Agilent Technologies Inc.
Ackman’s Pershing Square Increased Agilent Stake in Q3
This week, Pershing Square disclosed that it had increased its stake in Agilent Technologies (A) to 2.9 million shares in the third quarter.
How Agilent’s Instruments and Consumables Did in Fiscal 2019
Agilent Technologies (A) expects its ACG (Agilent CrossLab Group) and DGG (Diagnostics and Genomics Group) revenue momentum to be similar in the first and second halves of fiscal 2019.
Agilent Technologies Reduces Its Cash Flow Guidance
Agilent Technologies (A) has reduced its CFO (cash flow from operations) guidance from $1,100 million–$1,150 million to $1.025 million–$1,075 million.
What’s Expected for Agilent’s Fiscal 2019 EPS
Agilent Technologies (A) has reiterated its fiscal 2019 non-GAAP EPS guidance of $3.03–$3.07, which represents a rise of 8.6%–10.0% YoY (year-over-year) on a reported basis and 10.0%–11.0% YoY on a CC (constant-currency) basis.
Agilent Technologies Reduces Its Fiscal 2019 Revenue Guidance
In its second-quarter investor presentation, Agilent Technologies (A) reduced its fiscal 2019 revenue guidance from 5.15 billion–$5.19 billion to $5.085 billion–$5.125 billion, implying 4.0%–4.8% YoY (year-over-year) core revenue growth instead of 5.0%–5.5%.
What Analysts Recommend for Agilent Technologies
On May 14, Agilent Technologies (A) reported its second-quarter results. Its revenue rose 2.65% YoY (year-over-year) on a reported basis to $1.24 billion, missing analysts’ estimate by $30.82 million.
What ResMed’s Valuation Trend Indicates
The mean rating for ResMed (RMD) stock is 2.6, and its target price is $104.69.
What’s the Upside Potential for Agilent Technologies Stock?
In the last three months, Agilent Technologies (A) stock has risen from $61.14 on June 27, 2018, to $70.33 in September 2018.
What’s Driving Agilent Technologies’ Segment Growth?
Agilent Technologies’ (A) Life Sciences and Applied Markets segment had revenues of $510 million in Q3 2017 compared to $540 million in Q3 2018.
Agilent Technologies’ Operational Performance
Agilent Technologies (A) incurred selling, general, and administrative expenses of $339 million in the third quarter of 2018.
Agilent Technologies: Its Acquisition Spree in 2018
Agilent Technologies (A) has been on an acquisition spree in 2018 with major acquisitions made until the third quarter.
How Thermo Fisher Scientific’s Valuation Looks in September
Thermo Fisher Scientific currently trades at a forward PE multiple of ~19.9x.
Trump’s Tariffs: More Countries Investigate China
Fearing an import deflection following the Section 232 tariffs in the United States, several regions are contemplating tariffs on Chinese steel products.
How Is Roche’s Diagnostics Segments Positioned in August?
Roche’s tissue diagnostics unit generated revenues of 290.0 million Swiss francs in the second quarter, reflecting ~15% YoY growth at CER.
Metal Stocks Brace for Tough Times as Trade War Intensifies
Equity markets closed deep in the red yesterday. Looking at the broader-market ETFs, we see that the SPDR S&P 500 ETF (SPY) lost 1.36%, shrinking its year-to-date (or YTD) losses to 2.4%.
TMO’s Advanced Laboratory Management System Could Gain Market Share
On February 27, 2018, Thermo Fisher Scientific (TMO) announced the launch of the new Thermo Scientific Chromeleon XTR Laboratory Management system, which was designed to manage an entire laboratory.
How TMO Stock Has Performed Recently
On March 14, 2018, Thermo Fisher Scientific (TMO) closed at $213.46 per share.
A Look at TMO’s New High Pressure Ion Chromatography System
On February 27, 2018, Thermo Fisher Scientific (TMO) announced the launch of its new high-pressure Ion Chromatography System.
What Investors Should Know about TMO’s Dividends
On March 14, 2018, Thermo Fisher Scientific (TMO) stock started trading ex-dividend.
Why Leerink Swann Lowered Its 2018 Estimates for TMO Stock
On December 4, 2017, Leerink Swann reaffirmed its “outperform” rating on Thermo Fisher Scientific (TMO). It decreased its target price on TMO stock from $216.00 per share to $200.00 per share.
