Bayer Aktiengesellschaft

Informe acción XTRA:BAYN

Capitalización de mercado: €37.4b

Bayer Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Bayer de 50.6% y 2.3% por año respectivamente. Se prevé que el BPA crezca en un 54.6% al año. Se espera que la rentabilidad financiera sea de 16.1% en 3 años.

Información clave

50.6%

Tasa de crecimiento de los beneficios

54.57%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Pharmaceuticals27.4%
Tasa de crecimiento de los ingresos2.3%
Rentabilidad financiera futura16.09%
Cobertura de analistas

Good

Última actualización29 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Bayer Aktiengesellschaft (ETR:BAYN) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nov 14
Bayer Aktiengesellschaft (ETR:BAYN) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Recent updates

BAYN: Future Litigation Settlement Payouts Will Pressure Upside Potential

Analysts have lifted the Bayer fair value estimate from €23.00 to about €30.41, citing a series of recent price target increases and upgrades that reflect updated assumptions for revenue growth, profit margins, and P/E expectations. Analyst Commentary Recent research on Bayer shows a split in sentiment, with some firms becoming more constructive while others highlight ongoing risks to the investment case.

BAYN: Roundup Settlement Progress Will Reduce Litigation Overhang And Support Future Upside

Analysts maintain a fair value estimate for Bayer at €60.00. Recent adjustments to revenue growth, margin, and P/E assumptions come alongside mixed research actions, including several upgrades that point to potential resolution of litigation overhangs and margin upside, offset by at least one downgrade with a lower price target.

BAYN: Roundup Settlement Advances Will Support Future Upside In Core Earnings

Analysts have modestly adjusted Bayer's price targets to a range of €50 to €55, reflecting mixed views that balance recent upgrades tied to share price weakness, litigation progress and margin potential with at least one more cautious stance. Analyst Commentary Recent research points to a cluster of more optimistic views on Bayer, with several bullish analysts raising ratings or price targets as they reassess litigation risk, product potential and profitability in key segments.

BAYN: Roundup Settlement Progress Will Support Future Upside In Core Earnings

Analysts have revised their view on Bayer with a reduced implied P/E and updated margin expectations, while recent Street research shows a split between a Sell call at €42 and an Overweight stance at €45 that hinges on litigation resolution and potential upside in pharmaceuticals and Crop Science. Analyst Commentary Recent research on Bayer highlights a clear divide between cautious and optimistic views, with valuation closely linked to how investors think litigation, pharmaceutical assets and Crop Science margins will play out.

BAYN: Roundup Settlement Progress Will Unlock Future Equity Upside

The analyst fair value estimate for Bayer has been adjusted to €60 from €55. This reflects updated assumptions on revenue growth and future P/E, alongside mixed Street views, including a downgrade citing valuation risks and an upgrade pointing to potential progress on litigation and margins.

BAYN: Litigation Overhang Resolution Will Unlock Future Equity Upside

Analysts have nudged their Bayer price targets higher, with recent moves such as Barclays shifting to an Overweight rating with a €45 target and Berenberg raising its target to €30.40. They cite potential resolution of litigation issues, along with possible upside in Kerendia and Crop Science margins, as key supports for their updated views.

The Market Lifts Bayer Aktiengesellschaft (ETR:BAYN) Shares 29% But It Can Do More

Jan 27
The Market Lifts Bayer Aktiengesellschaft (ETR:BAYN) Shares 29% But It Can Do More

BAYN: Litigation Resolution And Crop Science Margins Will Unlock Future Upside

Analysts have raised their fair value estimate for Bayer from €47.98 to €55.00, citing the potential resolution of litigation issues, improved expectations for Kerendia, and margin opportunities in the Crop Science business as key supports for the higher target. Analyst Commentary Recent Street research points to a more constructive tone around Bayer, with several bullish analysts adjusting their views in ways that support the higher fair value estimate.

BAYN: Litigation Overhang Will Drive Future Rerating Risk For Shares

Narrative Update Analysts have nudged their fair value estimate for Bayer from €33.42 to €34.97, citing updated assumptions for modestly higher revenue growth, slightly stronger profit margins, a higher future P/E, and growing confidence that litigation issues, Kerendia expectations, and Crop Science margins could be better than previously modeled. Analyst Commentary Recent Street research on Bayer has focused on how quickly the litigation overhang could be addressed, the role of Kerendia in the pharma portfolio, and the strength of margins in Crop Science.

BAYN Will Rely On Pipeline And Cost Cuts To Unlock Upside Potential

Analysts have raised their price target on Bayer to approximately EUR 48 from around EUR 37. They cite expectations for slightly faster revenue growth, improved profit margins, a modestly lower discount rate and a higher future earnings multiple that together support a higher fair value.

