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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.
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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 see some of the wildest spikes and drops across the market. Investors who want exposure to the healthcare space but are wary of that turbulence often adopt a "picks and shovels" approach, focusing on companies that provide essential equipment and services to the industry rather than higher-risk pharmaceutical names. Lab equipment stocks are often overlooked by healthcare investors, despite some companies in this subindustry being among the largest in the space. Given the range of external factors that could affect healthcare in 2026—shifting subsidies, an aging population with greater needs, inflation, the growing role of AI, and more—core lab-equipment names may be more appealing than usual. The companies below are major players worth a closer look for any investor considering the industry. A Recent Dip Masks Thermo Fisher's Long-Term Strengths America's leading gold expert is pointing to April 15, 2026 as a critical date for gold investors - and says a major shift in the gold market could be set to unfold. Whether you own gold, are considering buying, or simply follow the market, this forecast deserves your attention before that date arrives. Read the full urgent briefing and prepare for April 15 $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 over 15% year-to-date (YTD) as the company recently slipped into TradeSmith's red zone for financial health. A significant portion of that weakness may be attributable 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 forecasts by about $250 million. Adjusted earnings per share (EPS) also topped predictions at $6.57. That momentum may reflect several prominent product launches in recent months, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor products. Ultimately, Thermo Fisher's comprehensive business model and broad product portfolio could provide substantial cushioning against external pressures. Even if 2026 guidance is cautious—revenue is expected to grow 4% to 6%—improving EBITDA margins and solid underlying customer demand are encouraging. That may explain why, despite the recent selloff, analysts remain broadly positive on TMO: 17 of 19 rate the company a Buy or equivalent, and consensus estimates suggest more than 29% upside potential. Danaher's Business May Be Improving, Even as Guidance Remains Modest Danaher Corp. (NYSE: DHR) shares are down almost 20% year-to-date (YTD), putting the instruments, consumables, and reagents firm in a position similar to Thermo Fisher. Although 2026 guidance implies modest core revenue growth of 3% to 6% YOY, the latest quarter included a top- and bottom-line beat 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, which should benefit from recent FDA clearances. Equipment orders have also begun to recover after a prolonged slump, a trend that could further boost sales. Analysts are fairly optimistic on DHR, forecasting about 12.3% earnings growth over the next year and roughly 35% upside in the share price. That outlook is reflected in ratings: 19 of 22 analysts currently rate DHR shares as Buys. Agilent's Biocare Purchase Could Be a Catalyst Agilent Technologies (NYSE: A) appears a bit behind the companies above based on its latest earnings, which showed tepid 4.4% YOY revenue growth and slight misses on both top- and bottom-line expectations. However, Agilent may have a hidden growth engine in its recent acquisition of Biocare Medical, which strengthens its position in cancer diagnostics. Although Biocare cost nearly $1 billion, the deal adds recurring revenue in a high-growth area. Cancer diagnostics also tends to be higher margin than some of Agilent's legacy lines, which could help its operating margin (24.6% in the last quarter). Despite a roughly 17% YTD decline, analysts see about 42% upside for Agilent shares. Wall Street rates the stock a Moderate Buy overall, with 13 of 16 ratings at Buy or equivalent. |