What Happened?
Shares of scientific instrument company Bruker (NASDAQ: BRKR). fell 10.4% in the morning session after the company reported fourth-quarter 2025 financial results that disappointed investors, highlighted by an earnings miss. The scientific instruments manufacturer posted adjusted earnings of $0.59 per share for the quarter, which fell short of the $0.66 per share that analysts had forecasted. This figure also represented a 22.4% decrease from the same period in the previous year. While fourth-quarter revenue was flat year-over-year at $977.2 million, it declined by 5% on an organic basis. Adding to the negative sentiment, the company's full-year adjusted earnings guidance for 2026 fell slightly short of Wall Street’s estimates. While its revenue guidance for the year was ahead of expectations, the market's immediate focus was on the current performance shortfalls.
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What Is The Market Telling Us
Bruker’s shares are very volatile and have had 26 moves greater than 5% over the last year. But moves this big are rare even for Bruker and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was about 1 month ago when the stock dropped 6.4% on the news that the company provided a weak organic revenue growth forecast for 2026 following a challenging 2025. During a presentation at the J.P. Morgan Healthcare Conference, Bruker's management stated they expected 2026 organic revenue growth to be flat to low-single digits. This outlook followed a difficult 2025, where preliminary results showed revenue grew only about 2% for the full year. The company had previously lowered its operating margin expectations for 2025, signaling profitability concerns. While the company also projected positive developments for 2026, including double-digit growth in non-GAAP earnings per share and an expansion of operating margins, investors seemed to focus on the sluggish revenue outlook. The forecast for slow top-line growth appeared to overshadow the planned improvements in profitability, prompting the negative market reaction.
Bruker is down 24.6% since the beginning of the year, and at $36.29 per share, it is trading 33.4% below its 52-week high of $54.46 from January 2026. Investors who bought $1,000 worth of Bruker’s shares 5 years ago would now be looking at an investment worth $597.28.
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