earn 'Very Safe' dividend ratings inside HDV, backed by interest coverage of 56x and 64 consecutive annual raises. AbbVie's Skyrizi and Rinvoq are replacing Humira faster than expected, but Net Debt/EBITDA of 2.3x keeps a watchlist tag on its dividend. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) The iShares Core High Dividend ETF (NYSEARCA:HDV) leans hard on two sectors to fund its payout. Energy and pharma names account for the top four

Johnson & Johnson (JNJ) Advances Seltorexant And Expands Outpatient Cardiac Care

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Johnson & Johnson (NYSE: JNJ) is advancing its novel antidepressant Seltorexant into late stage clinical development for major depressive disorder as a potential rapid acting treatment option. The company also entered a multi year partnership with ACCESS to expand adoption of advanced cardiac electrophysiology technologies in ambulatory surgery centers. Both moves align with Johnson & Johnson's focus on higher growth therapeutic and medtech areas that are important for its lo

Intuitive Surgical: Oppenheimer now bullish, sees competition being "crowded out"

Investing.com -- Oppenheimer upgraded Intuitive Surgical to Outperform from Perform with a $500 price target in a note on Wednesday, arguing the company's strategy of "Crowding Out Competitors" is strategically smart. Analyst Suraj Kalia said the change reflects "a more nuanced risk-reward assessment at these levels." On the positive side, the firm views U.S. competition as a "non-factor," with field checks suggesting "some unique workflow challenges for Ottava that limit long-term appeal" and real-estate issues for Hugo. It added that Intuitive's customized price-volume contracts complicate c

Why Revolution Medicines May Be Big Pharma’s Next Takeover Target

Quick Read RVMD has surged 492% over one year on daraxonrasib's landmark pancreatic cancer data showing 13.2 versus 6.7 months median overall survival. MRK ranks as the most likely acquirer, with Keytruda's patent cliff mounting pressure and CEO Robert Davis pledging to diversify its growth portfolio. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Revolution Medicines (NASDAQ:RVMD) closed at $205.55 on August 11, 2026, giving the pre-commercial oncology platform

Oppenheimer Sees $500 for Intuitive Surgical as Rivals Stall

This article first appeared on GuruFocus. Intuitive Surgical (NASDAQ:ISRG) rose 0.90% premarket after Oppenheimer upgraded the robotic surgery company to Outperform from Perform with a $500 price target. The firm's case rests less on Intuitive than on its competitors: workflow integration problems for Johnson & Johnson's (NYSE:JNJ) Ottava system and physical footprint constraints for Medtronic's (NYSE:MDT) Hugo, potentially leaving the da Vinci franchise without a credible domestic challenger in the near term. Oppenheimer also pointed to the Per Click Model as a way into lower-acuity ambulator

Madrigal Appoints John C. Reed, M.D., Ph.D., to its Board of Directors

Madrigal Pharmaceuticals, Inc. CONSHOHOCKEN, Pa., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Madrigal Pharmaceuticals, Inc. (NASDAQ: MDGL), a biopharmaceutical company focused on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH), today announced it has appointed John C. Reed, M.D., Ph.D., to its Board of Directors. Dr. Reed currently serves as Executive Vice President, Innovative Medicine, Research & Development at Johnson & Johnson ("J&J") and is a member of J&J's Executive Committee, where he leads research and development across oncology, immunology, neuroscie

Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally

Arista Networks, Inc. (NYSE:ANET) posted $3.04 billion in total sales for Q2 2026, which represents a 37.7% year-over-year increase and beat Wall Street consensus estimates by $210 million. Non-GAAP earnings per share came in at $1.02, topping expectations by $0.13. The top-line expansion pulled the stock out of a mid-summer consolidation phase as hyperscalers accelerated hardware deployments for AI data centers. Jim Cramer Highlights AI Demand and 50% Rally On the August 5 episode of CNBC's Mad Money, host Jim Cramer pointed to Arista Networks, Inc.'s (NYSE:ANET) execution in high-speed data

How Much Did Immunology Drugs Contribute to AbbVie's Q2 Performance?

