Thermo Fisher Scientific: Recovery In Sight, Attractively Valued
Summary
- Thermo Fisher has good growth prospects ahead.
- Core pharma, biotech, and bioproduction businesses are driving growth, with US manufacturing investments and the Solventum acquisition strengthening future prospects.
- Margins remain under near-term pressure from tariffs and strategic investments, but productivity gains and pricing actions provide a cushion and set up for future expansion.
- The stock is trading below its historical levels and is set for a re-rating as growth accelerates.
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