Thermo Fisher Scientific 주식 (NYSE: TMO)

에 대한 최신 뉴스 Thermo Fisher Scientific (NYSE:TMO) 주식

THERMO FISHER SCIENTIFIC INC

Thermo Fisher Scientific

Thermo Fisher Scientific sells scientific instruments and laboratory equipment, diagnostics consumables, and life science reagents. The firm operates through four segments as of year end-2024 (revenue figures include some cross-segment revenue): analytical technologies (17% of sales); specialty diagnostic products (11%); life science solutions (23%); and lab products and services, which includes CRO services (54%).

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골드만삭스의 수석 미국 주식 전략가인 데이비드 코스틴(David Kostin)은 경제 전망이 약화되었다는 이유로 수익 성장 전망치를 수정하고 시장 동향의 변화를 강조했다. 

골드만삭스, 수익 성장 전망 하향 조정...투자자들 순환주에서 방어주로 이동

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케이티 허버티(Katy Huberty)는 모건 스탠리의 글로벌 리서치 책임자로, 인공지능(AI) 도입으로 인해 상당한 이점을 얻을 가능성이 있는 20개의 주식을 주목했다. 무슨 일이 있었나: 허버티는 현재 AI 도입을 위한 &#34;전환점&#34;에 있다고 언급했다. 그녀는 AI를 활용하여 수익을 증대시키는 기업들이 상당한 혜택을 누릴 준비가 되어 있다고 강조했다.

모건 스탠리, 인공지능 채택이 임계치에 도달함에 따라 상위 20개 AI 기반 주식 공개

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이들 11개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? QXO(NASDAQ:QXO)의 주가는 사모 금융 유치를 발표한 이후 33.37% 상승했다.

유니버셜 헬스 및 록히드 마틴은 지난주 최고 성과를 보여준 11개 대형주 중 일부 (7월 21일-7월 27일)

Thermo Fisher Scientific Inc Common Stock

Thermo Fisher Scientific Inc

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Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) announced Monday that it has secured the winning bid in the bankruptcy auction for key assets of 23andMe Holding Co. in a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45489983/regeneron-enters-into-asset-purchase-agreement-to-acquire-23andme-for-256-million-plans-to-maintai" rel="noreferrer noopener">$256 million deal</a> to boost its genetics-based drug discovery efforts.
The acquisition includes 23andMe&#8217;s Personal Genome Service, Total Health, Research Services divisions, its Biobank, and associated infrastructure. Regeneron plans to keep consumer services running without disruption and expects the transaction to close in the third quarter of 2025.
Regeneron pledged to uphold 23andMe&#8217;s privacy policies to address concerns over data use and comply with all applicable regulations. A court-appointed Customer Privacy Ombudsman will review the intended data use and oversee privacy safeguards throughout the process.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/44479516" rel="noreferrer noopener">23andMe&#8217;s Bankruptcy Sparks Privacy Concerns Over Genetic Database Of 15 Million Customers</a>
George D. Yancopoulos, Regeneron&#8217;s co-founder and chief scientific officer, emphasized the company&#8217;s long-term commitment to leveraging DNA in drug development.
He noted that Regeneron has already partnered globally to match de-identified genetic information from nearly three million participants with electronic health records, accelerating breakthroughs in treatments for cancer, infectious diseases, and immune disorders.
Aris Baras, head of the Regeneron Genetics Center, reaffirmed the company&#8217;s focus on ethical data use and scientific advancement. He said the acquisition supports Regeneron&#8217;s vision of utilizing large-scale genomic research to improve human health.
Following completion, 23andMe will become a wholly owned subsidiary of Regeneron. The transaction does not include the company&#8217;s Lemonaid Health division.
Regeneron held Cash and marketable securities of <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/g45061738/regeneron-reports-first-quarter-2025-financial-and-operating-results" rel="noreferrer noopener">$17.625 billion</a> as of March 31, 2025.
Price Action: REGN shares traded lower by 0.66% to $590.40 at the last check Monday.
Photo by Michael Vi via Shutterstock

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Genetic Data From 23andMe Ends Up With This Company In $256 Million Deal

In the current session, Thermo Fisher Scientific Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) is trading at $390.50, after a 3.83% drop. Over the past month, the stock fell by 8.66%, and in the past year, by 34.40%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. 

<img src="https://www.benzinga.com/files/images/story/2025/1747317624_0.png" alt="Past Year Chart" />

<h3>Evaluating Thermo Fisher Scientific P/E in Comparison to Its Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 44.19 in the Life Sciences Tools &amp; Services industry, Thermo Fisher Scientific Inc. has a lower P/E ratio of 23.82. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1747317624_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

P/E Ratio Insights for Thermo Fisher Scientific

General

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Cybin Engages Thermo Fisher To Support Phase 3 Supply And Potential Commercial Manufacturing Of CYB003 In Development For Major Depressive Disorder

Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) announced on Wednesday that it will invest at least $20 billion in the <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">U.S. through 2030</a>.
Research and development, plus U.S. manufacturing, will receive the bulk of the spending.
The company also expects higher job creation within the communities where Sanofi and its partners are located, which will help <a href="https://www.benzinga.com/pressreleases/25/05/n45414947/sanofi-to-invest-at-least-20-billion-in-the-us-through-2030-growing-investments-in-science-and-exp" target="_blank" rel="noreferrer noopener">enhance the U.S. supply chain</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/25/04/44981281/french-drugmaker-sanofi-clocks-20-q1-profit-growth-forecasts-strong-rebound-in-annual-profit" rel="noreferrer noopener">French Drugmaker Sanofi Clocks 20% Q1 Profit Growth, Forecasts Strong Rebound In Annual Profit</a>
Sanofi has 13,000 US-based employees, according to CEO Paul Hudson.
&#8220;Our expected investments in the US will be substantial and will help ensure the production of key medicines in the U.S.,&#8221; he added.
Sanofi also expects to partner with other domestic manufacturers to help ensure the production of medicines in the U.S.  
Earlier in May, U.S. President&nbsp;Donald Trump's&nbsp;signed an executive order to promote prescription drug manufacturing in the U.S., streamlining the path for companies to build new production sites as potential tariffs on&nbsp;<a target="_blank" href="https://www.benzinga.com/topic/tariffs" rel="noreferrer noopener">imported medicines loom</a>.
The White House wants facilities to come on board at a faster rate. It <a href="https://www.whitehouse.gov/presidential-actions/2025/05/regulatory-relief-to-promote-domestic-production-of-critical-medicines/?tblci=GiCUX7wvU_AgmIIiQduNYr6JQuJQLy6SZJGvpyeZuCzyqiCN1VcoxvTN4f7-y-PqATDviEo" target="_blank" rel="noreferrer noopener">estimates</a> that it can currently take five to 10 years to build new pharmaceutical manufacturing capacity, which it calls "unacceptable from a national-security standpoint.&#8221;
It&#8217;s not just Sanofi. <a href="https://www.benzinga.com/25/05/45234032/fda-expands-surprise-inspections-at-foreign-drug-and-food-facilities-targets-double-standards-in-overseas-manufacturing-oversight" target="_blank" rel="noreferrer noopener">Amid tariff uncertainty</a>, many drug companies are investing to boost production within the U.S.:
<ul class="wp-block-list">
<li>Eli Lilly And Co&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) doubled&nbsp;<a href="https://www.benzinga.com/general/biotech/25/02/43982604/eli-lilly-doubles-capital-spending-on-us-drug-manufacturing-with-50-billion-target" target="_blank" rel="noreferrer noopener">domestic medicine production</a>.</li>
<li>Thermo Fisher Scientific Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) announced it would invest an additional $2 billion in the U.S. over&nbsp;<a href="https://www.benzinga.com/general/health-care/25/04/44995428/thermo-fisher-doubles-down-on-us-manufacturing-in-2b-expansion-plan" target="_blank" rel="noreferrer noopener">the next four years</a>.</li>
<li>Medtech firm&nbsp;Becton, Dickinson, and Company&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) also announced its intention to invest&nbsp;$2.5 billion&nbsp;in U.S. manufacturing capacity&nbsp;<a href="https://www.benzinga.com/general/health-care/25/05/45140102/potential-tariff-bites-into-becton-dickinson-2025-profit-outlook-company-will-invest-2-5-billion-to-boost-us-manufacturing" target="_blank" rel="noreferrer noopener">over the next 5 years</a>.</li>
<li>Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)  seeks to nearly double its manufacturing capacity through a new agreement with <a href="https://www.benzinga.com/general/biotech/25/04/44931246/regeneron-partners-with-japan-based-fujifilm-to-bolster-us-manufacturing-capacity-via-3-billion-deal" target="_blank" rel="noreferrer noopener">FUJIFILM Diosynth Biotechnologies</a>.</li>
<li>Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) unveiled a $23 billion investment plan to expand in the U.S. <a href="https://www.benzinga.com/general/biotech/25/04/44761201/novartis-commits-23-billion-to-expand-us-manufacturing-over-five-years-despite-tariffs-uncertaint" target="_blank" rel="noreferrer noopener">over the next five years</a>.</li>
<li>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) plans to invest more than <a href="https://www.benzinga.com/markets/equities/25/03/44433978/johnson-johnson-to-invest-55-billion-in-us-to-boost-manufacturing-drug-discovery" target="_blank" rel="noreferrer noopener">$55 billion in the U.S. over the next four years</a>.</li>
<li>Roche Holdings AG&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>)&nbsp;announced that it will invest $50 billion in the U.S. over&nbsp;<a href="https://www.benzinga.com/topic/pharmaceuticals" target="_blank" rel="noreferrer noopener">the next five years.</a></li>
<li>Bristol-Myers Squibb &amp; Co.'s&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)&nbsp;Christopher Boerner, chair and chief executive officer,&nbsp;<a href="https://www.statnews.com/2025/05/05/bristol-myers-squibb-pharmaceutical-policy-us-trump-administration-innovation-tariffs/?tblci=GiCUX7wvU_AgmIIiQduNYr6JQuJQLy6SZJGvpyeZuCzyqiCN1VcoxvTN4f7-y-PqATDviEo" target="_blank" rel="noreferrer noopener">shared</a>&nbsp;plans to invest $40 billion in U.S. R&amp;D, technology, and manufacturing over the next five years in an op-ed published by Statnews.</li>
</ul>
Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) is one pharma company that did not highlight investments in new manufacturing plants. The company noted that they already have significant capacity and flexibility to manufacture <a href="https://www.benzinga.com/general/biotech/25/04/45118145/pfizer-ceo-albert-bourla-emphasizes-national-security-in-us-drug-manufacturing" target="_blank" rel="noreferrer noopener">products in the U.S</a>.
Price Action: Sanofi stock is down 1.53% at $49.20 at the last check on Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/general/biotech/25/05/45407486/novo-nordisk-inks-22-billion-deal-with-septerna-to-develop-oral-weight-loss-and-diabetes-drugs" target="_blank" rel="noreferrer noopener">Novo Nordisk Inks $2.2 Billion Deal With Septerna To Develop Oral Weight Loss And Diabetes Drugs</a></li>
</ul>
Image: Shutterstock

