New York, Jan 12, 2026, 18:31 EST — After-hours
- After Monday’s close, Thermo Fisher shares dropped roughly 0.5%.
- The company revealed a strategic partnership with Nvidia aimed at AI-driven lab automation.
- A fresh SEC filing revealed planned executive exits along with shifts in leadership.
Thermo Fisher Scientific Inc shares slipped roughly 0.5% in Monday’s after-hours session, following the life-sciences tools company’s announcement of a fresh partnership with Nvidia and a shake-up in its leadership team.
The timing is crucial. Investors have rapidly backed any sign of renewed growth for lab suppliers following a rocky period in demand, particularly from biotech and pharma clients who keep a tight grip on budgets.
It lands right in the thick of JPMorgan healthcare week, where executives and investors pack meetings hunting for clues on spending, backlog, and pricing. Thermo’s stock isn’t chasing a fresh narrative, but it does require solid numbers to support it.
Thermo Fisher announced a collaboration with Nvidia to “power AI-based solutions and laboratory automation at scale,” targeting fewer manual steps in experiments and faster lab workflows. Gianluca Pettiti, Thermo’s executive vice president, said coupling AI with automation “will transform how scientific work is performed.” Nvidia healthcare VP Kimberly Powell highlighted “lab-in-the-loop” systems—software and instruments designed to handle more tasks with less hands-on effort. (Thermofisher)
In another SEC filing, it was revealed that Chief Operating Officer Michel Lagarde will step down on March 31, and executive vice president Frederick M. Lowery is set to exit on Feb. 28. Marc N. Casper will take over as chairman and CEO starting March 1, while Pettiti will assume the roles of president and COO.
Lowery’s next role is now official. Henry Schein confirmed Monday that Lowery will take over as CEO on March 2, 2026, stepping in for longtime leader Stanley M. Bergman after a companywide search. Lowery described joining Henry Schein as “an honor at such a pivotal moment.” (Business Wire)
Thermo Fisher slipped roughly 0.6% to finish at $615.45 during regular hours. Danaher edged up a bit, even as the broader market saw mild gains. (MarketWatch)
Nvidia described the Thermo partnership as part of a larger effort to automate research labs and boost data processing. According to its statement, the two firms aim to connect Thermo’s instruments with “edge-to-cloud” computing — spanning from lab benches to cloud servers — using Nvidia’s DGX Spark and NeMo software. They also plan to leverage BioNeMo tools to speed up analysis of instrument data. (NVIDIA Newsroom)
Thermo Fisher is set for its next public update soon. Casper will speak at the J.P. Morgan 2026 Healthcare Conference on Tuesday at 11:15 a.m. ET. (Thermofisher)
Next up is the more challenging trigger: earnings. Thermo Fisher plans to release its fourth-quarter and full-year 2025 results before markets open on Jan. 29. A conference call will follow at 8:30 a.m. ET. (Thermofisher)
Investors, however, need more than just buzzwords. Collaborations on lab automation often take a while before orders materialize, and the specifics—products, pricing, timelines—of the Thermo-Nvidia deal remain unclear. Plus, any slowdown in biopharma spending could dampen near-term gains.
Traders are set to focus on Casper’s remarks at JPMorgan on Tuesday. Later this month, all eyes will shift to Thermo’s Jan. 29 earnings and outlook to see if they put a financial lens on the Nvidia partnership.
