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PepsiCo (PEP) Adds A New Director, Is The Discount To Fair Value Warranted?
Simply Wall St.13h agoneutral
PepsiCo (PEP) Adds A New Director, Is The Discount To Fair Value Warranted?

Board change puts governance in focus PepsiCo (PEP) has drawn fresh attention after appointing Johnson & Johnson chief Joaquin Duato as an independent director and Audit Committee member, steering conversation toward board oversight and long term decision making. Recent trading has been rough for PepsiCo, with the share price falling 9.0% over the past 30 days and 8.8% year to date. The 1 year total shareholder return is down 4.8% and the 3 year total shareholder return has declined 17.5%,...

What Would It Take For Eli Lilly Stock To Keep Climbing?
Trefis19h agoneutral
What Would It Take For Eli Lilly Stock To Keep Climbing?

Eli Lilly (LLY) trades near $1,150, up about 52% over the past year, and is now worth more than a trillion dollars. At that size the easy read is that the big money has been made. But Lilly has barely started selling Foundayo, its oral obesity medicine, outside the United States. So how much is left? The scenario below starts from Lilly's own trailing numbers, but the growth, margin, and multiple it assumes are ours. It is not a forecast and not a price target.

Is Johnson & Johnson Stock Expensive, Or Is STELARA Hiding The Real Price?
Trefis20h agoneutral
Is Johnson & Johnson Stock Expensive, Or Is STELARA Hiding The Real Price?

Johnson & Johnson (JNJ) stock has returned about 57% over the past year, against about 17% for the S&P 500. On the earnings it has already banked, that price looks expensive. But those earnings carry STELARA, which is losing share to biosimilar competition. What looks dear on earnings already reported comes down sharply on the earnings analysts expect.

Can Intuitive Surgical Make Up For A Lower Price Per Surgery?
Trefis1d agobullish
Can Intuitive Surgical Make Up For A Lower Price Per Surgery?

Intuitive Surgical (ISRG) has lost about 12% over the past year, while the S&P 500 returned about 17%. Most of the debate has been about the U.S. procedure growth slowing. The number that should worry a holder more is the money the company collects on the instruments used in each operation. Intuitive plans to lower it.

Johnson & Johnson (JNJ) Faces A Fresh Valuation Test On DePuy Sale Talk
Simply Wall St.1d agoneutral
Johnson & Johnson (JNJ) Faces A Fresh Valuation Test On DePuy Sale Talk

A potential sale of DePuy Synthes for about US$20b has put Johnson & Johnson (JNJ) back in focus for investors watching how management reshapes its MedTech footprint and capital allocation priorities. The share price of Johnson & Johnson sits at US$270.22 after a 1-day share price return of 1.10% and a 90-day share price return of 18.32%. Recent oncology data and portfolio reshaping moves have contributed to a year-to-date share price return of 30.32% and a 1-year total shareholder return of...

Can Volume Keep Covering Eli Lilly's Price Cuts?
Trefis1d agobearish
Can Volume Keep Covering Eli Lilly's Price Cuts?

Eli Lilly (LLY) grew revenue 48% in Q2 2026, driven by Zepbound and Mounjaro. A more understated metric for investors to watch is pricing. Lilly's U.S. price fell 9% from a year earlier, excluding changes to rebate estimates. So far, volume covers that cut. The risk is the quarter it cannot.

Is ISRG Stock Really As Expensive As It Looks?
Trefis1d agoneutral
Is ISRG Stock Really As Expensive As It Looks?

Intuitive Surgical (ISRG), maker of the da Vinci surgical robots, trades at about $382, some 36% below its 52-week high. Even so, you pay about 35.9 times trailing adjusted earnings. That is normalized net income with stock-based compensation added back, a basis meant to sit closer to the one analysts forecast on, though the two are not defined identically. Analysts' forecasts run to 2027, the year Intuitive plans to start lowering what customers pay per use on some instruments.

Johnson & Johnson Sees Path to Double-Digit Growth Despite 2026 Patent Cliff
MarketBeat1d agoneutral
Johnson & Johnson Sees Path to Double-Digit Growth Despite 2026 Patent Cliff

Johnson & Johnson (NYSE:JNJ) Executive Vice President and Chief Financial Officer Joe Wolk said the company sees a path to growth above its previously stated 5% to 7% long-term range, supported by its pharmaceutical pipeline, medical technology portfolio and capital flexibility. Speaking at a Deuts

Why BSX Stock Lost More Than Half Its Value While Sales Kept Rising
Trefis2d agoneutral
Why BSX Stock Lost More Than Half Its Value While Sales Kept Rising

Boston Scientific (BSX) has fallen about 54% since late December 2025, and it now sits at $43.91, just above a 52-week low of $42.63. Device peers were mixed over the same nine months: Abbott lost about 17%, Medtronic barely moved, and Johnson & Johnson rose about 32%. The market repriced Boston Scientific's growth rate after management concentrated its guidance cut in two core product lines.

What Happens To AbbVie Stock If SKYRIZI Slows Down?
Trefis2d agoneutral
What Happens To AbbVie Stock If SKYRIZI Slows Down?

AbbVie (ABBV) is trading within about one percent of its 52-week high after gaining roughly 24% over the past year, well ahead of the S&P 500. That price rests on two drugs, SKYRIZI above all, growing faster than 20% year over year while the company's older medicines shrink. The biggest risk to the stock makes no noise. It is the chance that this engine slows while the price assumes it cannot.

Is Pfizer's New Business Big Enough To Carry The Old One?
Trefis2d agoneutral
Is Pfizer's New Business Big Enough To Carry The Old One?

Pfizer (PFE) trades at about 95% of its 52-week high. The business that has to justify that price, the medicines it has launched and acquired, is still only about a fifth of the company. The stock returned roughly 24% over the past year against about 17% for the S&P 500, so investors have so far given the handoff the benefit of the doubt. It is a large bet on a small slice.

Should You Judge JNJ Stock Without STELARA?
Trefis2d agoneutral
Should You Judge JNJ Stock Without STELARA?

Johnson & Johnson (JNJ) has been a rewarding stock to hold, up about 53% over the past year against about 17% for the S&P 500. The change worth noticing over that stretch is quieter than the price. Management said sales still rose 5.6% despite a STELARA drag of about 460 basis points. Management is encouraging investors to evaluate the company's underlying momentum by presenting growth rates that exclude STELARA alongside its reported figures.

Johnson & Johnson (JNJ) Reports Stronger Survival Data In EGFR Mutated Lung Cancer
Simply Wall St.3d agoneutral
Johnson & Johnson (JNJ) Reports Stronger Survival Data In EGFR Mutated Lung Cancer

Johnson & Johnson (NYSE:JNJ) reported new clinical trial results for RYBREVANT-based regimens in EGFR-mutated NSCLC at a major oncology conference. The Phase 2b COPERNICUS study showed RYBREVANT plus LAZCLUZE for newly diagnosed patients with EGFR-mutated NSCLC had improved tolerability and fewer treatment-related adverse events. Final data from the Phase 3 PAPILLON trial found first-line RYBREVANT plus chemotherapy produced the longest reported median overall survival in EGFR exon 20...