Thermo Fisher secures FDA approval for its Oncomine Dx Target Test to identify NSCLC patients eligible for HERNEXEOS treatment.
Revenue growth is accelerating, led by pharma/biotech momentum and bioproduction demand. The medium-term margin outlook is positive with cost cuts, AI-driven efficiencies, and lapping of tariff headwinds starting next year. Valuation attractive vs. history and peers, supporting potential re-rating.
Thermo Fisher is emerging from a challenging period with solid fundamentals, strong cash flow, and renewed growth, making it undervalued by the market. Recent earnings showed organic growth, margin expansion, and raised guidance, signaling a return to normalcy and operational strength. Valuation models indicate 15–48% upside, driven by recurring revenues, loyal customers, and potential for multiple expansion as confidence returns.
I reiterate my Buy rating on Thermo Fisher Scientific Inc., with a fair value estimate of $568 per share, reflecting its undervalued stock price. Q2 FY25 results showed early signs of market recovery, with 2% organic revenue growth and raised full-year revenue and EPS guidance. Pharma and biotech segments are recovering, but academic and government markets face headwinds from U.S. funding uncertainties and policy risks.
Explore how Thermo Fisher's (TMO) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Bill Baruch, founder and president at Blue Line Capital, joins CNBC's “Halftime Report” to explain why he's buying Thermo Fisher here.
Thermo Fisher Scientific (TMO) shares took off after the maker of lab equipment and other life sciences products posted better-than-expected results and boosted its guidance, citing operational improvements and lower expected impacts from new tariffs.
Shares of Thermo Fisher Scientific Inc (NYSE:TMO, ETR:TN8) jumped nearly 12% on Wednesday morning after the company reported second-quarter results that topped Wall Street estimates, fueled by strong demand across its life sciences and diagnostics segments. The company posted revenue of $10.86 billion, surpassing analysts' expectations of $10.69 billion and marking a 3% year-over-year increase.
TMO tops Q2 estimates as new product launches and solid segment growth fuel revenue gains despite margin pressure.
Thermo Fisher Scientific Inc. (NYSE:TMO ) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Marc N. Casper - Chairman, President & CEO Rafael Tejada - Vice President of Investor Relations Stephen Williamson - Senior VP & CFO Conference Call Participants Daniel Anthony Arias - Stifel, Nicolaus & Company, Incorporated, Research Division Daniel Gregory Brennan - TD Cowen, Research Division Jack Meehan - Nephron Research LLC Michael Leonidovich Ryskin - BofA Securities, Research Division Rachel Marie Vatnsdal Olson - JPMorgan Chase & Co, Research Division Tycho W.
While the top- and bottom-line numbers for Thermo Fisher (TMO) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Thermo Fisher Scientific (TMO) came out with quarterly earnings of $5.36 per share, beating the Zacks Consensus Estimate of $5.22 per share. This compares to earnings of $5.37 per share a year ago.