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Sanofi To Navigate Tariff Impact With $20 Billion In Spending Through 2030

A report on May 13, 2025 shows that Senator Markwayne Mullin from Oklahoma sale stock in Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>), valued between $290,010 and $700,000. According to the May filing, the transaction occurred on May 13, 2025.
At the time of writing, Thermo Fisher Scientific shares are trading down 3.05% at $415.87.
<h3>What Senator Has Been Trading Recently</h3>
In the past three years, Markwayne Mullin made 312 stock trades totaling more than $7.69 million. The largest trades involved stocks like Russell 1000 Ishares ETF and Invesco Actively Managed Exchange-Traded Fund Trus Invesco High Yield Select ETF. Their most notable trades made recently include key transactions: 
<ul>
<li>Materials ETF Vanguard (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VAW#NYSE">VAW</a>): $100,001 - $250,000 Sale</li>
<li>Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>): $50,001 - $100,000 Sale</li>
<li>Valero Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): $50,001 - $100,000 Sale</li>
</ul>
Here's a summary of Markwayne Mullin's recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>ConocoPhillips</td>
<td>COP</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>S</td>
<td>2025-04-08</td>
</tr>
<tr>
<td>Thermo Fisher Scientific</td>
<td>TMO</td>
<td>STOCK</td>
<td>$50,001 - $100,000</td>
<td>S</td>
<td>2025-04-08</td>
</tr>
<tr>
<td>Texas Instruments</td>
<td>TXN</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>S</td>
<td>2025-04-08</td>
</tr>
<tr>
<td>Valero Energy</td>
<td>VLO</td>
<td>STOCK</td>
<td>$50,001 - $100,000</td>
<td>S</td>
<td>2025-04-08</td>
</tr>
<tr>
<td>Zoetis</td>
<td>ZTS</td>
<td>STOCK</td>
<td>$15,001 - $50,000</td>
<td>S</td>
<td>2025-04-08</td>
</tr>
</tbody>
</table>
To keep an eye on Markwayne Mullin's trades and other government stock activity, check out our <a href="https://www.benzinga.com/gov-trades/members/markwayne-mullin">real-time tracking tool</a>!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>Why Congressional Transactions Matter</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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This Senator Just Sold Up To $700K In Thermo Fisher Scientific Stock

Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) has outperformed the market over the past 20 years by 6.51% on an annualized basis producing an average annual return of 14.67%. Currently, Thermo Fisher Scientific has a market capitalization of $155.19 billion. 
Buying $100 In TMO: If an investor had bought $100 of TMO stock 20 years ago, it would be worth $1,584.63 today based on a price of $411.37 for TMO at the time of writing.
<h3>Thermo Fisher Scientific's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746716419_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Thermo Fisher Scientific Stock In The Last 20 Years

