Target
$66.00 → $66.02
Current stock research snapshot · 7/8/26 49 days old
BRKRBruker
Investment conviction●●○○○2 of 5 · current snapshot
Research target$66.02Current stock price target
Investment thesis statusINTACTLast reviewed 7/8/26
Market cap$9.20BSnapshot value · 7/8/26
Research history
See all BRKR changes ↗What changed
Mass spec + proteomics leader. timsTOF challenging Thermo Orbitrap in proteomics. Multi-layer compounder: also in Read (spatial biology CosMx/GeoMx ex-NanoString).
Proteomics market growth (~$40B→$95B by 2035, ~10% CAGR); spatial biology adoption (15% CAGR); timsTOF competitive gains vs Orbitrap.
Competitive displacement from Thermo Orbitrap Astral; research funding drag; spatial biology FFPE/cost adoption barriers; integration load from acquisitions.
Bullish — Portfolio example cited with 3% allocation and strong gains vs NTLA loss Aug 23 2026 [X search Aug 2026]
Snapshot · 7/8/26🟡 Mixed · ins-$0.5M · 13F 18+/6-×0.5 · short↑0.33
Snapshot · 7/8/26