Bruker: Resilient Performance and Strategic Positioning Amidst 2025 Challenges

Analyst Michael Ryskin from Bank of America Securities reiterated a Buy rating on Bruker (BRKR – Research Report) and decreased the price target to $61.00 from $76.00.

Michael Ryskin has given his Buy rating due to a combination of factors surrounding Bruker’s financial performance and strategic positioning. Despite the challenges anticipated for 2025, including impacts from U.S. policy changes and tariffs, Bruker has demonstrated resilience with solid first-quarter results and a strategic plan to mitigate these pressures. The company’s organic sales growth and adjusted earnings per share indicate a strong operational foundation.
Bruker’s management has proactively updated its guidance to account for potential revenue impacts, showing prudence in their financial planning. They anticipate offsetting a significant portion of the operational profit hit through pricing strategies, cost-cutting measures, and supply chain optimizations. While there are uncertainties regarding medium-term targets and potential tariff escalations, the company’s healthy backlog and potential upsides from improved stimuli in China, Germany, and South Korea, as well as advancements in AI, bolster confidence in its future performance. Ryskin maintains a Buy rating, believing that Bruker’s current valuation adequately reflects these challenges and opportunities.

Ryskin covers the Healthcare sector, focusing on stocks such as Illumina, Bruker, and Danaher. According to TipRanks, Ryskin has an average return of -0.4% and a 45.68% success rate on recommended stocks.

In another report released yesterday, Barclays also maintained a Buy rating on the stock with a $46.00 price target.