Jim Cramer tagged
Johnson & Johnson (JNJ) as a
tariff-proof,
drug-driven buy, thanks to high stability and a diverse product portfolio. J&J plans to pivot its
AI strategy and announced
$55 billion in future US investments, including research expansion and three manufacturing sites. The company's revenue streams and recent earnings beat generate consistent contributions to retirement funds. However, they're navigating a changing tariff landscape, expecting a $400M impact this year mainly from China-related tariffs. Despite this, J&J is still considered a value stock in Ken Fisher’s portfolio. Their medtech segment recently made strides, their
Ottava surgical robot having recently completed its first cases. In legal news, a court rejected J&J's bid to settle talc cases, causing share prices to stumble. The company successfully launched
NJBioFutures to prepare for future workforce needs. It projected strong sales growth for Stelara in the Q1 2025 earnings call. J&J foresee their
tariff-related costs hindering innovation but it hasn't dented them being named in Fortune’s 2025 America’s Most Innovative Companies. Lastly, J&J was ordered to pay $1.64 billion over HIV drug marketing, while their
Rybrevant and Lazcluze combo showed promising results in non-small cell lung cancer patients.
Johnson Johnson JNJ News Analytics from Wed, 25 Sep 2024 07:00:00 GMT to Sat, 19 Apr 2025 16:00:08 GMT -
Rating 7
- Innovation 6
- Information 5
- Rumor -3