The U.S. Food and Drug Administration (FDA) announced its intent to expand the use of unannounced inspections at foreign manufacturing facilities that produce foods, essential medicines, and other medical products intended for <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">American consumers and patients</a>.
This change builds upon the agency&#8217;s Office of Inspection and Investigations&#8217; Foreign Unannounced Inspection Pilot program in India and China and aims to ensure that foreign companies will receive the same level of regulatory oversight and scrutiny as domestic companies.&nbsp;
&#8220;For too long, foreign companies have enjoyed a double standard—given advanced notice before facility inspections, while American manufacturers are held to rigorous standards with no such warning,&#8221; said FDA Commissioner Martin Makary. &nbsp;
On Tuesday, the FDA <a target="_blank" href="https://www.fda.gov/news-events/press-announcements/fda-announces-expanded-use-unannounced-inspections-foreign-manufacturing-facilities?utm_medium=email&amp;utm_source=govdelivery" rel="noreferrer noopener">said</a> it plans to review and improve its foreign inspection program to ensure it meets the highest standards for oversight. Part of this effort includes making it clear that FDA inspectors should not accept travel-related perks like hotel stays or transportation from the companies they inspect.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/health-care/25/05/45225204/iqvia-beats-q1-earnings-expectations-despite-sector-uncertainty-company-navigating-market-conditions-effectively-says-ceo" rel="noreferrer noopener">IQVIA Beats Q1 Earnings Expectations Despite Sector Uncertainty, Company Navigating Market Conditions &#8216;Effectively&#8217; Says CEO</a>
The FDA conducts about 12,000 inspections annually in the U.S. and 3,000 in other countries. While U.S. companies often get surprise inspections, foreign companies usually receive advanced notice, giving them time to prepare and potentially hide problems.
Still, foreign inspections often reveal serious issues, more than twice as often as domestic ones.
In the U.S., inspections are usually unannounced unless specific programs require advance notice to ensure staff and records are available.
Even then, companies can&#8217;t pick the date or time. The FDA says foreign companies shouldn&#8217;t have that option either.
By shifting to more surprise inspections abroad, the FDA aims to better protect American consumers by catching dishonest practices, like falsifying records or hiding violations, before they cause harm.
The agency can take action against any company that tries to delay, block, or refuse an unannounced inspection.
The update follows President&nbsp;Donald Trump&#8217;s signed executive order on Monday to promote prescription drug manufacturing in the U.S., streamlining the path for companies to build new production sites as potential tariffs on <a target="_blank" href="https://www.benzinga.com/topic/tariffs" rel="noreferrer noopener">imported medicines loom</a>.
The order directs the FDA to reduce the amount of time it takes to approve manufacturing plants in the U.S. by eliminating unnecessary requirements, streamlining reviews, and working with domestic drugmakers to &#8220;provide early support before facilities come online,&#8221; <a target="_blank" href="https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-announces-actions-to-reduce-regulatory-barriers-to-domestic-pharmaceutical-manufacturing/" rel="noreferrer noopener">according</a> to&nbsp;a White House fact sheet.
It also directs the agency to raise inspection fees for foreign manufacturing plants, improve the enforcement of active-ingredient source reporting by overseas producers, and consider publicly listing facilities that don&#8217;t comply.
The White House <a target="_blank" href="https://www.whitehouse.gov/presidential-actions/2025/05/regulatory-relief-to-promote-domestic-production-of-critical-medicines/" rel="noreferrer noopener">estimates</a> that it can currently take five to ten years to build new pharmaceutical manufacturing capacity, which it calls &#8220;unacceptable from a national-security standpoint.&#8221;
<a target="_blank" href="https://www.benzinga.com/markets/25/02/43906811/trump-reportedly-warns-big-pharma-move-manufacturing-to-us-or-face-tariffs" rel="noreferrer noopener">Amid tariff uncertainty</a>, many companies have disclosed a wave of investments in recent months to boost production in the U.S.
<ul>
<li>Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) doubled <a href="https://www.benzinga.com/general/biotech/25/02/43982604/eli-lilly-doubles-capital-spending-on-us-drug-manufacturing-with-50-billion-target" target="_blank" rel="noreferrer noopener">domestic medicine production</a>.</li>
<li>Thermo Fisher Scientific Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) announced it would invest an additional $2 billion in the U.S. over <a href="https://www.benzinga.com/general/health-care/25/04/44995428/thermo-fisher-doubles-down-on-us-manufacturing-in-2b-expansion-plan" target="_blank" rel="noreferrer noopener">the next four years</a>.</li>
<li>Medtech firm Becton, Dickinson, and Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDX#NYSE">BDX</a>) also announced its intention to invest $2.5 billion in U.S. manufacturing capacity <a href="https://www.benzinga.com/general/health-care/25/05/45140102/potential-tariff-bites-into-becton-dickinson-2025-profit-outlook-company-will-invest-2-5-billion-to-boost-us-manufacturing" target="_blank" rel="noreferrer noopener">over the next 5 years</a>.</li>
<li>Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) did not highlight investments in new manufacturing plants; it noted that they already have significant capacity and flexibility to manufacture <a href="https://www.benzinga.com/general/biotech/25/04/45118145/pfizer-ceo-albert-bourla-emphasizes-national-security-in-us-drug-manufacturing" target="_blank" rel="noreferrer noopener">their products in the U.S</a>.</li>
<li>Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) seeks to nearly double its manufacturing capacity through a new agreement with <a href="https://www.benzinga.com/general/biotech/25/04/44931246/regeneron-partners-with-japan-based-fujifilm-to-bolster-us-manufacturing-capacity-via-3-billion-deal" target="_blank" rel="noreferrer noopener">FUJIFILM Diosynth Biotechnologies</a>.</li>
<li>Novartis AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>) unveiled a sweeping $23 billion investment plan to expand its manufacturing and research infrastructure in the U.S. <a href="https://www.benzinga.com/general/biotech/25/04/44761201/novartis-commits-23-billion-to-expand-us-manufacturing-over-five-years-despite-tariffs-uncertaint" target="_blank" rel="noreferrer noopener">over the next five years</a>.</li>
<li>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) announced its plans to invest more than <a href="https://www.benzinga.com/markets/equities/25/03/44433978/johnson-johnson-to-invest-55-billion-in-us-to-boost-manufacturing-drug-discovery" target="_blank" rel="noreferrer noopener">$55 billion in the U.S. over the next four years</a>.</li>
<li>Roche Holdings AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>) announced that it will invest $50 billion in the U.S. over <a href="https://www.benzinga.com/topic/pharmaceuticals" target="_blank" rel="noreferrer noopener">the next five years.</a></li>
<li>Most recently, Bristol-Myers Squibb &amp; Co.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) Christopher Boerner, chair and chief executive officer, <a href="https://www.statnews.com/2025/05/05/bristol-myers-squibb-pharmaceutical-policy-us-trump-administration-innovation-tariffs/" target="_blank" rel="noreferrer noopener">shared</a> plans to invest $40 billion in U.S. R&amp;D, technology, and manufacturing over the next five years in an op-ed published by Stat this week.</li>
</ul>
Read Next:
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<li><a href="https://www.benzinga.com/markets/25/05/45195137/footwear-titans-nike-adidas-call-tariffs-an-existential-threat-appeal-to-trump-for-relief-this-is-an-emergency" target="_blank" rel="noreferrer noopener">Footwear Titans Nike, Adidas Call Tariffs An &#8216;Existential Threat&#8217;, Appeal To Trump For Relief: &#8216;This Is An Emergency&#8217;</a></li>
</ul>
Photo by Tada Images via Shutterstock

Regulations

FDA Expands Surprise Inspections At Foreign Drug And Food Facilities, Targets Double Standards In Overseas Manufacturing Oversight

As May opens for business, shell-shocked stock market investors are waving goodbye to April with both hands. While the major stock indexes have <a href="https://www.benzinga.com/markets/25/04/45027002/benzinga-bulls-and-bears-netflix-novavax-intel-and-the-market-begins-to-bounce-back">bounced back</a> moderately over the last week, stocks fell 11% at one point and declined 20% since mid-February, primarily due to <a href="https://www.benzinga.com/trading-ideas/25/04/45050322/how-youll-know-the-tariff-troubles-are-over">tariff troubles</a> affecting the global economy.
That's not all. Consumer spending was at a two-year low in the first quarter of 2025, while first-quarter US gross domestic product fell by 0.3%, fueling talk of a recession on the horizon.
Older traders are talking about a &#8220;Templeton Moment&#8221; right now, and likely with good reason. The term stems from legendary trader John Templeton, who famously borrowed $10,000 to buy shares in every company trading on the New York Stock Exchange for under $1 during a market trough in 1939, during the Great Depression. The list included 104 companies, including 34 that were bankrupt. A few years later, Templeton banked huge gains on all but four stocks when he sold.
Today&#8217;s market could be your opportunity for something similar.
"It doesn&#8217;t resemble a &#8216;Templeton Moment,&#8217; but I would be cautious," said Eugenia Mykuliak, founder and executive director at B2PRIME Group, a global financial services provider for institutional investors. "Today&#8217;s market has more nuances, and we're not close to an &#8216;extreme&#8217; pessimism, unlike the 1930s. Even though there are some well-valued stocks out there, that's certainly not an invitation to buy in bulk."
Unlike the 1930's, which saw economic indicators drag across the board, this market has largely fallen victim to one malady.
&#8220;Uncertainty has been generated by the announcement, delay, magnitude, and duration of tariffs," said Karl Farmer, portfolio manager at Rockland Trust Bank. "With over 40% of the S&amp;P 500's revenues coming from outside the US, the tariffs can have some big impacts on inventory management and purchase plans as producers and consumers face higher prices."
Resulting market uncertainty means less confidence in profit consistency and usually lower multiples that investors place on earnings.
"Higher costs likely lead to lower profits if sellers cannot pass on the price increases to their customers, or at a minimum, it leads to lower consumption," Farmer said. "A lower multiple coupled with lower profits means lower market levels. The longer the tariffs remain, the more likely there will be behavior changes by both producers and consumers, as many will seek alternatives if they believe that higher prices are not temporary."
If the delayed reciprocal tariffs are implemented in full and there have been few negotiated breakthroughs, "then we have not seen the bottom," Farmer added.
Here are today&#8217;s buying opportunities and what to look out for.
<h2 class="wp-block-heading">Stocks To Pounce On At Lower Market Levels</h2>
Templeton or no Templeton, when the markets slide significantly, there's always low-hanging fruit available, and the US stock market is no different. Here are a few names that stock market gurus like in a shallower pricing market.
British American Tobacco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTI#NYSE">BTI</a>). Sluggish stock markets spell opportunity for stocks that demonstrate good resilience amid uncertainty, especially those that turn to future-oriented technologies, Mykuliak said.
Shopify (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>). Mykuliak also likes stocks that offer investors a double dose of value.
"Shopify could be another good example of a perfect combination of AI and e-commerce, which are two powerful trends today," she said. "If merchants want to adapt to new retail realities, it&#8217;s a top choice for them."
Nike (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>). According to Farmer, defensive sectors such as consumer staples and utilities have held up very well this year. "Presently, we favor some names in other areas that may have been overly punished, but could provide above-average returns for the patient investor," he said.
Nike tops that list. Nike is no quick fix for a 2025 portfolio, but it makes sense in this market.
"A pop could be had here if tariffs end quickly," Farmer said. "Nike did have issues even before tariffs, but it's a reinvigorating brand, and it's repairing relationships. Plus, Nike shares are down 70% from peak to 2017 levels, which provides a decent entry point."
Air Products and Chemicals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APD#NYSE">APD</a>). Air Products is a market leader in industrial gas trading at a big discount to competitor Linde (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIN#NASDAQ">LIN</a>). "Future growth is coming from new projects and clean energy transition," Farmer said. "Additionally, the company has a strong and predictable recurring revenue model with on-site plants and 20-year contracts." Thermo Fisher Scientific (NYSE: TMO) is a market leader in life sciences, diagnostics and instruments.
"The stock is off 30% in the last three months on fears of spending cutbacks from customers who rely on federal funding for research," Farmer notes. "It's trading at less than market multiples for better earnings growth. Meanwhile, clarity on federal funding should mark a bottom."
<h2 class="wp-block-heading">More Than A "Buy the Dip" Scenario</h2>
As uncertainty prevails in the stock market, money managers are taking a more defensive stance with their portfolios, with one eye on historical trends.
"Historically, when volatility spikes—as it did in early April—the equity markets tend to see large gains one year later," said Andrew Constantinides, a financial advisor at Neil Jesani Wealth Management. "In the short term, however, calling the bottom is much harder. Investors should always remember: There can always be more downside in the market—unless it's at zero."
Constantinides said his firm is primarily focused on value and international stocks.
"Both categories have underperformed U.S. growth stocks over the past 10 years," he noted. "But Q1 of 2025 showed the first real signs of a cycle shift back toward value and international leadership. We favor developed markets, such as Europe and Asia. Our current sector focus is energy and financials—companies with low price-to-earnings ratios and high earnings yield. We have almost no exposure to large-cap tech."
<h2 class="wp-block-heading">5 Dark Horse Stocks Most Investors Aren't Following (But Should)</h2>
Every Friday, five overlooked stocks land on our ‘Whisper Index.' Like Coinbase before it surged 245% higher. And the biotech breakthrough Insmed before it jumped 20% in a single month. Beat Wall Street to these next potential winners. Access the Whisper Index <a href="https://www.benzinga.com/premium/ideas/benzinga-edge/?el=ResearchDaily&amp;he={{email}}&amp;adt_ei={{email}}&amp;utm_adType=SponsorAd&amp;utm_ad=RD0505&amp;utm_campaign=commandcenter">HERE</a>.
Editorial content from our Expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Opinion

