NYSE:TMO

Thermo Fisher Scientific (TMO)

501.36
-5.06 (1.00%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
DHR
BUY
A favourite medical device stock; their products are established in hospitals and medical labs. A big holding of his. Though it's been lagging in the last 4 months. He likes the current stock price and sees 20% upside this year in this stock. They do M&A well but they also grow organically. Maybe the market is waiting for them to do a big purchase. TMO does well year after year, and you can buy and hold this for a long time.
BUY

TMO vs. VTRS VTRS has lower growth assets with fairly consistent cashflows. TMO is into tools and diagnostics. 75% of TMO's business is consumables. It's benefitting significantly from Covid, and this should continue. They blew away estimates, and so you pay a bit more for it.

COMMENT

TMO vs. WAT vs. DHR WAT not performing as well as Thermo Fisher or Danaher. Cash from operations has been flat in the last 4 years, whereas the other two have doubled, which is reflected in the stock price. Market share, operating margins, and pricing power impact the business model. Compare these when assessing competitors in an industry.

TOP PICK
Provides end-to-end service. Contact tracing for Covid. Can manufacture drugs. Great performer over the last 5-10 years. A main holding in all his portfolios. Yield is 0.18%. (Analysts’ price target is $557.05)
BUY
Today they delivered a great quarter, but the stock rose only 1%. In November, it also delivered good results, and yet the stock had a rough two months. It's nuts. TMO is making a fortune from efforts to fight Covid. They're in the diagnostics business and supply drug companies with equipment to develop the drugs/vaccines that are working. The stock has rallied since the start of this year. Today, TMO reported 51% orgnanic growth driven by super sales and earnings, and great R&D for the future. Managers bullish guidance. Stock is rising to new highs.
BUY
PCR - https://en.wikipedia.org/wiki/Polymerase_chain_reaction A way to play the vaccine trade? Yes. This is far more than a PCR company. They are a premier medical device company run by a fine CEO.
PAST TOP PICK
(A Top Pick Aug 20/19, Up 56%) Great long-term grower. Serves many different industries. Tailwind with Covid and testing equipment. Fantastically well run. Have to close your eyes and just buy it. Could buy half now, more later. Don't have to worry about it fundamentally longer term.
TOP PICK
They have gene sequencing technologies and others that run protein blots to help with vaccine development. They are in the diagnostic space as well. Revenues have increased with the pandemic as demand for the products are so high. Yield 0.22% (Analysts’ price target is $432.53)
DON'T BUY
It's done very well, despite a hiccup in Q3 earnings. TMO is in the news because it makes lab equipment, and trades at 35x earnings. It has a steady growth rate, but they need a strong catalyst to grow at that high multiple.
DON'T BUY
A diversified lab equipment and diagnostics company. They also have an industrial component to their business. They are not part of their fund. The earnings multiple for the sector expanded by 20x. Basically, you are paying more for the same company. That's okay for a growth company but you have to execute perfectly. It is one of the safer choices, but he thinks it's a little too rich now.
BUY ON WEAKNESS
As a medium-term hold. He expects a general pullback in the next couple weeks. TMO will likely fall back to $300, which is the time to buy. If you already own, take some profits. He likes TMO.
BUY ON WEAKNESS
He loves this company -- up 300% over five years. They have a lot of recurring revenues in health care devices. It trades at 25 time earnings, so he is thinking it is fair valued. He would like to buy on a market correction.
WAIT
It is a life sciences tool company. It is a relatively resilient business, but some of their tools also go into other industrial applications. You have to have a positive view on the economy. He suggests caution as the industrial space is slowing in growth. He will wait until he feels the economy has hit bottom and is rising again. Make no mistake though, this is a best in class company.
TOP PICK
The world's leading scientific instrument maker. They enjoy huge barriers to entry with government customers. They test food and pharma, and have a huge track record. It trades at reasonable valuations. (Analysts’ price target is $309.38)
TOP PICK
Biotech and pharmaceutical lab equipment. Recent acquisition lets them get paid for design and manufacturing for any drug or therapy coming down the pipe. Paying down debt in a big way. Will stand to grow very well over the next number of years, as they generate more free cash flow than net income. Yield is 0.27%. (Analysts’ price target is $270.24)
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