Latest news with #ThermoFisherScientificInc
Yahoo
10-05-2025
- Business
- Yahoo
Thermo Fisher Scientific Inc. (TMO): Among Billionaire Quants' Two Sigma's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Thermo Fisher Scientific Inc. (NYSE:TMO) stands against other billionaire quants' two sigma's stock picks with huge upside potential. is one of the leading players in the quantitative hedge fund space, according to Archive Market Research's analysis. The quant fund operates as an investment management company and was founded in 2001 by David Siegel, a computer scientist, and John Overdeck, a mathematician. The fund manages $60 billion worth of assets as of April 2025. Quant funds and their multi-strategy counterparts often do well in the market. A Reuters analysis found that many quant hedge funds posted double-digit growth in 2024. This growth happened despite 'negative drivers' in sectors like energy, metals, and European equities. Two Sigma, alongside quant funds like D.E. Shaw and Citadel, also managed solid performance last year. The hedge fund's Spectrum Fund returned 10.9% and 14.3% for the Absolute Return Enhanced Fund. But one might argue that for a hedge fund that relies on complex algorithms to make investment decisions, the asset manager should have beat the market. For context, the S&P 500 finished 2024 with a total gain of 25.0%. READ ALSO: Billionaire Ray Dalio's Bridgewater's 10 Stock Picks with Huge Upside Potential and Billionaire Mario Gabelli's 10 Large-Cap Stock Picks with Huge Upside Potential. In August last year, the billionaire founders of the hedge fund exited from active management because they couldn't resolve tension between them. 'Over the past year and a half, we and our senior management team have dedicated significant effort to securing the long-term success and stability of Two Sigma. Throughout this process, our own roles have been a central consideration. Today, we are confident that stepping back from our day-to-day management roles is the right decision at this time,' the co-founders said in a letter to investors. But recent reports indicate that Overdeck is returning to active management. 'John has determined now is the right time for him to return to this role in order to progress certain priorities and decisions he believes are important to the future of Two Sigma,' Two Sigma said in a letter. Siegel chose to remain outside of the fund's top ranks but had 'full confidence' in Scott Hoffman, one of the Co-CEOs who took over last year. It is good news that Two Sigma won't be held back by feuding management because they need it to navigate a challenging market. According to a Reuters analysis, the risk of recession is alarming, even though it may not be as clear-cut. The report quoted Zurich Insurance Group's chief market strategist, Guy Miller, who said that the risk of a US recession is quite plausible. 'Recession risks have risen markedly even if there are some deals struck on tariffs. The risk of a U.S. recession is 50-50, it's that close.' We sifted through Two Sigma Advisors' SEC Q4 2024 13F filings to create this list. We primarily targeted the fund's most valuable equity holdings (excluding ETFs and options) and then ranked the picks based on analyst price targets as of May 8, 2025. We picked stocks with an upside potential of at least 30% and then selected the top 10. We have also added the broader hedge fund sentiment for the stocks, as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A workstation in a research lab stocked with laboratory products and Fisher Scientific Inc. (NYSE:TMO) is a global leader in scientific research and laboratory solutions. It provides tools, technologies, and services to help scientists, healthcare professionals, and businesses advance discoveries and improve lives. The company has recently made several moves to strengthen its market position. On April 24, 2025, Thermo Fisher Scientific Inc. (NYSE:TMO) announced a $2 billion investment in the US over the next four years. The first $1.5 billion will be allocated to capital expenditures for enhancing and expanding US manufacturing operations, and $500 million will go to R&D focused on high-impact innovation. This investment builds on the company's substantial presence in US manufacturing, which already includes 64 operations across 37 states. On April 28, 2025, Thermo Fisher Scientific Inc. (NYSE:TMO) introduced an enhanced platform technology and a new CHO K-1 cell line that can reduce timelines to Investigational New Drug (IND) filing from 13 to nine months. The solution helps biotech and pharmaceutical companies overcome logistical complexities in pre-clinical biologic drug development. The company has also taken some cost-cutting measures. On May 3, 2025, Thermo Fisher (NYSE:TMO) announced it would close its location near downtown Orlando and lay off 58 employees. The move will primarily affect researchers, nurses, and staff tied to its PPD Clinical Research Services division. On April 25, Scotiabank analyst Sung Ji Nam adjusted the price target for Thermo Fisher Scientific Inc. (NYSE:TMO) to $605 from $650. Nam wrote that although the company surpassed expectations in its first quarter results of 2025, it revised the full-year guidance. Nevertheless, Nam maintained a Sector Perform rating. Overall, TMO ranks 5th on our list of billionaire quants' two sigma's stock picks with huge upside potential. While we acknowledge the potential of TMO as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TMO but that trades at less than 5 times its earnings check out our report about this READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
