DHR Danaher Corporation Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
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
17:21
Jun 25
Jun 25
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, 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, 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, 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 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 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; 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 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 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 (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 undermined the company's long-standing legacy.
HIGH
01:09
May 09
May 09
Avoid DHR due to management's destructive pivot from industrial legacy to diagnostics/medtech, signaling poor capital allocation and value erosion.
HIGH
03:01
May 06
May 06
The author compares current semiconductor mania to the COVID-era biopharma bubble, warning that overextrapolation of innovation led to massive losses, implying similar risk for semis now.
HIGH
02:56
May 06
May 06
The author compares current semiconductor mania to the COVID-era life sciences bubble, warning that overhyped assumptions could lead to a similar crash.
HIGH
01:01
May 01
May 01
The author is bullish on bioprocessing and specifically recommends $DIM.FP as a long position due to equipment torque, attractive multiples, and tailwinds from onshoring CAPEX, biosimilars, and AI-driven innovation.
HIGH
22:40
Apr 27
Apr 27
Watch DHR; stable medtech exposure; limited upside from this commentary.
HIGH
16:33
Apr 22
Apr 22
Avoid Danaher (DHR) as its Diagnostics segment faces headwinds after the end of the respiratory boom, returning to a less favorable end market that investors dislike.
MED
20:04
Apr 07
Apr 07
Author co-mentions Danaher alongside Medtronic as preferred medical device names relative to a pricier unnamed alternative, no catalyst stated.
LOW
14:02
Mar 17
Mar 17
The author suggests that the life sciences sector has reached a market floor.
19:55
Mar 14
Mar 14
The tweet implies positive growth prospects for the bioprocessing sector.
18:45
Feb 17
Feb 17
Activist activity is surging. Elliott has a >10% stake in Norwegian Cruise Line (NCLH). Starboard is pushing TripAdvisor (TRIP) for a sale. Jana Partners is in Pfizer (PFE). Danaher (DHR) is acquiring Masimo (MASI). Activists (Elliott, Starboard) are aggressively pushing for immediate value unlocking via sales, splits, or operational overhauls. This historically creates a floor for the stock price and drives short-term upside as the market prices in M&A premiums. Long the activist targets (NCLH, TRIP, MASI). Deal talks fail; activists exit without forcing change.
22:27
Feb 13
Feb 13
Reports that Chuck Akre sold most of his $DHR position; no directional view from speaker.
LOW
About DHR Analyst Coverage
Buzzberg tracks DHR (Danaher Corporation) across 9 sources. 6 bullish vs 0 bearish calls from 10 analysts. Sentiment: predominantly bullish (24%). 25 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Sarah Hunt, Alejandro Estebaranz, ParadisLabs.