Target
$368.94 → $372.46
Current stock research snapshot · 7/8/26 51 days old
WATWaters
Investment conviction●●○○○2 of 5 · current snapshot
Research target$372.46Current stock price target
Investment thesis statusINTACTLast reviewed 7/8/26
Market cap$36.81BSnapshot value · 7/8/26
Research history
See all WAT changes ↗What changed
Target
$369.02 → $368.94
Chromatography + mass spectrometry pure-play. Absorbing BD Biosciences (~$17.5B) — scale compounding. Application-specific columns create recurring consumable lock-in.
BD Biosciences integration ($17.5B acquisition); precision medicine driving instrument demand; consumable pull-through from growing installed base.
Integration execution risk (BD Biosciences); instrument cycle lumpiness; competitive pressure from Thermo/Agilent/Shimadzu.
Neutral — No significant X discussion found in the last 30 days. [X search Aug 2026]
Snapshot · 7/8/26🟢 Confirmed · ins+$0.5M(2buy👥) · 13F 18+/7-×0.5 · short↑0.28 · 🔗align
Snapshot · 7/8/26