Assessing Johnson & Johnson (JNJ) Valuation After Drug Pricing Deal And New Clinical Trial Results

Simply Wall St.01-12

Johnson & Johnson (JNJ) has been in focus after agreeing with the Trump administration to cut drug prices, secure tariff exemptions and sell discounted medicines through TrumpRx.gov, alongside fresh ...

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See our latest analysis for Johnson & Johnson. These pricing concessions and fresh clinical readouts come after a busy start to 2026, including new oncology and autoimmune data, gene therapy collaboration work, surgical robotics progress and a reaffirmed dividend. The latest share price of US$204.39 sits alongside a 90 day share price return of 7.09% and a 1 year total shareholder return of 45.81%, which together indicate that momentum has been building over the medium term. If this kind of healthcare catalyst interests you, it could be worth scanning healthcare stocks as a way to spot other medical names shaping the next wave of treatments. With Johnson & Johnson trading at US$204.39, showing a 1 year total return of 45.81% and an intrinsic value estimate suggesting a 47% discount, you have to ask: is there still a sensible entry point here, or are markets already pricing in future growth? AdvertisementMost Popular Narrative: 3.3% Undervalued The most followed narrative pegs Johnson & Johnson's fair value around US$211 per share, only modestly above the US$204.39 last close, which keeps the spotlight on the assumptions behind that gap.  The analysts have a consensus price target of $177.468 for Johnson & Johnson based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $200.0, and the most bearish reporting a price target of just $155.0.  Read the complete narrative. Curious how a relatively tight analyst range still supports a higher fair value? The narrative leans on steady revenue expansion, resilient margins and a richer future earnings multiple. Want to see which earnings path and discount rate justify that premium over today’s price? The full narrative lays out the step by step model behind that US$211 figure. Result: Fair Value of $211.38 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on key swing factors, such as how quickly Stelara revenues respond to biosimilar competition and how future talc verdicts or settlements hit cash flow. Find out about the key risks to this Johnson & Johnson narrative.  Build Your Own Johnson & Johnson Narrative If you look at the numbers and come to a different conclusion, or just prefer to test your own assumptions, you can build a tailored Johnson & Johnson view in minutes with Do it your way. A great starting point for your Johnson & Johnson research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you stop with a single company, you risk missing other opportunities that might suit your style even better, so keep broadening the watchlist you build.  Spot early stage names with room to prove themselves by scanning these 3530 penny stocks with strong financials for businesses that already show stronger fundamentals than many expect at this size. Tap into the AI trend with focus by using these 28 AI penny stocks to find companies tied to real products, customers and use cases, not just buzzwords. Target value first by running through these 882 undervalued stocks based on cash flows to see which stocks look cheap when you compare their cash flows with current prices.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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