Should You Now Consider Buying Thermo Fisher (TMO) Stock?

Parnassus Investments, an investment management firm that focuses on owning a concentrated portfolio of U.S. large cap stocks, released its Parnassus Value Equity Fund second-quarter 2025 investor letter. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund’s top 5 holdings are also listed in the letter, showing the firm’s main investment positions heading into 2025.

One of the companies mentioned in the letter is Thermo Fisher Scientific Inc. (NYSE:TMO). Thermo Fisher Scientific Inc. (NYSE:TMO) provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in North America, Europe, Asia-Pacific, and internationally. Over the past month, Thermo Fisher Scientific Inc. (NYSE:TMO) rose by 21.19%, and its shares fell 19.23% over the last 12 months. On August 15, 2025, Thermo Fisher Scientific Inc. (NYSE:TMO) shares closed at $489.01, with a market capitalization of $185.434 billion.

Here is what they have to say about Thermo Fisher Scientific Inc. (NYSE:TMO) in their investor letter:

Thermo Fisher Scientific Inc. (NYSE:TMO) is a prominent player in the life sciences tools industry, with excellent capital allocation and an exceptional management team. Thermo Fisher’s diversified product offering and strategic acquisitions have reinforced its market position, establishing it as a comprehensive provider for the industry. Despite facing challenges such as biopharma funding sensitivity, new discoveries and therapies in biologics and genetic medicine should continue to be a growth tailwind in the coming years.”

Arkansas

provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific, and internationally.

Thermo Fisher Scientific Inc. (NYSE:TMO) is in 26th position on our list of 30 Most Popular Stocks Among Hedge Funds. According to our data, 101 hedge fund portfolios held positions in Thermo Fisher Scientific Inc. (NYSE:TMO) at the end of the first quarter of 2025, slightly down from 100 in the previous quarter. Thermo Fisher Scientific Inc. (NYSE:TMO) exceeded Q2 2025 earnings forecasts, reporting an EPS of $5.36 versus the expected $5.23. While we acknowledge the risk and potential of TMO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TMO and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Thermo Fisher Scientific Inc. (NYSE:TMO) and the list of best rebound stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.