Schwab Network 对 $JNJ 的判断变化

频道资料 →频道引用的来源：BFA and JP Morgan、Baird、Bank of America、Barclays、Berenberg、Bernstein, with a Jefferies target cut noted、Bird (analyst firm)、CEO、CEO Joe Dominguez、Caner、Citi、Citigroup、Citizens、Daiwa、Dan Deming and Michael Monahan、Dan Ives、Deutsche Bank、Erit Research、Evercore ISI、Evercore ISI; Dan Ives、Goldman Sachs、JP Morgan Chase、JPMorgan、JPMorgan Chase、Jefferies、Jefferies, UBS and Citigroup、Jensen Huang; Dan Ives、Loop Capital、Mattie Natsson、Michael Saylor、Milius (analyst)、Morgan Stanley、Northrop、Oppenheimer、Oppenheimer, Freedom Broker、Oracle、Reddit CEO、Rothschild Redburn、SK Hynix、Seth、Tim Bigham、Tim and KG、Truist、UBS、Wall Street Journal、Wedbush、Wells Fargo、analysts共 2 条

Schwab Network 自 2026-10-13 起在 2 个视频里谈过 $JNJ，最近一次（2026-10-29）为看涨。

2026-10-29看涨

《The Big 3: AAPL, JNJ, MMM》

AI 摘要 · JNJ 是买入机会，也是长期核心持仓：财报后动能与医疗保健板块的防御性强势支撑进一步上行，周线趋势自2025年6月以来向上；突破275、继而突破278高点后，将打开290阻力位，唯一需警惕的是周线RSI出现看跌背离。

我们的第二选择是 Johnson & Johnson。尽管本季度录得重大亏损，其利润仍超出预期，并且仍在上涨。它们在今天的交易时段上涨。自公布财报以来它们一直在上涨。涨幅不算巨大，但它们是上涨的。

Dan，你现在如何看待 Johnson & Johnson？

Our second choice is Johnson & Johnson. Their profits have exceeded expectations despite incurring significant losses during the quarter, and they are still rising. They rose in today's session .

They have been rising since announcing their earnings. Not a huge increase, but they are positive. How do you view Johnson & Johnson now, Dan?

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2026-10-13

《Tuesday's First Moves: WFC Mixed Earnings, JNJ Beat & Raise, DPZ Slides》

AI 摘要 · JNJ 利润和营收均超预期，但股价下跌约4%：制药业务靠 Tremfya 实现增长，而 Stelara 下滑；医疗科技业务仅增长2.5%至86亿美元，低于预期——归因于中东冲突、欧洲紧缩政策和中国价格压力，这也是该股走弱的原因。

我们来谈谈强生。在强生这边，情况更弱，股价承压，下跌约4%，尽管公司在净利润方面超出了预期。每股收益为2.59美元。分析师此前预期为每股2.53美元。营收也录得小幅增长，达到254亿美元。

市场此前预期强生为252.5亿美元，但他们指出，医疗科技板块会受到一些影响。那是最薄弱的环节，其中一部分是由于他们提到的地缘政治冲突。美国以外的销售基本持平。再次说明，总营收达到254亿美元，而预期为252.5亿美元。

Let's talk about Johnson & Johnson. At Johnson & Johnson, the picture is weaker , with shares under pressure and down about 4% despite the company beating expectations in net profit.

Earnings amounted to $2.59 per share . Analysts had expected $2.53 per share. Revenues also recorded a slight increase, reaching $25.4 billion. The market had been expecting $25.25 billion for Johnson & Johnson, but they noted there would be some impact on the medical technology sector .

That was the weakest point, and some of that is due to the geopolitical conflict they mentioned. Sales outside the United States were essentially stable . Once again, total revenues reached $25.4 billion, while the expected amount was $25.25 billion.

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