Waters Corp
WATWaters Corporation (WAT) is a global provider of analytical technologies, primarily serving the life sciences, pharmaceutical, and biopharmaceutical markets. Founded in 1958, the company specializes in laboratory instruments, software, and consumables used in scientific research, quality testing, and drug development. Waters is known for its chromatography and mass spectrometry systems, which enable precise and accurate analysis of complex samples.
Company News
Agilent Technologies delivered strong Q4 FY2025 results with $1.86B revenue (9.4% reported growth, 7.2% core growth) and $1.59 non-GAAP EPS, marking the sixth consecutive quarter of sequential core growth acceleration. The company's diversified portfolio spanning chromatography, mass spectrometry, and lab automation, combined with its high-margin...
William Blair initiated Outperform coverage on Waters Corporation following its merger with Becton Dickinson's Biosciences & Diagnostic Solutions business. The analyst sees greater synergy upside than initially priced in, with EPS accretion of ~$0.10 in 2026 rising to ~$2.70 by 2028. William Blair projects roughly 20% upside by year-end 2026 and ...
The article highlights two investment opportunities in the pharmaceutical and medical device sectors that could benefit from AI-driven drug development: Becton Dickinson (BDX) and the BlackRock Health Sciences Fund (BME), both currently undervalued and offering attractive dividend yields.
Fenimore Asset Management completely sold its entire 243,780 shares of Waters Corporation, valued at $85.09 million, representing a full exit from the position during Q3 2025. The sale reflects a strategic portfolio shift amid challenging market conditions for laboratory instrumentation stocks.
Healthcare merger and acquisition activity rose 7% in Q3 2025, with 532 deals announced. Physician Medical Groups led with 130 deals, while total deal value reached $63.8 billion, a 111% increase from the previous quarter.
