Thermo Fisher Tumbles 3.75% on $1.15B Volume Ranks 72nd in Market Activity Amid Mixed Q2 Results and Revised Guidance

Thermo Fisher Scientific (TMO) fell 3.75% on August 6, 2025, with a trading volume of $1.15 billion, ranking 72nd in market activity. The stock’s decline followed mixed second-quarter results, where pharmaceutical and biotech market growth offset weaker performance in academic and government segments. The company raised full-year revenue guidance to $43.6 billion–$44.2 billion amid ongoing industry tailwinds in biologics production and contract manufacturing demand.

Thermo’s Q2 performance highlighted resilience in its pharma and biotech business, driven by recovery in bioproduction services and rising demand for monoclonal antibodies and vaccines. However, academic and government markets faced headwinds from U.S. funding uncertainties, particularly proposed NIH budget cuts. Despite these challenges, the firm maintained a 3% total revenue growth forecast for the year and outlined a long-term strategy targeting 7% organic growth starting in FY26 through M&A and cost efficiency initiatives.

Analysts noted the company’s strong positioning in the medtech sector, supported by its diversified product portfolio and alignment with industry trends such as precision medicine. A discounted cash flow analysis valued TMO at $568 per share, reflecting a revised WACC and terminal growth assumptions. Near-term risks include operational adjustments following a scheduled CFO transition in early 2026.

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