SHOP

This Market Is The Buying Opportunity Of A Lifetime

Argus Research analyst David Toung maintains Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) with a Buy and lowers the price target from $620 to $470.

Price Target

Analyst Ratings

Argus Research Maintains Buy on Thermo Fisher Scientific, Lowers Price Target to $470

Thermo Fisher Scientific's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) short percent of float has risen 20.95% since its last report. The company recently reported that it has 4.79 million shares sold short, which is 1.27% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.52 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Thermo Fisher Scientific Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745866842_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Thermo Fisher Scientific has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Thermo Fisher Scientific's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Thermo Fisher Scientific's peer group average for short interest as a percentage of float is 7.35%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Is Thermo Fisher Scientific Gaining or Losing Market Support?

With earnings season in full swing, let&#8217;s examine the performance of some major healthcare, utility, and financial services companies in Dan Loeb&#8216;s Third Point LLC portfolio that <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">reported earnings last week</a>.
Thermo Fisher Scientific Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>): Loeb acquired a stake in the company, attaining 350,000 shares <a target="_blank" href="https://www.benzinga.com/news/large-cap/25/02/43945075/dan-loeb-adjusts-healthcare-holdings-danaher-stake-trimmed-as-thermo-fisher-gains-favor" rel="noreferrer noopener">in the fourth quarter 2024</a>.
<ul>
<li>On April 23, the company reported&nbsp;first-quarter&nbsp;2025 adjusted earnings per share of&nbsp;$5.15,&nbsp;<a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">beating the street view of&nbsp;$5.10</a>.</li>
<li>Quarterly sales of&nbsp;$10.36 billion, almost flat year over year, outpaced the analyst <a href="https://www.benzinga.com//node/44956678" target="_blank" rel="noreferrer noopener">consensus estimate of&nbsp;$10.23 billion</a>.</li>
<li>Thermo Fisher Scientific lowered 2025 adjusted EPS&nbsp;outlook from&nbsp;$23.10-$23.50&nbsp;to&nbsp;$21.76-$22.84&nbsp;vs. the consensus of&nbsp;$23.25 and revised sales&nbsp;guidance&nbsp;from&nbsp;$43.5 billion-$44 billion&nbsp;to&nbsp;$43.3 billion-$44.2 billion&nbsp;vs. consensus of&nbsp;$43.84 billion.</li>
<li>The company expects U.S.-China tariffs to hurt sales in China for products made in the U.S. This will reduce revenue by&nbsp;$400 million&nbsp;in 2025. These tariffs will also raise the cost of parts and <a href="https://www.benzinga.com//node/44966173" target="_blank" rel="noreferrer noopener">subassemblies sourced from China</a>.</li>
<li>After accounting for lower sales and higher costs—despite efforts to reduce the impact—the company expects adjusted operating income to take a&nbsp;$375 million&nbsp;hit compared to previous&nbsp;guidance.</li>
<li>Several analysts lowered the price <a href="https://www.benzinga.com/quote/TMO/analyst-ratings" target="_blank" rel="noreferrer noopener">forecast following the results</a>.</li>
<li>On April 24, the company said&nbsp;that it would invest an additional&nbsp;$2 billion&nbsp;in the <a href="https://www.benzinga.com//node/44995428" target="_blank" rel="noreferrer noopener">U.S. over&nbsp;the next four years</a>.</li>
<li>Year to date, Thermo Fisher fell about 21.03%, both underperforming the&nbsp;iShares U.S. Healthcare ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>), which declined about 2.36%&nbsp;over the same time frame.</li>
</ul>
Pacific Gas &amp; Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>): The investor had cut the stake from 49.75 million shares in the&nbsp;third quarter&nbsp;of 2024 to 48.5 million in <a target="_blank" href="https://www.benzinga.com//node/44384767" rel="noreferrer noopener">the&nbsp;fourth quarter&nbsp;of 2024</a>.
<ul>
<li>On April 24, the company reported first-quarter adjusted EPS of 33&nbsp;cents, down from 37 cents in the prior-year quarter and missing the estimates of 35 cents. Sales&nbsp;of $5.98 billion came below the <a href="https://www.benzinga.com/pressreleases/25/04/n44973765/pg-e-corporation-reports-first-quarter-results-on-track-to-deliver-solid-2025-residential-electric" target="_blank" rel="noreferrer noopener">street view of&nbsp;$6.13 billion</a>.</li>
<li>The company reiterated 2025 guidance for adjusted EPS at $1.48-$1.52&nbsp;compared to consensus of $1.50.</li>
<li>The company showed confidence in its equity strength, which is &#8216;fully satisfied&#8217; to fund the five-year capital plan of&nbsp;$63 billion&nbsp;through 2028.</li>
<li>Guggenheim analyst Shahriar Pourreza maintained a Neutral and raised the price forecast from&nbsp;$16&nbsp;to&nbsp;$17. Evercore ISI Group analyst Michael Lonegan retained an In-Line rating and boosted the <a href="https://www.benzinga.com/quote/pcg/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from&nbsp;$15&nbsp;to&nbsp;$17</a>.</li>
<li>The company&#8217;s shares dipped around&nbsp;15.88%&nbsp;so far in 2025 compared to&nbsp;VanEck Uranium and Nuclear ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLR#NYSE">NLR</a>) decline of 11.27%.</li>
</ul>
Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>): Loeb had acquired 640,000 shares in the company<a target="_blank" href="https://www.benzinga.com/25/04/44698171/trumps-tariff-push-sends-financials-lower-loebs-portfolio-take-a-hit" rel="noreferrer noopener"> in the fourth quarter of 2024</a>.
<ul>
<li>On April 23, the company reported first-quarter EPS of&nbsp;$4.25, which beat the analyst consensus estimate of&nbsp;$3.39&nbsp;by&nbsp;25.37%. Revenue of $4.25 billion, exceeded the analyst<a href="https://www.benzinga.com//node/44967199" target="_blank" rel="noreferrer noopener"> consensus estimate of&nbsp;$4.22 billion</a>.</li>
<li>Provision for credit losses of&nbsp;$1.2 billion&nbsp;decreased&nbsp;$253 million&nbsp;from the prior year quarter, driven by a&nbsp;$190 million&nbsp;favorable reserve change and a&nbsp;$97 million&nbsp;decrease in net charge-offs.</li>
<li>The company confirmed that it expects the merger with&nbsp;Capital One Financial Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>) to close on or about May 18, 2025.</li>
<li>TD Securities analyst Moshe Orenbuch maintained a Buy rating and slashed the price forecast from&nbsp;$188&nbsp;to&nbsp;$184, while Truist Securities analyst Brian Foran boosted the <a href="https://www.benzinga.com/quote/dfs/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from&nbsp;$219&nbsp;to&nbsp;$229</a>.</li>
<li>The stock rose 4.98% compared to iShares Focused Value Factor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FOVL#NYSE">FOVL</a>) decline of 5.67% YTD.</li>
</ul>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/25/04/44911125/dan-loebs-bet-on-taiwan-semiconductor-looks-strong-as-q1-results-top-expectations" target="_blank" rel="noreferrer noopener">Dan Loeb&#8217;s Bet On Taiwan Semiconductor Looks Strong As Q1 Results Top Expectations</a></li>
</ul>
Image: Shutterstock

