Stockchase Opinions

Jim Cramer - Mad MoneyWaters CorpWATBUYDec 01, 2025

The stock was doing well into early this year when they combined Becton Dickinson's biosciences & diagnostic solutions business last July. Shares plunged, which he didn't understand, but have since turned around, up 45%. They reported a great quarter last month with revenue up 8% and earnings up as well as its full-year forecast.

$397.79

Stock price when the opinion was issued

$383.57

As of May 29, 2026. Market Open.

electricalelectronic
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

COMMENT

It will buy part of BDX for $17.5 billion. The market reacted badly, pushing WAT shares by 13.81% which is too much. It was a good deal for BDX, because of the shares received and the debt paid off.

PARTIAL BUY

Life sciences suffered post-Covid after rallying during Covid. WAT is a major player. Last Wednesday they reperted a clean top/bottom line beat, but issued a cautious earnings forecast, so the market gave a muted reaction. Likes them, because they have few competitors at at time when the economy is slowing down.

BUY
After years of stagnation, WAT brought in a new CEO in Sept. 2020. It nearly doubled in the next 12 months, then pulled back a lot. WAT assists drug and biotech companies, businesses he likes that are putting up excellent quarters.
DON'T BUY

WAT vs. TMO vs. DHR 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.