Analysts Have Been Trimming Their Bruker Corporation (NASDAQ:BRKR) Price Target After Its Latest Report

It's been a sad week for Bruker Corporation (NASDAQ:BRKR), who've watched their investment drop 13% to US$36.51 in the week since the company reported its yearly result. It looks like the results were pretty good overall. While revenues of US$3.4b were in line with analyst predictions, statutory losses were much smaller than expected, with Bruker losing US$0.15 per share. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Bruker after the latest results.

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After the latest results, the 13 analysts covering Bruker are now predicting revenues of US$3.58b in 2026. If met, this would reflect a credible 4.2% improvement in revenue compared to the last 12 months. Losses are predicted to fall substantially, shrinking 1,352% (on a statutory basis) to US$2.15. In the lead-up to this report, the analysts had been modelling revenues of US$3.48b and earnings per share (EPS) of US$0.63 in 2026. Yet despite a slight bump in revenues, the analysts are now forecasting a loss instead of a profit, which looks like a reduction in sentiment after the latest results.

See our latest analysis for Bruker

It will come as no surprise that expanding losses caused the consensus price target to fall 11% to US$48.43with the analysts implicitly ranking ongoing losses as a greater concern than growing revenues. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. The most optimistic Bruker analyst has a price target of US$70.00 per share, while the most pessimistic values it at US$35.00. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that Bruker's revenue growth is expected to slow, with the forecast 4.2% annualised growth rate until the end of 2026 being well below the historical 11% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 6.4% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Bruker.

The Bottom Line

The biggest low-light for us was that the forecasts for Bruker dropped from profits to a loss next year. They also upgraded their revenue estimates for next year, even though it is expected to grow slower than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Bruker analysts - going out to 2028, and you can see them free on our platform here.

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 2 warning signs with Bruker , and understanding them should be part of your investment process.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.