FOVL

iShares Trust Dow Jones US Healthcare Sector Index Fund

Tariffs Bite Dan Loeb's Portfolio: Thermo Fisher Hit Hard, Discover Shines

Scotiabank analyst Sung Ji Nam maintains Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) with a Sector Perform and lowers the price target from $650 to $605.

Scotiabank Maintains Sector Perform on Thermo Fisher Scientific, Lowers Price Target to $605

Thermo Fisher Scientific Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) announced Thursday that it would invest an additional $2 billion in the U.S. over <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">the next four years</a>.
As one of the largest manufacturers of medicines in the world, Thermo Fisher enables biopharma companies to develop and produce their <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44976531/thermo-fisher-scientific-invests-to-enhance-u-s-innovation-and-support-customers-manufacturing" rel="noreferrer noopener">medicines in America</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/health-care/25/04/44966205/analyst-sees-opportunity-in-danaher-stock-as-sentiment-improves" rel="noreferrer noopener">Analyst Sees Opportunity In Danaher Stock As Sentiment Improves</a>
These additional investments to the company&#8217;s American manufacturing capacity support a resilient U.S. healthcare supply chain and will have a strong multiplier effect across the American economy.
The $2 billion investment over the next four years includes:
<ul>
<li>$1.5 billion in capital expenditures to enhance and expand U.S. manufacturing operations</li>
<li>Complemented by $500 million in R&amp;D focused on high-impact innovation</li>
</ul>
Thermo Fisher CEO Marc N. Casper explained that by expanding in the U.S., the company ensures that &#8220;life-saving medicines and therapies will continue to be developed and produced in America for decades to come.&#8221;
This investment builds on Thermo Fisher&#8217;s 64 U.S. manufacturing operations in 37 states.
The company also invests $1 billion annually in R&amp;D in the U.S.
Over the next four years, the company will continue to expand its impact in the U.S. by creating high-paying jobs, adding manufacturing and lab services capacity, and investing in research and development.
On Wednesday, Thermo Fisher said that it expects U.S.-China tariffs to hurt sales in China for products made in the U.S. The company estimates this will reduce revenue by $400 million in 2025. These tariffs will also raise the cost of parts and subassemblies <a target="_blank" href="https://www.benzinga.com/general/health-care/25/04/44966173/thermo-fisher-beats-q1-estimates-lowers-full-year-forecast-as-tariffs-and-costs-take-a-toll" rel="noreferrer noopener">sourced from China</a>.
After accounting for lower sales and higher costs—despite efforts to reduce the impact—the company expects adjusted operating income to take a $375 million hit compared to previous guidance.
Analyst Reactions on Thursday:
<ul>
<li>Baird maintains Thermo Fisher Scientific with an Outperform, lowering the price target from $603 to $573.</li>
<li>Wells Fargo maintains Thermo Fisher with an Overweight rating and lowers the price target from $580 to $570.</li>
<li>Evercore ISI maintains Thermo Fisher with an Outperform, lowering the price target from $585 to $500.</li>
<li>Stifel reaffirms the Buy rating for Thermo Fisher, lowering the price target from $665 to $620.</li>
</ul>
Price Action: TMO stock is down 2.57% at $420.55 at the last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/biotech/25/04/44981281/french-drugmaker-sanofi-clocks-20-q1-profit-growth-forecasts-strong-rebound-in-annual-profit" target="_blank" rel="noreferrer noopener">French Drugmaker Sanofi Clocks 20% Q1 Profit Growth, Forecasts Strong Rebound In Annual Profit</a></li>
</ul>
Image: Shutterstock

Thermo Fisher Doubles Down On US Manufacturing In $2B Expansion Plan

RBC Capital analyst Conor McNamara maintains Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) with a Outperform and lowers the price target from $651 to $637.

RBC Capital Maintains Outperform on Thermo Fisher Scientific, Lowers Price Target to $637

WIIM

Thermo Fisher Scientific shares are trading lower after multiple firms cut their respective price targets on the stock.

UBS analyst Dan Leonard maintains Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) with a Buy and lowers the price target from $715 to $500.

UBS Maintains Buy on Thermo Fisher Scientific, Lowers Price Target to $500

Stifel analyst Daniel Arias maintains Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) with a Buy and lowers the price target from $665 to $620.

Stifel Maintains Buy on Thermo Fisher Scientific, Lowers Price Target to $620

Evercore ISI Group analyst Vijay Kumar maintains Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) with a Outperform and lowers the price target from $585 to $500.

Evercore ISI Group Maintains Outperform on Thermo Fisher Scientific, Lowers Price Target to $500

Wells Fargo analyst Brandon Couillard maintains Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) with a Overweight and lowers the price target from $580 to $570.

Wells Fargo Maintains Overweight on Thermo Fisher Scientific, Lowers Price Target to $570

Baird analyst Catherine Schulte maintains Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) with a Outperform and lowers the price target from $603 to $573.

Baird Maintains Outperform on Thermo Fisher Scientific, Lowers Price Target to $573

Press Releases

Thermo Fisher Scientific Increases Quarterly Dividend

Thermo Fisher Scientific to Present at TD Cowen 45th Annual Health Care Conference on March 3, 2025

Thermo Fisher Scientific to Acquire Solventum's Purification and Filtration Business

Solventum Announces Sale of its Purification & Filtration Business to Thermo Fisher Scientific Inc. for $4.1B

Trian Comments on Solventum's Sale of its Purification & Filtration Business

Thermo Fisher Scientific Introduces the Vulcan™ Automated Lab to Transform Semiconductor Analysis

Thermo Fisher Scientific to Hold Earnings Conference Call on Wednesday, April 23, 2025

Thermo Fisher Scientific Reports First Quarter 2025 Results

Thermo Fisher Scientific Invests to Enhance U.S. Innovation and Support Customers' Manufacturing

Thermo Fisher Scientific to Present at BofA Securities 2025 Health Care Conference on May 13

SOLV

Agilent Technologies

Adaptive Biotechnologies Corporation - Common Stock

Adaptive Biotechnologies

Avantor

Azenta

Bio-Rad Laboratories, Inc. Class A Common Stock

Bio-Rad Laboratories

BioLife Solutions

Bruker

Charles River Laboratories International, Inc. Common Stock

Charles River

Danaher

Evotec SE - American Depositary Shares each representing 1/2 of one ordinary share

Evotec

Illumina

IQVIA Hldgs

Medpace Hldgs

Mesa Laboratories

Mettler-Toledo International, Inc. Common Stock

Mettler-Toledo Intl

Niagen Bioscience

Repligen

Revvity

Sotera Health

Stevanato Group

Bio-Techne

Tempus AI

10x Genomics

Waters

West Pharmaceutical Services, Inc. Common Stock

West Pharmaceutical Servs

Argus Research

Scotiabank

RBC Capital

Stifel

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MYNZ

Mainz Biomed Narrows Its Losses, Grows Revenue For Full Year 2024

Screenshot 2024-12-19 at 7.13.05 PM

Quest Diagnostics (NYSE: DGX) And Mainz Biomed (NASDAQ: MYNZ) Team Up To Commercialize ColoAlert Early Cancer Detection Screening In The U.S.

