Target
$12.17 → $12.25
Current stock research snapshot · 7/31/26 26 days old
EVOEvotec
Investment conviction●●○○○2 of 5 · current snapshot
Research target$12.25Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 7/31/26
Market cap$686MSnapshot value · 7/31/26
Research history
See all EVO changes ↗What changed
Target
$12.16 → $12.17
Healthspan taxonomy seed — see taxonomy_path
Evotec Q2 2026 earnings; BRIDGE platform partnership expansions; Just-Evotec Biologics capacity utilization
Thesis breaks if JEB gross margin stays negative through FY2027 (currently -18.3%), D&PD revenue falls another -10%+ after FY26 guide, Horizon €75M savings miss, or convertible dilution/covenant risk crystallizes. (vault 2026-08)
Neutral — No significant X discussion found in the last 30 days. [X search Aug 2026]
Snapshot · 7/31/26🟢 Lean-Bull · 13F 15+/7-×0.5 · short↓0.17
Snapshot · 7/31/26