Thermo Fisher Scientific (TMO) Is Up 6.2% After Beating Q3 Forecasts and Announcing OpenAI Collaboration

• Earlier this week, Thermo Fisher Scientific reported its third-quarter 2025 results, surpassing analyst forecasts and raising its full-year revenue and earnings guidance, alongside announcing major product launches, acquisitions, and a collaboration with OpenAI to integrate artificial intelligence across operations.
• Among its latest innovations, the company introduced purpose-built analytical and genotyping tools aimed at enhancing the speed, accuracy, and regulatory compliance of labs in pharmaceuticals, food safety, and environmental testing.
• We'll explore how the integration of AI with OpenAI could reshape Thermo Fisher Scientific's investment case and long-term growth outlook.

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Thermo Fisher Scientific Investment Narrative Recap

To be a Thermo Fisher Scientific shareholder, it helps to believe in its potential to drive future growth through continuous innovation in life sciences and high-value laboratory solutions. The company's strong Q3 results and raised guidance highlight momentum across key biopharma and instruments segments, yet ongoing headwinds in China and margin pressures from tariffs remain the most important near-term risk; these latest results have not materially altered those underlying dynamics.

Among the recent announcements, the launch of the Thermo Scientific Orbitrap Exploris EFOX Mass Detector is particularly relevant, illustrating the company's focus on equipping environmental and food safety labs to address strict regulatory demands and emerging contaminants efficiently. This purposeful innovation directly supports Thermo Fisher’s broader catalyst of leveraging high-impact analytical tools for differentiated growth within essential laboratory workflows.

However, while Thermo Fisher continues to invest in new technologies, investors should also be alert to ongoing risks from margin headwinds in its Analytical Instruments segment if...

Read the full narrative on Thermo Fisher Scientific (it's free!)

Thermo Fisher Scientific's outlook anticipates $50.0 billion in revenue and $9.0 billion in earnings by 2028. This scenario is based on a 5.0% annual revenue growth rate and a $2.4 billion increase in earnings from the current $6.6 billion level.

Uncover how Thermo Fisher Scientific's forecasts yield a $603.78 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Thirteen Simply Wall St Community members estimate fair value for Thermo Fisher Scientific ranging from US$450 to US$662, highlighting wide market opinions. Although high innovation supports the company’s growth catalyst, international margin risks may have further-reaching effects, so explore multiple perspectives before forming your view.

Explore 13 other fair value estimates on Thermo Fisher Scientific - why the stock might be worth 21% less than the current price!

Build Your Own Thermo Fisher Scientific Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Thermo Fisher Scientific research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Thermo Fisher Scientific research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Thermo Fisher Scientific's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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