Johnson & Johnson (JNJ) — closed signal from December 5, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 5, 2026 — +17.9% at the close.
Predicted vs. what happened
What happened
Reached its target in 53 days.
The thesis — published December 5, 2025
JNJ is a large, defensive healthcare company that has been sold down recently and now shows signs typical of stocks ready for a bounce. Analyst and Zacks commentary say expectations are modest, so you could see a small rebound over the next three months with limited downside versus riskier names.
Primary drivers
- Indicators show the stock has been sold heavily and now may rebound
- Investor sentiment is strong even if business growth is modest
- Reliable cash flow and dividend make it a defensive holding
- Analysts expect steady performance but limited upside
How it played out
JNJ: target reached in 53 days
Lyra published JNJ on 2025-12-05 at $203.27, looking for 10% growth over a short-term window. The thesis pointed to a heavily sold stock that might rebound, strong investor sentiment, reliable cash flow and dividend support, and steady performance with limited upside.
Inside the window, the stock reached the $223.59 target in 53 days. It later peaked at $251.71 on 2026-03-02, with a 23.8% gain at the peak. It ended the window at $239.63. The thesis played out, and the move went beyond the target.
What happened during the window
On 2026-01-21, Johnson & Johnson reported fourth-quarter 2025 revenue of $24.6 billion and forecast 2026 revenue of $100.5 billion. Barron's also reported on 2026-01-21 that adjusted earnings were $2.46 a share and that the stock fell that day after the report.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.