Update shared on11 Sep 2025
Fair value Decreased 0.41%Danaher’s consensus price target saw a marginal downward revision to $244.50 as analysts incorporate more conservative near-term estimates amid continued sector weakness and tempered recovery expectations, despite steady long-term fundamentals.
Analyst Commentary
- Bearish analysts are lowering price targets due to "more realistic" multiples and sector-wide weakness in Life Sciences Tools and Diagnostics, with a cautious view on near-term healthcare stock performance.
- Some analysts are signaling that a sector rebound is not expected for 2-3 quarters, reflecting uncertainty in the timing of a recovery for Danaher and its peers.
- Recent quarterly results from Danaher were in line, but forward guidance for Q3 was slightly below consensus, leading to more conservative price targets from some analysts.
- Bullish analysts believe the "worst-case outlook" for life science tools and diagnostics companies has already been priced in, with long-term fundamentals remaining largely intact.
- Expectations of growth reacceleration into 2026 and beyond are driving some price target upgrades and more optimistic ratings, with a view that further sector upside remains.
What's in the News
- Board amended and restated company by-laws, revising advance notice and disclosure requirements for shareholder proposals and director nominations, along with routine updates.
- Company completed repurchase of 8 million shares (1.11% of shares) for $1,886.17 million under existing buyback; no shares repurchased from March 29 to June 27, 2025.
- CFO Matthew M. McGrew to step down as CFO on February 28, 2026; Matthew E. Gugino to succeed him.
- Danaher removed from the Russell Top 50 Index.
Valuation Changes
Summary of Valuation Changes for Danaher
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $245.50 to $244.50.
- The Future P/E for Danaher remained effectively unchanged, moving only marginally from 37.00x to 36.85x.
- The Discount Rate for Danaher remained effectively unchanged, moving only marginally from 7.46% to 7.45%.
Disclaimer
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