Screenshot 2024-11-21 at 6.41.48 PM

Mainz Biomed Inks Major Deal To Develop A Next-Generation Cancer Test

Screenshot 2024-11-12 at 8.43.58 PM

Healthcare Giant Thermo Fisher Scientific Inc. (NYSE: TMO) Inks Deal With Mainz Biomed (NASDAQ: MYNZ) To Develop And Commercialize Next Gen Colorectal Cancer Screening

골드만삭스의 수석 미국 주식 전략가인 데이비드 코스틴(David Kostin)은 경제 전망이 약화되었다는 이유로 수익 성장 전망치를 수정하고 시장 동향의 변화를 강조했다.
무슨 일 있었나: CNBC의 &#8216;스쿼크 온 더 스트리트&#8217;에서 코스틴은 수정된 수익 성장 전망과 시장 동향에 대해 논의했다. 처음에는 11%로 예상되었던 2025년 수익 성장 전망은 현재 9%로 하향 조정되었다.
그럼에도 불구하고 코스틴은 2026년의 수익 성장률이 7%로 변함없이 유지될 것이라고 주장했다. 또한 S&amp;P 500 연말 목표가 6500으로 현재 수준에서 11% 상승할 것이라고 언급했다.
또한 코스틴은 투자 전략의 변화를 언급했는데, 투자자들이 관세 불확실성 속에서 "흥분(순환주)"에서 "지루함(방어주)"으로 이동하고 있다는 것이다.  그는 헬스케어 서비스와 소비재 섹터가 안정적이고 현재 진행 중인 무역 전쟁에 덜 민감하기 때문에 선호하는 분야라고 밝혔다. 또한 써모 피셔(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>)와 애질런트 테크놀로지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/A#NYSE">A</a>)를 강력한 투자 옵션으로 꼽았다.
그리고 코스틴은 AI 인프라와 하이퍼스케일러에서 매출 증대를 위해 AI를 활용하는 소프트웨어 회사로 초점이 이동하고 있다고 지적했다. 예를 들어, 몽고DB(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>)가 있다.
코스틴에 따르면, 관세에 대한 불확실성으로 인해 예측이 어렵지만, 모델에 따르면 매출은 단위 물량과 마진을 통해 영향을 받을 것이라고 한다. 이 전략가는 관세 5% 인상이 매출 성장률을 1~2% 감소시킬 수 있을 것으로 추정했다.
왜 중요한가: 2024년 4분기 동안 기관 투자자들이 기술과 금융에 대해 낙관적이었다는 점을 고려할 때, 이러한 투자 전략의 변화는 주목할 만하다. 투자자들은 현재 코스틴이 선호하는 분야로 꼽는 헬스케어 부문에서 <a href="https://www.benzinga.com/markets/equities/25/02/43878703/institutional-investors-load-up-on-technology-and-financial-stocks-in-q4-while-reducing-positions-in-healthcare-sector-amid-political-uncertainty" target="_blank" rel="noopener">철수하는 모습을 보였다.</a> 워런 버핏의 버크셔 해서웨이조차도 헬스케어 서비스 제공업체인 다비타(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVA#NYSE">DVA</a>)에 대한 지분을 축소하여 소유분을 45%로 낮췄다.
이러한 시장 변화와 코스티인의 수정된 전망은 현재의 경제 환경의 불확실성을 강조하는 한편, 방어주와 AI 기반 비즈니스의 잠재적 기회를 강조했다. 즉, 코스틴은 채권 수익률 하락이 일부 관세 효과를 상쇄하여 잠재적으로 경제에 도움이 될 것으로 예상한다. 그는 GDP 성장이 수익의 주요 동인이며, 이자율과 인플레이션이 부차적인 역할을 한다고 말하며 요약했다.
도널드 트럼프 대통령이 캐나다와 멕시코에 대한 자동차 관세를 한 달 뒤로 미루자, S&amp;P 500 지수는 수요일 1.12% 상승한 5,842.63포인트에 마감했다.
이미지 출처: Shutterstock
면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 생성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

케이티 허버티(Katy Huberty)는 모건 스탠리의 글로벌 리서치 책임자로, 인공지능(AI) 도입으로 인해 상당한 이점을 얻을 가능성이 있는 20개의 주식을 주목했다.
무슨 일이 있었나: 허버티는 현재 AI 도입을 위한 &#8220;전환점&#8221;에 있다고 언급했다. 그녀는 AI를 활용하여 수익을 증대시키는 기업들이 상당한 혜택을 누릴 준비가 되어 있다고 강조했다.
허버티는 이번 달 초 <a href="https://www.businessinsider.com/ai-adopters-stocks-to-buy-beneficiaries-pricing-power-morgan-stanley-2025-1#home-depot-1">비즈니스 인사이더</a>와의 인터뷰에서 강력한 가격 결정력을 가진 기업, 즉 높은 수요로 인해 가격을 유지하거나 인상할 수 있는 기업들이 가장 큰 수익성 향상을 경험할 것이라고 지적했다.
그녀는 &#8220;가격 결정력은 기업들이 이러한 투자로 인한 생산성 향상을 고객에게 전가하지 않고 유지할 수 있게 해 줄 것&#8221;이라고 설명했다.
또한, 허버티는 그녀의 팀이 고객 노트에서 작성한 주식 목록을 언급했다. 이 주식들은 모두 AI를 도입하고 높은 가격 결정력을 가진 기업들로, 시가총액이 200억 달러 이상이다. 목록에는 홈디포(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>), 써모 피셔 사이언티픽(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>), 인튜이티브 서지컬(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>), 디어 앤 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>), 스포티파이 테크놀로지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>), 메르카도리브레(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>), 메리어트 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAR#NASDAQ">MAR</a>), 힐튼 월드와이드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>), 파카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCAR#NASDAQ">PCAR</a>), 슐럼버거 NV(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>), 존슨 컨트롤스 인터내셔널 PLC(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>), 엑슨 엔터프라이즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>), 쿠팡(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPNG#NYSE">CPNG</a>), 베이커 휴즈(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), 익스피리언 PLC, 델타 항공(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>), 아이덱스 래버러토리스(NASDAQ:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/IDXX#NASDAQ">IDXX</a>), 유나이티드 에어라인 홀딩스(NASDAQ:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/UA#NASDAQ">UA</a>) 및 할리버튼(NYSE:<a class="ticker" style="font-size: revert;" href="https://www.benzinga.com/stock/HAL#NYSE">HAL</a>) 등이 포함되어 있다.
왜 중요한가요: AI 도입은 최근 몇 년간 뜨거운 주제가 되었으며, 많은 산업에서 비즈니스 운영을 혁신하고 수익성을 높일 수 있는 잠재력을 인식하고 있다.
허버티가 이러한 20개 주식을 지적한 것은 비즈니스 환경에서 AI의 중요성이 커지고 있음을 강조한다. AI 기술을 성공적으로 활용하는 기업들은 경쟁 우위를 얻을 수 있으며, 특히 강력한 가격 결정력을 가진 기업들이 그렇다.
이러한 발전은 투자 전략의 변화를 시사할 수 있으며, 투자자들이 강력한 AI 도입을 가진 기업들을 유망한 투자 기회로 보게 될 가능성이 있다.
다음 읽을거리:
<a href="https://www.benzinga.com/markets/25/01/43217038/aoc-says-democrats-in-congress-are-doing-insider-trading-people-think-that-everyday-people-are-stupid">AOC, &#8220;의회 민주당원들이 내부자 거래를 하고 있다&#8221;: &#8216;사람들은 일반 사람들이 바보라고 생각한다&#8217;</a>
이미지: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

