Roche boosts US presence with new $700 million North Carolina facility
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 12 2025
0mins
Should l Buy JNJ?
Source: Reuters
Roche's Investment Plans: Roche Group plans to invest over $700 million in a new drug manufacturing facility in North Carolina, focusing on next-generation obesity medicines, and an additional $550 million in its diagnostics site in Indianapolis for glucose monitoring systems.
Broader Industry Trends: This investment aligns with a trend among U.S. drugmakers responding to President Trump's tariff policies, as Roche aims to create over 12,000 jobs and other companies like Eli Lilly and Johnson & Johnson also increase domestic production efforts.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy JNJ?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on JNJ
Wall Street analysts forecast JNJ stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JNJ is 218.50 USD with a low forecast of 190.00 USD and a high forecast of 240.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 239.990
Low
190.00
Averages
218.50
High
240.00
Current: 239.990
Low
190.00
Averages
218.50
High
240.00
About JNJ
Johnson & Johnson and its subsidiaries are engaged in the research and development, manufacture, and sale of a range of products in the healthcare field. The Company’s segments include Innovative Medicine and MedTech. The Innovative Medicine segment is focused on various therapeutic areas, including immunology, infectious diseases, neuroscience, oncology, pulmonary hypertension, cardiovascular and metabolism. Its products include REMICADE (infliximab), SIMPONI (golimumab), SIMPONI ARIA (golimumab), STELARA (ustekinumab), TREMFYA (guselkumab), EDURANT (rilpivirine), and INVEGA SUSTENNA/XEPLION (paliperidone palmitate). The MedTech segment includes a portfolio of products used in cardiovascular, orthopedics, surgery, and vision categories. The Cardiovascular portfolio includes electrophysiology products to treat heart rhythm disorders and circulatory restoration products (Shockwave) for the treatment of calcified coronary artery disease (CAD) and peripheral artery disease (PAD).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Johnson & Johnson to Present at Barclays Healthcare Conference
- Event Schedule: Johnson & Johnson will present at the Barclays 28th Annual Global Healthcare Conference on March 10, 2026, with management participating in a Fireside Chat at 11:30 a.m. Eastern Time, showcasing the company's latest developments in the healthcare sector.
- Live Webcast Information: The presentation will be accessible via Johnson & Johnson's Investor Relations website, ensuring global investors can receive real-time updates on the company's activities, thereby enhancing transparency and investor confidence.
- Replay Availability: An archived version of the session will be available later that day, with the audio webcast replay expected to be accessible approximately 48 hours after the live event, allowing investors who missed the live session to catch up on key insights.
- Media and Investor Contacts: Johnson & Johnson has provided contact emails for media and investor inquiries, ensuring timely access to information and responses to questions, which further promotes communication and engagement between the company and its investors.
See More
5 Stocks and ETFs to Protect Your Portfolio Amid Market Fluctuations
Market Volatility: The U.S. stock market has experienced an unstable start to the year, with heightened volatility and investor pressure, particularly affecting sectors like technology and consumer staples.
Defensive Investment Strategies: Investors are increasingly seeking defensive strategies, focusing on sectors such as health care and consumer staples, which have historically performed well during market downturns.
Top Investment Options: Five stocks and ETFs are highlighted as potential investments for those looking to shield their portfolios from volatility, emphasizing the importance of resilience and income generation.
Consumer Staples Resilience: Companies in the consumer staples sector, like Coca-Cola and Johnson & Johnson, are noted for their consistent demand and dividend reliability, making them attractive options for income-focused investors.
See More
Johnson & Johnson's OMNY-AF Study Shows 90% Freedom from Atrial Fibrillation
- Significant Study Results: Johnson & Johnson's OMNY-AF trial demonstrated a 90% freedom from atrial fibrillation at 12 months among patients treated with the OMNYPULSE platform, with zero procedure-related adverse events, marking a major advancement in the company's cardiovascular treatment portfolio.
