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Stock impact report

Bayer: Timing Upside In 2025, More Upside Possible But Risky In 2026E (Downgrade) [Seeking Alpha]

BAYER AG S/ADR (BAYRY) 
NASDAQ:AMEX Investor Relations: investor.bayer.com
Company Research Source: Seeking Alpha
Recent outperformance is driven by optimism around potential resolution of Roundup litigation and ongoing cost-saving initiatives. BAYZF is executing €2B in savings by 2026, including significant headcount reductions, while maintaining growth in pharma and crop science. Despite litigation and historical capital allocation missteps, valuation below 6x P/E and improving fundamentals support a 15-20% upside. Victor Golmer/iStock Editorial via Getty Images In this article, I'll be providing my typical half-year update for Bayer A.G. ( BAYZF ) (FWB: BAYN). Last time around, though I was a bit "late" at the time, I rated the company a compelling Buy in 2025 due This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of BAYZF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busi Show less Read more
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