Bruker’s Strong Market Position and Growth Potential Drive Buy Rating

Bruker’s Strong Market Position and Growth Potential Drive Buy Rating

Analyst Puneet Souda of Leerink Partners maintained a Buy rating on Bruker (BRKRResearch Report), retaining the price target of $80.00.

Puneet Souda has given his Buy rating due to a combination of factors that highlight Bruker’s strong market position and growth potential. The company is benefiting from robust demand in the post-genomic multi-omics sector, with significant interest in areas like proteomics and metabolomics. This demand is driven by the adoption of mass spectrometry, which is increasingly replacing older technologies in large-scale proteomics applications.
Additionally, despite concerns about NIH-related funding headwinds, Bruker is less affected due to its limited reliance on U.S. academic funding, which constitutes a small portion of its revenue. The company is also witnessing a resurgence in biopharma demand, with investments in discovery infrastructure. Furthermore, Bruker’s shift towards a recurring revenue model through consumables, software, and services is enhancing its revenue mix and margins, supporting a positive long-term outlook.

Souda covers the Healthcare sector, focusing on stocks such as Illumina, Natera, and Guardant Health. According to TipRanks, Souda has an average return of -13.9% and a 27.22% success rate on recommended stocks.

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