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Wire

Danaher Seen on Path to Growth Reacceleration on Bioprocess Recovery, RBC Says

Danaher (DHR) could see about 6% revenue growth in 2027, driven by a rebound in bioprocess demand trends and improving end markets, RBC Capital Markets said.RBC's channel checks indicate robust demand trends for bioprocess consumables and expanding equipment funnels, according to the note. This positions Danaher to benefit from the sector recovery as bioprocessing represents more than 25% of the company's revenue, the investment firm said in a Thursday note.Danaher is also working to close menu gaps in its Beckman Coulter business and sees continued improvement in its molecular diagnostics segment amid a recovering underlying diagnostics market. The company could see further growth upside from its Masimo (MASI) acquisition, which is expected to close in the second half of 2026, RBC added.RBC Capital Markets resumed coverage on Danaher, with an outperform rating and a $200 price target.Shares of Danaher were down 1.1% in Friday afternoon trading.Price: $162.75, Change: $-1.79, Percent Change: -1.09%

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Danaher Set for Growth Reacceleration Amid Strong Bioprocessing Trends, RBC Says
US Markets

Danaher Set for Growth Reacceleration Amid Strong Bioprocessing Trends, RBC Says

Danaher (DHR) is poised for growth reacceleration amid strong bioprocessing demand trends in the broader tools industry, RBC Capital Markets said in a client note emailed Friday.The brokerage's channel checks consistently point to strong demand trends for bioprocess consumables and expanding equipment funnels. Bioprocessing represents more than 25% of Danaher's revenue and is the "healthiest end market" across the tools industry, according to RBC."A sustained bioprocess rebound (supported by incremental equipment growth), the lapping of idiosyncratic headwinds, and progressive end-market improvement put 6% revenue growth within reach for 2027," RBC analyst Dan Leonard said in the note. The expected completion of the company's Masimo (MASI) acquisition in the second half also provides additional upside to the growth profile, the brokerage added.In February, Danaher agreed to acquire health technology company Masimo in a deal worth about $9.9 billion to boost its diagnostics portfolio. The Masimo acquisition is expected to be accretive to growth and margins, while RBC sees "meaningful white space" for further consolidation in the life sciences segment.The medical equipment maker's underlying diagnostics business continues to improve, apart from some structural challenges in China, RBC said."We see continued runway for Danaher to deploy capital inorganically in life sciences and diagnostics," Leonard said.Last month, Danaher reported first-quarter adjusted earnings of $2.06 per share, up from $1.88 a year earlier. Revenue increased 3.5% to $5.95 billion. At the time, the company said it expected its full-year adjusted EPS to be in a range of $8.35 to $8.55, reflecting a higher top end versus the previous guidance of $8.50.RBC has an outperform rating on Danaher's stock with a price target of $200.Price: $163.60, Change: $-0.94, Percent Change: -0.57%

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Wire

Argus Adjusts Price Target on Danaher to $230 From $265, Maintains Buy Rating

Danaher (DHR) has an average rating of buy and mean price target of $248, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $177.19, Change: $-1.38, Percent Change: -0.77%

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Wire

Morgan Stanley Cuts Price Target on Danaher to $255 From $270

Danaher (DHR) has an average rating of buy and mean price target of $248.71, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $185.92, Change: $-8.62, Percent Change: -4.43%

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Wire

UBS Cuts Price Target on Danaher to $250 From $270, Maintains Buy Rating

Danaher (DHR) has an average rating of buy and mean price target of $248.71, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $191.85, Change: $-2.57, Percent Change: -1.32%

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Wire

JPMorgan Cuts Price Target on Danaher to $245 From $275, Maintains Overweight Rating

Danaher (DHR) has an average rating of Buy and mean price target of $254.19, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $191.43, Change: $-4.07, Percent Change: -2.08%

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Wire

Jefferies Adjusts Price Target on Danaher to $245 From $240, Maintains Buy Rating

Danaher (DHR) has an average rating of Buy and mean price target of $254.19, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $192.50, Change: $-3.00, Percent Change: -1.53%

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Wire

Evercore ISI Adjusts Danaher Price Target to $232 From $225, Maintains Outperform Rating

Danaher (DHR) has an average rating of Buy and mean price target of $254.19, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $192.63, Change: $-2.87, Percent Change: -1.47%

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Wire

Top Midday Stories: UnitedHealth Raises 2026 EPS Guidance, Shares Soar; Cook to Step Down as Apple CEO

