NYSE:TMO

Thermo Fisher Scientific (TMO)

501.36
-5.06 (1.00%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
188 watching
0
Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Thermo Fisher Scientific (TMO) is viewed positively by multiple experts, highlighting its high-quality positioning within the life sciences sector. Despite facing challenges such as healthcare funding cuts and pressures from biotech funding, the company has shown resilience with strong performance and guidance improvements. Analysts appreciate TMO's global presence, diverse portfolio, and consistent revenue streams, which position it as a reliable long-term investment. The partnership with OpenAI and an emphasis on clinical research are additional positive signals, with many experts expressing confidence in a turnaround in the healthcare industry. Some consider it a top pick, while a few caution about its historically high valuation and recent sector challenges.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
DHR
BUY
Healthcare is resilient compared to other sectors. The aging population is a driver.
BUY
He recommends it, but has had a rough year. It did good business during Covid, mostly in Covid testing. But this created tough comparisons. Last week, they reported a strong quarter and boosted their full-year forecast. But shares have barely risen. That's crazy. It's a steal here.
BUY
It may be safe to circle back to "Covid plays" like this. TMO is the arms dealer for life sciences and pharma. They made a lot of money selling Covid tests and equipment to companies developing vaccines, but then we went into post-Covid mode. Shares plunged from last year's $672 to $588 today. However, the stock has rallied 90 points in the past 1.5 months. Last Thursday, TMO reported an excellent beat, up 20% from mid-June lows. It has a lot of room to run. It's a steady-eddy name.
BUY
Has owned company for 5 years. Is a good company to own within sector (way ahead of competition). Stock has fallen recently which is presenting good buying opportunity (25x P/E ratio). Dividend growing nicely with strong M&A activity. Buy shares now and if the price falls, buy more.
HOLD
Large, diversified. Specific lab and diagnostic equipment. Covid demand may have caused stock to gap up. Not immune to market rotation away from growth. Likes leadership, executing well. Multiple has compressed. Comfortable holding.
BUY ON WEAKNESS
He prefers JNJ, CVS, and ABT. If you own it, don't sell. Otherwise, don't buy now. Well run, but growth profile has lagged. Valuation got hit. Wait for a pullback.
DON'T BUY
His fair market value $393, 33% overvalued. If this breaks down at $515, it will slide. The company itself is fine, but it's a valuation issue--it's expensive.
PARTIAL BUY
Allan Tong’s Discover Picks TMO, by the ways, has easily beat its last four quarters. Its EPS of $19.47 beats Intuitive Surgical ($4.66) and Danaher ($8.49). Cash flow is strong though its 19.72% profit margin lags Intuitive's 30.26% and Danaher's 21.55%. Forget the 0.22% dividend, though this sector is not for income investors. The street has seven buys and one hold on TMO at a $689.13 price target or 13% higher. Consider this a partial buy. Read 3 Promising Healthcare Stocks for our full analysis.
PAST TOP PICK
(A Top Pick Jun 10/21, Up 29%) It trades at a fair value and is a great long term buy. It makes highly sensitive measurement devices for research development in several fields. Could be some headwinds because of the Covid testing equipment part. Has high recurring revenue, is acquisitive and a compounder of capital. Growing quickly in China and also around the world.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 30/21, Up 21%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TMO has triggered its stop at $550. To remain disciplined, we recommend covering the position at this time. This results in a net investment gain of 24% when considering our previous buy recommendation to cover half the position.
PAST TOP PICK
(A Top Pick Feb 10/21, Up 23%) Believes company has unique value proposition of laboratory testing + product manufacturing. Company has been very active in making acquisitions. No material debt as a result of large free cash flow. Revenue growth will slow as Covid-19 reduces.
BUY
It delivered a strong quarter, and yet Wells Fargo slashed TMO's price target. No, the company itself didn't do anything, but the slash may have discouraged stock buyers.
BUY
Stocks like this have been the baby thrown out with the bathwater. Today they delivered a top and bottom line beat and raised its full-year forecast, but the street didn't react. They have a big Covid-testing business, but Wall Street doesn't care for Omicron-related gains. But numbers are numbers and this was one of the best beats this season. Offers great growth, too.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 30/21, Up 28.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TMO is progressing well. We now recommend trailing up the stop (from $510) to $550. If triggered this would all but guarantee an investment return of 22%, when combined with our previous recommendation to cover half the position.
WATCH
Some feel this is an Omicron stock, but it's better than that. It sells at 23x earnings. It's close to a buy.
Showing 61 to 75 of 119 entries