Conviction
1 → 3
Conviction●●●○○3 of 5
Research target$75.20Snapshot target
Thesis statusINTACTLast reviewed 7/8/26
Market cap$9.38BSnapshot value
Research history
See all BRKR changes ↗What changed
Target
— → $75.20
Thesis status
NEEDS_MORE_DATA → INTACT
Last reviewed
Not reviewed → 7/8/26
Target
— → $75.20
Mass spec + proteomics leader. timsTOF challenging Thermo Orbitrap in proteomics. Multi-layer compounder: also in Read (spatial biology CosMx/GeoMx ex-NanoString).
Proteomics market growth (~$40B→$95B by 2035, ~10% CAGR); spatial biology adoption (15% CAGR); timsTOF competitive gains vs Orbitrap.
Competitive displacement from Thermo Orbitrap Astral; research funding drag; spatial biology FFPE/cost adoption barriers; integration load from acquisitions.
needs X/Reddit sentiment sweep
Snapshot · 7/8/26🟢 Confirmed · ins-$0.9M · 13F 20+/5- · short↓0.23
Snapshot · 7/8/26