Core Viewpoint - The stock price of Waters (WAT) has been on a bearish trend, losing 14% over the past four weeks, but the formation of a hammer chart pattern suggests a potential trend reversal as buying interest may be increasing [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, with reduced selling pressure, suggesting that bulls may be gaining control [2][5]. - A hammer pattern forms when there is a small candle body with a long lower wick, indicating that after a new low, buying interest emerges to push the stock price up [4][5]. - This pattern can occur across various timeframes and is utilized by both short-term and long-term investors [5]. Fundamental Analysis - There is a strong consensus among Wall Street analysts to raise earnings estimates for WAT, which supports the bullish case for the stock [2][7]. - Over the last 30 days, the consensus EPS estimate for the current year has increased by 1.1%, indicating that analysts expect better earnings than previously predicted [8]. - WAT currently holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9][10]. Conclusion - The combination of the hammer chart pattern and positive earnings estimate revisions enhances the likelihood of a trend reversal for WAT, making it a stock to watch for potential investment opportunities [1][7][10].

Agilent Technologies (NYSE:A) Q1 2026 Earnings call February 25, 2026 04:30 PM ET Speaker9Ladies and gentlemen, thank you for joining us, and welcome to the Q1 2026 Agilent Technologies Inc. earnings conference call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please raise your hand. If you have dialed into today's call, please press star nine to raise your hand and star six to unmute. I will now hand the conference over to Tejas Savant, V ...

FINANCIAL RESULTS OVERVIEW 1Q FY2026 February 25, 2026 Thank You for Your Attention Safe Harbor This presentation contains forward- looking statements (including, without limitation, information, and future guidance on the company's revenue, revenue growth, earnings per share, operating cash flow, capital expenditures, net interest and other/expense, impact of acquisitions and related financing, share repurchases, dividends, diluted share counts, and currency exchange rates) that involve risks and uncertain ...

Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the 10 best life sciences stocks to buy according to hedge funds. On January 30, Daniel Arias of Stifel Nicolaus maintained a Buy rating on Thermo Fisher Scientific Inc. (NYSE:TMO), with a $700 price target. The analyst reflected on the company’s strong finish to 2025, highlighting that Thermo Fisher Scientific Inc. (NYSE:TMO) was among the few sector names that did not pre-announce results before delivering a solid Q4 beat. Thermo Fisher Scientific Inc. ...

Core Viewpoint - Three stocks have been added to the Zacks Rank 5 (Strong Sell) List, indicating a negative outlook for these companies based on recent earnings estimate revisions Group 1: Company-Specific Insights - Avantor, Inc. (AVTR) provides mission-critical products and services for life sciences industries, with a 9% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Columbus McKinnon Corporation (CMCO) is a scientific and technical instruments company, experiencing a 26% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - The Kraft Heinz Company (KHC) operates in the food and beverages sector, with a 10.3% downward revision in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2]

Core Insights - Thermo Fisher Scientific Inc. (TMO) has a market capitalization of $202.8 billion and provides a range of life sciences solutions and services [1] - Over the past 52 weeks, TMO shares have declined by 2.4%, underperforming the S&P 500 Index, which gained 14.4% [1] - Year-to-date, TMO stock is down 6.8%, while the S&P 500 has risen by 1.4% [1] Performance Comparison - TMO has also underperformed the State Street Health Care Select Sector SPDR ETF (XLV), which increased by 6.2% over the past 52 weeks [2] - On January 29, TMO shares fell by 2.6% despite reporting better-than-expected Q4 results, with revenue of $12.2 billion and adjusted EPS of $6.57, both exceeding analyst estimates [4] - The company's revenue grew by 7.2% year-over-year, while adjusted EPS increased by 7.7% [4] Financial Outlook - Analysts project TMO's EPS to grow by 7.8% year-over-year to $24.65 for fiscal 2026 [5] - TMO has a strong earnings surprise history, exceeding consensus estimates in the last four quarters [5] - Among 23 analysts covering TMO, the consensus rating is a "Strong Buy," with 18 "Strong Buy," 2 "Moderate Buy," and 3 "Hold" ratings [5] Analyst Ratings and Price Targets - The configuration of analyst ratings has become more bullish, with 16 analysts suggesting a "Strong Buy" rating [7] - JPMorgan Chase & Co. maintained a "Buy" rating on TMO with a price target of $710, indicating a potential upside of 31.5% [7] - The mean price target is $662.95, representing a 22.8% premium, while the highest price target of $750 suggests a potential upside of 38.9% [7]

Q4 & FY 2025 Earnings Earnings Presentation February 11, 2026 Disclaimer Forward-looking statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, and are subject to the safe harbor created thereby under the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact included in this presentation are forward-looking statements. Forward-l ...

