Thermo Fisher Scientific(TMO)

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Evercore ISI上调赛默飞世尔目标价至590美元
Ge Long Hui· 2025-10-09 07:53
Core Viewpoint - Evercore ISI has raised the target price for Thermo Fisher Scientific from $525 to $590 while maintaining an "Outperform" rating [1] Group 1 - The target price adjustment reflects a positive outlook on Thermo Fisher Scientific's performance in the market [1] - The "Outperform" rating indicates confidence in the company's ability to exceed market expectations [1]
Thermo Fisher Scientific (NYSE:TMO) Price Target and Innovations
Financial Modeling Prep· 2025-10-09 02:05
Core Insights - Thermo Fisher Scientific is a global leader in providing innovative solutions for healthcare, life sciences, and industrial applications, competing with major players like Agilent Technologies and Danaher Corporation [1] Financial Outlook - Redburn Partners set a price target of $575 for Thermo Fisher, indicating a potential price increase of approximately 7.24% from its current trading price of $536.19, reflecting confidence in the company's growth prospects [2] - The company's stock price has decreased by $2.98 or -0.55%, trading between $535.63 and $549.26 today, with a market capitalization of approximately $202.47 billion and a trading volume of 2,148,682 shares [4] Product Innovation - Thermo Fisher recently introduced the Molecular Microscope® Diagnostic System to enhance the evaluation of lung transplant rejection, aiming to improve detection and provide quantifiable results for timely treatment decisions [3][5]
Thermo Fisher's New R&D Alliance With AstraZeneca May Lift Its Stock
ZACKS· 2025-10-07 13:41
Core Insights - Thermo Fisher Scientific's clinical research business, PPD, has formed a new R&D partnership with AstraZeneca's BioVentureHub in Gothenburg, Sweden, aimed at driving innovation in the life sciences sector [1][2] - The collaboration will focus on areas such as chromatography, molecular genomics, and proteomics, with a specialized team from Thermo Fisher co-locating with AstraZeneca scientists [2] Company Performance - Following the announcement on October 1, Thermo Fisher's stock has increased by 2.5%, closing at $543.95, indicating positive market sentiment towards the partnership [3] - The company's current market valuation stands at $205.16 billion, with an earnings yield of 4.1%, significantly outperforming the industry average of -4.1% [4] Future Developments - The AstraZeneca BioVentureHub is part of a larger innovation ecosystem in Gothenburg, which will include Thermo Fisher's bioanalytical laboratory expected to begin operations in March 2026, enhancing its capabilities in pharmaceutical development [5][8] - Thermo Fisher operates a global network of GMP-compliant laboratories, including locations in the U.S., Europe, and Asia, supporting a wide range of pharmaceutical and biotech customers [6] Industry Outlook - The global life science tools market is projected to grow from $167.82 billion in 2024 at a compound annual growth rate of 10.21% through 2033, driven by advancements in genomic technologies and increased R&D investments [10] - Recent product innovations from Thermo Fisher, such as the Hypulse Surface Analysis System and the Olink Target 48 Neurodegeneration Panel, further position the company to capitalize on industry growth [11][12] Stock Performance - Over the past three months, Thermo Fisher's shares have risen by 27.6%, contrasting with a 3.6% decline in the broader industry [13]
Why Top Investors Are Buying Thermo Fisher Scientific Inc. (TMO)
Acquirersmultiple· 2025-10-06 23:08
According to their latest 13F filings, institutional investors made a series of notable moves in Thermo Fisher Scientific (TMO), highlighting conviction in the company’s role as a global leader in life sciences tools, diagnostics, and biopharma services. The stock continues to attract attention from some of the world’s most prominent asset managers, with multiple funds significantly increasing their positions.Let’s examine some of the most notable changes:Grantham, Mayo, Van Otterloo & Co. LLC (Jeremy Grant ...
Jim Cramer on Thermo Fisher: “They Really Got Hurt By COVID”
Yahoo Finance· 2025-10-04 21:01
Group 1 - Thermo Fisher Scientific Inc. (NYSE:TMO) has faced challenges due to COVID-19, with comparisons made to Danaher, which is perceived to have a stronger position currently [1][2] - Jim Cramer highlighted that while Thermo Fisher is a great company led by Marc Casper, he recommends Danaher for investment, indicating a preference for DHR over TMO [1][2] - Cramer advised against purchasing Thermo Fisher stock until there is an improvement in Chinese orders, citing the stock's recent struggles and its connection to the bearish outlook on China [2] Group 2 - The company provides a range of services including life sciences solutions, analytical instruments, diagnostics, lab products, and biopharma services [2] - There is a belief that certain AI stocks may offer better investment opportunities with higher upside potential and lower downside risk compared to Thermo Fisher [2]
Where is Thermo Fisher Scientific (TMO) Headed According to Analysts?
Yahoo Finance· 2025-10-03 10:28
Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the best medical stocks to buy now. Bank of America Securities analyst Michael Ryskin reiterated a Buy rating on Thermo Fisher Scientific Inc. (NYSE:TMO) on September 22, setting a price target of $560.00. Thermo Fisher Scientific’s (TMO) Dividend: Steady Payouts in a Growing Market The same day, Eve Burstein from Bernstein also reiterated a Buy rating on the stock and set a price target of $570.00. Similarly, Barclays upgraded Thermo Fisher Scientific ...
