BUZZ-Jefferies updates ratings on life sciences firms for 2026

Reuters12-17 20:02

BUZZ-Jefferies updates ratings on life sciences firms for 2026

** Jefferies updates ratings and price targets for life sciences firms for 2026

** Maintains "buy" for Waters WAT.N; says it "remains a top pick" citing favorable instrument replacement cycle and scope for numbers to move up with ~6% growth expected in 2026

** Reiterates "buy" rating for Neogenomics NEO.O as brokerage expects new products to drive above-consensus growth in 2026

** Downgrades Avantor AVTR.N to "underperform" from "hold", shares down 3.6% premarket; says structural challenges remain widespread, competition, pricing pressure, and bioprocessing asset quality, with "no quick fix" despite CEO transition

** Maintains "buy" for $Danaher Corp(DHR-W)$ DHR.N expects double digit growth in consumables in 2026, while equipment sales to remain flat; adds that the biggest uncertainty - and potential upside - comes from equipment demand, small-scale process improvements, and extra orders from Asia

** Reiterates "hold" for Illumina ILMN.O as brokerage question co's path to regain high single digit growth by 2027 due to uncertainties around China, academic funding and competitive threat from Roche

Company	Old PT	New PT
Waters	$405	$470
Neogenomics	$13	$15
Avantor	$12	$9
Danaher Corp	$245	$255
Illumina	$108	$125

(Reporting by Siddhi Mahatole)

((siddhi.mahatole@thomsonreuters.com))

