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← The wire · Tuesday, October 13 J&J Falls 4% as Medtech Sales Miss, Plans Orthopedics Spinoff in 2027 J&J Q3 earnings beat but medtech sales missed due to Middle East conflict. Guidance raised but below Street. Orthopedics spinoff planned for mid-2027. Stock fell 4%+.
Sentiment bearish 30
Bearish · 30 of 100 Impact 70
medium · sector-wide Confidence 95%
high confidence · 20 wires Event developing
v20 · alerted to followers News Calendar Reports Stocks Sign in
Q3 adjusted EPS $2.59 vs $2.52 consensus.
Q3 sales $25.4B vs $25.38B consensus.
Medtech sales $8.74B missed by 2%.
Pharma sales $16.76B beat by 1%.
Full-year guidance raised to $11.05-$11.15 EPS, $101-$101.4B sales.
Orthopedics spinoff planned for mid-2027. FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read How it developed 20 wires · newest first
6:20 AM to 9:54 AM 9:54 AM J&J Falls 4% as Medtech Sales Miss, Plans Orthopedics Spinoff in 2027 bearish 30 · impact 708:54 AM Johnson & Johnson Falls After Q3 Revenue Miss, Medtech Sales Hit by Middle East Conflict bearish 30 · impact 608:12 AM Johnson & Johnson reports Q3 sales growth, raises 2026 guidance bullish 70 · impact 607:29 AM Johnson & Johnson beats Q3, raises guidance, but MedTech miss sends stock lower bearish 35 · impact 407:07 AM Johnson & Johnson lifts full-year guidance after Q3 momentum bullish 80 · impact 607:07 AM Johnson & Johnson Q3 EPS 9 cents on $5.5B talc litigation charge bearish 30 · impact 60 · this page 6:51 AM Johnson & Johnson beats Q3 estimates, raises guidance; MedTech miss weighs on shares bearish 35 · impact 40Where this story sits ringed dot is this story
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6:35 AM
Johnson & Johnson MedTech sales miss across all four businesses
bearish 35 · impact 40
6:34 AM J&J medical device sales miss Q3 estimates, pharma beats bearish 35 · impact 40
6:22 AM Johnson & Johnson Q3 beats EPS estimates, raises full-year guidance bullish 70 · impact 60
6:22 AM Johnson & Johnson Q3 beats estimates, lifts full-year outlook bullish 70 · impact 70
6:20 AM Johnson & Johnson Q3 adjusted EPS beats estimates, raises FY guidance bullish 70 · impact 60
6:20 AM Johnson & Johnson 3Q MedTech Sales $8.64B neutral 50 · impact 30
6:20 AM Johnson & Johnson Third-Quarter EPS 9 Cents bearish 40 · impact 20
6:20 AM Johnson & Johnson Third-Quarter U.S. Sales Hit $14.96 Billion neutral 50 · impact 30
6:20 AM Johnson & Johnson third-quarter sales $25.4 billion neutral 50 · impact 40
6:20 AM Johnson & Johnson reports Q3 2026 results, raises 2026 guidance bullish 70 · impact 70
6:20 AM JNJ Q3 Innovative Medicine Sales Hit $16.76B neutral 50 · impact 20
6:20 AM Johnson & Johnson reports Q3 2026 results, lifts 2026 guidance neutral 50 · impact 60
6:20 AM Johnson & Johnson Reports 3Q Adjusted EPS of $2.59 neutral 50 · impact 60 · first wire HPE shares on pace for worst week ever after analyst downgrade flags AI revenue concerns Nasdaq drops 2.1% as ServiceNow dives, Tesla reverses after Roadster unveiling US crude rises above $100 a barrel, extending oil gains Nvidia Stock Shows Relative Strength as Chip Sector Selloff Deepens Lam Research down 10 straight days, on track for record losing streak Broadcom, Verizon, UnitedHealth object to SEC tokenized stock plan Chip selloff deepens Friday; Tesla, CoreWeave, Strategy, Netflix lead movers US fiscal 2026 deficit $1.992 trillion, up from $1.775 trillion in fiscal 2025 - Treasury Treasury and European Bond