Johnson & Johnson (JNJ) — closed signal from December 29, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 29, 2026.
Predicted vs. what happened
What happened
Reached its target in 31 days.
The thesis — published December 29, 2025
Johnson & Johnson is a defensive healthcare company that just agreed to buy Halda Therapeutics for $3.05 billion. The deal shows they are still building new products, which makes the stock a steadier choice in a weak market. The trade is about reducing risk and possibly getting a modest rebound after a period of selling, not chasing fast growth.
Primary drivers
- Halda deal gives a clear, near-term business story
- Healthcare status makes it relatively stable in weak markets
- Big, varied sales lower risk from one product failing
- Historically small swings help protect overall portfolios
How it played out
JNJ: target reached in 31 days
Lyra published JNJ at $208.54 on 2025-12-29, with 10% expected growth over a short-term window. The thesis pointed to Johnson & Johnson as a defensive healthcare company, the Halda Therapeutics deal for $3.05 billion, broad sales, steadier trading, and a possible modest rebound after selling.
Inside the window, the stock reached the $229.39 target in 31 days. It kept rising to a peak of $251.71 on 2026-03-02, a 20.7% gain. By 2026-03-29, it ended at $240.45, still above the target. The thesis played out.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Share this receipt
A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.
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.