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Source document· November 13, 2025

Why Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report?

View original at finance.yahoo.com
Why Is Johnson & Johnson (JNJ) Up 1.7% Since Last Earnings Report? A month has gone by since the last earnings report for Johnson & Johnson (JNJ)…
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  • Stelara LOE negatively impacted Innovative Medicines segment growth by 1070 basis points; excluding Stelara, Innovative Medicines rose around 16%

    80% confidence
  • 2025 full-year sales guidance raised to $93.5B-$93.9B, implying growth of 5.4%-5.9%

    80% confidence
  • 2026 adjusted EPS expected to be approximately $0.05 above consensus of $11.39 per share

    80% confidence
  • Stelara loss of exclusivity hurt revenue growth by 640 basis points in Q3 2025

    80% confidence
  • Q3 2025 sales were $24.0 billion, beating consensus estimate of $23.74 billion, up 6.8% YoY

    80% confidence
  • J&J expects to launch Shockwave C2 Aero catheter and Tecnis intraocular lens in the US, and submit OTTAVA robotic surgical system for regulatory approval in 2026

    80% confidence
  • Johnson & Johnson has a Zacks Rank #3 (Hold); in-line return expected in the next few months

    80% confidence
  • Adjusted EPS guidance maintained at $10.80-$10.90; higher tax rate and Q4 manufacturing investments offset better operational outlook

    80% confidence
  • 2026 consensus estimates for both top- and bottom-line are too low; J&J expects top-line growth of more than 5% vs consensus of ~4.6%

    80% confidence
  • Adjusted pretax operating margin expected to improve by approximately 300 basis points in 2025

    80% confidence
  • Q3 2025 adjusted earnings per share were $2.80, beating consensus estimate of $2.77, up 15.7% YoY

    80% confidence
  • Both Innovative Medicines and MedTech segment growth expected to accelerate in 2026

    80% confidence
  • JNJ has a VGM Score of C overall, Growth Score C, Momentum Score D, Value Score B

    80% confidence
  • Adjusted tax rate for 2025 expected to be approximately 17.5% to 18%, up from prior guidance of 17% to 17.5%

    80% confidence
  • Net interest expense now projected between $0 million and $50 million vs prior expectation of $0 million to $100 million

    80% confidence
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Autumn 2026 Biopharma Catalyst Season: Late-Breaking Data, FDA Milestones and the Rise of AI-Designed Drugs
Late-September and early-October 2026 conferences (EASD, EADV, IGCS) brought a cluster of positive late-breaking trial readouts. These covered obesity and metabolic disease (Novo Nordisk's CagriSema), immunology (Lilly's EBGLYSS, tulisokibart) and oncology (Rina-S, Agenus BOT+BAL). Ahead lie hard regulatory catalysts, led by the 14 Nov 2026 FDA PDUFA date for ivonescimab. At the same time, Insilico-style AI-designed drugs such as rentosertib are showing anti-aging signals. That points to AI-driven drug discovery moving from concept toward clinical validation. Unrelated tech and regulatory items (Tesla Cybercab probe, xAI litigation, OpenAI agent incident) and the speculative QAIAx claims are peripheral to this story.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Donde las fuentes discrepan
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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