WAT · News · 20260805N

Market Demand Trends

WATERS CORP /DE/ · 2026-08-05 · Importance 30 · Surprise 40

Waters reported that its laboratory-equipment market recovery broadened across additional customer segments in the second quarter. Analytical Sciences Division instrument demand grew 8%, while chemistry consumables grew at a double-digit rate. Pharma and industrial, academic and government (A&G) end markets each delivered low-double-digit growth in constant currency, indicating improving demand across life-science and research customers.

Key facts

• TD Cowen raised its target price for Waters Corp to $475 from $408 and upgraded the stock from Hold to Buy source
• JP Morgan raised its target price for Waters Corp to $400 from $370 source
• Bernstein raised its target price for Waters Corp to $450 from $435 source