The Dow Jones Industrial Average and S&P 500 were down, while the Nasdaq Composite was up in late-morning trading Tuesday after President Donald Trump told CNBC earlier in the day that he expects the US and Iran to reach a deal before the ceasefire expires on Wednesday.In company news, UnitedHealth (UNH) reported Q1 adjusted earnings Tuesday of $7.23 per diluted share, up from $7.20 a year earlier and above the FactSet consensus analyst estimate of $6.58. First-quarter revenue was $111.72 billion, up from $109.58 billion a year ago and above the FactSet consensus of $109.43 billion. For 2026, the company said it expects adjusted EPS of over $18.25, up from its prior guidance of $17.75 and above the FactSet consensus of $17.86. UnitedHealth shares were up 8.0% around midday.Apple (AAPL) said late Monday that Tim Cook will step down as chief executive and become executive chairman, effective Sept. 1. Current Senior Vice President of Hardware Engineering John Ternus will succeed Cook as CEO, the company said. Apple shares were down 1.7%.Amazon (AMZN) said late Monday it will invest $5 billion in Anthropic and up to another $20 billion if certain commercial milestones are met in the future. Meanwhile, Anthropic said it's committed to spending over $100 billion over the next 10 years on Amazon Web Services technologies. Separately, Amazon said Tuesday it has launched a GLP-1 Management Program through Amazon One Medical that provides primary care, pharmacy services and virtual care options to help patients achieve and maintain their weight-loss goals. Amazon shares were up 1.8%.D.R. Horton (DHI) reported fiscal Q2 net income Tuesday of $2.24 per diluted share, down from $2.58 a year earlier but above the FactSet consensus of $2.13. Fiscal Q2 revenue was $7.56 billion, down from $7.73 billion a year ago but above the FactSet consensus of $7.55 billion. For fiscal 2026, the company said it now expects revenue of $33.50 billion to $34.50 billion, compared with its prior guidance of $33.50 billion to $35 billion. Analysts polled by FactSet expect $33.29 billion. D.R. Horton shares were up 7.5%.GE Aerospace (GE) reported Q1 adjusted earnings Tuesday of $1.86 per share, up from $1.49 a year earlier and above the FactSet consensus of $1.60. First-quarter revenue was $11.61 billion, up from $9.94 billion a year ago and above the FactSet consensus of $10.71 billion. For 2026, the company maintained its adjusted EPS guidance range of $7.10 to $7.40, below the FactSet consensus of $7.49. GE shares were down 5.1%.Danaher (DHR) reported Q1 adjusted earnings Tuesday of $2.06 per diluted share, up from $1.88 a year earlier and above the FactSet consensus of $1.94. First-quarter sales were $5.95 billion, up from $5.74 billion a year ago but below the FactSet consensus of $5.98 billion. For Q2, the company said it expects non-GAAP core revenue to increase in the low single-digit percent range from the year prior. For full-year 2026, Danaher said it expects adjusted EPS of $8.35 to $8.55, compared with its prior guidance of $8.35 to $8.50 and the FactSet consensus of $8.40. Danaher shares were down 0.3%.Price: $347.72, Change: $+24.24, Percent Change: +7.49%

$AAPL$AMZN$DHI$DHR$GE$UNH
Research

Research Alert: CFRA Keeps Buy Rating On Shares Of Danaher Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our target at $258, 27.6x our 2027 EPS estimate, a discount to DHR's five-year historical forward P/E average. We slightly raise our 2026 EPS view to $8.57 from $8.53 to reflect the Q1 beat. We keep our 2027 EPS forecast at $9.35. In our view, Danaher's Q1 results demonstrated solid execution, with adjusted EPS of $2.06 beating consensus by 6%. Bioprocessing showed encouraging momentum with 7% core growth and equipment orders up 30% Y/Y, the first positive order growth in nearly two years, which we see as a positive leading indicator. While respiratory sales revenue were lighter than expected, strength in Life Sciences and Bioprocessing offset this headwind. China trends improved across Biotech and Life Sciences segments. The large $9.9 billion pending Masimo acquisition announced in February remains on track for a 2H 2026 close, and should significantly expand DHR's diagnostics and medical technology portfolio. We expect the deal to be EPS accretive in year one.

