Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

A Focus On Margins And Clinical Opportunities Could Transform Bruker

Due in no small part to the willingness of large life sciences companies to grow by acquisition, there are not all that many small-to-mid cap companies with solid technologies, products, or market shares. Bruker (NASDAQ:BRKR) is definitely one of the outliers, as the company has established a significant presence in areas like nuclear magnetic resonance, molecular spectroscopy, and advanced X-ray technologies.

Bruker has historically been more focused on product development and revenue growth than profitability, but that has started to change. The company has also started to alter its end-market focus, with clinical microbiology emerging as a very worthwhile opportunity. Bruker certainly has to prove that it can execute, and competing with companies like Agilent (NYSE:A), ...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details