Thermo Fisher Scientific Inc. (TMO): A Bull Case Theory
We came across a bullish thesis on Thermo Fisher Scientific Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on TMO.
Thermo Fisher Scientific Inc. (TMO)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 3,465 | $2,007,794 | -16% | 0.96% |
| 2. | Sivik Global Healthcare Krishen Sud | 12,000 | $6,953 | -15% | 2.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $535.93 | 4 | $2,143.73 | 14,268 | 2024-12-09 | Filing | |
| $555.89 | 16 | $8,894.24 | 14,264 | 2024-11-07 | Filing | |
| $526.15 | 4 | $2,104.60 | 13,101 | 2023-06-26 | Filing | |
| $134.16 | 1,000 | $134,160.00 | 14,636 | 2015-12-11 | Filing | |
| $45.84 | 36 | $1,650.24 | 25,914 | 2010-08-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $563.56 | 22,046 | $12,424,243.76 | 84,117 | 2025-12-04 | Filing | |
| $584.11 | 2,521 | $1,472,541.31 | 65,480 | 2025-12-03 | Filing | |
| $583.33 | 29,479 | $17,195,985.07 | 68,001 | 2025-12-03 | Filing | |
| $581.92 | 30,000 | $17,457,600.00 | 29,480 | 2025-12-02 | Filing | |
| $581.94 | 6,912 | $4,022,369.28 | 14,367 | 2025-12-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,087,666 | $1,789,148,064 | 0.58% | |
| 2. | 1,094,733 | $634,343,037 | 0.37% | |
| 3. | 926,733 | $536,995,436 | 2.13% | |
| 4. | 892,461 | $517,136,514 | 1.11% | |
| 5. | 825,966 | $478,606,000 | 0.68% |
News See All
Thermo Fisher Scientific Inc. (TMO) and NVIDIA Partner to Bring Advanced AI to Lab Workflows
TheFly reported on January 9 that Stifel analyst Daniel Arias maintained a Buy rating on TMO and significantly raised the price target to $700 from $583, an increase of $117.
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Here’s What Lifted Thermo Fisher Scientific (TMO) in Q3
Bristol Gate Capital Partners, an investment management company, published its Q3 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.
BofA Raises Thermo Fisher (TMO) Target as Biopharma Recovery Comes Into View
On December 15, Bank of America raised its price target on Thermo Fisher Scientific Inc. (NYSE:TMO) to $700 from $650 and kept a Buy rating on the shares.
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For most drugmakers, the US is the largest single market. Prices there are often close to three times higher than in other developed countries. Branded medicines carry even steeper premiums.
What Makes Thermo Fisher (TMO) a Good Investment Choice?
Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Favorable Results and Improved Guidance Lifted Thermo Fisher Scientific (TMO) in Q3
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Analysts See 12% Upside To Thermo Fisher Scientific Inc. (TMO)
Thermo Fisher Scientific Inc. (NYSE:TMO) is among the 14 Best S&P 500 Stocks to Buy Now.
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The downturn has been sparked by reports of a prominent Oracle investor exiting from one of its data center projects.
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