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Sectors

Sector Update: Health Care Stocks Flat to Higher Premarket Tuesday

Health care stocks were flat to higher premarket Tuesday, with the iShares Biotechnology ETF (IBB) inactive and the State Street Health Care Select Sector SPDR ETF (XLV) up 0.8%.UnitedHealth Group (UNH) stock was up more than 8% after the company reported higher Q1 adjusted earnings and revenue, and increased its 2026 adjusted EPS guidance.Quest Diagnostics (DGX) stock was up more than 3% after the company reported higher Q1 adjusted earnings and net revenue, and raised its 2026 outlook.Danaher (DHR) shares were up 0.8% after the company posted higher Q1 adjusted earnings and sales, and lifted its 2026 adjusted diluted EPS outlook.

$DGX$DHR$IBB$UNH$XLV
Asia Markets

AI Optimism Lifts US Equity Futures Pre-Bell Amid Uncertainty of US-Iran Peace Talks

US equity futures were higher pre-bell on Tuesday as recent optimism on artificial intelligence and tech buoyed investor sentiment amid the uncertainty of a new round of negotiations between the US and Iran.Dow Jones Industrial Average futures were 0.5% higher, S&P 500 futures were up 0.2%, and Nasdaq futures were 0.3% higher.JPMorgan Chase (JPM) boosted its year-end target for the S&P 500 index to 7,600, pointing to AI and tech-driven earnings, while Amazon (AMZN) said it planned to invest $5 billion in Claude AI chatbot creator Anthropic, with up to another $20 billion potentially available in the future if certain commercial milestones are met.President Donald Trump seems positive on the new round of peace talks happening, while Iran has said it will not negotiate "under the shadow of threat." The ceasefire between the two nations ends tomorrow.Traders took note of the latest round of earnings, with GE Aerospace (GE) and UnitedHealth Group (UNH) reporting higher Q1 adjusted earnings and revenue.Oil prices were slightly lower, with front-month global benchmark North Sea Brent crude down 0.2% at $95.20 per barrel and US West Texas Intermediate crude 0.7% lower at $88.95 per barrel.March retail sales rose 1.7% following an upwardly adjusted 0.7% gain in the prior month, above estimates compiled by Bloomberg of a 1.4% increase.The Senate Banking Committee hearing of Kevin Warsh for the Federal Reserve chair is scheduled at 10 am ET.In other world markets, Japan's Nikkei closed 0.9% higher, Hong Kong's Hang Seng ended 0.5% higher, and China's Shanghai Composite finished 0.1% higher. Meanwhile, the UK's FTSE 100 was down 0.2%, and Germany's DAX index was 0.4% higher in Europe's early afternoon session.In equities, Amazon stock was higher by 2.2% pre-bell. UnitedHealth shares rose 7.4% after the company's Q1 adjusted earnings and revenue surpassed analysts' consensus. Danaher (DHR) stock was up by 0.5% after posting Q1 adjusted earnings that beat analysts' estimates.On the losing side, Apple (AAPL) shares eased slightly by 0.7% after the company said Tim Cook plans to step down as chief executive and become executive chairman, with hardware engineering veteran John Ternus set to succeed him as CEO. 3M (MMM) stock was down by 3.7% despite the company's Q1 adjusted earnings and net sales surpassing analysts' consensus.

