Update shared on 14 Dec 2025
Narrative Update on Bio-Rad Laboratories
Analysts have reaffirmed their conviction in Bio-Rad Laboratories, with the price target effectively unchanged at approximately 348 dollars. Modest tweaks to the discount rate, long-term revenue growth, profit margin, and future valuation assumptions largely offset one another in updated models.
What's in the News
- Completed share repurchase of 2,614,132 shares, representing 9.26% of outstanding shares, for a total of 715.43 million dollars under the buyback program announced July 20, 2023, including 212,578 shares repurchased in the quarter ended September 30, 2025 for 52.83 million dollars (company buyback update).
- Expanded strategic partnership with Biodesix, Inc. to develop, clinically validate, and manage regulatory submissions for in vitro diagnostic assays using Bio-Rad's Droplet Digital PCR technology on the QX600 platform, with a focus on highly sensitive oncology applications (strategic alliance).
- The first assay under the Biodesix agreement will be Bio-Rad's ddPLEX ESR1 Mutation Detection Assay to enable sensitive detection and absolute quantification of multiple ESR1 mutations from ctDNA samples in HR positive/HER2 negative advanced breast cancer (strategic alliance).
- Following regulatory clearance, Biodesix will manufacture and distribute specimen collection kits, offer the ESR1 assay as a test service in its CLIA CAP laboratory for biopharma and clinical customers, and pursue reimbursement through the Centers for Medicare and Medicaid Services (strategic alliance).
Valuation Changes
- The fair value estimate remains unchanged at approximately 348 dollars per share, indicating no material shift in the intrinsic value assessment.
- The discount rate edged down slightly from about 8.12 percent to 8.10 percent, reflecting a modestly lower assumed cost of capital.
- Revenue growth eased marginally from roughly 1.77 percent to 1.77 percent, signaling a slightly more conservative long term growth outlook.
- The net profit margin ticked up slightly from about 8.64 percent to 8.65 percent, incorporating a modest improvement in long term profitability assumptions.
- The future P/E multiple decreased very slightly from roughly 45.29 times to 45.27 times, implying a nearly unchanged long term valuation multiple.
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