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Insider selling: $284,670,896 sold by 21 insiders (30d)
Est. revisions:
-0.6%
(4 up, 6 down in 30d)
Factor Model (net -0.7)
Factor Model
net -0.7 3.0 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-0.4
Narrative Gap
+0.0
TD Cowen Cuts TMO Price Target to $625
Watch: Q2 2026 earnings and management commentary for signs of acceleration to confirm the second half's expected growth rebound.
TD Cowen lowered Thermo Fisher's price target from $683 to $625 but kept Buy rating. Q1 EPS estimate rose from $5.05 to $5.21 matching company guidance. Q1 organic growth is expected at 1%, facing a 1.8% negative impact from fewer operating days and shutdowns, with operating margins forecast to decline compared to last year.
The Q1 EPS and growth guidance cut signals a low point in earnings growth, suggesting cautious near-term outlook despite confidence in medium-term acceleration.
Evidence
8d ago
Barclays main TMO: Overweight → Overweight
9d ago
Insider sell by CASPER MARC N (TMO): $13,914,104
9d ago
Insider sell by CASPER MARC N (TMO): $11,374,358
9d ago
Insider sell by LAGARDE MICHEL (TMO): $11,801,000
9d ago
Insider sell by CASPER MARC N (TMO): $11,483,532
9d ago
Insider sell by WILLIAMSON STEPHEN (TMO): $12,963,595
9d ago
Insider sell by CASPER MARC N (TMO): $12,168,974
7 older signals
9d ago
Insider sell by CASPER MARC N (TMO): $11,049,123
9d ago
Insider sell by CASPER MARC N (TMO): $11,010,295
9d ago
Insider sell by CASPER MARC N (TMO): $11,158,768
9d ago
Insider sell by CASPER MARC N (TMO): $10,624,559
9d ago
Insider buy by CHAI NELSON J (TMO): $11,038
9d ago
Insider sell by WILLIAMSON STEPHEN (TMO): $11,580,924
9d ago
Insider sell by LAGARDE MICHEL (TMO): $36,126,126
Fundamentals & Data ▾
Thermo Fisher Scientific Inc.
Healthcare · Diagnostics & Research
Mkt Cap
$198B
P/E
29.9 fwd 19.6
Beta
0.97
Div Yield
33.00%
52w Range
$385.46 - $643.99
Short Interest
4.1M 1.1%
Days to Cover
1.9 +15%
Technicals
downtrend
from 52w Hi
-1.3%
1w return
-0.5%
Insiders
selling
0B / 10S
Analysts
mixed
EPS Estimate
$5.24
-0.6% 30d
4up / 6dn
Est. Dispersion
6%
19 analysts
Analyst Target
$647
$520 - $750
Options P/C
0.90
Insider Cluster
strong sell
1B / 6S
Fund Convergence
strong
D.E. Shaw, Citadel, Elliott, Bridgewater
Financials
Revenue
$12.2B +7% YoY
FCF
$3.0B
Gross Margin
41%
Op Margin
19%
Momentum:
accelerating
Top Holders
D.E. Shaw
$2.0B
Citadel
$770M
Elliott
$460M
Bridgewater
Recent Filings & Data
insider trade
125
net selling
· $284,670,896 sold
· $11,038 bought
21 insiders · 125 transactions (30d)
Recent transactions
SHAFER MICHAEL D · sell · $802,536
CASPER MARC N · sell · $2,059,261
CASPER MARC N · exercise · $1,238,520
CASPER MARC N · sell · $5,077,489
CASPER MARC N · exercise · $3,096,300
WILLIAMSON STEPHEN · award
BRITT LISA P · award
LOWERY FREDERICK M. · award
PETTITI GIANLUCA · award
HOLMES JOSEPH R. · award
SHAFER MICHAEL D · award
SHROPSHIRE THOMAS B JR. · award
LAGARDE MICHEL · award
CASPER MARC N · award
PETTITI GIANLUCA · sell · $216,480
SPERLING SCOTT M · other
LAGARDE MICHEL · sell · $12,424,244
LAGARDE MICHEL · exercise · $4,884,676
LAGARDE MICHEL · sell · $36,126,126
LAGARDE MICHEL · exercise · $10,937,680
LOWERY FREDERICK M. · sell · $8,154,131
LOWERY FREDERICK M. · exercise · $3,511,412
SHAFER MICHAEL D · sell · $6,435,000
