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Sunday's Featured Story The Often-Missed Corner of Healthcare That Wall Street Is LovingSubmitted by Nathan Reiff. 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: The Biggest IPO Ever: Claim Your Stake Today
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 register some of the market's wildest spikes and drops. Investors who want exposure to the healthcare space but are concerned about that turbulence may prefer a "picks and shovels" approach, focusing on companies that supply essential equipment and services rather than higher-risk pharmaceutical names. Lab equipment stocks are often overlooked even though some companies in this subindustry rank among the largest players in healthcare. Given a range of external factors that could affect healthcare in 2026—shifting subsidies, an aging population with greater needs, inflation, and the growing role of AI, among others—core lab-equipment names may look especially attractive. Below are several major companies worth a closer look for investors considering this area. A Recent Dip Masks Thermo Fisher's Long-Term Strengths Brand-new data centers in Silicon Valley are finished, wired, and loaded with hardware - but they can't turn on. The grid equipment needed to connect them doesn't exist yet, and the waitlist runs past 2028. With $969 billion in AI spending in motion, this infrastructure bottleneck is already pressuring timelines. One company is positioned to solve it - and a June IPO could force a repricing before most investors take notice. See the full story on the company solving the AI power crisis $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) and the company recently moving into TradeSmith's red zone for financial health. A significant portion of that weakness may stem from tariffs and foreign-exchange (FX) volatility, which together compressed margins by over 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 exceeded expectations at $6.57. That momentum likely reflects several recent product launches, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor systems. Thermo Fisher's broad business mix should help cushion it against external pressures. Even if 2026 guidance is tepid—revenue is expected to climb 4% to 6%—anticipated EBITDA margin improvements and persistent customer demand are positive offsets. That may explain why, despite the selloff, analysts remain bullish: 17 of 19 rate the company a Buy or equivalent, and consensus estimates imply more than 29% upside potential. Danaher's Business May Be Improving, Even as Guidance Remains Modest Danaher Corp. (NYSE: DHR) shares are down nearly 20% YTD, placing the instruments, consumables, and reagents firm in a similar position to Thermo Fisher. Although 2026 guidance calls for modest core revenue growth of 3% to 6% YOY, the latest quarter included both 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 its diagnostics segment. Diagnostics should benefit from recent FDA clearances, and equipment orders have begun to rebound after a prolonged slump, which could further support sales growth. Analysts are reasonably optimistic on DHR, forecasting about 12.3% earnings growth over the coming year and roughly 35% potential share-price appreciation. That outlook is reflected in ratings: 19 of 22 analyst recommendations for DHR are Buys. Agilent's Biocare Purchase Could Be a Catalyst Agilent Technologies (NYSE: A) lagged the peers above in its most recent earnings, reporting only 4.4% YOY revenue growth and marginal misses on both revenue and earnings versus expectations. Still, Agilent may have a catalyst in its recent acquisition of Biocare Medical, which should strengthen its position in cancer diagnostics. Although the acquisition cost nearly $1 billion, it should provide Agilent with a new source of recurring revenue in an area with rising demand. Cancer diagnostics can be a higher-margin business than some of Agilent's existing operations, which could help improve operating margin (it was 24.6% in the last quarter). Despite a roughly 17% YTD decline, analysts see potential upside of about 42% for Agilent shares. Wall Street rates the stock a Moderate Buy overall, with 13 of 16 ratings at Buy or similar. | 