Dow JonesNasdaq CompositeS&P 500$AAPL$AMZN$DHR$GE$JPM$MMM$UNH
US Markets

Stocks Rise Pre-Bell as Traders Weigh Uncertainty Over US-Iran Talks

US equity futures were pointing higher on Tuesday as traders monitor uncertainty over a potential fresh round of talks between the US and Iran and await the latest batch of corporate earnings.The S&P 500 and the Dow Jones Industrial Average rose 0.2% each in premarket activity, while the Nasdaq added 0.3%. The S&P 500 and the Nasdaq finished the previous trading session lower, with the latter snapping a 13-day winning streak, while the Dow was little changed.President Donald Trump said Vice President JD Vance is ready to leave for Pakistan for a second round of peace talks with Iran, according to a Bloomberg report. Iran, however, hasn't publicly confirmed if any representative from its side will participate in the latest proposed negotiations."We do not accept negotiations under the shadow of threats, and in the past two weeks, we have prepared to reveal new cards on the battlefield," Iranian Parliament Speaker Mohammad Bagher Ghalibaf said in a Monday post on X. Iran's President Masoud Pezeshkian said in a social media post that the country still has "deep historical mistrust" towards the US government's conduct.Trump said Monday that the US is not likely to extend its current ceasefire with Iran if a deal isn't agreed, Bloomberg News reported. The ceasefire is set to expire "Wednesday evening Washington time," Trump reportedly said."I'm not going to be rushed into making a bad deal," Trump said in a phone interview, according to Bloomberg. "We've got all the time in the world."The US-Iran ceasefire may be extended by up to two weeks, though it will take much longer to hammer out a complete peace agreement, Macquarie Group said in a note on Monday.West Texas Intermediate crude oil declined 1.2% to $88.55 a barrel before the opening bell, while Brent decreased 0.9% to $86.68."Oil prices are being whipsawed by developments in the Middle East once again, with what appears to be de-escalation quickly turning to re-escalation," ING Bank said in a Monday report.Treasury yields were moving upwards in premarket action, with the two-year rate gaining 2.1 basis points to 3.74% and the 10-year rate edging 0.6 basis points higher to 4.26%.GE Aerospace (GE), UnitedHealth (UNH), Danaher (DHR), Northrop Grumman (NOC), 3M (MMM), D.R. Horton (DHI), Tractor Supply (TSCO) and Genuine Parts (GPC) are scheduled to report their latest financial results before the bell, among others.Shares of Amazon.com (AMZN) inclined 2.7% pre-bell after the e-commerce giant said it will invest $5 billion in artificial intelligence startup Anthropic and up to another $20 billion in the future if certain commercial milestones are met.Apple (AAPL) nudged 0.3% lower after the iPhone maker announced that Tim Cook will step down as chief executive and become executive chairman, with hardware engineering veteran John Ternus set to succeed him as CEO. Alaska Air (ALK) fell 2.9% after reporting its latest quarterly results.Tuesday's economic calendar has the retail sales report for March at 8:30 am ET, followed by the pending home sales index for the same month at 10 am.Federal Reserve Chair nominee Kevin Warsh's hearing before the Senate Banking committee is slated for 10 am. Fed Governor Christopher Waller is expected to speak at 2:30 pm.Gold slipped 0.6% to $4,801 per troy ounce, while bitcoin traded up 0.4% at $76,575.

Dow JonesNasdaq CompositeS&P 500$AAPL$ALK$AMZN$DHI$DHR$GE$GPC$MMM$NOC$TSCO$UNH
Research

Research Alert: Danaher Reports Solid Q1 2026 Results, Highlights Strategic Masimo Acquisition

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DHR reported strong Q1 2026 results with adjusted EPS of $2.06 vs. consensus of $1.94 (+9.5% Y/Y), while revenue of $5.951B (+3.5% Y/Y) came slightly below consensus of $5.993B. The biotechnology segment continued as the primary growth driver with 7.0% Y/Y core revenue growth, fueled by sustained bioprocessing momentum, offsetting a 4.0% Y/Y core decline in Diagnostics due to lighter respiratory season. Management raised the high end of 2026 EPS guidance to $8.35-$8.55 and maintained full-year core revenue growth guidance of 3%-6% Y/Y. The company recently announced its intention to acquire Masimo Corporation for $9.9B, a leading pulse oximetry and patient monitoring provider. We think this acquisition could be one of the largest medtech M&A deals of 2026 and significantly expand DHR's diagnostics portfolio. In our view, the company's diversified portfolio and operational excellence through the Danaher Business System continue to position it well to navigate market headwinds while driving productivity gains.

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Wire

Rothschild & Co Redburn Adjusts Price Target on Danaher to $205 From $220, Maintains Neutral Rating

Danaher (DHR) has an average rating of buy and mean price target of $254.19, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $196.97, Change: $+3.19, Percent Change: +1.65%

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Wire

Baird Cuts Price Target on Danaher to $249 From $251, Maintains Outperform Rating

Danaher (DHR) has an average rating of buy and mean price target of $254.19, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $196.98, Change: $+3.19, Percent Change: +1.65%

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Wire

Goldman Sachs Adjusts Price Target on Danaher to $230 From $265, Maintains Buy Rating

Danaher (DHR) has an average rating of buy and mean price target of $256.90, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $191.14, Change: $+1.53, Percent Change: +0.81%

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Wire

TD Cowen Adjusts Price Target on Danaher to $245 From $270, Maintains Buy Rating

Danaher (DHR) has an average rating of buy and mean price target of $256.90, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $191.14, Change: $+1.53, Percent Change: +0.81%

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