Wall Street Analysts’ ‘Buy’ Ratings and Recommendations on TMO Stock
On December 4, 2017, Leerink Swan reiterated its “overweight” rating on TMO stock. The investment research firm has a 12-month target price of $200.00 per share on the stock.
Thermo Fisher Scientific’s Deepening Ties with Sema4
Thermo Fisher Scientific’s (TMO) Core Informatics’ Platform for Science’s modules, including a LIMS (laboratory information management system), could soon be implemented at Sema4’s two major laboratory facilities.
TMO’s Launch of New Research Assay for Cancer
On December 7, 2017, Thermo Fisher Scientific announced the launch of a new targeted NGS (next-generation sequencing) research panel.
Agilent Technologies’ Downward Sloping Dividend Yield Curve
Agilent Technologies’ net revenue rose 6.0% in the first nine months of 2017, driven by every segment. Income from operations rose 41.0% as total costs didn’t increase much.
Thermo Fisher Scientific Accelerates Its Semiconductor Sequencing
On June 29, 2017, Thermo Fisher Scientific (TMO) announced the addition of three new products to its semiconductor failure analysis workflows portfolio.
Understanding Thermo Fisher’s Growth Strategy
Thermo Fisher Scientific (TMO) has always focused on innovation as a key growth strategy.
Northcoast Research Upgrades Thor Industries to a ‘Buy’
Thor Industries (THO) has a market cap of $4.3 billion. It rose 0.06% to close at $77.21 per share on September 13, 2016.
What’s Thermo Fisher Scientific’s Latest Valuation?
After the release of its 2Q16 earnings results on July 28, 2016, Thermo Fisher Scientific (TMO) was trading at a forward PE (price-to-earnings) multiple of 17.9x–18.5x.
Thermo Fisher Scientific’s Key Growth Strategy
Thermo Fisher Scientific reported ~$4.5 billion in revenues in 2Q16, representing YoY (year-over-year) growth of ~6%.
Thermo Fisher Scientific’s 2Q16 Revenues: What’s in Store?
Acquisitions are expected to have a positive impact of approximately 2% on Thermo Fisher Scientific’s 2016 revenues.
What Are Thermo Fisher’s Major Growth Catalysts in 2016?
Thermo Fisher operates in a market worth $100 billion, with annual growth in the range of 3%–5%. It has a leading market position and expects to grow fast.
How Innovation Is Driving Thermo Fisher Scientific’s Growth
Thermo Fisher Scientific now has more than 800,000 products in its portfolio and has an extensive product pipeline.
Understanding Thermo Fisher Scientific’s Valuation among Peers
On July 08, 2016, Thermo Fisher Scientific was trading at a forward PE (price-to-earnings) multiple of ~18.3x, as compared to the industry average of ~21x.
Inside Thermo Fisher’s Affymetrix Acquisition: A Growth Gauge
On January 8, 2016, Thermo Fisher Scientific (TMO) announced the acquisition of Affymetrix for approximately $1.3 billion.
DISH’s Sling TV Sees Over-the-Top Success
The increase in Sling TV subscribers had an adverse effect on DISH’s pay-TV ARPU because Sling TV subscribers pay less than traditional pay-TV subscribers.
Thermo Fisher Scientific: What’s Been Driving Growth?
In this series, we discuss the major drivers of Thermo Fisher Scientific’s valuation, stock performance. and growth fundamentals.
What Is the Outlook for Pandora?
Pandora Media (P) had total listener hours of 5.4 billion in 4Q15, a 3% increase over 4Q14.
Why Did Pandora’s Stock Price Rise 8.5%?
Pandora’s share price has fallen by 40.3% year-to-date. However, the company’s stock price was up by 8.5% on the day the earnings were announced.
Will Charter Communications Deploy DOCSIS 3.1 Technology?
Charter saw revenues of $781 million in its Internet business in 4Q15, a growth of 16.6% YoY, fueled by net customer additions and “price adjustments.”
Disney’s Business Segments: Expectations for Fiscal 2016
Disney’s Media Networks segment was the biggest contributor to its revenue at 44% with segment revenues of $23.3 billion in fiscal 2015.
