Thermo Fisher Scientific (TMO) – A World-Class Play on the Health Care Rebound
Thermo Fisher Scientific is starting to look like one of the most compelling “recovery” stories in the health care sector. The stock trades around $490 and has quietly lagged the broader market this year — but that could be setting the stage for a sharp rebound.
The company is beginning to see renewed demand from biotech and healthcare customers, a positive sign after a period of softer orders linked to tariffs and broader economic uncertainty. That rebound in core demand, coupled with Thermo Fisher’s unmatched position in life sciences equipment and software, could make the next leg of growth particularly strong.
Government and academic spending — two areas that have been slower to recover — are also expected to pick up as budgets normalize. When that happens, Thermo Fisher stands to benefit directly, thanks to its deep ties across research institutions and healthcare systems worldwide.
A potential U.S.–China trade deal could further boost sentiment, removing one of the few overhangs that’s kept investors on the sidelines. For long-term investors looking to diversify away from tech-heavy holdings while maintaining exposure to innovation and growth, Thermo Fisher offers a high-quality, global platform that’s positioned to benefit from the next wave of healthcare investment.
