NYSE:TMO

Thermo Fisher Scientific (TMO)

482.04
-12.03 (2.43%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
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star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Thermo Fisher Scientific (TMO) has garnered a mix of appreciation and cautious observation from experts in the healthcare and life sciences sectors. Most analysts agree on its solid reputation as a 'pick and shovel' supplier within the healthcare industry, providing crucial tools for drug development and research. Although TMO faced challenges such as declining margins due to a funding crunch in biotechnology and greater market volatility stemming from geopolitical tensions, many view its extensive global footprint and robust revenue models as strengths. Analysts note the company's positive long-term prospects, bolstered by a recent turnaround in pharma and biotech spending. Despite trading around historical highs, expert consensus leans towards steady but cautious growth rather than aggressive wealth building.

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Consensus
Positive
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Valuation
Fair Value
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Similar
DHR
BUY
Life Science company that sells testing equipment for laboratories Government and educational institutions major clients. Continues to make acquisitions ad use free cash flow to pay down debt. Believes in the company. Will continue to own.
BUY ON WEAKNESS
Exceptional company that has done very well the past few years. Well diversified company. Valuation is high, so wait for weakness in market to buy.
BUY
A fantastic business. Supplies laboratory supplies to businesses. Has been heavy on acquisitions, generating a strong return on capital on these acquisitions. A great long term hold.
BUY
They did very well during Covid with their Covid test, for instance. They beat their quarter today--across all divisions--today and raised their forecast even though shares rose only modestly today.
PAST TOP PICK
(A Top Pick Feb 10/21, Up 21%) Life sciences. Big fan of these types of companies. Different that they offer end to end services. They can sell all the laboratory equipments, as well as mass production, such as for the Pfizer vaccine. Greater stickiness that helps margins and pricing power. They can continue to make tuck-in acquisitions from their cashflow. Cheap cost of capital available in Europe so they have lots of flexibility to do what they want to do.
PAST TOP PICK
(A Top Pick Jun 10/21, Up 25%) Great long-term grower. You could buy it today, compelling value. World leader. Great recurring revenue stream. Management has done well integrating acquisitions. Strong free cashflow.
BUY

$690 is the new price target, or 13% higher. She she still loves it. Both guidance and shares rose last Friday. The guidance surprised analysts who are this week are scrambling to upgrade it. She sees upside, though not as much as this year's increase. $690 is reasonable. TF benefited from more Covid testing. Goldman just upgraded it. Management always delivers. It boasts 8% organic growth and will grown into 28s earnings. She's happy.

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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 23.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TMO has achieved its objective at $560. To be disciplined, we recommend covering half the position at this time and trailing up the stop (from $390) to $510. If triggered, this would all but guarantee an investment return over 17%.
PAST TOP PICK
(A Top Pick Jul 24/20, Up 34%) A great company with a great CEO. The return on invested capital is a focus for the CEO. Cost of capital is also scrutinized. A return on invested capital is 20%. They have issued about $2.5B in debt for an acquisition. The cost was around 5%. There is a huge benefit.
TOP PICK
Huge profits generated from Covid have been used to expand core business, which is scientific measurement equipment. Secret sauce is that you have to use their paper cups and vials, which are being disposed of all the time. Exceptionally well run, highly acquisitive. Trades at 20x, very attractive on the pullback. Great long-term secular grower. Grows earnings at 10-20% historically. Yield is 0.23%. (Analysts’ price target is $549.42)
WEAK BUY

It is one of the better run US healthcare companies with a consistent revenue profile and a good return on invested capital. It is expensive but it drives a lot of free cash flow. It was a COVID beneficiary. He prefers Boston Scientific because it is cheaper.

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

TOP PICK
Stockchase Research Editor: Michael O'Reilly TMO is a $173 billion market-cap company that provides scientific instruments and consumables to companies involved in COVID-19 testing, treatment and vaccine production. Management expects another 50% increase in EPS this year, following last year's 74% boost. The company grew its cash position by over $7.5 billion company and it plans to use this to further invest in new technologies. It pays a small dividend, backed by a 5% payout ratio. We would buy this with a stop loss at $390, looking to achieve $560 --upside potential over 23%. Yield 0.20% (Analysts’ price target is $559.16)
BUY

A cousin of Danaher. In the life sciences but more lab oriented. Just bought a company that do PCR testing for instant Covid testing. Trades a little cheaper than Danaher. A well-managed company.

BUY ON WEAKNESS

It's coming back nicely, and it never comes down from its 52-week high. Some feel that with the pandemic winding down, them TMO's machine won't be making much money, but this stock isn't done. (Neither is Zoom Video.) During this pullback, pounce.

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