Thermo Fisher Scientific Inc. (TMO)
Thermo Fisher Scientific Inc. (TMO) J.P. Morgan CEO Call Series Call (Transcript)
Thermo Fisher Scientific Inc. J.P. Morgan CEO Call Series September 5, 2025 1:00 PM EDT Company Participants Marc Casper - Chairman, President & CEO Conference Call Participants Rachel Vatnsdal Olson - JPMorgan Chase & Co, Research Division Presentation Operator Welcome, and thank you for standing by.
Should You Continue to Hold Thermo Fisher Stock in Your Portfolio?
TMO's growth, driven by new partnerships and strong end markets, faces challenges from macro pressures and fierce competition.
Thermo Fisher (TMO) Up 1.8% Since Last Earnings Report: Can It Continue?
Thermo Fisher (TMO) reported earnings 30 days ago. What's next for the stock?
TMO Receives FDA Approval for Oncomine Dx Target Test
Thermo Fisher secures FDA approval for its Oncomine Dx Target Test to identify NSCLC patients eligible for HERNEXEOS treatment.
Thermo Fisher: Growth Acceleration And Margin Expansion Should Drive The Upside
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: The Rerating Is Just Getting Started - Buy
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.
Thermo Fisher Q2: Pharma And Biotech Gains Offset By Weak Academic And Gov't Markets
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.
Investing in Thermo Fisher (TMO)? Don't Miss Assessing Its International Revenue Trends
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.
Trade tracker: Bill Baruch buys Thermo Fisher
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 Stock Jumps on Strong Results, Higher Outlook
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.
Thermo Fisher shares surge after Q2 beat, boosted by product launches
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.
Thermo Fisher Q2 Earnings & Revenues Beat, Stock Up in Pre-Market
TMO tops Q2 estimates as new product launches and solid segment growth fuel revenue gains despite margin pressure.
