Update shared on06 Aug 2025
Fair value Decreased 15%Bruker's consensus analyst price target has declined notably, primarily due to weaker revenue growth forecasts and a lower forward P/E multiple, resulting in a reduced fair value estimate of $46.73.
What's in the News
- Bruker provided guidance for FY2025, projecting revenues of $3.43-$3.50 billion (2%-4% reported growth), driven mainly by M&A (3.5%) and FX tailwind (2.5%), but expects 2%-4% organic revenue decline; Q2 2025 revenue is projected to be approximately flat year-over-year at $795-$798 million (Key Developments).
- Bruker was dropped from multiple major Russell growth indices, including the Russell 1000, 3000, Midcap, and Small Cap Growth indices as of end of June 2025 (Key Developments).
- Bruker advanced its innovative product portfolio with the launch and shipment of advanced InSight WLI 3D metrology systems for semiconductor AI chip production, new mass spectrometry instruments and software (timsUltra AIP, timsMetabo, QSee QC suite), and the MOVE-T dairy analyzer, supporting growth in semiconductor, proteomics, metabolomics, and food analysis markets (Key Developments).
- The company settled global patent litigation with 10x Genomics, agreeing to pay $68 million in installments and ongoing royalties, while cross-licensing spatial biology patents and resolving all legal disputes (Key Developments).
- NIH's pause on further research grant cancellations following court rulings led to a share price uptick for Bruker and peers operating in the medical research sector (NY Times, 2025-06-25).
Valuation Changes
Summary of Valuation Changes for Bruker
- The Consensus Analyst Price Target has significantly fallen from $54.82 to $46.73.
- The Consensus Revenue Growth forecasts for Bruker has significantly fallen from 4.3% per annum to 3.1% per annum.
- The Future P/E for Bruker has significantly fallen from 27.07x to 22.16x.
Disclaimer
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