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Exclusive Article
The Often-Missed Corner of Healthcare That Wall Street Is LovingReported by Nathan Reiff. First Published: 3/29/2026. 
Key Points
- Numerous lab equipment stocks are down in the high-teens so far this year, but seemingly modest sales growth may hide fundamental strengths.
- These companies can present a more secure approach to the healthcare industry than some higher-risk alternatives.
- Still, headwinds including tariff impacts and inflation remain a concern.
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The healthcare industry is notoriously volatile—company fortunes can be made or broken on the success of a single product or the results of a clinical trial—and it's not uncommon for stocks in this sector to experience some of the market's biggest spikes and drops. Investors interested in the healthcare space but wary of that turbulence may prefer a "picks and shovels" approach, focusing on companies that supply essential equipment and services rather than on higher-risk pharmaceutical names. Lab equipment stocks are often overlooked by healthcare investors, even though some companies in this subindustry are among the largest in the sector. Given the external factors that could influence healthcare in 2026—shifting subsidies, an aging population with rising needs, inflation, the growing role of AI, and more—core lab-equipment names may be especially attractive. Below are several major players worth a closer look. A Recent Dip Masks Thermo Fisher's Long-Term Strengths
After two years of bonus bonanzas, Wall Street banks are announcing layoffs - a pattern that last appeared in 2007, just before the financial crisis.
A 50-year Wall Street veteran whose past clients include Paul Tudor Jones, George Soros, and Steve Cohen is issuing a new warning. He accurately called the COVID crash in 2020, the 2022 bear market, and the 2023 bank run - and now he's naming the stocks to buy and sell before the next move. Watch his free warning and get his buy and sell names now
$182 billion life-sciences solutions, diagnostics, and analytical-instruments company Thermo Fisher Scientific (NYSE: TMO) has had a difficult start to 2026, with shares down more than 15% year-to-date (YTD) after recently slipping into TradeSmith's red zone for financial health. A substantial portion of the recent weakness appears to stem from tariffs and foreign-exchange (FX) volatility, which together shaved more than 100 basis points off margins in 2025. There are, however, several bright spots in Thermo Fisher's performance. In Q4 2025, revenue of $12.2 billion rose 7% year-over-year (YOY), beating analyst estimates by roughly $250 million. Adjusted earnings per share (EPS) also exceeded expectations at $6.57. That momentum may reflect a string of recent product launches, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor offerings. Thermo Fisher's broad business model and diverse product mix could provide a meaningful cushion against external pressures. Even if 2026 guidance is modest—revenue is expected to grow roughly 4% to 6%—improving EBITDA margins and steady customer demand are positive signs. That may explain why, despite the sell-off, analysts remain largely favorable: 17 of 19 rate the stock a Buy or equivalent, and consensus estimates imply more than 29% upside potential. Danaher's Business May Be Improving, Even as Guidance Remains ModestDanaher Corp. (NYSE: DHR) shares are down nearly 20% YTD as the instruments, consumables, and reagents firm faces similar headwinds to Thermo Fisher. While 2026 guidance calls for modest core revenue growth of 3% to 6% YOY, the latest quarter showed some strength, including top- and bottom-line beats and $5.3 billion in free cash flow for 2025. Two bright spots for 2026 are Danaher's bioprocessing business—expected to deliver high-single-digit revenue growth driven by strong monoclonal antibody demand—and diagnostics. Diagnostics should benefit from recent FDA clearances, and equipment orders have begun to recover after a prolonged slowdown, which could further support sales growth. Analysts are reasonably optimistic on DHR, forecasting about 12.3% earnings growth in the year ahead and roughly 35% potential share-price appreciation. That outlook is reflected in ratings: 19 of 22 analysts currently rate the stock a Buy. Agilent's Biocare Purchase Could Be a CatalystAgilent Technologies (NYSE: A) has lagged a bit, reporting tepid 4.4% YOY revenue growth in its latest earnings, alongside marginal misses on both revenue and EPS versus analyst expectations. Still, Agilent may have a growth driver in its recent acquisition of Biocare Medical, which should strengthen its position in cancer diagnostics. Although the Biocare price tag was sizable—nearly $1 billion—the deal should add recurring revenue in a growing, higher-demand area. Cancer diagnostics may also carry higher margins than some of Agilent's existing operations, which could help lift operating margins (which were 24.6% in the most recent quarter). Despite a YTD decline of about 17%, analysts see roughly 42% upside for Agilent. Wall Street's consensus rates the stock a Moderate Buy, with 13 of 16 ratings at Buy or similar. |