- Technological Innovation: The OMNYPULSE catheter, paired with the TRUPULSE generator, features contact-force sensing and bipolar pulse delivery, providing precise mapping and controlled energy delivery, enhancing treatment safety and efficacy, particularly with 56.7% of cases performed with zero fluoroscopy.
- Market Performance Analysis: Despite a 0.26% rise in the healthcare sector, Johnson & Johnson's stock fell 0.01% in the previous trading session, indicating relative underperformance in a positive market environment, reflecting investor caution regarding its future growth.
- Optimistic Analyst Ratings: Johnson & Johnson stock carries a
See More
Eli Lilly's Stock Increases as It Purchases Cell Therapy Firm for $2.4 Billion.
- Eli Lilly's Acquisition: Eli Lilly announced its agreement to acquire Orna Therapeutics for $2.4 billion in cash.
- Market Reaction: Following the announcement, Eli Lilly's shares experienced an increase.
See More
Investor Confusion in AI Competition
- Investor Sentiment Shift: Following earnings calls from tech giants like Microsoft, Google, and Amazon, investor confusion about future directions led to Amazon losing over $300 billion in market cap, reflecting strong skepticism regarding its $200 billion AI investment plan.
- Capital Expenditure Comparison: Google announced an increase in capital expenditures to $175 billion to $185 billion, exceeding the expected $115 billion to $120 billion, indicating a proactive approach in AI despite challenges from slowing ad revenues.
- Changing Competitive Landscape: With Alphabet's ongoing investments and successes in AI, YouTube's user base has grown to 750 million, and Waymo's self-driving business is outpacing Tesla, suggesting a strengthening competitive advantage that may attract more investor interest.
- Mixed Market Reactions: Despite OpenAI and Anthropic's strong performance in AI, Microsoft's Copilot sales have been disappointing, highlighting investor concerns about its future growth and reflecting differing levels of confidence across companies.
See More
Analysis of Strong Dividend Stocks: Johnson & Johnson and Medtronic
- Dividend Growth Performance: Johnson & Johnson (JNJ) extended its dividend growth streak to 63 years in 2025 with a 4.8% increase, boasting a 2.2% dividend yield that is nearly double the S&P 500, showcasing its exceptional performance in dividend growth and enhancing investor confidence.
- Financial Health: Last year, Johnson & Johnson generated $20 billion in free cash flow, easily covering its $12.4 billion in dividend payouts, and holds a AAA credit rating, ensuring its ability to maintain dividend payments and stability for future investments.
- R&D Investment: Johnson & Johnson invested $14.7 billion in R&D and completed a $14.6 billion acquisition of Intra-Cellular Therapies, solidifying its leadership in neuroscience, which will further drive its earnings and dividend growth.
- Medtronic's Dividend Stability: Medtronic (MDT) achieved its 48th consecutive dividend increase in fiscal year 2025 with a 2.8% yield, supported by $5.2 billion in free cash flow that comfortably covers $3.6 billion in dividends, reflecting its strong financial position and growth potential.
See More
Johnson & Johnson to Present at Barclays Healthcare Conference
- Event Schedule: Johnson & Johnson will present at the Barclays 28th Annual Global Healthcare Conference on March 10, 2026, with management participating in a Fireside Chat at 11:30 a.m. Eastern Time, showcasing the company's latest developments in the healthcare sector.
- Live Webcast Information: The presentation will be accessible via Johnson & Johnson's Investor Relations website, ensuring global investors can receive real-time updates on the company's activities, thereby enhancing transparency and investor confidence.
- Replay Availability: An archived version of the session will be available later that day, with the audio webcast replay expected to be accessible approximately 48 hours after the live event, allowing investors who missed the live session to catch up on key insights.
- Media and Investor Contacts: Johnson & Johnson has provided contact emails for media and investor inquiries, ensuring timely access to information and responses to questions, which further promotes communication and engagement between the company and its investors.
See More
5 Stocks and ETFs to Protect Your Portfolio Amid Market Fluctuations
Market Volatility: The U.S. stock market has experienced an unstable start to the year, with heightened volatility and investor pressure, particularly affecting sectors like technology and consumer staples.