BAYN: Future Litigation Outcomes And Potential Ag Spin-Out Will Shape Shares

Analysts have nudged their Bayer price target higher to about EUR 30 from the mid‑20s, citing slightly faster expected revenue growth, modestly stronger profit margins, and a richer future P/E multiple. Together, these factors lift estimated fair value to roughly EUR 33 per share.

Further Upside For Bayer Aktiengesellschaft (ETR:BAYN) Shares Could Introduce Price Risks After 27% Bounce

Dec 03
Further Upside For Bayer Aktiengesellschaft (ETR:BAYN) Shares Could Introduce Price Risks After 27% Bounce

BAYN: Future Litigation Decisions And Agriculture Spin-Out Will Guide Shares

Bayer's analyst price target increased from EUR 28.71 to EUR 29.57, as analysts cite improved forecasts for revenue growth and a recent uptick in target valuations across the sector. Analyst Commentary Bullish Takeaways Bullish analysts have raised Bayer's price targets in response to improved revenue forecasts.

Bayer Aktiengesellschaft (ETR:BAYN) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Nov 14
Bayer Aktiengesellschaft (ETR:BAYN) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

BAYN: Future Legal Outcomes And Sector Dynamics Will Determine Momentum

Analysts have raised Bayer's price target slightly from $28.53 to $28.71, reflecting steady profit margin improvements and updated industry positioning. This adjustment comes particularly in light of ongoing strategic shifts among major agribusiness peers.

Is Bayer (ETR:BAYN) A Risky Investment?

Jul 13
Is Bayer (ETR:BAYN) A Risky Investment?
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Innovative Launches And Decisive Moves Set Stage For Remarkable Growth In Pharmaceuticals And Consumer Health

Pharmaceutical and agriculture innovations are key strategies for growth, offsetting generic competition and boosting future revenues.

Previsiones de crecimiento de beneficios e ingresos

XTRA:BAYN - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202848,5143,5794,2227,43213
12/31/202746,5982,9723,6497,40018
12/31/202645,3351,915-1,9401,66517
12/31/202545,575-3,6203,4435,930N/A
9/30/202545,866-1983,9376,725N/A
6/30/202546,174-3,4184,5947,151N/A
3/31/202546,579-3,2535,7838,503N/A
12/31/202446,606-2,5524,5907,368N/A
9/30/202446,739-8805,3037,978N/A
6/30/202447,113-1,2665,6908,443N/A
3/31/202447,013-3,1193,7866,517N/A
12/31/202347,637-2,9412,3665,117N/A
9/30/202347,775-3,667-5082,571N/A
6/30/202348,7141,448-4732,649N/A
3/31/202350,4893,0371,2034,269N/A
12/31/202250,7394,1504,1447,093N/A
9/30/202249,8574,7004,3137,078N/A
6/30/202248,3574,2394,5477,235N/A
3/31/202246,3922,2024,4977,128N/A
12/31/202144,0811,0002,4785,089N/A
9/30/202142,9582224302,794N/A
6/30/202141,683-7,565-3141,950N/A
3/31/202140,883-14,849112,367N/A
12/31/202041,400-15,5692,4854,903N/A
9/30/202042,155-15,9954,8057,398N/A
6/30/202043,479-7,3034,9407,713N/A
3/31/202044,1382,6314,2536,899N/A
12/31/201943,5452,3915,5578,207N/A
9/30/201943,150-1,530N/A7,929N/A
6/30/201942,581287N/A7,698N/A
3/31/201939,856557N/A8,338N/A
12/31/201836,7421,374N/A7,917N/A
9/30/201834,9836,027N/A7,218N/A
6/30/201833,7473,237N/A7,878N/A
3/31/201834,4733,486N/A7,951N/A
12/31/201735,0153,249N/A8,134N/A
9/30/201735,2423,087N/A8,597N/A
6/30/201735,4753,924N/A8,939N/A
3/31/201732,7693,991N/A8,608N/A
12/31/201634,9433,743N/A9,089N/A
9/30/201637,4053,837N/A8,234N/A
6/30/201640,1513,971N/A7,511N/A
3/31/201646,1464,210N/A7,488N/A
12/31/201546,0854,025N/A6,890N/A
9/30/201545,5923,616N/A7,243N/A
6/30/201544,5553,429N/A6,729N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que BAYN sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (1.7%).

Beneficios vs. Mercado: Se prevé que BAYN sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que BAYN sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (2.3% al año) de BAYN crezcan más despacio que el mercado de German (6.2% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 2.3% al año) de BAYN crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de BAYN sea baja dentro de 3 años (16.1%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/02 18:39
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Bayer Aktiengesellschaft está cubierta por 41 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Rafael Bonardell TrianesBanco de Sabadell. S.A.
Mark PurcellBarclays
Charles PitmanBarclays