Yields Edge Higher, Pulling Away from Multiweek Lows Micron stock drop draws buy-the-dip calls as analysts see overreaction to CXMT SpaceX Q3 Earnings Due Late Tuesday; AI Revenue Surge, Tesla Merger Buzz Nasdaq 100 extends losses to over 2%, down 7% from 10-day high as oil tops $100 CBOE VIX jumps to four-month high, last at 21.41 WSJ corrects Lumen debt maturity: nearly 50% of $20B due in 2027 AI Trade Concerns Mount as Chip Index Falls 12%, CoreWeave Debt Yields Rise Proofpoint CEO: company may re-enter public markets after Varonis deal US oil prices hit highest since September 17 on US-Iran tensions Apple iPhone Duo Preorders Off to Strong Start, Stock Up 1% Fox's $22B Roku Acquisition Removes NFL Opt-Out Risk, Analyst Upgrades Bond market shifts focus to tech earnings as AI selloff deepens Michael Dell: just-in-time manufacturing cushions Dell Technologies against AI downturn Coastal Financial securities class action alleges misleading credit risk disclosures Quantum X Labs shares rise 8.5% on LayerQake validation with IBM processors Better Home & Finance faces securities class action over loan volume targets Chip Selloff Creates Divergence, Buying Opportunities in Quality Names Nvidia RTX Spark laptops launch from ASUS, Dell, HP, Lenovo, Microsoft, MSI Seagate and Western Digital Fall on Toshiba Fears; Wells Fargo: selloff Overdone Fed to raise rates in December and January, Barclays forecasts Yiren Digital securities class action investigation launched after CEO criminal probe Phillips 66 lifts quarterly dividend to $1.33, up 4.7% Semiconductor index drops for 7th straight session, longest streak since 2008 crisis CoreWeave stock falls again despite ARK buying, Nvidia support MSCI rules could remove Strategy from indexes effective Nov. 30 Applied Materials down nine straight days, on track for longest losing streak since May 2012 US offers up to 17 million barrels of crude from strategic reserve NYC Comptroller urges Anthropic to delay IPO over AI safety concerns CoreWeave Falls 6.1% as Debt Yields Surge Past 16%; Huang, Wood Buys Fail Semtech Stock Reverses After Guidance Raise; Long-Term Targets Disappoint NATO weighs response to Black Sea drone attacks on ships - WSJ Record inflows into leveraged semiconductor ETFs despite steep selloff Russia's Ryazan oil refinery halts primary unit after October 15 drone attack Musk approached Trump to propose slowing Starlink in Ukraine, Telegraph reports India shipping minister: tanker MT ST 3 struck by projectile in Strait of Hormuz EU's Costa: russia's actions point to escalation Trump: russia could release diesel, calls it a world deal Trump: oil prices to come down very soon Utility stocks offer 3% yields, lower risk than other AI plays US lifts Mastercard, citi China market access in talks: cnbc CMA to publish proposals for consultation on Apple next week FTSE 100 Heads for Best Week Since April as Tech Rotation Boosts Defensives Roundup: Bitcoin Correlations Shift, Canada Housing Soft, Euro Under Pressure Italy and EU Commission reach agreement on gas price cap law Merz: Ukraine justified in attacking Russian communications and energy infrastructure that hinder warfare Higher oil prices Lift Canada's Purchasing Power but Gains Uneven, RBC Says Saudi-led coalition: it intercepted ballistic missile heading toward Yanbu port $TSLA 30·80 $HPE 20·70 $UNH 50·65 $SPCX 70·60 $NDAQ 20·60 $QXL 85·60 $BETR 20·60 $NICE 65·40 label = ticker sentiment·impact · dot size follows impact · click a dot to open the story