08-05-2025
- Business
- Yahoo
Thermo Fisher Scientific Inc. (TMO): Among Billionaire Mario Gabelli's Large-Cap Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Thermo Fisher Scientific Inc. (NYSE:TMO) stands against other billionaire Mario Gabelli's large-cap stock picks with huge upside potential. Mario Gabelli needs no introduction, having risen to become one of the most successful money managers on Wall Street, backed by a research-driven equity investment style. Having founded Gamco Investors, formerly Gabelli Asset Management Company, in 1977, the investment firm has grown to over $32 billion in assets under management with a portfolio spread over 800 stocks. Therefore, GAMCO is one of the most diversified hedge funds, offering exposure to some of the biggest and fastest-growing market segments. Over the years, Gabelli has relied on a value investment strategy that focuses on stocks trading below their fair value. In return, he looks for catalysts that could cause the stock's value to rise substantially. Some of the catalysts the fund manager often looks for include the sale or spinoff of a business. Mergers, industry consolidation, or regulatory changes also act as tailwinds in driving share value. The value investment strategy has been the catalyst behind GAMCO investors achieving impressive annualized returns of 16.3% since inception. READ ALSO: Billionaire David Tepper's 10 Stock Picks with Huge Upside Potential and Billionaire Jim Simons' RenTech's 10 Small-Cap Stock Picks with Huge Upside Potential. Likewise, GAMCO Investors is well positioned to capitalize on emerging opportunities in the overall stock market, pulling back. Valuation levels have pulled back significantly in the aftermath of the stock market coming under pressure amid the US tariff-fueled trade war. The announcement of President Donald Trump's 'Liberation Day' tariffs caused a significant upheaval in the stock and bond markets, resulting in the loss of trillions of dollars in investor wealth. While the administration temporarily suspended most reciprocal tariffs on April 9 for a period of 90 days, the looming threat of a global trade war poses risks to economic expansion. It is likely to shift capital flows in the equity markets. Both policymakers and market players are also wary of the potential for a financial 'mishap,' stemming from erratic movements in the U.S. Treasury market. Federal Reserve Chair Jerome Powell warned that current tariffs are 'significantly larger than expected,' adding that 'the same is likely to be true of the economic effects, which will include higher inflation and slower growth.' The tariffs imposed by U.S. President Donald Trump and other countries' reactions have created uncertainty for investors' holdings. Technology stocks have been the hardest hit amid the tariff wars after years of blockbuster gains fueled by the artificial intelligence frenzy. Given the market downturns, an anticipated increase in consumer costs, and a heightened chance of a recession as a result of these tariffs, it is indeed challenging to envision what a victory would entail for Trump, who claimed in 2018 that 'trade wars are beneficial and straightforward to win!' On the other hand, now would be the best time to capitalize on the significant pullbacks in the equity markets. With most stocks trading at discounted valuations beyond historical averages, billionaire Mario Gabelli's 10 large-cap stock picks with huge upside potential could offer a way out of the downturn. We combed Gamco Investors SEC Q4 2024 13F filings to identify Billionaire Mario Gabelli's 10 Large-Cap Stock Picks with Huge Upside Potential. We then settled on stocks with more than 30% upside potential based on analysts' ratings and analyzed why the stocks stand out, as solid value investments well poised to generate significant long-term value. The list is sorted in ascending order according to analysts' projected upside potential. