What Makes Waters Corporation (WAT) an Investment Bet?

1 week ago 5

Soumya Eswaran

Mon, May 11, 2026 astatine 8:11 AM CDT 3 min read

Artisan Partners, an concern absorption company, released its first-quarter 2026 capitalist missive for the “Artisan Mid Cap Fund”. A transcript of the missive is disposable to download here. In Q1 2026, the Artisan Mid Cap Fund reported antagonistic implicit returns but somewhat outperformed the Russell Midcap® Growth Index. The marketplace favored little volatility and income-oriented equities, with worth outpacing maturation significantly. Despite challenges for maturation strategies, selective banal choices successful sectors similar industrials and healthcare provided strength, portion user discretionary faced weaknesses. Mid- and small-cap indices showed resilience amid lagging large-cap maturation stocks. The escalating struggle successful Iran influenced marketplace behavior, and AI-related investments continued to enactment superior spending and earnings. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Artisan Mid Cap Fund highlighted stocks similar Waters Corporation (NYSE:WAT). Waters Corporation (NYSE:WAT) is simply a US-based beingness subject and diagnostic institution that provides analytical workflow solutions. On May 8, 2026, Waters Corporation (NYSE:WAT) closed astatine $355.13 per share. One-month instrumentality of Waters Corporation (NYSE:WAT) was 9.38%, and its shares mislaid 3.15% implicit the past 52 weeks. Waters Corporation (NYSE:WAT) has a marketplace capitalization of $34.86 billion.

Artisan Mid Cap Fund stated the pursuing regarding Waters Corporation (NYSE:WAT) successful its Q1 2026 capitalist letter:

"We besides added to Edwards Lifesciences, Waters Corporation (NYSE:WAT) and Arthur J. Gallagher during the quarter. Waters is simply a starring supplier of liquid chromatography and wide spectrometry instruments for pharmaceutical and concern applications. Its beardown recurring gross and enactment positions successful consolidated markets underscore its estimation for innovation and reliability. We expect the institution to payment from a rebound successful commercialized and late-stage objective pharma demand, an instrumentality replacement rhythm and increasing vulnerability to biologics. In our view, the halfway concern remains beardown and caller integration challenges related to the BD Lifesciences acquisition are apt temporary, with improved execution and merger synergies supporting the adjacent signifier of the nett cycle. Based connected our assessment, we added to the presumption during caller weakness."

Is Waters Corporation (WAT) the Best Scientific Instruments Stock to Buy Right Now?

Waters Corporation (NYSE:WAT) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 47 hedge money portfolios held Waters Corporation (NYSE:WAT) astatine the extremity of the 4th quarter, up from 42 successful the erstwhile quarter. While we admit the imaginable of Waters Corporation (NYSE:WAT) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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