Defensive Investment Strategies: Investors are increasingly seeking defensive strategies, focusing on sectors such as health care and consumer staples, which have historically performed well during market downturns.
Top Investment Options: Five stocks and ETFs are highlighted as potential investments for those looking to shield their portfolios from volatility, emphasizing the importance of resilience and income generation.
Consumer Staples Resilience: Companies in the consumer staples sector, like Coca-Cola and Johnson & Johnson, are noted for their consistent demand and dividend reliability, making them attractive options for income-focused investors.
See More
Johnson & Johnson's OMNY-AF Study Shows 90% Freedom from Atrial Fibrillation
- Significant Study Results: Johnson & Johnson's OMNY-AF trial demonstrated a 90% freedom from atrial fibrillation at 12 months among patients treated with the OMNYPULSE platform, with zero procedure-related adverse events, marking a major advancement in the company's cardiovascular treatment portfolio.
- Technological Innovation: The OMNYPULSE catheter, paired with the TRUPULSE generator, features contact-force sensing and bipolar pulse delivery, providing precise mapping and controlled energy delivery, enhancing treatment safety and efficacy, particularly with 56.7% of cases performed with zero fluoroscopy.
- Market Performance Analysis: Despite a 0.26% rise in the healthcare sector, Johnson & Johnson's stock fell 0.01% in the previous trading session, indicating relative underperformance in a positive market environment, reflecting investor caution regarding its future growth.
- Optimistic Analyst Ratings: Johnson & Johnson stock carries a
See More
Eli Lilly's Stock Increases as It Purchases Cell Therapy Firm for $2.4 Billion.
- Eli Lilly's Acquisition: Eli Lilly announced its agreement to acquire Orna Therapeutics for $2.4 billion in cash.
- Market Reaction: Following the announcement, Eli Lilly's shares experienced an increase.
See More
Investor Confusion in AI Competition
- Investor Sentiment Shift: Following earnings calls from tech giants like Microsoft, Google, and Amazon, investor confusion about future directions led to Amazon losing over $300 billion in market cap, reflecting strong skepticism regarding its $200 billion AI investment plan.
- Capital Expenditure Comparison: Google announced an increase in capital expenditures to $175 billion to $185 billion, exceeding the expected $115 billion to $120 billion, indicating a proactive approach in AI despite challenges from slowing ad revenues.
- Changing Competitive Landscape: With Alphabet's ongoing investments and successes in AI, YouTube's user base has grown to 750 million, and Waymo's self-driving business is outpacing Tesla, suggesting a strengthening competitive advantage that may attract more investor interest.
- Mixed Market Reactions: Despite OpenAI and Anthropic's strong performance in AI, Microsoft's Copilot sales have been disappointing, highlighting investor concerns about its future growth and reflecting differing levels of confidence across companies.
See More
Analysis of Strong Dividend Stocks: Johnson & Johnson and Medtronic
- Dividend Growth Performance: Johnson & Johnson (JNJ) extended its dividend growth streak to 63 years in 2025 with a 4.8% increase, boasting a 2.2% dividend yield that is nearly double the S&P 500, showcasing its exceptional performance in dividend growth and enhancing investor confidence.
- Financial Health: Last year, Johnson & Johnson generated $20 billion in free cash flow, easily covering its $12.4 billion in dividend payouts, and holds a AAA credit rating, ensuring its ability to maintain dividend payments and stability for future investments.
- R&D Investment: Johnson & Johnson invested $14.7 billion in R&D and completed a $14.6 billion acquisition of Intra-Cellular Therapies, solidifying its leadership in neuroscience, which will further drive its earnings and dividend growth.
- Medtronic's Dividend Stability: Medtronic (MDT) achieved its 48th consecutive dividend increase in fiscal year 2025 with a 2.8% yield, supported by $5.2 billion in free cash flow that comfortably covers $3.6 billion in dividends, reflecting its strong financial position and growth potential.
See More
