Here’s What Lifted Thermo Fisher Scientific (TMO) in Q3

1 day ago 5

Soumya Eswaran

Wed, December 31, 2025 astatine 7:22 AM CST 3 min read

Bristol Gate Capital Partners, an concern absorption company, published its Q3 2025 capitalist missive for the “US Equity Strategy”. A transcript of the missive tin beryllium downloaded here. The strategy underperformed the benchmark, the S&P 500® Total Return Index, this quarter, but inactive surpassed the scale successful dividend growth. The underperformance was owed to a deficiency of important vulnerability to the AI/TMT assemblage oregon the Value sector, which provides advantages stemming from the Federal Reserve's complaint cut. The portfolio returned 15% dividend maturation implicit the trailing 12 months, driven by the beardown underlying fundamentals. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Bristol Gate US Equity Strategy highlighted stocks specified arsenic Thermo Fisher Scientific Inc. (NYSE:TMO). Thermo Fisher Scientific Inc. (NYSE:TMO) offers beingness sciences solutions, analytical instruments, specialty diagnostics, laboratory products, and biopharma services. The one-month instrumentality of Thermo Fisher Scientific Inc. (NYSE:TMO) was 0.53%, and its shares gained 12.15% of their worth implicit the past 52 weeks. On December 30, 2025, Thermo Fisher Scientific Inc. (NYSE:TMO) banal closed astatine $583.45 per share, with a marketplace capitalization of $219.207 billion.

Bristol Gate US Equity Strategy stated the pursuing regarding Thermo Fisher Scientific Inc. (NYSE:TMO) successful its 3rd 4th 2025 capitalist letter:

"Thermo Fisher Scientific Inc. (NYSE:TMO) saw their banal terms determination 9% higher aft releasing affirmative net connected July 23. The institution reported Q2 2025 gross of $10.85B versus the statement expert estimation of $10.68B. Earnings per stock besides came successful higher than estimates astatine $5.36/share versus $5.22/share. Organic maturation of 2% during the 4th and maintaining its agelong word guidance was capable to flooded precise mediocre sentiment and get the banal moving."

BofA Raises Thermo Fisher (TMO) Target arsenic Biopharma Recovery Comes Into View

Thermo Fisher Scientific Inc. (NYSE:TMO) is successful 26th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 121 hedge money portfolios held Thermo Fisher Scientific Inc. (NYSE:TMO) astatine the extremity of the 3rd quarter, up from 117 successful the erstwhile quarter. While we admit the imaginable of Thermo Fisher Scientific Inc. (NYSE:TMO) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.