Trump’s Market Mayhem: A Daily Dose of Dips and Delights
Stock Market News· 2025-10-02 18:00
Market Reactions to Tariff Announcements - President Trump announced a 100% tariff on all movies made outside the United States, aiming to rejuvenate the American film industry, which led to a decline in shares for Netflix and Warner Bros Discovery [2][3] - The immediate market reaction included Netflix shares dropping 1.4% and Warner Bros Discovery falling 0.6% on September 29, with previous tariff threats causing even larger declines [3] - Other sectors affected included home furnishings, with Williams-Sonoma and RH experiencing significant drops in share prices due to new tariffs on furniture and lumber [4] Impact on the Pharmaceutical Industry - The pharmaceutical sector faced a potential 100% tariff on branded drugs unless companies agreed to build manufacturing plants in the U.S. or reduce prices [6] - Pfizer secured a three-year reprieve from tariffs by committing to cut U.S. drug prices by up to 85%, resulting in a 6.8% surge in its stock price [7] - Other pharmaceutical companies, including Roche and Novartis, also saw stock gains following the Pfizer deal, indicating a positive market response to tariff negotiations [8][9] Agricultural Sector Developments - President Trump announced a meeting with Chinese President Xi Jinping to discuss agriculture, which is expected to be a major topic, particularly regarding soybean purchases [10] - Following hints of positive trade developments, soybean prices rebounded, with November soybeans rising 1.3% to $10.15 1/4 a bushel on October 1 [11] - The volatility in soybean prices reflects the market's sensitivity to trade news, with previous declines occurring after a lack of concrete outcomes from Trump-Xi communications [11] Regulatory Changes in Banking - The Trump administration is proposing significant changes to U.S. capital rules, aiming to reduce regulatory burdens on banks, which could lead to a decrease in capital requirements [12][13] - While large banks like JPMorgan Chase and Bank of America may face challenges from lower interest margins, the overall sentiment in the banking sector remains optimistic about potential deregulation [13] - Critics warn that these changes could leave the financial system vulnerable, estimating a potential $200 billion reduction in banking system capital [13] Overall Market Trends - Major indices, including the Dow Jones and S&P 500, have generally continued to rise despite the volatility caused by tariff announcements and trade negotiations [15] - The market is experiencing a "stagflation-lite" scenario, with predictions of higher inflation and unemployment linked to the ongoing tariff impacts [15] - Investors are left questioning the sustainability of market gains amid the unpredictable nature of presidential announcements and their effects on various sectors [16]
Bernstein Reaffirms Outperform Rating on Thermo Fisher (TMO) After Investor Roadshow
Yahoo Finance· 2025-10-02 06:55
Thermo Fisher Scientific Inc. (NYSE:TMO) ranks among the top picks for a retirement portfolio. On September 22, following talks with management, Bernstein reaffirmed its Outperform rating and $570 price target for Thermo Fisher Scientific Inc. (NYSE:TMO). Rafael Tejada, Head of Investor Relations at Thermo Fisher, took part in a non-deal roadshow in Toronto and Montreal with the firm’s analyst team. According to Bernstein, although Thermo Fisher’s messaging was consistent with earlier discussions, the ge ...
Thermo Fisher Scientific Announces R&D Partnership with AstraZeneca BioVentureHub
Businesswire· 2025-10-01 14:59
Core Insights - Thermo Fisher Scientific has announced a new R&D partnership with AstraZeneca BioVentureHub to enhance innovation in the life sciences sector [1][2][3] Partnership Details - The collaboration will focus on areas such as chromatography, molecular genomics, and proteomics, with a dedicated team from Thermo Fisher co-locating with AstraZeneca scientists [2][3] - This partnership aims to create exceptional conditions for breakthrough discoveries and progress in drug and analytical development [3] Strategic Location - The AstraZeneca BioVentureHub is situated in Gothenburg, Sweden, and is part of a growing innovation ecosystem that includes the GoCo Health Innovation City [4] - Thermo Fisher's new bioanalytical laboratory, expected to begin operations in March 2026, will support pharmaceutical and biotech customers globally [4][5] Company Background - Thermo Fisher Scientific is a leading company in the life sciences sector, with annual revenues exceeding $40 billion [6] - The company operates a global network of laboratories, including GMP and bioanalytical facilities in various locations worldwide [5][6] AstraZeneca BioVentureHub Overview - The BioVentureHub serves as an open innovation platform, providing access to AstraZeneca's scientific expertise and infrastructure for emerging life science companies and academia [8][9] - The hub promotes collaboration and innovation without AstraZeneca holding ownership or innovation rights over the participating companies [9]
Thermo Fisher Scientific Prices Offering of USD-Denominated Senior Notes
Businesswire· 2025-10-01 00:00
Core Viewpoint - Thermo Fisher Scientific Inc. has announced a $2.5 billion offering of senior notes, indicating a strategic move to raise capital for future investments and operations [1] Group 1: Offering Details - The offering includes $500 million of 4.200% senior notes due in 2031, priced at 99.874% of their principal amount [1] - Additionally, the offering consists of $750 million of 4.473% senior notes due in 2032, priced at 100.00% of their principal amount [1]