BAYN - A deep value play?

u/weaponsied_autism · Reddit — r/ValueInvesting · January 19, 2026 at 11:18 · ⬆ 7 pts · 💬 9 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author holds Bayer for ~3 years and lays out a bull case based on restructuring, drug pipeline, Supreme Court Roundup litigation resolution, and potential spin-offs, targeting 80-100 EUR.

BAYN.DE — LONG Author has held and added to Bayer for about three years, arguing the stock is a deep value play after falling from 60 EUR to under 20 EUR and now recovering to 44 EUR. The bull case rests on a new CEO who slashed dividends and cut management bloat, a drug pipeline to offset patent expirations, the US Supreme Court hearing Bayer's Roundup case (where EPA/FDA compliance should trump state claims), and a possible spin-off of the health and agro businesses. Author targets 80-100 EUR per share. Main stated risk is the unresolved Roundup litigation.

There's a perfect storm of yays that are emerging; company restructuring, drug pipeline, supreme court putting an end to the round up shit, and (maybe on the cards) spinning off the health and agro parts into seperate companies.

Score 7
Comments 9
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u/weaponsied_autism Reddit r/ValueInvesting
Bayer deep value on restructuring and litigation resolution
Author has held and added to Bayer for about three years, arguing the stock is a deep value play after falling from 60 EUR to under 20 EUR and now recovering to 44 EUR. The bull case rests on a new CEO who slashed dividends and cut management bloat, a drug pipeline to offset patent expirations, the US Supreme Court hearing Bayer's Roundup case (where EPA/FDA compliance should trump state claims), and a possible spin-off of the health and agro businesses. Author targets 80-100 EUR per share. Main stated risk is the unresolved Roundup litigation.
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This Reddit post, published January 19, 2026, features u/weaponsied_autism discussing BAYN.DE. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/weaponsied_autism  · Tickers: BAYN.DE