Bruker: Solid Q4 Momentum and Reaffirmed 2026 Targets Underpin Buy Rating and Upside Potential

Bank of America Securities analyst Michael Ryskin has maintained their bullish stance on BRKR stock, giving a Buy rating on January 5.

Michael Ryskin has given his Buy rating due to a combination of factors tied to Bruker’s recent performance and its medium‑term outlook. He points out that preliminary fourth‑quarter revenue guidance of $965–970 million modestly exceeds both Bank of America and broader Street expectations, and that the BSI division’s book‑to‑bill at or above 1.0x indicates healthy demand. He also notes that pharmaceutical customer spending strengthened in the quarter, offsetting some ongoing volatility in academic and government end markets. Overall, he views these data points as confirmation that Bruker is executing well despite a mixed macro environment.

Michael Ryskin also emphasizes Bruker’s reaffirmed 2026 framework as a key support for the Buy rating. Management continues to target flat to low‑single‑digit revenue growth, 250–300 basis points of organic operating margin expansion, and double‑digit earnings growth by 2026. While current consensus forecasts sit toward the lower end of this range and some investors may have set higher expectations after the stock’s recent run, he believes the company remains favorably positioned for a broader life science tools recovery into 2026. With shares trading below his $60 price objective, he sees an attractive risk‑reward profile and maintains that Bruker offers upside as the cycle normalizes.

Ryskin covers the Healthcare sector, focusing on stocks such as Illumina, Charles River Labs, and Elanco Animal Health. According to TipRanks, Ryskin has an average return of 4.4% and a 56.20% success rate on recommended stocks.

In another report released on January 5, Guggenheim also maintained a Buy rating on the stock with a $53.00 price target.