My bullish take on $BRKR

Ok so a few disclaimers: 1. I am invested in Bruker 2. I am very familiar with Bruker and it’s products. I work in that domain and know about their competitors With the risk of doxing myself and potential conflict of interest that might arise, I’ll be keeping things vague. Before 2020, Bruker was trading at 53ish dollars. The came COVID and it crashed. From there it’s peaked a couple of times and but it’s 4 year moving average (from 2020 to end of 2024) was \~ 60. It was organically going to move only up. Then came 2025 and with it Trumps presidency. Now I won’t get political but one very direct effect of trumps policies was the extreme reduction of NIH and in general science funding. Mix with DOGE and US science market and general R and D in non profits took a big hit. That’s a big market for Bruker. You have to understand what Bruker does. They do deep tech. They build tools that enable other people to either build better tools or perform research. From their MALDI system (for mass spec) to their ability to build MRI tech, their dominance in NMR, their optical systems, metrology systems, and plethora of other tech. Now they have a division called Bruker Nano. Las few years Bruker stretched itself and bought a ton of small companies. Some are going while other failed. Bruker invested heavily in a ton of new tech from instrumentation to genomics/proteomics to even CRISPR. Spatial biology ended up sticking very well. So well that Bruker acquired nano string. Bruker already owned canopy and had a new company spin out called Bruker spatial genomics. All three companies dominate spatial genomics, proteomics, and transcriptomics. I won’t go into too kuhh ch detail but every information is public. I’ll tell you this much, there’s 10x genomics, illumina is fillings it’s toe, PAC Bio, Akoya and probably a couple more, I would say Bruker dominates all of them. That’s not my opinion but just a fact. Look at their conference presentations (AGBT etc) and their JPM presentations. Now the question is how viable is spatial genomics? Current state of the art is sequencing techniques that illuminate and Oxford nanopore offer. These seducing techniques along with Chip Seq methods don’t visualize the genome and don’t tell the whole story (because proteins have characteristics that genes can’t fully explain). All this to say that spatial biology is not going anywhere. Now back to Bruker. Bruker is one of those companies that for some reason is not favored by investors. But if you look at its fundamentals they are very strong. Mass spec, NMR, spatial biology (just to name a few) are going no where. For example, Biohub (formerly known as CZI) is an institution created by Priscilla Chan and Mark Zuckerberg. Majority of their work is going to be imaging and omics based. They’ll be doing what’s called multimodal analysis. Lots of other people are going to be doing the same. All this to then further push the idea that Bruker is not going anywhere. No way is it simply a 7.35 Billion USD market cap. Now onto investors. Blackrock, Vanguard, T rowe Price and others have dedicated index funds holding this stock. Which also baffles me because why would people underestimate this stock when bug investors know what we don’t. Now why is the stock dropping- volatility. This stock goes up and then down and variance is very high. Last year it’s low was 38 and high was 64. This year it went back up to 54and now it’s dropped back to 48. Lots of negative news around it but nothing about their products or the management. Everything about lack of funding. That’s no reason you devalue Bruker. Also brokers Q2 2025 was weak but Q3 beat earnings and Q4 will have a higher EPS. Now yes Bruker will lose revenue in general but their profits won’t be affected because they’re cutting down. Once again, all this means that this company is financially strong and builds cutting edge tech. Why on earth are investors still pulling back is bizarre to me. I will hold this stock. I guess one reason I wrote this post is because the stock has been tanking and now EU might suspend trade with US further affecting stock (maybe?). But I still believe this company is cooking some cool shit. My price target for this stock is at least 90. That’s what the company is worth (approx 15 billion). I welcome any perspective folks have. Thanks!