이들 11개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요?
<ol>
<li>QXO(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QXO#NASDAQ">QXO</a>)의 주가는 <a href="https://www.benzinga.com//node/39880836" target="_blank" rel="noreferrer noopener">사모 금융 유치</a>를 발표한 이후 33.37% 상승했다.</li>
<li>아반토(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVTR#NYSE">AVTR</a>)의 주식은 S&amp;P MidCap 400에 편입된다는 발표 이후 지난 주에 21.62% 상승했다. 또한 예상보다 나은 2분기 실적을 발표했다.</li>
<li>유니버셜 헬스 서비스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UHS#NYSE">UHS</a>)는 회사가 예상보다 나은 2분기 실적을 발표하고 <a href="https://www.benzinga.com//node/39942622" target="_blank" rel="noreferrer noopener">2024 회계연도 지침을</a> 상향 조정한 후 주가가 17.73% 상승했다.</li>
<li>맨하탄 어소시에이츠(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MANH#NASDAQ">MANH</a>)의 주가는 예상보다 나은 2분기 재무 결과를 보고한 후 17.02% 상승했다. 몇몇 분석가들은 주식에 대한 가격 <a href="https://www.benzinga.com/quote/MANH/analyst-ratings" target="_blank" rel="noreferrer noopener">예측</a>을 높였다.</li>
<li>몰리나 헬스케어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>)의 주가는 <a href="https://www.benzinga.com//node/39942485" target="_blank" rel="noreferrer noopener">예상보다 좋은 2분기 실적</a>에 힘입어 15.53% 상승했다.</li>
<li>퍼스트 시티즌스 뱅크셰어스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>)의 주가는 회사의 분기 실적이 예상보다 높았음을 보고한 후 15.15% 상승했다.</li>
<li>테넷 헬스케어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THC#NYSE">THC</a>)는 예상보다 나은 2분기 재무 결과를 보고한 후 주가가 13.02% 상승했으며, 회사는 FY24 지침을 추정치보다 높이고 3분기 지침을 추정치보다 높게 발표했다. 또한 회사는 <a href="https://www.benzinga.com//node/39934114" target="_blank" rel="noreferrer noopener">15억 달러 규모의</a> 자사주 매입을 승인했다고 발표했다.</li>
<li>CBRE 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>)은 회사가 2024년 목표를 상향 조정한 후 지난 주 주가가 12.99% 상승했다. 몇몇 분석가들은 주식에 대한 가격 <a href="https://www.benzinga.com/quote/MANH/analyst-ratings" target="_blank" rel="noreferrer noopener">예측</a>을 높였다.</li>
<li>써모 피셔 사이언티픽(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>)의 주가는 지난주 12.63% 상승했다. 이 회사는 연간 전망을 <a href="https://www.benzinga.com//node/39930516" target="_blank" rel="noreferrer noopener">상향 조정</a>했다.</li>
<li>다나허(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>)의 주가는 회사가 예상보다 나은 2분기 실적을 보고한 후 11.30% 상승하여 더 높게 거래되고 있다.</li>
<li>록히드 마틴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)의 주가는 긍정적인 애널리스트 <a href="https://www.benzinga.com//node/39941283" target="_blank" rel="noreferrer noopener">평가와 강한 2분기 실적</a>에 힘입어 10.72% 상승했다.</li>
</ol>
다음 기사:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ed%8f%ac%eb%93%9c-%ec%8a%a4%ed%85%94%eb%9e%80%ed%8b%b0%ec%8a%a4-%eb%b0%8f-%eb%8d%b8%ec%9d%80-%ec%a7%80%eb%82%9c%ec%a3%bc-%ec%b5%9c%ec%95%85%ec%9d%98-%ec%84%b1%ea%b3%bc%eb%a5%bc-%eb%b3%b4%ec%9d%b8-12/" target="_blank" rel="noopener">포드, 스텔란티스 및 델은 지난주 최악의 성과를 보인 12개 대형주 중 일부 (7월 21일~7월 27일)</a></li>
</ul>
썸네일 제공: 셔터스톡
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

S&amp;P 500 기업들 중 약 <a href="https://www.benzinga.com/news/earnings/24/07/39769910/goldman-sachs-q2-earnings-revenue-and-eps-beat-investment-banking-fees-up-21-hikes-dividend" target="_blank" rel="noopener" data-google-interstitial="false">14%가 6월 분기 실적을 발표</a>했으며, 더 넓은 지수를 구성하는 기업들의 혼합 실적 성장률은 여전히 ​​양호하다. 이번 주에는 기술 보고 시즌이 공식적으로 시작될 것이며, 이는 최근 주에 가파른 하락세를 보인 시장의 향방을 잠재적으로 결정할 수 있다.
지난주 주요 사건: 기술주의 실적 시즌은 지난주 칩 장비 제조업체 ASML 홀딩 N.V.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>)의 실적 발표로 와만하게 시작되었다. 이 회사의 주가는 약한 3분기 전망과 중국 칩 금지를 둘러싼 지정학적 우려로 인해 약 16% 하락했다. 넷플릭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)의 지침은 투자자들을 실망시켰지만 증권사 측 분석가들이 결과에 열광하면서 주가는 크게 하락하지 않았다.
투자자들은 뱅크 오브 아메리카(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>), 모건 스탠리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) 및 골드만삭스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) 등 나머지 대형 은행들의 실적 보고서에 환호했다. 투자 은행 사업의 반등과 강력한 트레이딩 매출이 은행들의 매출을 강화하는 데 도움이 되었다.
팩트셋(FactSet)의 최신 실적 전망 조사 <a href="https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071924.pdf">보고서</a>에 따르면 이들 기업 중 80%가 예상보다 높은 주당 이익을 보고했는데, 이는 5년 평균인 77%와 비교된다. 평균 상승 여력은 약 5.5%이지만, 이는 5년 평균 상승률 8.6%보다 낮다.
관련 정보: <a href="https://www.benzinga.com/money/best-tech-stocks">지금 가장 핫한 기술주</a>
실적 트렌드: 팩트셋에 따르면 S&amp;P 500 기업들의 2분기 혼합 실적 증가율은 현재 9.7%로 전주의 9.1%보다 높아진 것으로 추정된다. 이 추정치가 달성되면 분기 실제 성장률은 2021년 4분기 이후 보고된 전년 동기 대비 가장 높은 성장률을 기록할 것이라고 덧붙였다. 2분기 역시 4분기 연속 성장을 기록할 것으로 보인다.
S&amp;P 500 11개 부문 중 8개 부문이 전년 동기 대비 실적 성장을 기록할 것으로 예상되며, 그 중 통신 서비스, 의료, IT, 금융 부문 4개 부문이 두 자릿수 실적 성장을 기록할 가능성이 높다. 반면, 소재 업종을 중심으로 3개 업종의 실적 감소가 예상된다.
이번 주의 이슈: 이번 주에는 다우 30 지수 구성요소 7개를 포함해 S&amp;P 500 기업 138개 기업들의 실적 보고서가 나올 것이라고 팩트셋의 보고서가 밝혔다. 이번 주의 실적 발표 목록에는 통신, 자동차, 철강, 칩, 주택 건설, 방위, 항공 및 기술 산업의 기업들이 포함된다.
테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)와 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)은 S&amp;P 500과 나스닥 지수에서 높은 비중을 차지하고 있어 주목받는 기업들 중 하나이다. 테슬라는 전년 동기 대비 주당 순이익이 91센트에서 62센트로 급격히 감소할 것으로 예상되는 반면, 매출은 훨씬 완만하게 0.80% 감소한 247억 3천만 달러를 기록했을 수 있다. 이 이익성에 더 큰 영향을 미치는 것은 일론 머스크의 회사가 어려운 수요 환경에서 생산량을 늘리기 위해 의존해 온 가격 인하에서 비롯된다.
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39810457/as-tesla-stock-bounces-back-fund-manager-says-elon-musk-led-company-offers-good-set">분석가들과 펀드 매니저들은</a> 회사가 해당 분기에 양호한 납품 실적을 보고한 후 낙관적이다. 하반기에도 반전이 있을 것으로 예상된다.
알파벳의 실적은 AI를 활용한 거대 기업들 중 최초로 분기별 실적을 발표하는 기업이기 때문에 중요하며, 이는 나머지 기업들의 실적 속도를 정할 수 있다.
지난주 주요 지수가 사상 최고치에서 후퇴하면서 주식시장이 큰 타격을 입었다. Benzinga Pro 데이터에 따르면 나스닥 100 지수의 성과를 추적하는 지수인 Invesco QQQ Trust(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)는 금요일 0.89% 하락한 475.24달러에 마감했다. 이 ETF는 7월 10일에 도달한 502.96달러의 사상 최고치보다 낮게 거래되고 있다. SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)도 금요일 0.66% 하락한 548.99달러로 마감했다.
이번 주 주목할 만한 실적 발표 기업은 다음과 같다:
월요일
개장 전:
<ul>
<li>버라이즌 커뮤니케이션스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>)</li>
</ul>
장 마감 후:
<ul>
<li>애질리시스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGYS#NASDAQ">AGYS</a>)</li>
<li>클리블랜드 클리프스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLF#NYSE">CLF</a>)</li>
<li>뉴코 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>)</li>
<li>NXP 반도체 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>)</li>
</ul>
화요일
개장 전:
<ul>
<li>코카콜라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>)</li>
<li>프리포트 맥모란 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>)</li>
<li>GATX 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GATX#NYSE">GATX</a>)</li>
<li>GE 에어로스페이스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</li>
<li>제너럴 모터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>)</li>
<li>킴벌리 클라크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NYSE">KMB</a>)</li>
<li>록히드 마틴 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</li>
<li>필립 모리스 인터내셔널 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>)</li>
<li>풀트그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHM#NYSE">PHM</a>)</li>
<li>퀘스트 다이아그노스틱스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DGX#NYSE">DGX</a>)</li>
<li>스포티파이 테크놀로지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>)</li>
<li>UPS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)</li>
</ul>
장 마감 후:
<ul>
<li>알파벳</li>
<li>캐피털 원 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>)</li>
<li>처브 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CB#NYSE">CB</a>)</li>
<li>마텔 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAT#NASDAQ">MAT</a>)</li>
<li>패키징 코퍼레이션 오브 아메리카 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKG#NYSE">PKG</a>)</li>
<li>씨게이트 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>)</li>
<li>테슬라</li>
<li>텍사스 인스트루먼트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>)</li>
<li>비자 .(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>)</li>
</ul>
수요일
개장 전:
<ul>
<li>AT&amp;T (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>)</li>
<li>체크포인트 소프트웨어 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>)</li>
<li>보스톤 사이언티픽 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>)</li>
<li>CME 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CME#NASDAQ">CME</a>)</li>
<li>제너럴 다이내믹스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)</li>
<li>올드 도미니언 프레이트 라인 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODFL#NASDAQ">ODFL</a>)</li>
<li>GE 베르노바 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>)</li>
<li>써모 피셔 사이언티픽 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>)</li>
</ul>
장 마감 후:
<ul>
<li>치폴레 멕시칸 그릴 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>)</li>
<li>에드워드 라이프사이언스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>)</li>
<li>포드 자동차 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>)</li>
<li>IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)</li>
<li>나이트 스위프트 트랜스포테이션 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNX#NYSE">KNX</a>)</li>
<li>라스베가스 샌즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>)</li>
<li>메리티지 홈즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTH#NYSE">MTH</a>)</li>
<li>월풀 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHR#NYSE">WHR</a>)</li>
<li>서비스나우 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) ORLY</li>
<li>오릴리 오토모티브 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>)</li>
</ul>
목요일
개장 전:
<ul>
<li>애브비 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)</li>
<li>아메리칸 항공 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>)</li>
<li>아스트라제네카 PLC(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>)</li>
<li>컴캐스트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)</li>
<li>다우 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>)</li>
<li>해즈브로 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>)</li>
<li>허니웰 인터내셔널 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>)</li>
<li>사노피 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>)</li>
<li>사우스웨스트 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>)</li>
<li>ST마이크로일렉트로닉스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STM#NYSE">STM</a>)</li>
<li>유니언 퍼시픽 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>)</li>
<li>제록스 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XRX#NASDAQ">XRX</a>)</li>
</ul>
장 마감 후:
<ul>
<li>스카이웨스트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYW#NASDAQ">SKYW</a>)</li>
<li>주니퍼 네트웍스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>)</li>
<li>데커스 아웃도어 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>)</li>
<li>보이드 게이밍 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BYD#NYSE">BYD</a>)</li>
<li>BJ 레스토랑 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BJRI#NASDAQ">BJRI</a>)</li>
<li>베리사인 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>)</li>
</ul>
금요일
개장 전:
<ul>
<li>3M 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>)</li>
<li>반즈 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/B#NYSE">B</a>)</li>
<li>브리스톨-마이어스 스퀴브 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)</li>
<li>뉴웰 브랜즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NWL#NASDAQ">NWL</a>)</li>
<li>콜게이트 파몰리브 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>)</li>
<li>차터 커뮤니케이션즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>)</li>
</ul>
차기 기사:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/07/39857569/american-express-q2-earnings-ceo-raises-annual-profit-and-marketing-spend-outlook-after-q2-profit-b">아메리칸 익스프레스, 2분기 실적: CEO의 2분기 순이익 안정화에 대한 전망</a></li>
</ul>
Photo: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

