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What investors are saying about Thermo Fisher Scientific (TMO)

Summary

In the past 30 days, 5 people on 2 investor and market shows discussed Thermo Fisher Scientific (TMO) in 6 views. Going by each speaker's latest call, 4 are bullish. Chorus has followed Thermo Fisher Scientific since October 14, 2026.

Who talks about it most

The latest views

Newest first. Every quote is checked against the episode's transcript.

  • Jim Cramer · CNBCBullish

    Thermo Fisher is the strongest life sciences arms dealer after a beat-and-raise quarter.

    Thermo Fisher is the largest life sciences supplier, with a market cap above $250 billion, and offers equipment and consumables used in advanced medicines. Its acquisition of PPD gives it an in-house clinical research organization. Shares are up about 49% over six months, and the company delivered a beat-and-raise third quarter with accelerating organic growth. Cramer says the business is strong, citing his interview with the CEO.

    “Alright, TMO shares are up roughly 49% for the past six months. Remember all the tech money's going to these. And we know the business is strong because we just spoke with CEO Mark Casper last week”at 15:55

    Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 11/3/26 ·

  • Jim Cramer · CNBCBullish

    Thermo Fisher's beat-and-raise quarter means the post-report pullback is a good buying opportunity.

    Cramer points to Thermo Fisher's beat-and-raise report, with accelerating organic growth and stronger demand from pharma and biotech customers. Shares rallied at first but have given back some of those gains. He calls the pullback a great opportunity and asks whether the stock has more room to run.

    “Last week, Thermo Fisher delivered a beat and raise earnings report with accelerating organic growth... Shares initially rallied the results, so they've given us back some of those gains, but this is a great opportunity, I think.”at 13:02

    Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/26/26 ·

  • Josh Brown · Ritholtz Wealth ManagementBullish

    Thermo Fisher is breaking out to records as the largest life-science tools company; bullish.

    Thermo Fisher has risen 19% since his call last November. It is the largest company in life-science tools, with about $46 billion in trailing revenue. Revenue rose 10% on its last report. The stock gapped out of a long base at the end of July, stayed above $5.55, and broke to a new record. RSI is 64. He calls it a very strong stock and says a weekly close below $600 would signal the uptrend may be ending.

    “...it went up 19% since the call. Thermo Fisher is the largest company in life science tools.”at 35:23

    CNBC Halftime Report: The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26 ·

  • Jim Lebenthal · Cerity PartnersNeutral

    Thermo Fisher breakout is real short term, but its premium multiple makes re-entry hard.

    He agrees the stock is breaking out in the short term. A five-year chart shows it went nowhere for a long time before that, and the stock was digesting a big merger. He calls it high quality but says it trades at a premium multiple, so it will be hard to get back in at this price. He concedes Josh may be right.

    “It is obviously breaking out, Josh, in the short term. But if you look at, like, a five year chart of this thing, it went nowhere.”at 36:35

    CNBC Halftime Report: The Bull Market Backdrop in Question: The Investment Committee Weighs in 10/20/26 ·

  • Kari Firestone · Aureus Asset ManagementBullish

    Thermo Fisher has broken out after years of COVID hangover; research funding is loosening.

    Firestone says Thermo Fisher has finally broken out. She says the stock needed years to recover from the COVID hangover. The breakout is her main evidence for a bullish view on the stock.

    “Thermo Fisher, this stock has finally broken out and has taken years to get over the COVID hangover.”at 46:04

    CNBC Halftime Report: Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 ·

  • Joe Terranova · Virtus Investment PartnersBullish

    Money for research is finally loosening, which is good for Thermo Fisher.

    Terranova says research funding is finally starting to loosen up. He argues this is good for Thermo Fisher, which sells into research spending. He is building on Firestone's point that the stock has broken out after a long recovery.

    “And now we're finally starting to see money loosen up for research, and that's good for Thermo.”at 46:11

    CNBC Halftime Report: Rising Yields & Rally Risk: The Investment Committee's Strategy 10/14/26 ·

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Chorus reports what speakers said. It isn't investment advice.