Bruker: Weakness In Academic Research Shadows Near-Term Growth; Initiate With 'Hold'

Jun. 29, 2025 1:24 AM ETBruker Corporation (BRKR) StockBRKR
Lighting Rock Research
2.13K Followers

Summary

  • I initiate Bruker with a 'Hold' rating and a fair value of $43 per share due to near-term growth challenges.
  • FY25 growth is pressured by weak academic research funding and tariff uncertainties, resulting in lower organic revenue expectations.
  • Bruker's long-term prospects remain positive, driven by investments in spatial biology and strategic acquisitions like NanoString and ELITech.
  • High debt from acquisitions and competitive pressures are key risks, but cash generation supports gradual deleveraging over time.

Variety of modern equipment in professional medical center

Andrey Shevchuk/iStock via Getty Images

Bruker (NASDAQ:BRKR) manufacturers instruments to detect and measure the structures of chemical, biological and industrial material samples. Its products include magnetic resonance spectrometers and mass spectrometry-based and molecular spectrometry-based systems. The company has grown its business

This article was written by

2.13K Followers
I am a growth-oriented investor, conducting fundamental research. Long-term focus, independent thinking. I prefer companies with deep moats and high recurring sales growth.

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