DHR Danaher Corporation Loading... : Bullish and Bearish Analyst Opinions
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13:17
Aug 23
Aug 23
Danaher (DHR) was the consensus buy of the quarter, purchased by 8 different well-known value managers. When multiple elite value managers independently accumulate a stock in the same quarter, it often signals a strong fundamental undervaluation or a flight to quality. Following the smart money consensus into high-quality healthcare names like DHR offers a high-probability value play. 13F filings are delayed by up to 45 days; the managers' entry prices may be significantly lower than current market prices.
HIGH
21:00
Aug 18
Aug 18
Market power captures AI productivity gains.
Danaher is the fund's largest position. It has strong market power and barriers to entry, allowing it to capture AI-driven productivity gains in its margins rather than passing them on to consumers.
HIGH
17:58
Aug 14
Aug 14
Danaher benefits from AI-driven healthcare productivity
Health care was left behind and now offers opportunity. AI can improve drug discovery and productivity without necessarily replacing workers, and instrumentation companies like Danaher can use the technology to make development faster.
HIGH
16:00
Aug 14
Aug 14
Own grid infrastructure and industrial suppliers.
US electricity generation was flat from 2004 to 2023 while nominal GDP soared, reflecting financialization and offshoring. Reshoring, AI, and grid buildout are reversing that stagnation for the next 5-15 years. Luke recommends GRID and PAVE ETFs and says industrial companies like Eaton, Parker Hannifin, Danaher, and Illinois Tool Works sit in the middle of this trend with demand and pricing power.
HIGH
18:43
Aug 04
Aug 04
Watch semiconductor filtration demand beneficiaries
Watch as moderate beneficiaries of structural expansion in semiconductor filtration demand at advanced nodes.
MED
14:24
Aug 04
Aug 04
Author expresses disgust with Rales brothers' equity grants at Danaher and growing admiration.
Author expresses disgust with Rales brothers' equity grants at Danaher and growing admiration for Palantir's Karp, but offers no explicit position or directional call on either.
LOW
07:18
Jul 25
Jul 25
Danaher beat Q2 earnings and raised full-year EPS guidance to ~$8.53, despite bioprocessing order delays; the stock dropped 14% on the news. The selloff is unwarranted given the earnings beat and raised guidance; demand for lab supplies and diagnostics remains intact (confirmed by Thermo Fisher results). A temporary overreaction creates a buying opportunity in a high-quality company with durable free cash flow. Continued order softness in bioprocessing; macro slowdown in life sciences spending.
MED
21:56
Jul 21
Jul 21
Danaher beat Q2 estimates and raised guidance on strong life sciences and capital deployment.
Danaher beat Q2 estimates and raised guidance on strong life sciences and capital deployment, but the Seeking Alpha Quant score remains a neutral hold due to bioprocessing headwinds.
11:36
Jul 21
Jul 21
Danaher reports better-than-expected second quarter earnings with core revenue growth improving.
Danaher reports better-than-expected second quarter earnings with core revenue growth improving and strong bioprocessing order trends.
11:27
Jul 21
Jul 21
US pre-market movers show gains for TSM, NBIS, CCK, HAS, GM.
US pre-market movers show gains for TSM, NBIS, CCK, HAS, GM, and MMM on positive news while DHR falls on a reduced revenue growth outlook.
10:31
Jul 21
Jul 21
Speaker expresses confusion about price action in DHR.
Speaker expresses confusion about price action in DHR, no directional commitment or reasoning provided.
LOW
10:06
Jul 21
Jul 21
Danaher reported second quarter earnings that beat estimates on adjusted EPS, EBITDA, sales.
Danaher reported second quarter earnings that beat estimates on adjusted EPS, EBITDA, sales, and operating margin while raising its full-year adjusted EPS guidance range.
10:06
Jul 21
Jul 21
Danaher beats Q2 2026 estimates on adjusted EPS, EBITDA.
Danaher beats Q2 2026 estimates on adjusted EPS, EBITDA, and sales while raising its full-year adjusted EPS guidance range.
08:00
Jul 21
Jul 21
Guidance raised for full-year EPS, core growth expected to exit at mid-single digits in Q4, underpinned by improving end markets and productivity initiatives.
HIGH
23:04
Jul 20
Jul 20
Author challenges management to deliver or face multiple compression to 16x.
Author challenges management to deliver or face multiple compression to 16x; rhetorical rather than explicit short thesis.
