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TMTMO

Thermo Fisher Scientific Inc.

$TMO·$196B·Medical - Diagnostics & Research·Healthcare
$543.19+1.5%YTD-6.3%1Y+30.5%
Mentions · last 7 days
2026-07-09: 300 posts2026-07-10: 327 posts2026-07-11: 139 posts2026-07-12: 254 posts2026-07-13: 299 posts2026-07-14: 111 posts2026-07-15: 114 posts1,566-3%
Price updated 3h ago·X counts updated 1d ago
TMTMO
$TMOThermo Fisher Scientific Inc.
$543.19+1.48%1.6k posts-3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $TMO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The largest life-sciences tools company at a modest discount to fair value — July 23 print sets the recovery tone.

Thermo Fisher is the largest life-sciences and lab-tools supplier in the world — the plumbing for every biotech, pharma, and academic research program. It's down 8% YTD despite growth being fine, which is the setup value investors like.

How the case looks:

  • Growth is quietly compounding: revenue grew 6.2% year-over-year to $11B last quarter at a 17% operating margin — modest, but the last four EPS prints beat consensus by 2-5%, and the operating leverage is intact even as biopharma customer spending recovers slowly.
  • The valuation is now roughly fair: 26x trailing PE with a 3.8x sales multiple against a mid-single-digit growth rate makes TMO reasonable — Morningstar's DCF pegs fair value at $478, meaning shares at $534 carry a modest premium that a good print could easily justify.
  • The pipeline of specific product news is starting to help: the FBI approval for TMO's rapid DNA crime-scene profiler is a small but real revenue add, and the biopharma-services segment (CDMO capacity) is the leverage on any GLP-1 outsourcing wave — that optionality is what's not fully in consensus estimates.

July 23 earnings is the hinge: a beat on biopharma-services growth combined with any hard GLP-1 CDMO revenue color would extend the recovery toward the $600 targets sell-side writes, while a soft Analytical Instruments segment or a China clinical-research softness would confirm the -8% YTD as a warning rather than a pause.

Agrees with X sentimentThe small X sample skews constructive — the $456 support, 12-month analyst targets around $602, and Morningstar's inclusion in "buy before market shift" are consistent with the fundamentals, and the healthcare-uncorrelated framing vs tech risk is fair. Bullish tone lines up with the setup.

What to watch: July 23 earnings: biopharma-services growth, GLP-1 CDMO commentary, Analytical Instruments segment, and any China clinical-research softness. A soft AI segment or China miss confirms the drawdown is a warning.

On the calendar: 2026-07-23 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-06-14

Thermo Fisher Scientific posts highlight strong support at $456.5 with the stock knocking on a breakout against a 12-month average analyst price target of $602.5 (+27.4% upside). Posters name TMO among Morningstar's five stocks to buy before the market's next big shift, and frame TMO alongside ISRG, MRK, and MDT as healthcare names offering uncorrelated exposure to tech/AI risk.

Read the AI verdict + X sentiment for $TMO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sells life science instruments, reagents, and CDMO services to pharma, biotech, and academic research customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $TMO.

Medical - Diagnostics & Research · Healthcare

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

What this means for $TMO

Direct beneficiary — Sells life science instruments, reagents, and CDMO services to pharma, biotech, and academic research customers; core operations sit in the path of the pharma R&D recovery and CDMO outsourcing demand expansion.

Industry benchmark

13-name peer basket
+36.7%YTD
+61.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
25.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 23, 2026$5.44$5.25+3.6%
Q4 2025Jan 29, 2026$6.57$6.45+1.9%
Q3 2025Oct 22, 2025$5.79$5.50+5.3%
Q2 2025Jul 23, 2025$5.36$5.23+2.5%
Next earningsThu, Jul 23·consensus EPS $5.71

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$11.0B+6.2%40.7%16.9%$4.44$816.0M
Q4 FY25$12.2B+7.2%38.0%18.8%$5.22$3.0B
Q3 FY25$11.1B+4.9%41.8%17.5%$4.28$1.8B
Q2 FY25$10.9B+3.0%37.3%17.7%$4.28$1.1B

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$47.8B$47.5B – $47.9B$24.86$24.65 – $25.0319
FY27$50.3B$48.8B – $51.0B$27.20$26.27 – $27.9120
FY28$53.5B$53.5B – $53.5B$30.03$27.11 – $32.1316
FY29$56.5B$55.7B – $56.9B$33.78$33.17 – $34.1515
FY30$58.2B$57.4B – $58.7B$37.78$37.09 – $38.1915

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 370.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 27Gianluca PettitiCOO400 sh$185KSellMar 11Michael D ShaferPresident1.6K sh$803KSellMar 5Marc N CasperCEO4.0K sh$2.1MSellMar 4Marc N CasperCEO1.1K sh$574KSellMar 3Marc N CasperCEO360 sh$178K
+ 23 other (20 awards · 2 exempts · 1 inkind) in window

See when $TMO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
AI summary

Thermo Fisher Scientific held its Annual Meeting on May 20, 2026. Director election results (partial—excerpt truncated): Marc N. Casper (294M for, 20.5M against), Nelson J. Chai (293M for, 21.6M against), Ruby R. Chandy (312M for, 2.5M against), and C. Martin Harris (285.5M for—full tally cut off). Casper and Chai received modestly elevated against votes (~6-7%) but were comfortably elected. Routine annual meeting filing.

3New insider — initial holdingsMar 103
8-KMaterial agreementFeb 128-K — Item 1.01: Material agreement · Item 8.01: Other event
424B5Prospectus supplement (offering)Feb 10424B5
424B5Prospectus supplement (offering)Feb 9424B5
+ 15 other (3 proxys · 2 13Gs · 2 earnings 8-Ks · 2 25-NSEs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Thermo Fisher Set to Report Q2 Earnings: What's in the Cards?zacks.com·2d agoTMO Fairly Valued by DCF at $478gurufocus.com·4d agoThermo Fisher Scientific Announces Quarterly Dividendbusinesswire.com·7d agoThermo Fisher Q2 Preview: Buy Before The Recoveryseekingalpha.com·8d agoThermo Fisher Scientific Receives First FBI Approval for Rapid DNA Crime Scene Profiles Eligible for National CODIS Searchesbusinesswire.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

GLP-1 & Weight Loss

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Voices on X · last 7 days

No standout posts about $TMO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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