SHAFER MICHAEL D · exercise · $2,814,110
WILLIAMSON STEPHEN · other
LAGARDE MICHEL · sell · $2,756,920
LAGARDE MICHEL · exercise · $1,178,006
BRITT LISA P · sell · $622,136
PETTITI GIANLUCA · sell · $1,725,500
PETTITI GIANLUCA · exercise · $845,688
BRITT LISA P · sell · $5,844,850
BRITT LISA P · exercise · $2,152,565
CASPER MARC N · sell · $13,914,104
CASPER MARC N · exercise · $6,185,672
PETTITI GIANLUCA · sell · $229,660
CASPER MARC N · sell · $200,201
CASPER MARC N · exercise · $101,596
HOLMES JOSEPH R. · sell · $189,662
HOLMES JOSEPH R. · exercise · $97,786
CASPER MARC N · sell · $5,009,586
CASPER MARC N · exercise · $2,539,900
CASPER MARC N · sell · $248,046
CASPER MARC N · exercise · $125,979
CASPER MARC N · sell · $8,153,783
CASPER MARC N · exercise · $4,571,820
PETTITI GIANLUCA · sell · $191,992
SHROPSHIRE THOMAS B JR. · award
WEISLER DION J · award
KEITH R ALEXANDRA · award
HARRIS C. MARTIN M.D. · award
CHANDY RUBY R · award
JACKS TYLER · award
SPAR DEBORA L · award
SPERLING SCOTT M · award
CHAI NELSON J · award
LYNCH KAREN S. · award
JOHNSON JENNIFER M · award
MULLEN JAMES CHARLES · award
PETTITI GIANLUCA · sell · $164,444
PETTITI GIANLUCA · sell · $128,979
BOXER MICHAEL A · sell · $2,010,537
CASPER MARC N · sell · $9,326,854
SHAFER MICHAEL D · sell · $945,038
LOWERY FREDERICK M. · sell · $9,732,123
LOWERY FREDERICK M. · exercise · $3,855,444
WILLIAMSON STEPHEN · award
BRITT LISA P · award
BOXER MICHAEL A · award
LOWERY FREDERICK M. · award
PETTITI GIANLUCA · award
HOLMES JOSEPH R. · award
SHAFER MICHAEL D · award
LAGARDE MICHEL · award
CASPER MARC N · award
CHAI NELSON J · sell · $8,449
LYNCH KAREN S. · award
CASPER MARC N · other
WILLIAMSON STEPHEN · sell · $11,580,924
WILLIAMSON STEPHEN · exercise · $4,990,904
PETTITI GIANLUCA · sell · $175,677
CHAI NELSON J · buy · $11,038
BOXER MICHAEL A · other
CASPER MARC N · sell · $10,624,559
CASPER MARC N · sell · $4,975,765
CASPER MARC N · sell · $11,158,768
CASPER MARC N · sell · $3,263,668
CASPER MARC N · exercise · $1,232,478
CASPER MARC N · sell · $11,010,295
CASPER MARC N · exercise · $4,213,600
CASPER MARC N · sell · $11,049,123
BOXER MICHAEL A · sell · $1,120,320
BOXER MICHAEL A · exercise · $421,360
PETTITI GIANLUCA · sell · $168,048
CASPER MARC N · sell · $12,168,974
CASPER MARC N · sell · $6,172,098
CASPER MARC N · exercise · $2,106,800
CASPER MARC N · sell · $9,879,804
CASPER MARC N · exercise · $3,307,517
BRITT LISA P · sell · $2,221,582
BOXER MICHAEL A · sell · $1,201,700
PETTITI GIANLUCA · sell · $180,255
HOLMES JOSEPH R. · sell · $525,484
HOLMES JOSEPH R. · exercise · $197,859
CASPER MARC N · sell · $11,374,358
CASPER MARC N · exercise · $3,811,800
WILLIAMSON STEPHEN · other
WEISLER DION J · award
KEITH R ALEXANDRA · award
HARRIS C. MARTIN M.D. · award
SPERLING SCOTT M · award
CHANDY RUBY R · award
JACKS TYLER · award
SPAR DEBORA L · award
CHAI NELSON J · award
JOHNSON JENNIFER M · award
MULLEN JAMES CHARLES · award
WILLIAMSON STEPHEN · other
LAGARDE MICHEL · sell · $11,801,000
LAGARDE MICHEL · exercise · $2,103,400
WILLIAMSON STEPHEN · sell · $12,963,595
WILLIAMSON STEPHEN · exercise · $4,619,159
CASPER MARC N · sell · $5,737,356
CASPER MARC N · exercise · $1,905,900
CASPER MARC N · sell · $11,483,532
BOXER MICHAEL A · sell · $1,135,880
15 signals · latest 2h ago
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