Everything tagged "life sciences" across research, earnings, and macro.
5 articles
Thermo Fisher remains a scaled, resilient life sciences compounder with strong cash generation and raised 2026 guidance. The stock looks attractive on quality, but valuation and leverage argue for patience rather than chasing it higher.
Danaher is seeing better operating momentum across Life Sciences, Diagnostics, and Biotechnology, but the stock still trades at a premium that limits upside. The report keeps a Buy rating with fair value set at $225.
Agilent is regaining growth momentum with stronger margins, rising guidance, and a recurring-revenue mix that supports quality earnings. The stock looks attractive on fundamentals, but valuation leaves less room for execution missteps.
Revvity is a balanced life sciences and diagnostics operator with improving earnings, solid cash flow, and a growing software mix. The stock looks more like a recovery rerating than a breakout, but valuation is reasonable if forward EPS delivers.
Waters posted solid 2025 growth and enters 2026 with momentum, but the BD Biosciences & Diagnostic Solutions deal adds integration risk and a richer valuation. The stock looks like a Hold leaning to Buy on weakness as synergies and recurring revenue expansion offset execution concerns.
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