Thermo Fisher Scientific – A MedTech giant now available at a discount
This is a no-brainer buy right now!
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Introduction
TMO is undoubtedly one of the most attractive opportunities the financial markets have to offer right now. Its shares have experienced massive price pressure so far in 2025 after already underperforming during 2023 and 2024. For reference, $TMO shares have lost a whopping 20% of their value so far this year and are down 30% over the last 12 months.
In my opinion, by now (after losing almost 10% over the last week alone), TMO shares are one of the most oversold stocks out there, almost purely driven by poor sentiment, with TMO’s fundamentals and outlook showing no weakness. In fact, the company’s performance is steadily improving again after suffering from a post-covid dip.
Of course, even for TMO, the ongoing trade war and tariffs are a big overhang, with pharma not isolated from these headwinds, but thanks to its unique revenue stream, competitive positioning, and global supply chain (including a big presence in the U.S.), I don’t expect TMO to be hit hard at all. As a result, TMO’s outlook remains as solid as ever, and I have a hard time explaining the YTD sell-off and current valuation levels.
Therefore, I believe this is nothing short of a brilliant opportunity to buy shares at great prices in a pharmaceutical gem poised for long-term success.
However, don’t just take my word for it. Let me explain a little about the company to give you a better understanding of what it does and how its unique approach, revenue streams, and moat make it a prime investment, even amid high tariffs and a potential recession. Finally, I will, of course, address the medium-term outlook and valuation.
Let’s delve in!