AbbVie ABBV announced encouraging second-quarter 2026 results last month, which beat expectations for both earnings and sales. A significant portion of this growth came from the continued strength of its two blockbuster immunology medications, Skyrizi and Rinvoq, which together accounted for more than 47% of total revenues. Skyrizi sales jumped 24% year over year on an operational basis to $5.5 billion, while Rinvoq sales rose 23.7% to more than $2.5 billion. Both drugs benefited from strong demand and market-share gains across their approved indications, especially in the popular inflammatory

Jim Cramer Weighs In on Sentiment Shifts Driving Accenture and Cognizant Rallies

On Monday's CNBC Mad Money episode, host Jim Cramer examined the top-performing stocks in the S&P 500, focusing on the dramatic turnaround in IT consulting leaders Cognizant Technology Solutions Corporation (NASDAQ:CTSH) and Accenture plc (NYSE:ACN). Addressing how market sentiment shifted around the "AI displacement trade," Cramer outlined how both stocks surged despite long-standing Wall Street skepticism: I want to focus on the 10 best and 10 worst performers of the S&P 500, give you a better sense of the situation; maybe there's some opportunities here for you. When you look at the biggest

Legend Biotech Gains 6% on Q2 Earnings Beat as Adjusted EPS Doubles Consensus

Quick Read LEGN surged 6% as Q2 revenue of $388M beat estimates and adjusted EPS of $0.16 doubled consensus, marking the company's first-ever profitable quarter. CARVYKTI net sales hit $657M, up 50%, with JNJ co-developer Janssen supporting management's target of over $5B in peak annual sales. Alan Bash, interim CEO following Ying Huang's departure, emphasized continuity as Wall Street's $52 consensus target sits well above current share prices. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Legend Biotech didn't make the cut. Grab the names FREE today. Sh

J&J Trading Above 200- & 50-Day SMAs: Buy, Sell or Hold the Stock?

Johnson & Johnson JNJ stock has been trading above both its 50-day and 200-day simple moving averages (SMAs) since mid-June. Trading above the 200-day SMA indicates that the stock's longer-term trend has turned positive, while staying above the 50-day SMA suggests that shorter-term momentum remains supportive. When a stock trades above both averages, investors generally interpret it as evidence that buying interest is strong enough to keep the shares above their medium- and long-term trend levels.Zacks Investment Research Image Source: Zacks Investment Research This strong share price performa

The Number One Reason I Keep Buying Intuitive Surgical Now For The Long Run

Quick Read ISRG is down 31% YTD, but its razor-and-razorblade model now delivers 85% recurring revenue across a fleet of 11,710 da Vinci systems. MDT's Hugo and JNJ's Ottava remain early or pre-commercial, leaving ISRG's $1.73 billion quarterly instruments-and-accessories stream with no real soft-tissue competition. The dV5 supercycle is early, with only 1,700 of nearly 13,000 total systems upgraded and over 100 platform updates still planned. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Intuitive Surgical didn't make the cut. Grab the names FREE today.

The Galien Foundation Announces 2026 Prix Galien USA Nominees for "Best Biotechnology Product," "Best Pharmaceutical Product," and "Best Product for Rare/Orphan Diseases"

A Milestone 20th Anniversary Edition Recognizing Excellence in Medical Science and Patient Care NEW YORK, Aug. 11, 2026 /PRNewswire/ -- The Galien Foundation, the premier global institution dedicated to honoring innovators in life sciences, today announced the nominees for the 2026 Prix Galien USA Awards in the "Best Biotechnology Product," "Best Pharmaceutical Product," and "Best Product for Rare/Orphan Diseases" categories. Winners will be honored at the Prix Galien USA Awards Ceremony on October 29, 2026, at the American Museum of Natural History in New York City.logo "We are proud to recog

What Johnson & Johnson (JNJ)'s OTTAVA FDA Win and Talc Deal Shift Mean For Shareholders

In recent months, Johnson & Johnson reported strong Q2 2026 results, received FDA De Novo authorization for its OTTAVA soft-tissue robotic surgery system, advanced its RYBREVANT FASPRO oncology franchise with an FDA Priority Review, announced a US$5.50 billion talc settlement framework, and agreed to collaborate with Sail Biomedicines on in vivo CAR-T therapies. Together with leadership changes in its Innovative Medicine unit and new MedTech and electrophysiology partnerships, these developments highlight Johnson & Johnson's effort to reposition around higher-growth innovative medicines and me

Johnson & Johnson vs. Medtronic: Which Healthcare Stock Is Better Positioned After Earnings?

Johnson & Johnson (NYSE:JNJ) delivered another strong quarter in fiscal Q2 2026, with reported sales increasing 6.6% year over year to $25.31 billion and surpassing analysts' average estimate of around $25.05 billion. Adjusted earnings per share reached $2.90, also exceeding estimates of $2.85. The healthcare giant raised its full-year outlook and said it remains on track to generate more than $100 billion in annual revenue for the first time in its 140-year history. Medtronic (NYSE:MDT), meanwhile, ended fiscal 2026 with its fastest annual revenue growth in a decade. Several newer products ar

Johnson & Johnson vs Abbott Laboratories: Which Healthcare Giant Offers the More Compelling Growth Story After Earnings?

