
NYSE:TMO
This summary was created by AI, based on 16 opinions in the last 12 months.
Thermo Fisher Scientific (TMO) has garnered attention for its robust position in the life sciences sector, serving as a crucial supplier to healthcare, pharma, and research industries globally. Experts note its steady growth potential, significant recurring revenue streams, and strong recovery from earlier declines attributed to challenging market conditions. The company has been actively engaging in beneficial partnerships, particularly with OpenAI, to enhance its offerings in clinical research services. Despite the pressures from high interest rates, decreasing funding, and a complicated geopolitical landscape, TMO is viewed as a high-quality investment with a favorable long-term outlook, though some consider it fully priced at its current valuation. There exists a split sentiment on its valuation, with some experts suggesting it’s fairly valued while others perceive it as slightly on the expensive side given market conditions.
$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.
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.
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.
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.