Johnson & Johnson (NYSE:JNJ) is included among the 12 Most Profitable Dividend Stocks to Buy in 2026. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide   On January 23, Guggenheim analyst Vamil Divan raised his price target on Johnson & Johnson (NYSE:JNJ) to $240 from $227. The firm reiterated a Buy rating. The move followed what he described as “solid” fourth-quarter results, along with initial 2026 guidance that came in slightly ahead of sell-side expectations. After the ...

Johnson & Johnson (NYSE:JNJ) is included among the 15 Best S&P 500 Dividend Stocks to Buy in 2026. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom Johnson & Johnson (NYSE:JNJ) posted its fourth-quarter 2025 earnings on January 21 and followed it up with a 2026 outlook that came in ahead of Wall Street expectations. What stood out is that the guidance still looks strong even with a couple of big headwinds hanging over the business, such as a drug pricing deal with the Trump administration and ...

We recently published 10 Big Names Stumbling Hard. Revolution Medicines Inc. (NASDAQ:RVMD) was one of the worst performers on Monday. Revolution Medicines fell sharply on Monday, losing 16.91 percent to close at $97.78 apiece, as investors unloaded portfolios following news that pharmaceutical giant Merck had cancelled ongoing negotiations for its proposed acquisition of the company. According to a report by the Wall Street Journal, Merck decided to terminate talks after failing to agree on a valuation. ...

Philip Morris International Inc. (NYSE:PM) is included among the 15 Best S&P 500 Dividend Stocks to Buy in 2026. Jefferies Sees Limited Re-Rating Upside for Philip Morris (PM) in 2026 On January 20, Jefferies analyst Edward Mundy moved Philip Morris International Inc. (NYSE:PM) to Hold from Buy and cut the firm’s price target to $180 from $220. In his note, he said Jefferies sees limited room for the stock to be re-rated in 2026. The analyst also pointed to tougher competition. He noted that British Amer ...

Amgen Inc. (NASDAQ:AMGN) is included among the 15 Best S&P 500 Dividend Stocks to Buy in 2026. Bernstein Calls 2026 a “Waiting Year” for Amgen’s (AMGN) MariTide On January 20, Bernstein downgraded Amgen Inc. (NASDAQ:AMGN) to Market Perform from Outperform, while leaving its $335 price target unchanged. The firm said the decision was mainly driven by its view that “2026 is a waiting year” for MariTide. Bernstein also flagged a few new issues that could hang over the stock, including possible risk to Repat ...

核心观点 - Cantor Fitzgerald重申对Vaxcyte Inc (PCVX)的“增持”评级 公司疫苗管线按计划推进 预计OPUS-1三期试验关键数据将于2026年底公布 成人生物制品许可申请计划于2027年提交 [1] - Evercore ISI因美国疾控中心对儿童疫苗接种建议的变更 重申对公司的“跑赢大盘”评级 认为公司开发的肺炎球菌结合疫苗尚未成为疫苗怀疑论者或疾控中心的目标 因此公司处于有利地位 [2][3] - Jefferies维持对该股的“买入”评级 目标价146美元 认为其VAX-31成人三期试验前景良好 [4] - 公司的VAX-31在1/2期临床试验中已达到非劣效性和优效性终点 有望成为成人肺炎球菌疫苗接种的新标准并整合市场份额 [5] 分析师评级与目标价 - Cantor Fitzgerald重申“增持”评级 [1] - Evercore ISI重申“跑赢大盘”评级 [2] - Jefferies维持“买入”评级 目标价146美元 [4] 研发管线进展 - **OPUS-1 (三期试验)**: 关键数据预计在2026年底公布 成人生物制品许可申请计划于2027年提交 [1] - **OPUS-2**: 已开始给药 [2] - **OPUS-3**: 将于2026年初开始 [2] - OPUS-2和OPUS-3均预计在2027年报告结果 [2] - **婴儿VAX-31二期研究**: 按计划进行 关键数据预计在2027年中公布 [2] - **VAX-31成人三期试验**: 旨在预防31种肺炎链球菌 前景受到Jefferies认可 [4] - VAX-31在1/2期临床试验中已达到非劣效性和优效性终点 [5] 行业与监管动态 - 美国疾控中心修改了儿童疫苗接种建议 取消了对流感、COVID-19和乙型肝炎等几种疫苗的普遍建议 [3] - 对麻疹、脊髓灰质炎、破伤风和HPV等儿童疫苗接种建议仍然保留 [3] - 肺炎球菌疫苗尚未成为疫苗怀疑论者或疾控中心的目标 公司因此处于有利地位 [3] 市场机会与竞争定位 - 公司正在开发肺炎球菌结合疫苗 [3] - VAX-31有望成为成人肺炎球菌疫苗接种的新标准 [5] - 公司有望整合市场份额 对抗竞争疫苗 [5]

