Bayer Aktiengesellschaft

Report azionario XTRA:BAYN

Capitalizzazione di mercato: €37.8b

Bayer Crescita futura

Criteri Future verificati 3/6

Bayer prevede che gli utili e i ricavi cresceranno rispettivamente di 44.3% e 2.6% all'anno. Si prevede che l'EPS crescerà di 47.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 15.8% in 3 anni.

Informazioni chiave

44.3%

Tasso di crescita degli utili

47.40%

Tasso di crescita dell'EPS

Pharmaceuticals crescita degli utili23.7%
Tasso di crescita dei ricavi2.6%
Rendimento futuro del capitale proprio15.79%
Copertura analitica

Good

Ultimo aggiornamento18 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi Nov 14

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

It's been a pretty great week for Bayer Aktiengesellschaft ( ETR:BAYN ) shareholders, with its shares surging 13% to...

Recent updates

Aggiornamento della narrazione May 22

BAYN: Easing Litigation Risks Will Support Re Rating And Future Upside Potential

Analysts have maintained the fair value estimate for Bayer at €60.00 and raised price targets in recent research, citing a series of upgrades, slightly higher assumptions for revenue growth and profit margins, as well as a modestly lower future P/E multiple following a broad reassessment of sector risks and company-specific legal developments. Analyst Commentary Recent research points to a clear shift toward more constructive views on Bayer, with several bullish analysts updating ratings and valuation frameworks in response to company specific developments and sector wide reassessments.
Aggiornamento della narrazione May 05

BAYN: Future Litigation And Settlement Uncertainty Will Constrain Share Upside Potential

Analysts have nudged the fair value estimate for Bayer higher to about €31.26 from €30.41, citing a series of recent upgrades and higher price targets that reflect updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Bayer has been mixed, with several firms updating ratings and price targets over the past few months.
Aggiornamento della narrazione Apr 21

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.
Aggiornamento della narrazione Apr 06

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.
Aggiornamento della narrazione Mar 23

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.
Aggiornamento della narrazione Mar 09

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.
Aggiornamento della narrazione Feb 23

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.
Aggiornamento della narrazione Feb 09

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.
Articolo di analisi Jan 27

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

Despite an already strong run, Bayer Aktiengesellschaft ( ETR:BAYN ) shares have been powering on, with a gain of 29...
Aggiornamento della narrazione Jan 25

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.
Aggiornamento della narrazione Jan 09

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.
Aggiornamento della narrazione Dec 26

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.
Aggiornamento della narrazione Dec 11

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.
Articolo di analisi Dec 03

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

Bayer Aktiengesellschaft ( ETR:BAYN ) shareholders have had their patience rewarded with a 27% share price jump in the...
Aggiornamento della narrazione Nov 27

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.
Articolo di analisi Nov 14

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

It's been a pretty great week for Bayer Aktiengesellschaft ( ETR:BAYN ) shareholders, with its shares surging 13% to...
Aggiornamento della narrazione Nov 13

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.
Articolo di analisi Jul 13

Is Bayer (ETR:BAYN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nuova narrazione Nov 24

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.

Previsioni di crescita degli utili e dei ricavi

XTRA:BAYN - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202848,4223,6074,4497,81614
12/31/202746,7683,0453,8557,38918
12/31/202645,5162,161-1,6581,71517
3/31/202645,242-2,1562,6415,151N/A
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
12/31/201943,5452,391N/A8,207N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che BAYN diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 1.9% ).

Guadagni vs Mercato: Si prevede che BAYN diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede BAYN diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di BAYN ( 2.6% all'anno) crescerà più lentamente rispetto al mercato German ( 6.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di BAYN ( 2.6% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di BAYN sarà basso tra 3 anni ( 15.8 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 12:15
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Bayer Aktiengesellschaft è coperta da 42 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Rafael Bonardell TrianesBanco de Sabadell. S.A.
Emily FieldBarclays
Charles PitmanBarclays