Thermo Fisher Scientific (TMO) Traded Down due to Concerns Over Spending Cuts
In its second quarter 2025 investor letter, ClearBridge Large Cap Growth Strategy highlighted stocks such as Thermo Fisher Scientific Inc. (NYSE:TMO). Thermo Fisher Scientific Inc. (NYSE:TMO) offers life sciences solutions, analytical instruments, specialty diagnostics, laboratory products, and biopharma services. The one-month return of Thermo Fisher Scientific Inc. (NYSE:TMO) was 6.83%, and its shares lost 20.51% of their value over the last 52 weeks. On July 3, 2025, Thermo Fisher Scientific Inc. (NYSE:TMO) stock closed at $429.33 per share, with a market capitalization of $162.069 billion.
ClearBridge Large Cap Growth Strategy stated the following regarding Thermo Fisher Scientific Inc. (NYSE:TMO) in its second quarter 2025 investor letter:
"We were also disappointed with the weak quarterly performance of several of our more defensive, countercyclical holdings. Also in health care, Thermo Fisher Scientific Inc. (NYSE:TMO) lagged due to concerns around spending cuts in the academic/government and biopharma segments due to regulatory fears from tariffs and MFN pricing."
A workstation in a research lab stocked with laboratory products and services.
Thermo Fisher Scientific Inc. (NYSE:TMO) is in 26th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 101 hedge fund portfolios held Thermo Fisher Scientific Inc. (NYSE:TMO) at the end of the first quarter, compared to 100 in the fourth quarter. While we acknowledge the potential of Thermo Fisher Scientific Inc. (NYSE:TMO) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.
In another article, we covered Thermo Fisher Scientific Inc. (NYSE:TMO) and shared the list of best 52-week low stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of TMO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
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