LOW
14:40
Jul 17
Jul 17
Danaher: cash flow instrumentation play.
Instrumentation companies like Danaher are attractive due to strong cash flow and the ability to thrive in an environment not dependent on a single spending track.
LOW
16:15
Jul 12
Jul 12
Quality stocks unusually cheap now.
Many high-quality, world-class businesses with durable competitive advantages are currently trading at unusually attractive multiples (often below 20x earnings) due to short-term concerns. Examples include Microsoft (19x), Visa (21x), S&P Global (18x), Adobe (11x), Progressive (12x), Danaher, Johnson & Johnson, Thermo Fisher, McDonald's (21x), KKR, Union Pacific (20x), and Blackstone. This provides a rare long-term opportunity to buy quality at a discount.
HIGH
23:42
Jul 08
Jul 08
Avoid Danaher, big disappointment.
Danaher has been a huge disappointment; avoid the stock.
LOW
17:21
Jun 25
Jun 25
Author notes health and biotech names like DHR and MRK have been outperforming as a hedge.
Author notes health and biotech names like DHR and MRK have been outperforming as a hedge but does not state a personal position or forward call.
LOW
16:17
May 28
May 28
Re-entered Danaher on recent selloff.
Danaher is a high-quality business with a superb operating system (DBS) that drives continuous improvement. Third Point sold during COVID-related distortions but recently re-entered on the pullback, albeit in a small way. The company's ability to shift from general industrials to healthcare and its culture of accountability make it a long-term quality compounder.
LOW
22:20
May 20
May 20
Speaker describes a bull case thesis for DHR/TMO involving a pivot to semis.
Speaker describes a bull case thesis for DHR/TMO involving a pivot to semis, but does not personally commit to a directional view.
HIGH
18:33
May 15
May 15
SEC FOIA logs reveal ongoing investigations for listed companies.
SEC FOIA logs reveal ongoing investigations for listed companies, indicating regulatory scrutiny but no directional view expressed.
HIGH
15:31
May 15
May 15
The author implies that non-AI names are broken and will be crushed to zero multiples.
The author implies that non-AI names are broken and will be crushed to zero multiples, signaling a bearish rotation out of traditional stocks into AI.
HIGH
15:30
May 15
May 15
The author expresses frustration with market valuations and poses a rhetorical question about.
The author expresses frustration with market valuations and poses a rhetorical question about selling AI positions to buy non-AI names, but provides no explicit forward-looking directional call.
HIGH
12:49
May 15
May 15
The author poses a rhetorical question about valuation multiples for non-AI names versus.
The author poses a rhetorical question about valuation multiples for non-AI names versus selling AI positions, but offers no explicit directional view or trade recommendation.
HIGH
01:13
May 14
May 14
Buy DHR on valuation (16x CY27) and crushed non-AI healthcare names.
Buy DHR on valuation (16x CY27) and crushed non-AI healthcare names; catalyst is a slowdown in AI trade driving reversion higher.
HIGH
19:38
May 13
May 13
Bearish view on Danaher because the speaker views the Pall pitch as weak and expects the stock.
Bearish view on Danaher because the speaker views the Pall pitch as weak and expects the stock to re-rate to a 16x P/E multiple, implying downside.
HIGH
19:38
May 13
May 13
The author dismisses a pitch for Pall as a memory derivatives play and threatens to banish.
The author dismisses a pitch for Pall as a memory derivatives play and threatens to banish Danaher to 16x EPS purgatory unless inspired, signaling a bearish view on the stock.
HIGH
16:50
May 13
May 13
Speaker issues an ultimatum to CEO Rainer, implying failure to inspire leads to a low multiple.
Speaker issues an ultimatum to CEO Rainer, implying failure to inspire leads to a low multiple (16x). No clear directional stance, no specific catalyst.
HIGH
01:11
May 09
May 09
Bearish view on DHR as management's value-destructive diagnostics/med device spin-off has.
Bearish view on DHR as management's value-destructive diagnostics/med device spin-off has undermined the company's long-standing legacy.
HIGH
About DHR Analyst Coverage
Buzzberg tracks DHR (Danaher Corporation) across 20 sources. 11 bullish vs 0 bearish calls from 28 analysts. Sentiment: predominantly bullish (22%). 49 total trade ideas tracked. Latest voices: u/TalVal_Research, Cristiano Souza, Sarah Hunt.