TMO Analyst Intelligence
FMP consensus, target history, rating changes and estimate revisions.
Live dataLast updated 30 days ago
$651.45-1.04% todayAs of 19 / 09 / 2026
BuyConsensus Rating
Consensus Trend
Reported Buy / Hold / Sell share of recommendations over time
- Buy
- Hold
- Sell
Latest snapshot: 30 recommendations · FMP grades history
Price Target Trend
Individual published targets and the share price when each was posted
- Published target
- Target path
- Price when posted
High $748Average $623.36Low $520Consensus range from FMP price-target consensus
Recent Rating & Target Changes
60 verified FMP events · page 1 of 6
Target Raised—
Price$651.45
Target$730.00from $615.00
Upside+12.1%
UAnalyst not provided · UBS
Target Published—
Price$651.45
Target$748.00
Upside+14.8%
MLMichael Luo · CLSA
Target Raised—
Price$651.45
Target$650.00from $600.00
Upside-0.2%
SNAnalyst not provided · Stifel Nicolaus
Target Raised—
Price$651.45
Target$600.00from $510.00
Upside-7.9%
PSAnalyst not provided · Piper Sandler
MaintainedNeutral→Neutral
Price$651.45
Target—
Upside—
PSAnalyst not provided · Piper Sandler
MaintainedOverweight→Overweight
Price$651.45
Target—
Upside—
MSAnalyst not provided · Morgan Stanley
Target Raised—
Price$651.45
Target$650.00from $620.00
Upside-0.2%
MSAnalyst not provided · Morgan Stanley
Target Raised—
Price$651.45
Target$580.00from $490.00
Upside-11.0%
DLDan Leonard · RBC Capital
MaintainedSector Perform→Sector Perform
Price$651.45
Target—
Upside—
RCAnalyst not provided · RBC Capital
MaintainedOverweight→Overweight
Price$651.45
Target—
Upside—
BAnalyst not provided · Barclays
| Action | Rating Change | ||||||
|---|---|---|---|---|---|---|---|
| 08 / 09 / 2026 | UUBSResearch firm | TMO | Target Raised | —→— | $615.00 → $730.00+18.7% | $651.45 | +12.1% |
| 03 / 09 / 2026 | MLMichael LuoCLSA | TMO | Target Published | —→— | — → $748.00— | $651.45 | +14.8% |
| 05 / 08 / 2026 | SNStifel NicolausResearch firm | TMO | Target Raised | —→— | $600.00 → $650.00+8.3% | $651.45 | -0.2% |
| 27 / 07 / 2026 | PSPiper SandlerResearch firm | TMO | Target Raised | —→— | $510.00 → $600.00+17.6% | $651.45 | -7.9% |
| 27 / 07 / 2026 | PSPiper SandlerResearch firm | TMO | Maintained | Neutral→Neutral | — → —— | $651.45 | — |
| 27 / 07 / 2026 | MSMorgan StanleyResearch firm | TMO | Maintained | Overweight→Overweight | — → —— | $651.45 | — |
| 24 / 07 / 2026 | MSMorgan StanleyResearch firm | TMO | Target Raised | —→— | $620.00 → $650.00+4.8% | $651.45 | -0.2% |
| 24 / 07 / 2026 | DLDan LeonardRBC Capital | TMO | Target Raised | —→— | $490.00 → $580.00+18.4% | $651.45 | -11.0% |
| 24 / 07 / 2026 | RCRBC CapitalResearch firm | TMO | Maintained | Sector Perform→Sector Perform | — → —— | $651.45 | — |
| 24 / 07 / 2026 | BBarclaysResearch firm | TMO | Maintained | Overweight→Overweight | — → —— | $651.45 | — |
Page 1 of 6
Most Active Firms on TMO
Firms with the most reported actions in the loaded feed
| Firm | Actions | Avg. Target | Last Action | Last Update |
|---|---|---|---|---|
| Morgan Stanley | 6 | $642.00 | Overweight | 27 / 07 / 2026 |
| Barclays | 6 | $637.50 | Overweight | 24 / 07 / 2026 |
| Wells Fargo | 5 | $679.00 | Overweight | 08 / 05 / 2026 |
| UBS | 4 | $645.00 | Target Raised | 08 / 09 / 2026 |
| Stifel Nicolaus | 3 | $650.00 | Target Raised | 05 / 08 / 2026 |
| Piper Sandler | 3 | $555.00 | Target Raised | 27 / 07 / 2026 |
| RBC Capital | 3 | $535.00 | Target Raised | 24 / 07 / 2026 |
| HSBC | 3 | $540.00 | Target Cut | 03 / 06 / 2026 |
Analyst Estimate Revisions
Consensus annual estimates · FMP analyst estimates
| Period | Revenue | EPS | EBITDA | Net Income | # Analysts |
|---|---|---|---|---|---|
| FY 20192019-12-31 | $25.49B$25.26B – $25.81B | $12.33$12.19 – $12.53 | $6.93B | $3.64B | 9 |
| FY 20202020-12-31 | $31.12B$30.84B – $31.51B | $19.03$18.80 – $19.34 | $8.76B | $5.38B | 11 |
| FY 20212021-12-31 | $37.26B$36.92B – $37.72B | $23.54$23.26 – $23.92 | $12.83B | $8.88B | 17 |
| FY 20222022-12-31 | $43.88B$43.48B – $44.43B | $23.04$22.76 – $23.41 | $9.24B | $4.7B | 9 |
| FY 20232023-12-31 | $42.75B$42.72B – $42.79B | $21.52$21.50 – $21.60 | $11.7B | $6.22B | 19 |
| FY 20242024-12-31 | $42.77B$42.6B – $42.88B | $21.70$21.48 – $21.76 | $13.67B | $8.15B | 21 |
| FY 20252025-12-31 | $44.29B$44.21B – $44.35B | $22.75$22.70 – $22.80 | $13.57B | $8.57B | 20 |
| FY 20262026-12-31 | $47.88B$47.58B – $48.12B | $25.11$24.99 – $25.19 | $14.5B | $9.46B | 16 |
| FY 20272027-12-31 | $50.33B$49.98B – $51B | $27.41$26.39 – $28.96 | $15.15B | $10.14B | 16 |
| FY 20282028-12-31 | $53.47B$52.63B – $54.8B | $30.28$27.03 – $32.75 | $16.13B | $11.08B | 6 |
| FY 20292029-12-31 | $57.02B$56.58B – $57.77B | $33.98$33.64 – $34.56 | $18.01B | $12.81B | 3 |
| FY 20302030-12-31 | $58.78B$58.32B – $59.55B | $38.20$37.82 – $38.86 | $19.76B | $14.4B | 2 |
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