WAT Waters Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков

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13:00
05 авг
Birgit Girshick CEO, Charles River Laboratories International, Inc. CRL Q2 FY26 call
DSA bookings and book-to-bill hit their highest level in nearly four years (Q3 2022), signalling the start of an industry-wide recovery in preclinical demand, earlier than many expected. — Strong DSA demand may indicate a broader CRO recovery trend; competitors may also see improvements later in 2026.
WAT
Сред.
12:00
04 авг
Management raised every component of FY guidance, citing strong momentum across the portfolio and broad-based end-market recovery, indicating a bullish outlook for the remainder of the year.
WAT
Выс.
13:00
28 июл
Although Evoqua is now part of Xylem, its integration is directly credited for enabling Xylem's growth and margin expansion in industrial markets.
WAT
Выс.
12:00
07 мая
Tom Poland Chairman, CEO and President, Becton, Dickinson and Company BDX Q2 FY26 call
The completed combination with Waters' life sciences business is a structural change for BD, but this mention focuses on the execution being ahead of schedule, not on Waters' own outlook.
WAT
Выс.
23:54
05 мая
Jim Cramer Ведущий, Mad Money CNBC
Waters Corp strong life science play
Waters Corporation had an excellent quarter, driven by regulated pharma applications, GLP-1 manufacturing, and strong China pharma growth, making it the best S&P performer today.
WAT 1-й
Выс.
13:17
05 мая
TheLAPurchaser Трейдер акций L/S
TheLAPurchaser highlights Udit's positive influence on Waters Corporation.
TheLAPurchaser highlights Udit's positive influence on Waters Corporation, suggesting renewed momentum in the life sciences sector.
WAT
Выс.
14:02
17 мар
TheLAPurchaser Трейдер акций L/S
The author suggests that the life sciences sector has reached a market floor.
21:30
25 фев
Parikh McDonald CEO, Agilent Technologies, Inc. A Q1 FY26 call
Agilent's LC instrument replacement cycle is showing 2x peer growth, driven by the Infinity Tree system, signaling a clear share gain over Waters and Thermo Fisher in high-performance liquid chromatography. — A sustained 2x growth differential in a major instrument category would directly pressure Waters' core business and indicate a structural shift in the competitive landscape.
WAT
Выс.
13:19
17 фев
Terry Smith's top holding is Waters Corp; fund portfolio disclosure.
WAT
Сред.
13:30
09 фев
Management guides to strong industry-leading 5.3% growth for the combined company, with multiple embedded conservative assumptions (e.g., excluding pricing improvements, reshoring, and China stimulus) leaving room for upside.
WAT
Выс.
13:00
09 фев
Tom Pollin Chairman, Chief Executive Officer and President, Becton, Di… BDX Q1 FY26 call
BD is closing the spin-merger of its life sciences business with Waters, which will create a new combined entity and provide BD with a $4B cash distribution.
WAT
Выс.

Об аналитическом покрытии WAT

Buzzberg отслеживает WAT (Waters Corporation) в 4 источниках. Бычьих сигналов: 2, медвежьих: 0, от 10 аналитиков. Сентимент преимущественно бычий (18%). Всего отслеживается 11 торговых идей. Последние спикеры: Birgit Girshick, Amol Chaubal, Matthew Pine.