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ABBV

AGYS

ASML

BJRI

CHKP

CHTR

CMCSA

DECK

GATX

GOOG

GOOGL

JNPR

NFLX

NXPI

ODFL

ORLY

SKYW

TSLA

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테슬라, 알파벳, GM 및 포드가 이번 주 실적 발표 주도하며 상승세 유지 위해 고군분투

주식은 저항선에 도달한 후 매도하는 경향이 있다. 그들은 또한 지지선에서 반등하는 경향이 있다. 이러한 역학관계는 써모 피셔 사이언티픽(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>)의 차트에서 확인할 수 있다. 이것이 바로 우리 거래팀이 이를 &#8216;오늘의 <a href="https://www.benzinga.com/topic/stock-of-the-day">주식</a>&#8216;으로 선택한 이유이다.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-436704" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/15132642/1-12-1024x623.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/15132642/1-12-1024x623.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/15132642/1-12-300x183.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/15132642/1-12-768x467.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/15132642/1-12.png 1042w" alt="Thermo Fisher Scientific - Well-defined support and resistance." width="1024" height="623" /></figure>
저항선은 동일한 가격 또는 그에 가까운 가격에 매도하려는 판매자들의 대규모 그룹 또는 집중이다. 써모의 경우 약 600.00달러에 잘 정의된 저항선이 있었다.
때로는 주식이 저항선 수준에 도달하면 매도를 원하는 일부 거래자들과 투자자들이 우려하게 된다. 그들은 다른 판매자들이 시장에 들어오는 것을 느낄 수 있다. 그리고 그들은 구매자들이 가장 낮은 가격에 판매하려는 사람들에게로 갈 것이라는 것을 알고 있다.
그래서 그들은 판매하려는 가격을 낮춘다. 예를 들어, 누군가 처음에 600.00달러에 판매하고 싶었지만 가격을 599.00달러로 낮추기로 결정했을 수 있다.
다른 우려하는 매도자들도 이를 보고 매도가격을 낮추기로 결정한다. 이로 인해 서로의 가격을 낮추며 눈덩이 효과가 발생하고, 가격이 더 낮아질 수 있다.
주식이 지지선에서 반등할 때는 반대의 현상이 발생한다.
지지선은 동일하거나 가까운 가격에서 매수하려는 다수의 트레이더들과 투자자들이 모여 있는 큰 집중 지점이다. 써모의 경우 535.00달러 수준에서 명확한 <a href="https://www.benzinga.com/quote/TMO/analyst-ratings">지지선</a>이 형성되었다.
때때로 주식이 지지선까지 떨어지면 매수하려는 트레이더들과 투자자들 중 일부가 우려를 하게 된다. 그들은 <a href="https://www.benzinga.com/insights/options/24/07/39754324/looking-at-thermo-fisher-scientifics-recent-unusual-options-activity">다른 구매자들</a>이 시장에 진입하고 있음을 감지할 수 있다. 그리고 매도자들이 가장 높은 가격을 지불하려는 매수자들에게 갈 것이라는 것을 알고 있다.
그 결과, 그들은 자신이 지불하려는 가격을 올리기로 결정한다. 예를 들어, 처음에 535.00달러에 매수하려던 사람들이 가격을 536.00달러로 올리기로 결정한다. 다른 우려하는 매수자들도 이를 보고 같은 행동을 취다.
이로 인해 입찰 경쟁과 눈덩이 효과가 발생하여 주가가 상승세로 돌아설 수 있다.
트레이더들은 주식이 저항 수준에 도달한 후 반전되거나 지지 수준으로 떨어진 후 반전되는 역학을 이해해야 한다. 이는 그들에게 낮은 위험의 거래 기회를 제공할 것이다.
지금 읽어보세요: 
<ul>
<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/07/39776800/s-p-500-prints-new-record-highs-ahead-of-powell-speech-russell-2000-rally-continues-trump-">S&amp;P 500, 파월 연설 앞두고 최고 기록 경신, 러셀 2000 랠리가 계속되고 트럼프 주식이 급등, 월요일 시장을 이끄는 요인은?</a></li>
</ul>
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Technicals

오늘의 주식: 써모 피셔 사이언티픽의 차트에서 추세 반전 예측하기

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