DJNJ3 news sentiment

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

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

If I Were in My 40s, I'd Buy This Vanguard ETF Warren Buffett Recommended and Hold It Forever

Key Points Warren Buffett steered the Berkshire Hathaway holding company to market-crushing returns for 60 years. He often said everyday investors could do well by simply buying an exchange-traded fund that tracks a diversified index like the S&P 500. In February 2014, he specifically recommended the Vanguard S&P 500 ETF because of its ultra-low fees, and it could help investors achieve a secure retirement. 10 stocks we like better than Vanguard S&P 500 ETF › Warren Buffett served as chief executive officer of the Berkshire Hathaway(NYSE: BRKA)(NYSE: BRKB) holding company between 1965 and 2025

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

These stocks have some of Wall Street’s lowest short interest

[short sale] abluecup Stocks including Apple, Alphabet, Exxon Mobil, and JPMorgan are among the companies with relatively low short interest, according to a screen of stocks with market capitalizations above $2B. The screen includes stocks with short interest between 1% and 2% of shares outstanding, highlighting companies with relatively limited bearish positioning. Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) has the lowest short interest in the screen at 1.00%, followed by Alphabet (GOOG [https://seekingalpha.com/symbol/GOOG]) and InnIO (INIO [https://seekingalpha.com/symbol/INIO]) at

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

Jim Cramer Highlights Pharmaceutical Giants as Non-Tech Innovation Plays Like JNJ and LLY

During the August 6 episode of CNBC's Mad Money, Jim Cramer pointed to a growing sector rotation as portfolio managers look for innovation outside the mega-cap technology space. He said: Finally, tech had such a run that portfolio managers want exposure to other sectors of the market that still have innovation. Think of them as non- tech tech stocks. For the… Charitable Trust club, we've been emphasizing Eli Lilly and Johnson & Johnson. And we talked about these… I talked about them at length with Jeff Marks today at our 10:20 call. They both had terrific quarters and deserve to be bought on a

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

Dividend King vs. Growth Giant: Johnson & Johnson Takes on Eli Lilly