© 2026 Azenta, Inc. • All rights reserved Safe Harbor Statement Safe Harbor Statement This presentation contains "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, statements regarding future financial performance including our fiscal year 2026 guidance, business trends, market demand, operational initiatives, strategic priorities, and other expectations or forecasts. These statements are based ...

Company Overview - Waters Corporation (WAT) is an American manufacturer specializing in chromatography and mass spectrometry systems, along with a comprehensive suite of after-sale services and specialized laboratory supplies [1] Historical Background - The company was founded in 1958 and has since become publicly traded [1]

Core Insights - The company reported strong Q4 performance with revenue, organic growth, and adjusted earnings per share exceeding expectations, achieving an adjusted EPS of $5.06 for the year, which is above guidance [2][20] - The company emphasized resilience and disciplined capital allocation, having repurchased over $800 million in stock in 2025, totaling over $1.5 billion since mid-2023, representing approximately 12% of total shares at that time [2][20] - The launch of the AI model-as-a-service platform, SIGNALS Synthetica, and the acquisition of ACD Labs were highlighted as key strategic moves [2][20] Financial Performance Analysis - Q4 total revenue reached $772 million, with organic growth of 4% and a foreign exchange tailwind of 2%, while the full-year revenue was $2.86 billion, with organic growth of 3% [3][21] - Adjusted EPS for Q4 was $1.70, exceeding the high end of guidance by $0.06, and the full-year adjusted EPS was $5.06, reflecting a 3% year-over-year increase [3][21] - Free cash flow for Q4 was $162 million, with an adjusted net income conversion rate of 84%, and total free cash flow for the year was $515 million, with a conversion rate of 87% [3][21] Key Drivers - Revenue growth was driven by the diagnostics business, which saw organic growth of 7% in Q4, and life sciences reagents/consumables, which slightly exceeded expectations [4][22] - Profit margin pressures were attributed to tariffs, foreign exchange, and lower volume leverage, partially offset by cost control measures [4][22] - Ongoing stock repurchases supported earnings per share, with an average diluted share count of 113.2 million in Q4, a decrease of over 2 million shares quarter-over-quarter [4][22] Business Operations - The diagnostics segment generated $390 million in revenue for Q4, with a reported growth of 10% and organic growth of 7%, while the full-year organic growth was 4% [5][23] - The life sciences segment reported $382 million in revenue for Q4, with a 2% reported growth and flat organic growth, and a full-year organic growth of 2% [6][23] - The software business saw organic growth remain flat in Q4 but achieved high single-digit growth for the full year, with a nearly 40% increase in ARR from the SaaS channel [6][23] Market Expansion - Regional performance showed flat growth in the Americas and Asia-Pacific for Q4, while Europe experienced double-digit growth for the full year [7][24] - The Americas had low single-digit growth for the year, Europe had high single-digit growth, and Asia-Pacific saw a low single-digit decline [7][24] R&D Investments and Outcomes - The company launched the AI model-as-a-service platform SIGNALS Synthetica, integrating public and private AI/ML models to support drug development [8][25] - The acquisition of ACD Labs was completed, with plans to integrate its core products into the Signals One platform, expected to contribute over $20 million in revenue in 2026 [8][26] Operational Efficiency - Cost efficiency initiatives are being implemented, including footprint integration and supply chain collaboration, expected to be fully completed by the end of Q2 2026, supporting an adjusted operating margin of 28% for the year [9][27] Future Outlook and Planning - For 2026, the company projects organic growth of 2%-3%, total revenue between $2.96 billion and $2.99 billion, and adjusted EPS of $5.35-$5.45 [10][28] - The first quarter is expected to align with the annual guidance, with a foreign exchange tailwind of 3% and an adjusted operating margin of approximately 23% [10][28] Mid to Long-term Strategy - The company is focusing on the recovery of end markets, particularly in pharmaceutical biotechnology financing and M&A activity [11][29] - The software business aims to drive adoption of the SIGNALS Synthetica platform, targeting at least a doubling of revenue over the next 4-5 years with an organic growth rate close to 15% [11][29] - Capital allocation will balance stock buybacks, acquisitions (focusing on software and life sciences reagents), and internal investments while maintaining an investment-grade credit rating [11][29]