Tariffs Bite Dan Loeb's Portfolio: Thermo Fisher Hit Hard, Discover Shines
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
Thermo Fisher Scientific Performance: Thermo Fisher reported Q1 2025 adjusted EPS of $5.15, exceeding estimates, but lowered its 2025 EPS outlook due to expected U.S.-China tariffs impacting sales and costs. The company's stock has fallen about 21% year-to-date.
Discover Financial Services Earnings: Discover Financial Services beat Q1 EPS estimates with $4.25 and confirmed a merger with Capital One expected to close in May 2025. The stock rose nearly 5% year-to-date, while analysts adjusted price forecasts for the company.
Analyst Views on IYH
Wall Street analysts forecast IYH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IYH is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 66.590
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Current: 66.590
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