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says structural challenges remain widespread, competition, pricing pressure, and bioprocessing asset quality, with \"no quick fix\" despite CEO transition</p><p>** Maintains \"buy\" for $Danaher Corp(DHR-W)$ <span>DHR.N</span> expects double digit growth in consumables in 2026, while equipment sales to remain flat; adds that the biggest uncertainty - and potential upside - comes from equipment demand, small-scale process improvements, and extra orders from Asia</p><p>** Reiterates \"hold\" for <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> <span>ILMN.O</span> as brokerage question co's path to regain high single digit growth by 2027 due to uncertainties around China, academic funding  and competitive threat from Roche</p><table><tbody><tr><td><p>Company </p></td><td><p>Old PT</p></td><td><p>New PT</p></td></tr><tr><td><p>Waters</p></td><td><p>$405</p></td><td><p>$470</p></td></tr><tr><td><p>Neogenomics</p></td><td><p>$13</p></td><td><p>$15</p></td></tr><tr><td><p>Avantor</p></td><td><p>$12</p></td><td><p>$9</p></td></tr><tr><td><p>Danaher Corp</p></td><td><p>$245</p></td><td><p>$255</p></td></tr><tr><td><p>Illumina</p></td><td><p>$108</p></td><td><p>$125</p></td></tr></tbody></table><p> (Reporting by Siddhi Mahatole)</p><p> ((siddhi.mahatole@thomsonreuters.com))</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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says it \"remains a top pick\" citing favorable instrument replacement cycle and scope for numbers to move up with ~6% growth expected in 2026 </p><p>** Reiterates \"buy\" rating for Neogenomics <span>NEO.O</span> as brokerage expects new products to drive above-consensus growth in 2026</p><p>** Downgrades Avantor <span>AVTR.N</span> to \"underperform\" from \"hold\", shares down 3.6% premarket; says structural challenges remain widespread, competition, pricing pressure, and bioprocessing asset quality, with \"no quick fix\" despite CEO transition</p><p>** Maintains \"buy\" for $Danaher Corp(DHR-W)$ <span>DHR.N</span> expects double digit growth in consumables in 2026, while equipment sales to remain flat; adds that the biggest uncertainty - and potential upside - comes from equipment demand, small-scale process improvements, and extra orders from Asia</p><p>** Reiterates \"hold\" for <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> <span>ILMN.O</span> as brokerage question co's path to regain high single digit growth by 2027 due to uncertainties around China, academic funding  and competitive threat from Roche</p><table><tbody><tr><td><p>Company </p></td><td><p>Old PT</p></td><td><p>New PT</p></td></tr><tr><td><p>Waters</p></td><td><p>$405</p></td><td><p>$470</p></td></tr><tr><td><p>Neogenomics</p></td><td><p>$13</p></td><td><p>$15</p></td></tr><tr><td><p>Avantor</p></td><td><p>$12</p></td><td><p>$9</p></td></tr><tr><td><p>Danaher Corp</p></td><td><p>$245</p></td><td><p>$255</p></td></tr><tr><td><p>Illumina</p></td><td><p>$108</p></td><td><p>$125</p></td></tr></tbody></table><p> (Reporting by Siddhi Mahatole)</p><p> ((siddhi.mahatole@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1917777945.USD","symbol_name":"安联专题基金Cl AT Acc","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251217:nL4N3XN0WL:1","article_id":"2592992399","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2592992399","pubTimestamp":1765972959,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Jefferies updates ratings on life sciences firms for 2026** Jefferies updates ratings and price targets for life sciences firms for 2026 ** Maintains \"buy\" for Waters WAT.N; says it \"remains a top pick\" citing favorable instrument replacement cycle and scope for numbers to move up with ~6% growth expected in 2026 ** Reiterates \"buy\" rating for Neogenomics NEO.O as brokerage expects new products to drive above-consensus growth in 2026** Downgrades Avantor AVTR.N to \"underperform\" from \"hold\", shares down 3.6% premarket; says structural challenges remain widespread, competition, pricing pressure, and bioprocessing asset quality, with \"no quick fix\" despite CEO transition** Maintains \"buy\" for Danaher Corp DHR.N expects double digit growth in consumables in 2026, while equipment sales to remain flat; adds that the biggest uncertainty - and potential upside - comes from equipment demand, small-scale process improvements, and extra orders from Asia** Reiterates \"hold\" for Illumina ILMN","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1917777945.USD":"安联专题基金Cl AT Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","BK4581":"高盛持仓","BK4121":"生命科学工具和服务","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2112291526.USD":"BGF WORLD HEALTHSCIENCE \"A4\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","BK4585":"ETF&股票定投概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","ILMN":"Illumina","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0882574055.USD":"富达全球健康医疗A ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","WAT":"沃特世","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","NEO":"NeoGenomics","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0122379950.USD":"贝莱德世界健康科学A2","LU2125910179.SGD":"Natixis Thematics Water H-R/A SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","DHR":"丹纳赫","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2125910336.SGD":"Natixis Thematics Water R/A SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4548":"巴美列捷福持仓","SG9999001176.USD":"United Global Healthcare Acc USD","AVTR":"Avantor, Inc.","BK4196":"保健护理服务"},"translate_title":"BUZZ-Jefferies更新2026年生命科学公司评级","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVTR":0.9,"DHR":0.9,"NEO":0.9,"ILMN":0.9,"WAT":0.9},"content_text":"BUZZ-Jefferies updates ratings on life sciences firms for 2026** Jefferies updates ratings and price targets for life sciences firms for 2026 ** Maintains \"buy\" for Waters WAT.N; says it \"remains a top pick\" citing favorable instrument replacement cycle and scope for numbers to move up with ~6% growth expected in 2026 ** Reiterates \"buy\" rating for Neogenomics NEO.O as brokerage expects new products to drive above-consensus growth in 2026** Downgrades Avantor AVTR.N to \"underperform\" from \"hold\", shares down 3.6% premarket; says structural challenges remain widespread, competition, pricing pressure, and bioprocessing asset quality, with \"no quick fix\" despite CEO transition** Maintains \"buy\" for $Danaher Corp(DHR-W)$ DHR.N expects double digit growth in consumables in 2026, while equipment sales to remain flat; adds that the biggest uncertainty - and potential upside - comes from equipment demand, small-scale process improvements, and extra orders from Asia** Reiterates \"hold\" for Illumina ILMN.O as brokerage question co's path to regain high single digit growth by 2027 due to uncertainties around China, academic funding  and competitive threat from RocheCompany Old PTNew PTWaters$405$470Neogenomics$13$15Avantor$12$9Danaher Corp$245$255Illumina$108$125 (Reporting by Siddhi Mahatole) ((siddhi.mahatole@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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