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TMTMO

Thermo Fisher Scientific Inc.

$TMO·$242B·Medical - Diagnostics & Research·Healthcare
$690.00-0.9%YTD+17.1%1Y+28.5%
Price updated 7h ago·X counts updated 5d ago
TMTMO
$TMOThermo Fisher Scientific Inc.
$690.00-0.93%233 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TMO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

233X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TMO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-03 · top-engagement diverged

Thermo Fisher shows a 'Level 11 Sell' still active with a TP of 538 (short setup), yet appears on Monday watchlists and consolidation-breakout radars. A separate bull thread cites DHR/TMO benefiting from an open-source MHS AI-safety standard. Genuinely split between short-term bear technical and long-term bull.

Read what X is saying about $TMO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TMO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

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

Life-sciences giant at a 52-week high into Oct 21 earnings — the EPS beat cadence has to keep carrying the premium.

Thermo Fisher Scientific is the diversified life-sciences-tools-and-services giant — the picks-and-shovels of pharma R&D and diagnostics. The 2026 story has been slow re-rate as biotech spending stabilizes and AI-enabled drug discovery lifts instrument demand.

  • The P&L is modestly growing with disciplined margins: last quarter revenue grew 6.2% YoY to $11B at a 17% operating margin and $4.44 EPS, with trailing EPS beats of 5% and 4% — these are the quiet beats on a defensive compounder.
  • The forward narrative has specific angles: the open-source MHS AI-safety standard applies to pharma clinical workflows where Thermo's tools sit, and the 'Level 11 Sell' technical short setup competing with the fundamental bull case is honest tension.

At 88% of its 52-week range going into Oct 21 earnings, the setup is late-cycle with a 'two-way' tape. A clean beat with Life Sciences Solutions revenue acceleration plus any AI-biotech partnership color is the trigger for a reclaim of the next level; the GF-value 'overvalued' tag at 85/100 is a reasonable valuation hedge rather than a thesis crack.

Agrees with X sentimentThe split read captures the setup fairly — bulls have the long-cycle picks-and-shovels thesis, bears have the near-term valuation and short-setup math. On balance I lean slightly bullish on fundamentals, cautious on sizing at 52w highs.

What to watch: Oct 21 Q3 earnings — Life Sciences Solutions revenue, Analytical Instruments growth, operating margin, and FY27 guide. Clean beat plus LSS reacceleration is the trigger; sequential-flat LSS is the invalidation.

On the calendar: 2026-10-21 — Q3 earnings

event ahead 30dnear 52w high

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Genetic testing, liquid biopsy, and multi-cancer early detection (MCED) platforms are growing through direct-to-consumer and employer wellness channels; reimbursement coverage expansion by CMS and commercial payers is the adoption bottleneck. Lab volume normalization post-COVID is complete; growth is now driven by novel test launches and test menu expansion for chronic disease management.

What this means for $TMO

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

Industry benchmark

19-name peer basket
+37.6%YTD
+43.6%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
Q2 2026Jul 23, 2026$6.03$5.72+5.4%
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%
Next earningsWed, Oct 21·consensus EPS $6.40

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$47.9B$47.6B – $48.1B$25.11$24.99 – $25.1920
FY27$50.3B$50.0B – $51.0B$27.42$26.41 – $28.9820
FY28$53.5B$52.6B – $54.8B$30.32$27.06 – $32.8018
FY29$57.0B$56.6B – $57.8B$33.98$33.63 – $34.5610
FY30$58.8B$58.3B – $59.5B$38.20$37.81 – $38.859

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.0.9×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.95%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.+8.4%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.+26.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.885-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

SellAug 31Gianluca PettitiCOO4.1K sh$2.5MSellAug 24Marc N CasperCEO275 sh$172KSellAug 21Marc N CasperCEO7.5K sh$4.7MSellAug 20Marc N CasperCEO6.9K sh$4.3MSellAug 19Lisa P. BrittSr. VP and Chief HR Officer11.4K sh$7.0MSellAug 11Michael D ShaferPresident14.3K sh$8.6MSellAug 7Joseph R. HolmesVP & Chief Accounting Officer420 sh$246KSellAug 7Marc N CasperCEO268 sh$157KSellAug 6Lisa P. BrittSr. VP and Chief HR Officer5.8K sh$3.4MSellAug 6Marc N CasperCEO8.9K sh$5.1M
1–10 of 13
+ 40 other (20 awards · 11 exempts · 9 inkinds) 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.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 1 11-K · 1 SD) in window

Recent news

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

What Analyst Projections for Key Metrics Reveal About Thermo Fisher (TMO) Q3 Earningszacks.com·17h agoPfizer, Thermo Fisher Scientific And More: CNBC's ‘Final Trades'benzinga.com·2d agoThermo Fisher Scientific (TMO) Reports Next Week: Wall Street Expects Earnings Growthzacks.com·3d agoHow to Invest in AI Drug Discoveryetftrends.com·3d agoThermo Fisher to Report Q3 Earnings: What's in the Cards?zacks.com·4d ago

In themes

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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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