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A workstation in a research lab stocked with laboratory products and services. Thermo Fisher Scientific Inc. (NYSE:TMO) is a healthcare company providing life sciences solutions, analytical instruments, specialty diagnostics, laboratory products, and biopharma services. While the stock has underperformed, going down by about 18% year-to-date, its underlying fundamentals remain solid. Consequently, analysts at Bernstein maintain a positive stance, going by an Outperform rating and a $690 price target. While Thermo Fisher Scientific Inc. (NYSE:TMO) remains susceptible to tariff risk, analysts are confident of its ability to pass the increased costs on to customers, given the strong demand for its scientific instruments and laboratory supplies. Solid first-quarter 2025 results echoed the sentiments amid an uncertain macroeconomic environment. The lab equipment and life science solutions company posted adjusted earnings per share of $5.15, above the $5.10 a share that analysts expected. Revenue in the quarter totaled $10.36 billion against $10.23 billion expected. Amid the tariff risks, Thermo Fisher Scientific Inc. (NYSE:TMO) is increasingly strengthening its product pipeline in pursuit of new growth opportunities. In the first quarter, it launched several innovative products, including the Thermo Scientific Vulcan Automated Lab and the next-generation Thermo Scientific Transcend, enhancing its market leadership. It also inked a $4.1 billion acquisition deal for Solventum's Purification & Filtration business to further strengthen its bio-production business, especially in biologics development. Overall, TMO ranks 7th on our list of billionaire Mario Gabelli's large-cap stock picks with huge upside potential. While we acknowledge the potential of TMO as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TMO but that trades at less than 5 times its earnings check out our report about this READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
07-05-2025
- Business
- Yahoo
Single Cell Analysis Market worth US$7.56 billion by 2030 with 14.7% CAGR
By geography, the single-cell analysis market is segmented into six major regions: North America, Europe, Asia Pacific, Latin America, the Middle East, and Africa. The Asia Pacific is anticipated to register the highest growth in the single-cell analysis market owing to the increasing focus on the development of cell-based therapies, high government investments & funding for R&D, and the booming healthcare sector. In addition, the emphasis on modernizing healthcare infrastructure and the increasing adoption of advanced technologies for research and clinical applications are expected to drive the growth of single-cell analysis in the Asia Pacific region. By end users, the single-cell analysis market is segmented into academic & research laboratories, biotechnology & pharmaceutical companies, hospitals & diagnostic laboratories, and cell banks & IVF centres. The academic & research laboratories segment is estimated to register the highest growth rate during the forecast period. The increasing emphasis on developing cell-based therapeutics, driven by the rising incidence of cancer, is anticipated to propel growth in this segment. Moreover, the surge in investments and funding for life science research has led to a greater adoption of advanced technologies, such as single-cell analysis, further enhancing the segment's growth in the market. By Based on product, the single-cell analysis market is segmented into consumables and instruments. The consumables segment is further divided into reagents, assay kits, beads, microplates, and other consumables. The instruments segment is further segmented into next-generation sequencing, microscopy, flow cytometry, polymerase chain reaction, mass spectrometry, and other instruments. The consumables segment dominated the market in 2024 and is expected to continue to dominate the market during the forecast period. The large share of this segment can be attributed to the increasing demand for high-quality reagents to ensure reliable and reproducible results. Additionally, the growing focus on the development of advanced cellular therapies is anticipated to promote segmental growth. DELRAY BEACH, Fla., May 7, 2025 /PRNewswire/ -- The global Single Cell Analysis Market , valued at US$3.55 billion in 2024, is forecasted to grow at a robust CAGR of 14.7%, reaching US$3.81 billion in 2025 and an impressive US$7.56 billion by 2030. Growth in this market can be attributed to factors such as the rising incidence of cancer and immunological disorders, technological developments in single-cell analysis products, the growing focus on the advancement of stem cell research, and the increasing focus on the biotechnology sector. However, the high cost of single-cell analysis products may hamper the growth of the market. Story Continues Request Sample Pages : The key players in the single-cell analysis market include Thermo Fisher Scientific Inc. (US), Danaher Corporation (US), Merck KGaA (Germany), BD (US), Agilent Technologies, Inc. (US), QIAGEN (Netherlands), 10x Genomics (US), Illumina, Inc. (US), Bio-Rad Laboratories, Inc. (US), DiaSorin S.p.A. (Italy), Standard BioTools (US), Tecan Trading AG (Switzerland), Sartorius AG (Germany), Corning Incorporated (US), Cytek Biosciences (US), Takara Bio Inc. (Japan), bioMérieux (France), Revvity (US), Bio-Techne (US), PacBio (US), Bruker (US), Promega Corporation (US), Oxford Nanopore Technologies Plc (UK), The Menarini Group (Italy), Singleron Biotechnologies (Germany), BICO (Sweden), Fluent BioSciences (US), RareCyte, Inc. (US), Cell Microsystems (US), NanoCellect Biomedical (US), Apogee Flow Systems Ltd. (UK), Creative Biolabs (US), Sphere Bio (UK), and Yokogawa Electric Corporation (Japan), among others. BD (US): BD (Becton, Dickinson, and Company) develops, manufactures, and distributes medical instruments and reagents. The company's products are used in various applications, including biosciences, diabetes care, respiratory disorder management, and diagnostic and analytical applications. BD operates in over 50 countries across Europe, Latin America, the Asia Pacific, and North America. The company is also committed to developing innovative products. For example, in February 2023, BD launched a new instrument for single-cell multiomics analysis, which allows scientists to conduct high-throughput studies without compromising sample integrity. This advancement has the potential to accelerate discovery across a wide range of fields, including immunology, genetic disease research, cancer, and chronic disease research. THERMO FISHER SCIENTIFIC INC. (US): Thermo Fisher is a leading company in science and technology, specializing in manufacturing high-end analytical instruments, laboratory equipment, software, consumables, reagents, and services for scientific research, analysis, discovery, and diagnostics. The company operates in over 180 countries across North America, Europe, Asia, the Middle East, Africa, and Latin America. Thermo Fisher forms strategic alliances to strengthen its global presence, including collaborations and partnerships. In November 2021, Thermo Fisher Scientific Inc. partnered with CELLENION to develop workflows for single-cell, mass spectrometry-based proteomics analyses. This partnership aims to combine CELLENION's CellenOne single-cell isolation system and ProteoChip consumables with Thermo Fisher's TMT multiplexing technologies and Orbitrap mass spectrometers. Together, they will create workflows for single-cell isolation and automate sample preparation for mass spectrometry-based proteomics analysis at the single-cell level. DANAHER CORPORATION (US): Danaher Corporation is a leading innovator in life sciences and diagnostics, offering a wide range of products and services for medical, industrial, and commercial applications. The company has a strong presence in North America, Europe, Asia, and Latin America. Moreover, Danaher Corporation focuses on strategic alliances to enhance its global reach. In October 2023, Danaher Corporation partnered with 10X Genomics to expand automation solutions for single-cell assay workflows through its Beckman Colter Life Sciences division. For more information, Inquire Now! Related Reports: Cell Isolation Market Flow Cytometry Market Next Generation Sequencing Market PCR Technologies Market Microscopy Market Get access to the latest updates on Single Cell Analysis Companies and Single Cell Analysis Size About MarketsandMarkets™: MarketsandMarkets™ has been recognized as one of America's Best Management Consulting Firms by Forbes, as per their recent report. MarketsandMarkets™ is a blue ocean alternative in growth consulting and program management, leveraging a man-machine offering to drive supernormal growth for progressive organizations in the B2B space. With the widest lens on emerging technologies, we are proficient in co-creating supernormal growth for clients across the globe. Today, 80% of Fortune 2000 companies rely on MarketsandMarkets, and 90 of the top 100 companies in each sector trust us to accelerate their revenue growth. With a global clientele of over 13,000 organizations, we help businesses thrive in a disruptive ecosystem. 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Business Wire
06-05-2025
- Business
- Business Wire
Thermo Fisher Scientific to Present at BofA Securities 2025 Health Care Conference on May 13
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, announced that Marc N. Casper, chairman, president and chief executive officer, will present at the BofA Securities Health Care Conference on Tuesday, May 13, 2025 at 11:40 a.m. (ET). The live webcast of the presentation can be accessed via the Investors section of our website, About Thermo Fisher Scientific Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue over $40 billion. Our Mission is to enable our customers to make the world healthier, cleaner and safer. Whether our customers are accelerating life sciences research, solving complex analytical challenges, increasing productivity in their laboratories, improving patient health through diagnostics or the development and manufacture of life-changing therapies, we are here to support them. Our global team delivers an unrivaled combination of innovative technologies, purchasing convenience and pharmaceutical services through our industry-leading brands, including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Unity Lab Services, Patheon and PPD. For more information, please visit
Yahoo
04-05-2025
- Business
- Yahoo
Is Thermo Fisher Scientific (TMO) One of the Best Falling Stocks to Buy According to Analysts?
