Baron Funds, an investment management company, released its “Baron Health Care Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund rose 5.39% (Institutional Shares) in the quarter, compared to a 5.05% gain for the Russell 3000 Health Care Index (benchmark) and an 8.18% gain for the Russell 3000 Index (the Index). The Fund performed similarly to the Benchmark this quarter. Solid stock selection was primarily offset by negative effects from active sub-industry allo ...

公司评价与比较 - 主持人认为丹纳赫公司Danaher比赛默飞世尔科技Thermo Fisher更优 尽管肯定赛默飞世尔科技首席执行官Marc Casper的工作能力 [1] - 赛默飞世尔科技与丹纳赫公司均因中国市场订单疲软而表现不佳 被形容为处于相同的困境中 [1][2] - 赛默飞世尔科技是一家提供生命科学解决方案 分析仪器 诊断 实验室产品和生物制药服务的伟大公司 [2] 投资建议与市场观点 - 建议在当前阶段不要买入赛默飞世尔科技股票 需等待中国订单出现回升 [2] - 尽管该股似乎正在触底 但由于其业务与中国市场相关 而任何与中国相关的内容均被看淡 因此持谨慎态度 [2] - 主持人所属的慈善信托基金持有丹纳赫公司股份 并指出其表现与赛默飞世尔科技同样糟糕 [2]

Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the best medical stocks to buy now. Bank of America Securities analyst Michael Ryskin reiterated a Buy rating on Thermo Fisher Scientific Inc. (NYSE:TMO) on September 22, setting a price target of $560.00. Thermo Fisher Scientific’s (TMO) Dividend: Steady Payouts in a Growing Market The same day, Eve Burstein from Bernstein also reiterated a Buy rating on the stock and set a price target of $570.00. Similarly, Barclays upgraded Thermo Fisher Scientific ...

股价表现 - 最新交易日股价下跌4.9%至129.02美元 表现逊于标普500指数（-0.13%）、道指（-0.27%）和纳斯达克指数（-0.07%）[1] - 过去一个月累计上涨2.91% 超过工业产品板块涨幅（1.77%）但低于标普500指数涨幅（2.71%）[1] 业绩预期 - 预计季度每股收益1.62美元 同比增长9.46% 季度营收49亿美元 同比增长6.05%[2] - 全年每股收益预期6美元 同比增长9.29% 全年营收预期180.6亿美元 同比增长3.27%[3] - 过去一个月共识EPS预期上调0.07%[5] 估值水平 - 远期市盈率22.6倍 略低于行业平均的22.86倍[6] - PEG比率2.64倍 显著高于行业平均的1.82倍[6] 评级与排名 - 当前Zacks评级为3级（持有）[5] - 所属电子制造业在Zacks行业排名中位列154（后38%）[7] - Zacks排名前50%行业平均表现是后50%行业的两倍[7]