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Bonus Content from MarketBeat Media The Often-Missed Corner of Healthcare That Wall Street Is LovingAuthor: Nathan Reiff. Article Posted: 3/29/2026. 
Key Points - Numerous lab equipment stocks are down in the high-teens so far this year, but seemingly modest sales growth may hide fundamental strengths.
- These companies can present a more secure approach to the healthcare industry than some higher-risk alternatives.
- Still, headwinds including tariff impacts and inflation remain a concern.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
The healthcare industry is notoriously volatile—company fortunes can be made or broken on the success of a single product or the results of a clinical trial—and it's not uncommon for stocks in this sector to register some of the market's wildest spikes and drops. Investors who want exposure to the healthcare space but are wary of that turbulence might adopt a "picks and shovels" approach, focusing on companies that supply essential equipment and services to the industry rather than on higher-risk pharmaceutical names. Lab equipment stocks are often overlooked by healthcare investors, even though some companies in this subindustry rank among the largest in the sector. With several external factors that could affect healthcare in 2026—shifting subsidies, an aging population with greater needs, inflation, the growing role of AI, and more—core lab-equipment companies may be more attractive than usual. The firms profiled below are major players worth a closer look for investors considering this industry. A Recent Dip Masks Thermo Fisher's Long-Term Strengths Your electric bill is up 42% since 2019, and utilities requested $31 billion in rate hikes last year alone. The culprit: AI data centers consuming power at a scale the grid was never designed to handle. The last time a bottleneck like this formed, three overlooked infrastructure stocks surged 1,700%, 1,900%, and 900% before Wall Street caught on. One analyst has identified the next candidate - earlier in the cycle, smaller, and positioned at a chokepoint that even the largest players cannot build around. See the one infrastructure stock Wall Street is about to chase $182-billion life sciences solutions, diagnostics, and analytical instruments company Thermo Fisher Scientific (NYSE: TMO) has had a difficult start to 2026, with shares off more than 15% year-to-date (YTD) after the stock entered TradeSmith's "red zone" for financial health. A sizable portion of that weakness may be attributable to tariffs and FX volatility, which together eroded margins by more than 100 basis points in 2025. There are several bright spots in Thermo Fisher's recent performance. In Q4 2025, revenue was $12.2 billion, up 7% year-over-year (YOY), beating analyst estimates by roughly $250 million. Adjusted earnings per share (EPS) also topped forecasts at $6.57. That momentum likely reflects recent product launches, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor offerings. Thermo Fisher's diversified business model and broad product portfolio could help cushion the company against external pressures. Even if 2026 guidance is modest—revenue is expected to grow 4% to 6%—improving EBITDA margins and steady customer demand are positive offsets. This may explain why, despite the pullback, analysts remain largely supportive: 17 out of 19 rate the company a Buy or equivalent, and consensus estimates imply more than 29% upside. Danaher's Business May Be Improving, Even as Guidance Remains Modest Danaher Corp. (NYSE: DHR) shares are down nearly 20% YTD, placing the instruments, consumables, and reagents firm in a position similar to Thermo Fisher's. While 2026 guidance calls for core revenue growth of just 3% to 6% YOY, the latest quarter included both a top- and bottom-line beat and $5.3 billion in free cash flow for 2025. Two bright spots for 2026 are Danaher's bioprocessing business—expected to deliver high-single-digit revenue growth thanks to strong monoclonal antibody demand—and its diagnostics segment. Diagnostics should benefit from recent FDA clearances, and equipment orders have begun to recover after a prolonged slump, which could further support sales. Analysts are fairly optimistic on DHR, forecasting about 12.3% earnings growth over the next year and roughly 35% potential share-price appreciation. That positive outlook is reflected in ratings: 19 of 22 analysts rate the stock a Buy. Agilent's Biocare Purchase Could Be a Catalyst Agilent Technologies (NYSE: A) appears a step behind the companies above after its latest earnings, which showed only 4.4% YOY revenue growth and marginal misses on both revenue and earnings versus expectations. However, Agilent may have a hidden growth engine in its recent acquisition of Biocare Medical, which strengthens its position in cancer diagnostics. Although Biocare's nearly $1 billion price tag was hefty, the deal should add recurring revenue in a growing, higher-demand area. Cancer diagnostics can also carry higher margins than some of Agilent's legacy operations, potentially helping to lift operating margin (which was 24.6% in the last quarter). Despite a roughly 17% YTD decline, analysts see about 42% upside for Agilent shares. Wall Street classifies the stock as a Moderate Buy overall, with 13 of 16 analysts rating it Buy or similar. | 
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