We recently published a list of . In this article, we are going to take a look at where Thermo Fisher Scientific Inc. (NYSE:TMO) stands against other best falling stocks to buy according to analysts. Over the past two years, bulls have been in control, pushing US markets to new heights with each pullback. Major indices rallied to record highs as artificial intelligence emerged as a key investment theme, especially in the technology sector. Stocks also rallied amid expectations that the US Federal Reserve will cut interest rates on inflationary pressures subsiding significantly. The rally to record highs saw valuations get out of hand beyond historical norms. A change of administration and policies in the US was always going to be the catalyst to sway investors to exit risky bets amid the premium valuations. Donald Trump's taking over, waging a trade war against allies, and imposing stringent tariffs on imports into the US is the latest headwind that is sending US equity markets lower. The S&P 500 is already down by about 6%, and the tech-heavy NASDAQ is down by about 8%. The pullbacks come on growing concerns that the tariff war fuelled by Trump could plunge the global economy into recession. Similarly, there are growing fears that the US Federal Reserve will refrain from cutting interest rates as inflationary pressures show signs of edging higher. Consequently, the US equity market remains on edge, with stocks exposed to the tariff war pulling back by double-digit percentage points. The uncertainty around President Trump's tariffs and policies is sure to heighten volatility in the markets, as was the case in his first term. Trump's announcement of tariffs on Chinese imports in 2018 and 2019 caused stocks to perform poorly, according to data from economists at the Federal Reserve Bank of New York. Fast forward, we are seeing a repeat of similar performance in 2025, but on a larger scale. Nevertheless, a falling stock market will always present unique investment opportunities for investors with a high-risk tolerance. As prices come down, opportunities to invest in stocks trading at highly discounted valuations are increasingly cropping up. ″'Buying the dip' depends upon your timeframe,' says Richard Smith, CEO of investing tool RiskSmith. 'If you can keep your money in the markets for at least a couple of years, this is a good dip to buy. You'll likely be disappointed if you're banking on the market reversing [soon] and heading back up to new highs.' Although it's unclear if the stock sell-off will steepen in the weeks to come, there are exceptionally safe, historically inexpensive, time-tested stocks worth buying on the dip. In line with Warren Buffett's strategy of pursuing opportunities when there is a blood bath, the best stocks in a shaky market will always be those with a rare combination of quality and healthy potential for growth. To curate the list of the 11 best-falling stocks to buy according to analysts, we used the Finviz stock screener. We defined falling stocks as those trading within 0% to 10% of their 52-week lows. Using the Finviz stock screener, we got an aggregated list of stocks that fit our criteria. Next, we ranked these stocks in ascending order based on analysts' upside potential (as of May 2). We have also mentioned the hedge fund sentiment around each stock, as of Q4 2024. At Insider Monkey, we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (). A workstation in a research lab stocked with laboratory products and services. Thermo Fisher Scientific Inc. (NYSE:TMO) is a diagnostics and research company that provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products. It provides reagents, instruments, and consumables for biological and medical research. Its stock has pulled back significantly after a 17% year-to-date slide, leaving it close to its 52-week low. Amid the slump, Thermo Fisher Scientific Inc. (NYSE:TMO) is still one of the best-falling stocks to buy according to analysts. Despite cutting its price target to $470 from $620, analysts at Argus Research maintain a Buy rating on the stock. The Buy stance comes on the backdrop of Thermo Fisher Scientific unveiling an enhanced technology platform and a new CHO K-1 cell line. The two promise to reduce the investigational New Drug filing timelines from 13 months to nine. The new system is also poised to enable a new era of biologics drug development. In addition, Thermo Fisher Scientific Inc. (NYSE:TMO) has inked a strategic partnership with RoosterBio, a leading supplier of adult human mesenchyme stem/stromal cells (hMSCs). The two are joining forces to accelerate the development of new potentially lifesaving cell and exosome therapies as they seek to tap growth opportunities in treating degenerative diseases. Overall, TMO ranks 9th on our list of best falling stocks to buy according to analysts. While we acknowledge the potential of TMO as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TMO but that trades at less than 5 times its earnings check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
