Update shared on 07 Nov 2025
Fair value Increased 7.62%Analysts have raised their price target for Waters from $355.74 to $382.87. They cite significantly higher expected revenue growth, which outweighs a slight decrease in projected profit margins.
What's in the News
- Waters Corporation raised its earnings guidance for the fourth quarter and full year ending December 31, 2025, projecting constant currency sales growth of 5.0% to 7.0% for the quarter and 6.7% to 7.3% for the year (Corporate Guidance).
- The company expects GAAP earnings per diluted share of $4.10 to $4.20 for the fourth quarter of 2025, and $11.10 to $11.20 for the full year (Corporate Guidance).
- Waters Corporation introduced the Waters Xevo Charge Detection Mass Spectrometer (CDMS), which enables direct mass measurement of very large biomolecules and improves analysis for next-generation therapeutics and complex protein drugs (Product-Related Announcements).
- The Xevo CDMS System allows analysis of viral vectors, nucleic acids, and protein complexes using up to 100-fold less sample volume and delivers results in under ten minutes (Product-Related Announcements).
Valuation Changes
- Fair Value: Increased from $355.74 to $382.87, reflecting a notable upward revision.
- Discount Rate: Increased slightly from 7.42% to 7.88%.
- Revenue Growth: Increased significantly from 6.56% to 15.45%.
- Net Profit Margin: Decreased from 25.62% to 22.77%.
- Future P/E: Decreased moderately from 27.55x to 26.51x.
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