Thermo Fisher Scientific Investor Day Takeaways

Thermo Fisher Scientific hosted its 2026 Investor Day, refining its 2028-2031+ organic growth target to 7%. Goldman Sachs remains Buy rated, citing the company's strengths in AI-enabled drug development and bioprocessing reshoring.

Key Takeaways

• 1.Thermo Fisher updated its long-term (2028-2031+) organic growth target to 7%, a slight adjustment from the previous 7%+ target.
• 2.The company is positioned to benefit significantly from AI tailwinds in drug discovery and clinical research, specifically through its Nvidia and OpenAI partnerships.
• 3.US reshoring of bioprocessing capacity and the Solventum acquisition are expected to drive growth in the CDMO and BioProduction segments.

Table of Contents

• Executive Summary
• Takeaways
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Additional disclosures required under the laws and regulations of jurisdictions other than the United States
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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