TMO Thermo Fisher Scientific Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
20:22
Oct 01
Oct 01
Morgan Stanley
Thermo Fisher is a scaled end-to-end partner.
Thermo Fisher is deploying AI and its OpenAI partnership across three areas: clinical-development services to mine historical trial data and support clinical research associates, analytical instruments to enable automated high-volume experiments, and internal operations for efficiency. Casper expects this to make work better, cheaper, and faster, improve customer insights, and free resources for R&D and high-value products.
16:16
Sep 30
Sep 30
Monetary Matters
AI drug discovery tools beat picking winners
AI can now model cells, organs, tissue, and disease biology at scale and screen molecules computationally, shifting drug discovery from expensive trial-and-error toward data-driven target selection. Rather than picking which drug company wins, Ben prefers the tools that measure, test, collect, create, and sequence biological data, citing a basket including Danaher, Thermo Fisher, Schrödinger, Illumina, Guardant Health, and Twist Bioscience.
19:06
Jul 27
Jul 27
CNBC
Quality healthcare names attract rotation
Money is rotating back from momentum into high-quality growth at a reasonable price; Stryker, Thermo Fisher, and Johnson & Johnson are cash-flow-rich, with great balance sheets, and healthcare is the smallest sector in the S&P ever, offering upside.
About TMO Investor Commentary
Across the available history and selected sources, Buzzberg tracks TMO (Thermo Fisher Scientific) across 22 sources: 13 bullish vs 0 bearish calls from 31 authors. Historical directional balance: 25% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 52 total trade ideas tracked. Latest voices: Marc Casper, Ben Pouladian, Sarat Sethi.