We recently published 10 Stocks With Effortless Double-, Triple-Digit Gains. Corvus Pharmaceuticals Inc. (NASDAQ:CRVS) was one of the top performers last week. Corvus Pharmaceuticals soared by 211.8 percent week-on-week to hit a new all-time high, as investors cheered the strong results of its clinical trial testing the efficacy of soquelitinib in patients with moderate to severe eczema. On Friday alone, the stock jumped to its highest price of $26.95 before giving up all gains to end the session down by ...

公司股价表现 - 上周股价环比上涨28.4% 接近历史高点[1] - 上周五股价涨至60.35美元 距离去年10月15日的历史高点60.90美元仅差0.55美元[2] 新获军方订单 - 公司与美国陆军达成新协议 将供应700个轻型钛部件用于重型地面作战系统[1] - 该订单金额为30万美元 且在成功交付初始工作范围后有望显著增加[3] 产品技术优势 - 用钛部件替代钢部件预计可使作战系统重量减轻40%至45% 即每辆车减重数百公斤[4] - 减重能带来更快加速、更好机动性、增加作战半径与生存能力 并降低地面压力以改善在松软或不平地形上的牵引与浮力[4] 公司市场地位与战略意义 - 公司是美国国内唯一商业规模的原生钛金属生产商 该材料被美国政府指定为战略关键材料[5] - 此订单直接支持美国政府将关键材料供应链回流与本土化的优先战略 旨在减少对外国钛资源的依赖 并利用回收原料扩大国内制造产能[5]

公司评级与目标价调整 - Evercore ISI将联合包裹服务公司的目标价从94美元上调至113美元 并维持“与大盘持平”评级 [2] - 分析师认为 尽管宏观背景复杂影响收入预期 但成本控制举措仍是每股收益增长的核心 [2] 公司财务与战略动态 - 第四季度收益预计将保持稳定 [2] - 公司于11月初完成了对加拿大医疗保健供应链及冷链物流服务提供商Andlauer Healthcare Group的收购 [2] - 收购交易中 AHG股东获得每股55.00加元现金 交易总估值约为22亿加元 约合16亿美元 [2] 收购战略与业务发展 - 此次收购凸显了公司拓展专业医疗保健服务能力的战略 [3] - 通过整合AHG的冷链网络和行业专长 公司旨在缩短运输时间 提升端到端可视性 扩展全球覆盖范围 并加强对医疗保健客户的质量保证 [3] - 公司为全球超过200个国家和地区的客户提供综合物流与运输服务 [3] 市场地位与荣誉 - 联合包裹服务公司被列入“股息挑战者”名单中的前20只股票 [1]

公司动态与战略 - 默克公司被列入股息竞争者名单前20名股票 [1] - 默克公司旗下MSD部门与流行病防范创新联盟启动一项3000万美元的计划 旨在开发其埃博拉疫苗的更新版本 以降低成本并简化在中低收入国家的分发 [2] - 该合作将专注于改进默克已获世卫组织预认证的埃博拉疫苗Ervebo的生产工艺 当前工艺复杂 导致疫苗昂贵且难以大规模生产 [3] - 计划中的工艺升级旨在提高产量并延长保质期 同时可能使Ervebo能够在标准冰箱中储存数月 从而减少对专业存储的依赖并让分发更可行 [4] - MSD将与Hilleman Laboratories合作开发更新版疫苗 并探索以显著低于当前价格向中低收入国家的公共部门买家供应的方案 CEPI的资金将支持Hilleman的临床开发工作 [5] 财务与增长展望 - 默克公司上调了对新增长动力的预期 目前预计到2030年代中期 这些新业务将带来700亿美元的收入 [6] - 公司现在预计心脏代谢和呼吸系统治疗药物将产生约200亿美元的销售额 高于此前150亿美元的预测 [7] - 传染病药物预计将贡献约150亿美元 而早期的估计为50亿美元 [7] 公司简介 - 默克公司是一家全球医疗保健巨头 专注于发现、开发、制造和销售处方药、疫苗、生物疗法以及动物健康产品 [8]