Track record · closed signal

Johnson & Johnson (JNJ) — closed signal from December 11, 2025

Target reached Published before the outcome was known, scored automatically when the window closed on March 11, 2026 — +16.2% at the close.

Predicted vs. what happened

JNJ price · publication thesis → realized outcomesplit-adjusted

$200.00 – $208.00Entry zone — fair-value band

$209.16Published — price the day we called it

$230.08Target — the price the thesis aimed for

$251.71Peak — highest point inside the window, not a realized return

$242.99Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 53 days.

At window close

+16.2%

realized, from the publication price to the last close inside the window

Peak gain

+20.3%

peak, from the publication price — not a realized return

S&P 500, same window

-1.6%

SPY over the identical days, dividend-adjusted

Window close

$242.99

last close inside the window, ended March 11, 2026

Peak price

$251.71

peak on March 2, 2026 — not a realized return

Days to target

The thesis — published December 11, 2025

Predicted growth

+10%

over the measurement window

Target price

$230.08

the price the thesis aimed for

Entry zone

$200.00 – $208.00

the fair-value band we waited for

Price at publication

$209.16

published December 11, 2025

Confidence

63%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Johnson & Johnson is a steady, defensive healthcare stock likely better for stability and income than for fast gains. Recent FDA recognition for a multiple myeloma drug combo and a higher analyst price target support longer term growth in oncology, but ongoing legal cases and other drug trial risks limit how much I expect the stock to rise over three months.

Primary drivers

Above average composite score shows JNJ is a core defensive healthcare pick.
Calm, orderly price behavior suggests buying on weakness rather than chasing gains.
FDA Breakthrough tag for the drug combo makes the oncology outlook stronger.
Analyst target lift helps the upside but legal and pipeline risks limit returns.

How it played out

JNJ: target reached in 53 days

Lyra published JNJ on 2025-12-11 at $209.16 with expected growth of 10% over a short-term window. The thesis was cautious but positive. It pointed to defensive healthcare quality, calm price behavior, FDA Breakthrough recognition for a multiple myeloma drug combo, and a higher analyst target. It also said legal cases and drug trial risks limited the expected rise.

Inside the window, JNJ reached the $230.08 target in 53 days. The peak was $251.71 on 2026-03-02, a 20.3% gain. It ended the window at $242.99. The published thesis played out, and the move went beyond the expected growth.

What happened during the window

On 2026-01-21, Johnson & Johnson reported fourth-quarter results, including $24.56 billion in sales and adjusted earnings of $2.46 a share. It also gave a 2026 outlook of $100.5 billion in sales and $11.53 in adjusted earnings per share. These were reported events, not stated causes of the stock move.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

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.

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