What is the new fair value estimate for Johnson & Johnson stock?

Johnson & Johnson's fair value estimate has been revised upwards to $209.29.

Which divisions are driving optimism for Johnson & Johnson?

Optimism for Johnson & Johnson is driven by its Innovative Medicine and MedTech divisions, alongside the planned separation of its orthopedics business.

What impact is the orthopedics spin-off expected to have on J&J?

The spin-off of Johnson & Johnson's orthopedics business is expected to increase revenue growth by approximately 100 basis points and improve profit margins.

Home / Business and Economy / J&J Stock Surges: Wall Street Sees New Growth

J&J Stock Surges: Wall Street Sees New Growth

20 Dec, 2025

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Summary

J&J's fair value estimate rose to $209.29, with revenue growth expectations increasing.
Analysts are optimistic about J&J's Innovative Medicine and MedTech segments.
The planned separation of J&J's orthopedics business is expected to boost growth.

J&J Stock Surges: Wall Street Sees New Growth

Johnson & Johnson's market valuation has seen an uptick, with its fair value estimate increasing to $209.29 and revenue growth projections rising to approximately 5.32%. This upward revision reflects a more confident Wall Street perspective on the company's long-term performance. Key drivers include the anticipated separation of its orthopedics business and sustained demand for its Innovative Medicine and MedTech products.

Several financial firms have adopted a more bullish stance, citing an "accelerated cycle of growth" within J&J's key divisions. Analysts have set price targets significantly above the current fair value, supported by strong recent execution and a robust pipeline. The planned divestiture of the ortho segment is projected to add about 100 basis points to revenue growth and improve overall margins.