New York, Jan 9, 2026, 19:08 EST — After-hours
- Thermo Fisher shares ended Friday up 2.0%, closing at $618.86
- Stifel’s Daniel Arias raised his price target to $700 from $583, maintaining a buy rating
- Upcoming catalysts: a Jan. 13 appearance at the JPM Healthcare Conference and earnings due Jan. 29
Thermo Fisher Scientific Inc (TMO.N) shares climbed roughly 2% on Friday following a price target boost from Stifel, which called for a “solid year” ahead as biopharma demand picked up. The stock ended the day up $12.45, closing at $618.86. (GuruFocus)
The timing is crucial. Investors are gearing up for Thermo Fisher’s Q4 and full-year earnings, set for Jan. 29, when the company is likely to update its 2026 guidance. (Thermo Fisher Scientific)
Coming up sooner, CEO Marc Casper will speak at the J.P. Morgan Healthcare Conference on Jan. 13. This yearly event is a key stage where healthcare firms often try to set the tone for the year ahead. (Thermo Fisher Scientific)
Arias raised his price target to $700 from $583, maintaining a buy rating. In his Stifel note, he highlighted “organic” growth—revenue gains excluding acquisitions and currency effects—expected to return to mid-single-digit rates. The stock’s valuation was set at about 26 times its projected 2027 EPS of $27.19. (GuruFocus)
Friday’s rally ended a two-day losing streak, pushing the stock to about 1.5% shy of its 52-week peak at $628.08, reached earlier this week. Trading volume topped the 50-day average as the S&P 500 and Dow closed higher, MarketWatch reported. (MarketWatch)
Similar names followed suit. Danaher gained roughly 1.4%, while Agilent ticked up around 1.9% during regular hours.
Separately, local station WLOS reported a Worker Adjustment and Retraining Notification (WARN) in North Carolina linked to Thermo Fisher’s Asheville-area facility. Thermo Fisher told the outlet it’s adjusting operations in line with customer demand, emphasizing its commitment to “supporting our colleagues with care and respect.”
That said, the situation works both ways. The stock is close to a new high, and with analysts growing more bullish on a biopharma recovery, any weak numbers on orders, margins, or 2026 guidance on Jan. 29 could send shares tumbling fast.
Next week’s macro calendar could pressure rate-sensitive sectors such as healthcare. The U.S. consumer price index is set for release on Jan. 13, while the Federal Reserve meets Jan. 27-28. Meanwhile, the J.P. Morgan conference takes place Jan. 12-15. (Bureau of Labor Statistics)
Thermo Fisher investors will turn to Casper’s Jan. 13 conference appearance next, then focus on the company’s earnings report due Jan. 29 before the market opens.
