This summary was created by AI, based on 16 opinions in the last 12 months.
Danaher Corp. is a company that has seen both ups and downs in the recent years but is now showing signs of confidence and growth. The company has shifted its focus from industrial to healthcare, which has brought significant success during the pandemic. However, there are concerns about the high valuation of the stock and its impact on potential investors. Despite this, many experts believe that Danaher Corp. has the potential for long-term returns and is a strong candidate for investment in the future.
In 2020 to 2022 there was an inventory shortage. 2023 was slow with research dollars starting to dry up. 2024 should be better with re-stocking gone, and as a picks and shovels player it will benefit from an aging population.
When he recommended this last summer, he was expecting the glut in bioprocessing equipment to finally end. They reported good results last October, but lowered guidance. In late October, the entire sector seemed to find its footing when interest rates peaked, but was it out of the woods? Last week, DHR reported healthy revenue and earnings beats, but issued very disappointing guidance with organic revenue to be down YOY. Shares slid 5% in pre-markets. Turns out that management was merely being conservative. During the conference call, DHR said that the world ex-China should return to grow later this year as the inventory gut ends. So, but it now.
Cutting edge technology, but valuation very high. Would recommend waiting for shares to fall before buying. Good for long term investors, but better opportunities for investors out there at better prices.
Transformed from an industrial to healthcare. Life sciences, diagnostics, and biotech. Did well during pandemic. Post-pandemic headwinds, though still generating lots of cash. Attractive company, she owns TMO instead on valuation.
Pure-play life science company. Covid brought a bump in orders, sales, and earnings. Revenue to China has come off. The year's been hard. Future looks much better, as it will continue to be the fulcrum in drug discovery (testing) and manufacturing. Yield is 0.55%.
(Analysts’ price target is $232.30)TMO is a leader in life sciences and diagnostics. He recently added. The entire sector has some over-supply. This is the bottom of the cycle. Lower risk, less upside, more diversified. Historically, good at acquisitions. Good long-term hold, but right now it's all about waiting for funding to come back to the sector.
When the cycle turns, both will do well and will probably outperform.
Historically, it's been a well-run company, making equipment that helps develop new drugs. But that history means nothing. All that matters now is how a company performs in its sector and any disappointing news (in the sector of company) means the stock get punished. Like Danaher.
Market's not liking the negative growth compared to the pandemic. China has impacted it, not as many IPOs. The market just needs to look beyond all this. High quality, grows by acquisition. Great CEO. In all the right places. Good time to take a look for long-term returns. A company like this is a 5-10 year hold. Yield is 0.41%.
(Analysts’ price target is $282.58)They work with branded drugs and are integral to FDA approval of drugs. DHR products help product such drugs. $200 billion in drug earnings (from big pharma) that's about to come off-patent, and the generic companies will need DHR to help produce the generic versions. So, DHR benefits from the brands and the generics.
(Analysts’ price target is $274.42)Does not own shares, waiting for price to fall.
Strong business that will perform well in the future.
Excellent assets.
Wait before buying.
It is in life science tools diagnostics. Biological drugs are one component and it has 75% in recurring revenue from re-usables. Should benefit from long term growth in personalized medicine.
Life science & environmental company.
High growth healthcare business.
Concern is that share price is too expensive.
Would wait for shares to fall before buying.
Price appreciation will be limited.
A healthcare company, offering services and consumables to that industry. Their diagnostics helped spike profits and shares. Has since pulled back. On her watch list, but the PE has always been too hight. The PE has declined though. Interesting.
It had a nice surge in earnings but its shares are pulling back slowly to its FMV which had been up to 5 1/2 BV.
Danaher Corp. is a American stock, trading under the symbol DHR-N on the New York Stock Exchange (DHR). It is usually referred to as NYSE:DHR or DHR-N
In the last year, 9 stock analysts published opinions about DHR-N. 8 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Danaher Corp..
Danaher Corp. was recommended as a Top Pick by on . Read the latest stock experts ratings for Danaher Corp..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
9 stock analysts on Stockchase covered Danaher Corp. In the last year. It is a trending stock that is worth watching.
On 2024-03-28, Danaher Corp. (DHR-N) stock closed at a price of $249.72.
They raised their dividend by 12%, a sign of confidence in this great company. It was bad, now great. The lifesciences industry is bottoming now.