Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
More Reading from MarketBeat
The Often-Missed Corner of Healthcare That Wall Street Is LovingBy Nathan Reiff. Date Posted: 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.
- Special Report: Elon’s “Hidden” Company
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 post some of the market's wildest spikes and drops. Investors who want exposure to the healthcare space but are wary of that turbulence might adopt a "picks and shovels" strategy that targets companies providing essential equipment and services to the industry rather than higher‑risk pharmaceutical names. Lab equipment stocks are often overlooked by healthcare investors, even though several companies in this subindustry rank among the largest in the space. With a range of external factors that could affect healthcare companies in 2026—shifting subsidies, an aging population, inflation, the growing role of AI, and more—core lab equipment names may look more attractive than usual. The companies below are some of the major players worth a closer look. A Recent Dip Masks Thermo Fisher's Long-Term Strengths
Twenty-one banks - including JPMorgan, Goldman Sachs, and Morgan Stanley - are competing to underwrite the SpaceX IPO, internally codenamed 'Project Apex.' At a $1.75 trillion valuation, it would be the largest IPO in Wall Street history.
Studies show 95% of total profits are made before a company goes public. Dr. Mark Skousen has identified a little-known fund run by a Wall Street legend who already turned Tesla into a 30-bagger - and is now betting big on SpaceX ahead of an expected June IPO. Discover how to claim your stake in SpaceX before the IPO hits
$182 billion life sciences solutions, diagnostics, and analytical instruments company Thermo Fisher Scientific (NYSE: TMO) has had a difficult start to 2026, with shares falling more than 15% year-to-date (YTD) as the company recently slipped into TradeSmith's red zone for financial health. A significant portion of that weakness appears tied to tariffs and FX volatility, which together reduced margins by more than 100 basis points in 2025. There are, however, several bright spots in Thermo Fisher's recent 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 topped 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 product portfolio and diversified business model could help cushion it against external pressures. Even if 2026 guidance is modest—revenue is expected to grow 4% to 6%—improving EBITDA margins and steady customer demand are positive signs. Analysts remain largely bullish: 17 out of 19 rate the company a Buy or equivalent, and consensus estimates imply more than 29% upside. Danaher's Business May Be Improving, Even as Guidance Remains ModestDanaher Corp. (NYSE: DHR) shares are down nearly 20% YTD, placing it in a situation similar to Thermo Fisher. Although 2026 guidance calls for modest core revenue growth of 3% to 6% YOY, that masks solid results from the latest quarter, which included top- and bottom-line beats in Q4 and $5.3 billion in free cash flow for 2025. Two notable growth drivers 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 improve after a prolonged downturn, supporting potential sales growth. Analysts are reasonably optimistic about DHR, forecasting about 12.3% earnings growth in the year ahead and roughly 35% upside in the share price. That optimism is reflected in ratings: 19 of 22 are Buys. Agilent's Biocare Purchase Could Be a CatalystAgilent Technologies (NYSE: A) appears to be lagging the names above based on its latest earnings, which showed tepid 4.4% YOY revenue growth and slight misses on both revenue and earnings versus analyst expectations. That said, Agilent may have a growth catalyst in its recent acquisition of Biocare Medical, which should bolster its position in cancer diagnostics. Although Biocare's price tag was hefty—nearly $1 billion—it could provide Agilent with a new stream of recurring revenue in a rising-demand area. Cancer diagnostics tends to be higher margin than some of Agilent's existing operations and could help lift operating margins (which stood at 24.6% in the last quarter). Despite about a 17% YTD decline, analysts see roughly 42% upside for Agilent. Wall Street rates the stock a Moderate Buy, with 13 of 16 ratings at Buy or similar. |
