
What smart money is saying about Thermo Fisher Scientific Inc.
5 funds in our archive have pitched Thermo Fisher Scientific Inc. — most recently Baron Health Care Fund in December 2025.
Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific, and internationally. The company's Life Sciences Solutions segment offers reagents, instruments, and consumables for biological and medical research, discovery, and production of drugs and vaccines, as well as diagnosis of infections and diseases; and solutions include biosciences, genetic sciences, and bio production to pharmaceutical, biotechnology, agricultural, clinical, healthcare, academic, and government markets. Its Analytical Instruments segment provides instruments, consumables, software, and services for pharmaceutical, biotechnology, academic, government, environmental, and other research and industrial markets, as well as clinical laboratories. The company's Specialty Diagnostics segment offers liquid, ready-to-use, and lyophilized immunodiagnostic reagent kits, as well as calibrators, controls, protein detection assays, and instruments; immunodiagnostics develops, manufactures and markets complete bloodtest systems to support the clinical diagnosis and monitoring of allergy, asthma and autoimmune diseases; dehydrated and prepared culture media, collection and transport systems, instrumentation, and consumables; human leukocyte antigen typing and testing for organ transplant market; and healthcare products. Its Laboratory Products and Biopharma Services segment provides laboratory products, research and safety market channel, and pharma services and clinical research. It offers products and services through a direct sales force, customer-service professionals, electronic commerce, and third-party distributors under Thermo Scientific; Applied Biosystems; Invitrogen; Fisher Scientific; Unity Lab Services; and Patheon and PPD. Thermo Fisher Scientific Inc. was founded in 1956 and is headquartered in Waltham, Massachusetts.
Fund coverage · 5 theses
- Baron Health Care FundDecember 2025
Thermo Fisher Scientific Inc. is a dominant life science tools company with improving end markets and a path to accelerating organic and earnings growth.
Read the full thesis - Baron Health Care FundSeptember 2025
Thermo Fisher Scientific Inc. is a competitively advantaged life sciences tools company poised for accelerated growth, expecting 3%-6% organic revenue growth in 2026-2027 and over 7% beyond, following a challenging period.
Read the full thesis - Artisan Value Equity StrategyJune 2025
Thermo Fisher Scientific (TMO) is a leading life science tools company with strong growth potential in fast-growing markets, solid financials, and a largely recurring revenue model, making it an attractive investment despite current market challenges.
Read the full thesis - Loomis Sayles Growth FundJune 2025
Thermo Fisher Scientific (TMO) is well-positioned for long-term growth in the life sciences tools industry, with a strong focus on biopharma, anticipated high-single-digit revenue growth, and undervalued share price offering a compelling investment opportunity despite current market pessimism.
Read the full thesis - Lindsell Train North American Equity FundDecember 2024
Thermo Fischer is a leading global life sciences tools and diagnostics company that benefits from industry growth and recurring revenues, making it an attractive investment opportunity despite recent flat share performance.
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