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

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

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

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

    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
  • 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 currently sports a Zacks Rank #1 (Strong Buy)

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

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

    80% confidence
  • Regeneron carries a Zacks Rank #2

    80% confidence
  • Regeneron put up a decent performance in 2025 as revenues grew despite declining sales of its lead drug Eylea

    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
  • 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 currently carries a Zacks Rank #2 (Buy)

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

    80% confidence
  • Zacks top stock-picking strategies soared with average gains of +48.4%, +50.2% and +56.7% per year since 2000

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

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

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

    80% confidence
  • Medtronic has an expected revenue growth rate of 7.5% 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
  • Johnson & Johnson carries a Zacks Rank #3 (Hold)

    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
  • Zacks top stock-picking strategies have achieved average gains of +48.4%, +50.2% and +56.7% per year since 2000, compared to S&P 500's +7.7% average gain per year

    80% confidence
  • Regeneron Pharmaceuticals has an expected revenue and earnings growth rate of 4.9% and -0.4%, respectively, for the current year

    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
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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