Johnson & Johnson (NYSE:JNJ) delivered strong fiscal Q2 2026 results, with sales for the quarter growing nearly 7% to $25.31 ⁠billion, above analysts' average estimate of about $25.05 billion. Adjusted earnings per share reached $2.90, surpassing the expectation of $2.85. The company also raised its guidance and stated that it is on track to meet its 2026 goal of over $100 billion in annual revenue for the first time in its 140-year history. Abbott Laboratories (NYSE:ABT) also beat its quarterly estimates in its fiscal Q2 2026 results while also raising its annual profit forecast, with strong

Jim Cramer Sees Cheap Valuation in Becton, Dickinson (BDX) After Q3 Beat and Raised Guidance

On August 6, Jim Cramer highlighted Becton, Dickinson and Company (NYSE:BDX) on CNBC's Mad Money following its third-quarter fiscal 2026 financial report and said: This morning, we got a very strong quarter from BD. That's the big medical technology and supply play... That was formerly known as Becton, Dickson. This was the first full quarter after they split off their biosciences and diagnostics business, something we loved. They posted a 9-cent earnings beat off a $3.14 basis, higher-than-expected revenue, up 5.4% year-over-year. They also said their full-year revenue growth would be toward

The “Set It & Forget It” Stocks I’d Want to Own

Quick Read SBAC tops the group at a 2.58% yield, while JNJ's 64-year dividend streak and AAA credit rating make both core income holdings. $100,000 split equally across all four stocks generates $2,304 in annual passive income, a 2.30% blended yield that compounds as each company raises payouts. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Passive income is the ballast that keeps a portfolio steady when paychecks get interrupted. Layoffs, medical bills, or a ma

ISRG Trades at a Premium P/E: Buy, Sell or Hold the Stock Now?

Intuitive Surgical ISRG currently trades at a forward 12-month P/E ratio of 33.02X, above the Medical - Instruments industry's 26.53X, underscoring a valuation premium that investors must weigh against the company's growth prospects. The stock carries a Value Score of D, suggesting that shares are not particularly inexpensive despite the compression in its valuation multiple. Second-quarter 2026 results nevertheless provided a solid operating baseline. Revenues increased 19% year over year to $2.89 billion, while adjusted earnings per share (EPS) rose 28% to $2.80. Total procedures increased 1

Major Depressive Disorder Market is Predicted to Grow During the Forecast Period (2026-2036) as Novel Antidepressants are Expected to Enter the Market | DelveInsight

The major depressive disorder market is experiencing a significant transformation as rapid-acting therapies with novel mechanisms of action complement conventional SSRIs and SNRIs. Recent treatment approvals have broadened therapeutic choices for patients with TRD and those who do not achieve adequate benefit from standard antidepressants. Meanwhile, pipeline candidates such as Seltorexant (Johnson & Johnson), Azetukalner (Xenon Pharmaceuticals), Itruvone (VistaGen), and others are advancing through clinical development to deliver improved efficacy, faster symptom relief, and better tolerabili

Can Johnson & Johnson (JNJ) Challenge Intuitive Surgical (ISRG) After Ottava’s FDA Approval?

Johnson & Johnson (NYSE:JNJ) has officially entered the U.S. soft-tissue robotic surgery market after receiving FDA De Novo authorization for its OTTAVA robotic surgical system. The authorization represents an important milestone for J&J's MedTech ambitions, but the company is entering a market in which Intuitive Surgical (NASDAQ:ISRG) already has an extensive installed base, established surgeon relationships, and a rapidly expanding da Vinci 5 platform. The question for investors is not whether OTTAVA can become a viable product, but whether Johnson & Johnson (NYSE:JNJ) can convert its differ

3 Beaten-Down Healthcare Stocks to Buy in August

Quick Read LLY grew Q1 revenue 56% and won FDA approval for the first oral GLP-1 pill, yet still trades 6% off its 52-week high. Healthcare has trailed SPY's 8% YTD gain, but JNJ's 64-year dividend streak and 20x forward P/E keep it compelling for value investors. ABBV's Skyrizi and Rinvoq surged 31% and 23%, more than offsetting Humira's decline while supporting a 53-year consecutive dividend increase streak. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Year t

ACCESS Announces Multi-Year Strategic Agreement to Bring Advanced Cardiac Electrophysiology Technologies to Ambulatory Surgery Centers

Agreement supports ACCESS-affiliated ASCs in adopting the CARTO™ System and its integrated portfolio of mapping, intracardiac imaging, radiofrequency ablation and pulsed field ablation technologies NEW YORK, August 10, 2026--(BUSINESS WIRE)--ACCESS, through its physician-led group purchasing organization, ACCESS GPO, today announced a multi-year preferred portfolio agreement with Johnson & Johnson to support the adoption of advanced cardiac electrophysiology technologies in ambulatory surgery centers (ASC) across the United States. The agreement encompasses an integrated portfolio of three-dim

Johnson & Johnson (JNJ) Stock Analysis: Evaluating Its 5.11% Potential Upside