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Thermo Fisher shares target cut, outperform on growth trajectory

EditorNatashya Angelica
Published 12/20/2024, 10:08 AM
TMO
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On Friday, RBC Capital Markets adjusted its outlook on shares of Thermo Fisher Scientific (NYSE:TMO), a leading company in the Life Science Tools & Diagnostics (LST&Dx) sector. The firm's analyst lowered the price target to $692 from the previous $711 while retaining an Outperform rating on the stock.

The analyst at RBC Capital highlighted the company's solid management team and a more than two-decade-long history of successful consolidations and share price outperformance. These factors are seen as indicators of Thermo Fisher's capacity to continue its growth trajectory in the LST&Dx sector.

Despite identifying potential revenue risks for Thermo Fisher in 2025, the analyst noted that the current buy-side expectations are leaning towards a 4% organic growth for the company in that year. This figure is slightly below the current street average of 4.7%, which has been on a downward trend.

Thermo Fisher has expressed confidence in its ability to outpace the market by 100 to 200 basis points in any market situation. This resilience and performance potential have led RBC Capital to favor Thermo Fisher's stock over its peers as investors look ahead to the company's guidance for 2025.

In other recent news, Thermo Fisher Scientific has been making notable strides in its financial performance. The company completed a $1 billion stock repurchase, reflecting an ongoing strategy to deliver value to its shareholders.

This move was followed by the announcement of a new $4 billion stock repurchase program, replacing the previous plan. Thermo Fisher also declared a quarterly cash dividend of $0.39 per common share, further extending its shareholder-focused activities.

In the company's recent earnings call, Thermo Fisher reported a robust third-quarter performance with a revenue of $10.6 billion and an adjusted earnings per share (EPS) of $5.28. Moreover, the firm raised its full-year adjusted EPS guidance to a range of $21.35 to $22.07, while maintaining its revenue forecast within the range of $42.4 billion to $43.3 billion.

Financial analysts from Baird have adjusted their price target for Thermo Fisher shares to $622 from the previous $632, while maintaining an Outperform rating. This reflects confidence in the company's ability to navigate current market conditions. These recent developments underline Thermo Fisher's ongoing efforts to meet its long-term goals amid market uncertainties.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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