Disney to Continue Share Repurchase Program and Increase Capex
Disney (DIS) is expected to announce its fiscal 1Q16 earnings on February 9, 2016. Disney is expected to have EPS of $1.44 and revenues of $14.7 billion.
Netflix Continues Ramping Up Its Original Programming in 2016
Netflix stated in its 4Q15 letter to shareholders that it intends to launch 600 hours of original programming in 2016.
Thermo Fisher Scientific Trades at Stable Valuation Multiples
After the release of its 3Q15 earnings results on October 21, 2015, Thermo Fisher Scientific (TMO) traded at PE multiples in the range of 16.7x–17.0x.
Thermo Fisher: Analytics Instruments and Specialty Diagnostics
Thermo Fisher Scientfic (TMO) is expected to witness growth in revenues as well as earnings across all segments of the company in 4Q15 as well as 1Q16.
Analyst Recommendations for Thermo Fisher Scientific
Based on recommendations by 21 broker firms surveyed by Bloomberg, the consensus rating for Thermo Fisher Scientific was “buy” from 19 of the firms and “hold” from two of the firms.
Thermo Fisher Scientific’s Analytical Instruments Business Segment
Thermo Fisher Scientific’s Analytical Instruments segment earned revenues of ~$3.3 billion in 2014, representing organic growth of around 4%.
The Life Sciences Solutions Segment of Thermo Fisher Scientific
Thermo Fisher Scientific’s Life Sciences Solutions segment earned revenues of ~$4.2 billion in 2014, representing organic growth of around 4%.
An Overview of Thermo Fisher Scientific’s Business Model
Thermo Fisher Scientific (TMO) has made a number of acquisitions over the years, resulting in the expansion of the company’s product portfolio with the inclusion of a number of premium brands.
Thermo Fisher Scientific: A Leading Medical Technology Company
Thermo Fisher Scientific (TMO) is one of the leading medical technology companies in the world, providing a broad portfolio of laboratory equipment and services.
Is Teradyne fairly valued relative to its peers?
Presently, ten analysts have given Teradyne a buy rating, and four have issued a neutral rating, for a consensus target price of $22.17.
Teradyne’s momentum may translate to strong full-year results
Teradyne is set to have 15% year-over-year growth in sales to $1.6 billion in 2014. This growth is driven by share gains in the SoC and memory test markets.
Teradyne boasts encouraging market share gains
Teradyne has about 26% share of the $470-million memory testing market. The company expects to gain 3 to 5 points of share this year.
A key analysis of Teradyne’s revenues and earnings
In 2013, Teradyne survived a weak demand climate for the app processor market. The company’s revenues recovered due to strong SoC product volume growth.
Glenview Capital raises its stake in Teradyne
Glenview Capital Management increased its stake in Teradyne (TER) by 4 million shares from its 3Q14 position to nearly 12 million shares.
Relational Investors goes activist on Manitowoc
Relational Investors LLC was co-founded by Ralph Whitworth and David Batchelder. It filed a 13D with the SEC last week and said it acquired 11.5 million shares, or an 8.52% stake, in Manitowoc (MTW)
Federal Reserve significantly lowers unemployment forecast
The Federal Reserve includes formal economic forecasts in the minutes from its Federal Open Market Committee (FOMC) Meetings The Federal Reserve typically releases a short press release after its two day FOMC meeting, with a general overview and its decision on interest rates. A month later, they release the actual minutes of the meeting which […]
Is it something Bernanke said? Or something else?
Sovereign yields have been rising since the beginning of May Investors in the U.S. have been focused on the rising yield of the 10-year bond since the beginning of May. Since bottoming out at 1.63% on May 1st, the U.S. 10-year yield has been rising in a dramatic fashion, to close at 2.17% as of […]
MFA Financial portfolio yield continues to drop
MFA Financial is a REIT that invests in both agency and non-agency mortgage backed securities MFA Financial (MFA) is a mortgage Real Estate Investment Trust (REIT) that invests in both agency (government guaranteed) and non-agency (non-guaranteed) mortgage backed securities. Their portfolio is primarily invested in hybrids, adjustable rate mortgages (ARM), and 15 year fixed rate […]