Bayer: Goldman recommends buying – stock on the verge of a major breakthrough?
Bayer shares closed Xetra trading on Thursday with a gain of nearly four percent. The DAX-listed stock received a boost from continued positive news flow from the pharmaceutical pipeline and a positive analyst commentary. Investment bank Goldman Sachs now recommends buying the stock.
The US bank upgraded the rating from "Neutral" to "Buy" and raised the target price from €29.10 to €33.00. Goldman analyst James Quigley sees a favorable risk-reward ratio for the stock for the second half of 2025. According to Quigley, this also applies in light of further news regarding the legal disputes.
Bayer continues to face a wave of lawsuits in the United States: The company is accused of alleged health damage from glyphosate-based products. Bayer itself brought the glyphosate case into its own hands with its controversial acquisition of Monsanto. The Leverkusen-based company is now appealing to the U.S. Supreme Court to finally find a sustainable solution. The PCB litigation is also a burden for the company.
On the news front, investors should also keep an eye on important study data for the promising drug Asundexian in the second half of the year. In the fall of 2023, Bayer already suffered a setback in a study (OCEANIC-AF) involving the drug in patients with atrial fibrillation and stroke risk. But the Leverkusen-based company has a second chance – Asundexian as secondary stroke prevention. It is the most important trigger expected in the pharmaceutical division this year.
Yesterday's price jump further improved the technical performance of Bayer shares. However, investors should not ignore the risks (legal disputes, high net debt, and the looming patent cliff). There are clearly better stocks in the DAX. Find out which ones in the current issue of AKTIONÄR, where all 40 stocks are examined in more detail. Read the current issue .
Reference to conflicts of interest
The board member and majority shareholder of the publisher Börsenmedien AG, Mr. Bernd Förtsch, has directly and indirectly entered into positions in the following financial instruments or derivatives related to them mentioned in the publication, which may benefit from any price development resulting from the publication: Bayer.
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