EVO Evotec SE American Depositary Shares Loading... : Bullish and Bearish Analyst Opinions
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04:30
Aug 20
Aug 20
Evolution Mining says it will consider acquisitions in Australia and North America and has not.
Evolution Mining says it will consider acquisitions in Australia and North America and has not ruled out buying assets from Northern Star if they come to market.
12:35
Jul 27
Jul 27
Kenneth Dart has acquired an additional stake in Evolution.
Kenneth Dart has acquired an additional stake in Evolution, triggering a mandatory takeover offer for the Swedish betting group.
04:52
Jul 18
Jul 18
The author agrees with selling EVO last year and has no regrets.
The author agrees with selling EVO last year and has no regrets, indicating a past exit rather than a current position or forward call.
13:35
Feb 27
Feb 27
AI boom drives need for wet-lab validation
Author is betting on the company to provide industrial-scale wet-lab validation for biotech ideas triggered by the AI boom.
MED
22:45
Feb 26
Feb 26
Kyle explicitly states, "I've discussed businesses like Evolution Gaming... I no longer own it." While not detailing the specific exit reason in this clip, the mention serves as an example of "belief updating"—changing one's mind when the thesis breaks, regardless of past identity as a holder. AVOID (Confirmed exit). N/A (Position closed).
23:22
Feb 05
Feb 05
Speaker states they have exited their EVO position, providing a position-close signal.
MED
09:57
Jan 07
Jan 07
Dark Blue sale validates undervalued tech platform
Author views the sale of Dark Blue to Amgen as strong validation for Evotec's deeply undervalued technology platform.
MED
09:09
Dec 23
Dec 23
Buys turnaround story on attractive valuation
Author bought shares, seeing value in the turnaround story at current EV/S multiples if management delivers on revenue and margin targets.
MED
20:54
Nov 05
Nov 05
Oversold EVO has strong long-term catalysts
Author believes EVO is oversold with the bear case priced in, citing a strong Sandoz deal and BMS milestone payment supporting guidance.
MED
10:40
Jun 02
Jun 02
Author reduces existing position in portfolio update
Author discloses reducing their existing position in the stock as part of a broader portfolio update.
MED
16:47
May 06
May 06
Discloses EVO as top portfolio holding
Author discloses EVO as a top portfolio holding by weighting.
MED
05:44
Apr 24
Apr 24
Evotec secures $75M in BMS collaboration progress
Reports Evotec's progress in its collaboration with BMS, securing $75M in payments and boosting its pipeline.
LOW
14:17
Apr 19
Apr 19
Evotec organoid platform shows strong predictive accuracy
Highlights Evotec's liver organoid platform accuracy and expansion into other models, providing a strong competitive edge.
MED
19:22
Apr 18
Apr 18
Evotec expands iPSC partnerships with major pharmas
Notes Evotec's partnerships with Novo Nordisk and BMS for its iPSC platform, calling the technology promising.
MED
16:07
Apr 17
Apr 17
Undervalued stock should trade around €10
Believes the stock is undervalued on current numbers and should trade around €10 as the strategic reset and 2028 targets widen the valuation gap.
MED
05:26
Apr 17
Apr 17
Reports Evotec revenue and biologics growth
Reports full-year and Q4 revenue growth for Evotec, noting strong performance in the biologics unit.
LOW
17:33
Mar 10
Mar 10
Recent decline linked to biosimilars upheaval
Attributes Evotec's recent sharp decline to upheaval in the biosimilars market and reliance on Sandoz, no directional view stated.
LOW
07:29
Dec 26
Dec 26
Highlighted for second half of 2025
Mentions Evotec as a potential focus for the second half of 2025.
LOW
10:47
Dec 01
Dec 01
Biologics segment valuation exceeds current share price.
Author highlights a sum-of-the-parts valuation where the break-even Biologics segment alone is worth more than the current share price.
MED
17:15
Nov 27
Nov 27
Reports new 3% fund position
Reports Global Alpha Capital Management announced a new 3% position in the company.
MED
11:23
Nov 23
Nov 23
Expects 2025 targets postponed to 2026
Expects the company's 2025 targets to be postponed to 2026 despite reliable milestone flows.
MED
21:25
Nov 14
Nov 14
Novo Holdings may acquire Evotec itself
Speculates major shareholder Novo Holdings would reject an €11/share takeover and might acquire Evotec itself given its higher entry price.
MED
11:30
Nov 11
Nov 11
Evotec fundamental value exceeds €15 by 2025
Author holds shares and expects the price to exceed €15 by the end of 2025 based on fundamental value, refusing to sell below €20.
MED
17:04
Nov 10
Nov 10
Triton discloses 9.99% stake in Evotec
Notes Triton has disclosed a new 9.99% stake in Evotec.
MED
07:41
Nov 06
Nov 06
Bullish long-term view despite short-term noise.
Maintains a bullish long-term view despite expected short-term profit-taking, arguing that the foundation for future growth has been laid following in-line Q3 earnings.
MED
10:08
Nov 04
Nov 04
Notes strong price action and short interest.
Notes strong price action ahead of quarterly figures and observes that short sellers have not yet significantly reduced their positions.
LOW
13:30
Oct 28
Oct 28
Evotec seen as obvious takeover candidate
Believes Evotec is an obvious takeover candidate due to its strong CRO business and long-term tailwinds.
MED
10:31
Oct 28
Oct 28
Expects bottom consolidation after Q3 results
Expects the bottom to consolidate after Q3 results, driven by short covering and strong personal conviction.
MED
15:43
Oct 14
Oct 14
Evotec problems short-term, long-term outlook good
Author believes Evotec's current problems are temporary and maintains a positive long-term outlook based on the latest quarterly report and analyst call.
MED
16:28
Oct 12
Oct 12
Avoids gambling stocks due to ethical concerns
Avoids investing in the stock due to ethical concerns regarding the gambling industry and profiting from addiction.
MED
About EVO Analyst Coverage
Buzzberg tracks EVO (Evotec SE American Depositary Shares) across 4 sources. 0 bullish vs 0 bearish calls from 4 analysts. Sentiment: evenly split. 40 total trade ideas tracked. Latest voices: Bloomberg, tacticzh, moodywriter13.