Added to YB: 2023-07-30
Pitch date: 2023-07-30
BRKR [bullish]
Bruker Corporation
-16.77%
current return
Author Info
No bio for this author
Company Info
Bruker Corporation, together with its subsidiaries, develops, manufactures, and distributes scientific instruments, and analytical and diagnostic solutions.
Market Cap
$8.8B
Pitch Price
$68.32
Price Target
N/A
Dividend
0.35%
EV/EBITDA
17.64
P/E
-82.10
EV/Sales
3.00
Sector
Life Sciences Tools and Services
Category
growth
Aggressive Portfolio: Buying Bruker Again
BRKR (new position): Third swing at Bruker, buying at $69 vs prior $83 exit. Monopoly on high-end NMR spectrometry. Down ~20% on academic funding cut fears (GOP House budget) that may not materialize. Bull: BEST superconductor arm (~$250M rev, 10% of sales, +14% growth) as free call option amid LK-99 hype cycle; mgmt cited superconductors 3x last call. Peer AMSC +40% on news.
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