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JNJ

Johnson & Johnson

BUY 2026-08-01 Updated today USD 256.35 Healthcare - Drug Manufacturers - GeneralAWAIT ENTRY
69

Position levels

Currenttoday
USD 256.35
Buy <=wait / entry
USD 231.67
Trim >=take some off
USD 275.00
Thesis breakA material adverse outcome in talc litigation requiring substantially higher res...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case37%100 / 10037.0
Base case50%62 / 10031.0
Bear case13%10 / 1001.3
Weighted conviction69 / 100 - BUY

Top risks

  • Talc settlement progress removing major overhang
  • Shockwave Medical $13.1B acquisition sharpening cardiovascular medtech push
  • Q2 results with 7% sales growth and raised full-year guidance
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.