NYSEHealth CareDrug Manufacturers - GeneralSnapshot 2026-08-31
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Create your account →Broken: Primary pillar broken — EPS reaches at least $11.55 in 2026: FY26 EPS guide $10.94-$11.01 vs $11.55 target.
Johnson & Johnson grows revenue to about $100.8 billion in 2026. Earnings per share rise to $11.55. The company keeps raising its dividend, now $1.34 per share. New products and investments support steady growth.
Revenue growth could slow below 7.7% next year. Earnings might miss the $11.55 per share target. Legal risks and guidance cuts could hurt profits and dividend growth.
The market price is about 49% above our valuation estimate and 33% below the Street median. Analysts expect roughly 8% revenue growth, which aligns with company guidance. Our view is more cautious on growth and valuation.
Breaks if: dividend per share falls below $1.30 quarterly
Breaks if: EPS falls below $10.85 per share in 2026
Breaks if: revenue falls below $93.7 billion in 2026
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This is a durable compounder with a focus on steady growth in revenue and earnings. The current thesis state is intact, supported by strong financial performance and management priorities aimed at increasing guidance.
The market appears to be pricing in a neutral valuation, with a slight premium compared to peers. There is an expectations gap, indicating that some growth may not be fully reflected in the current valuation.
Management is on track to increase revenue and earnings guidance, which suggests a positive trajectory for fundamentals. However, there is a mixed delivery on innovation, which could impact long-term growth.
The thesis hinges on management's ability to raise guidance in the upcoming quarter and the performance of sector peers. Additionally, macroeconomic factors, such as employment trends, could influence the company's performance.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The company beat earnings expectations in Q2. It also raised its 2026 revenue guidance to $101.1 billion. Johnson & Johnson completed strategic acquisitions to expand its oncology pipeline. These factors reduce legal uncertainty and support revenue growth.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Overall, Johnson & Johnson shows potential for steady growth over the next 1 to 3 years, but it faces risks from external factors and execution quality. Not investment advice.
