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Added to YB: 2025-05-13

Pitch date: 2025-05-08

BRKR [neutral]

Bruker Corporation

+10.47%

current return

Author Info

Notes From The Beauty Contest is a buy-side investor who thought it might be fun to write about stocks in their spare time and in their own way. Sign up for the newsletter.

Company Info

Bruker Corporation, together with its subsidiaries, develops, manufactures, and distributes scientific instruments, and analytical and diagnostic solutions in the United States, Europe, the Asia Pacific, and internationally.

Market Cap

$6.3B

Pitch Price

$40.85

Price Target

N/A

Dividend

0.48%

EV/EBITDA

13.94

P/E

-263.80

EV/Sales

2.37

Sector

Life Sciences Tools and Services

Category

value

Show full summary:
Bruker Corporation - $BRKR

BRKR (earnings update): 2025 guidance revised down to 5-8% EPS growth (from 14-16%), viewed as floor with upside. Q1 beat with $801M revenue (+12.5% CER, +2.9% organic), no order pull-forward. Facing $90M op profit headwind from tariffs/research cuts, offset by $50M mitigation in 2025. Management still targets mid-high teens EPS growth post-headwinds. P/E 16.7x on 2025 guide.

Read full article (6 min)