Thermo Fisher Scientific (TMO) is up 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is continued investor optimism after Thermo Fisher posted a strong second quarter in late July, with double-digit revenue growth, faster earnings growth, and signs that customer demand is improving. The move may also reflect a favorable read-through from the company’s microbiology business sale and bullish analyst target increases that followed the earnings release.

Details:

  • Thermo Fisher’s second-quarter 2026 revenue rose 10% to $11.99 billion, while adjusted EPS increased 13% to $6.03, giving investors a stronger growth backdrop.
  • Management highlighted strengthening activity across its end markets and said the company continued to gain share, which can support expectations for better results in the second half of 2026.
  • The company also pointed to the announced divestiture of its microbiology business as part of its capital deployment strategy, a step that can be viewed as portfolio streamlining.
  • After the quarter, at least one Wall Street firm lifted its price target and kept a bullish rating, citing the broad-based beat and improved core growth outlook.

    • Sources:

    Thermo Fisher Scientific Investor Relations, Thermo Fisher Scientific Newsroom, TipRanks

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $TMO Insider Trading Activity

    TMO Insider Trades

    $TMO insiders have traded $TMO stock on the open market 107 times in the past 6 months. Of those trades, 0 have been purchases and 107 have been sales.

    Here’s a breakdown of recent trading of $TMO stock by insiders over the last 6 months:

    • MARC N CASPER (Chairman & CEO) has made 0 purchases and 100 sales selling 48,883 shares for an estimated $27,244,152.
    • MICHAEL D SHAFER (Executive Vice President) has made 0 purchases and 3 sales selling 27,107 shares for an estimated $16,102,535.
    • LISA P. BRITT (Sr. VP and Chief HR Officer) sold 5,850 shares for an estimated $3,393,000
    • GIANLUCA PETTITI (President & COO) has made 0 purchases and 2 sales selling 800 shares for an estimated $411,064.
    • JOSEPH R. HOLMES (VP & Chief Accounting Officer) sold 420 shares for an estimated $245,620
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    To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

    $TMO Hedge Fund Activity

    We have seen 1,125 institutional investors add shares of $TMO stock to their portfolio, and 1,481 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

    $TMO Government Contracts

    We have seen $75,711,824 of award payments to $TMO over the last year.

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    Here are some of the awards which we have have seen pay out the most over the last year:

    To track government contracts to publicy traded companies, check out Quiver Quantitative’s government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

    $TMO Congressional Stock Trading

    Members of Congress have traded $TMO stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

    Here’s a breakdown of recent trading of $TMO stock by members of Congress over the last 6 months:

    To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

    $TMO Price Targets

    Multiple analysts have issued price targets for $TMO recently. We have seen 9 analysts offer price targets for $TMO in the last 6 months, with a median target of $570.0.

    Here are some recent targets:

    • Vijay Kumar from Evercore ISI Group set a target price of $570.0 on 07/06/2026
    • Eve Burstein from Bernstein set a target price of $520.0 on 06/26/2026
    • David Westenberg from Piper Sandler set a target price of $510.0 on 06/11/2026
    • Sidharth Sahoo from HSBC set a target price of $540.0 on 06/03/2026
    • Mike Polark from Wolfe Research set a target price of $535.0 on 06/02/2026
    • Brandon Couillard from Wells Fargo set a target price of $615.0 on 05/08/2026
    • Catherine Schulte from Baird set a target price of $639.0 on 04/24/2026

    This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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