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TMO

Thermo Fisher Scientific Inc

BUY 2026-08-01 Updated today USD 574.30 Healthcare - Medical - Diagnostics & ResearchAWAIT ENTRY
66

Position levels

Currenttoday
USD 574.30
Buy <=wait / entry
USD 521.67
Trim >=take some off
USD 605.00
Thesis breakThe thesis would be invalidated by organic revenue growth decelerating below mid...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Q2 2026 revenue growth of 10% to $11.99B with 5% organic growth and adjusted EPS growth of 13% to $6.03, beating estimates
  • Raised full-year guidance and outlook citing operational execution and easing tariff concerns
  • Strengthening customer activity across end markets driving share gains
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.