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Source document· January 6, 2026

The Zacks Analyst Blog Eli Lilly, Medtronic, Intuitive Surgical, Regeneron Pharmaceuticals and Johnson & Johnson

View original at finance.yahoo.com
The Zacks Analyst Blog Eli Lilly, Medtronic, Intuitive Surgical, Regeneron Pharmaceuticals and Johnson & Johnson For Immediate Releases Chicago, IL – January 6, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog…
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  • Zacks top stock-picking strategies soared with average gains of +48.4%, +50.2% and +56.7% per year since 2000

    80% confidence
  • Eli Lilly has an expected earnings growth rate of 41.3% for the current year

    80% confidence
  • Regeneron Pharmaceuticals has an expected revenue growth rate of 4.9% for the current year

    80% confidence
  • The Zacks Consensus Estimate for Eli Lilly current-year earnings has improved 0.7% over the last 30 days

    80% confidence
  • Regeneron Pharmaceuticals carries a Zacks Rank #2 (Buy)

    80% confidence
  • AI fundamentally reshaped the medical landscape in 2024, revolutionizing diagnostics, treatment and operational efficiency

    80% confidence
  • The healthcare sector is generally defensive in nature with most stocks characterized as low-beta and dividend paying, but extensive use of AI has transformed several into potential high-growth providers

    80% confidence
  • JNJ has an ROE of 32.7% compared with the industry's ROE of 37% and the S&P 500's ROE of 17%

    80% confidence
  • Regeneron Pharmaceuticals has an expected earnings growth rate of -0.4% for the current year

    80% confidence
  • Regeneron carries a Zacks Rank #2

    80% confidence
  • The medical sector is one of the major adopters of artificial intelligence, which is currently being used to synthesize new compounds for drugs and create devices for more precise measurement and faster as well as more accurate diagnosis

    80% confidence
  • Medtronic has an expected earnings growth rate of 2.7% for the current year (ending April 2026)

    80% confidence
  • Medtronic carries a Zacks Rank #2 (Buy)

    80% confidence
  • Eli Lilly has an expected revenue growth rate of 22.3% for the current year

    80% confidence
  • AI fundamentally reshaped the medical landscape in 2024, revolutionizing diagnostics, treatment and operational efficiency

    80% confidence
  • Medtronic has an expected revenue and earnings growth rate of 7.5% and 2.7%, respectively, for the current year ending April 2026

    80% confidence
  • Intuitive Surgical has an expected revenue and earnings growth rate of 14.3% and 11.1%, respectively, for the current year

    80% confidence
  • REGN has an ROE of 13.8% compared with the industry's ROE of -65.41% and the S&P 500's ROE of 17%

    80% confidence
  • Johnson & Johnson has an expected revenue growth rate of 5% for the current year

    80% confidence
  • Johnson & Johnson carries a Zacks Rank #3 (Hold)

    80% confidence
  • Eli Lilly currently sports a Zacks Rank #1 (Strong Buy)

    80% confidence
  • Hypertension presents a multi-billion-dollar opportunity as Medtronic ramps up for CMS coverage of Symplicity

    80% confidence
  • Johnson & Johnson has an expected revenue and earnings growth rate of 5% and 5.7%, respectively, for the current year

    80% confidence
  • Eli Lilly has a return on equity of 109.5% compared with the industry's ROE of 37% and the S&P 500's ROE of 17%

    80% confidence
  • ISRG has an ROE of 15.1% compared with the industry's ROE of -18.7% and the S&P 500's ROE of 17%

    80% confidence
  • Medtronic currently carries a Zacks Rank #2 (Buy)

    80% confidence
  • Johnson & Johnson has an expected earnings growth rate of 5.7% for the current year

    80% confidence
  • Intuitive Surgical has an expected revenue growth rate of 14.3% for the current year

    80% confidence
  • The supercomputer will power an AI factory, a specialized computing infrastructure that manages the entire AI lifecycle from data ingestion and training to fine-tuning and high-volume inference

    80% confidence
  • Eli Lilly has an expected revenue and earnings growth rate of 22.3% and 41.3%, respectively, for the current year

    80% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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The Zacks Analyst Blog Eli Lilly, Medtronic, Intuitive Surgical, Regeneron Pharmaceuticals and Johnson & Johnson — Source | Via News | Via News