Bayer’s stock surge nears €40 as legal risks and patent losses loom
Bayer’s stock has climbed sharply in recent months, more than doubling since spring 2025. The pharmaceutical giant now trades near €40, outperforming Germany’s DAX index after a long period of underperformance. Yet analysts warn that a correction may be due following such rapid gains.
The share price surged again on Wednesday, rising seven percent to €41.67. This latest jump comes as investors await a key U.S. Supreme Court ruling on glyphosate litigation, which could ease Bayer’s legal burdens—though thousands of cases remain unresolved.
A strong resistance zone between €40 and €42 now poses a challenge for further growth. Meanwhile, the stock market today faces a €1.5 billion revenue hit as the patent for its blood thinner Xarelto expires. On January 12, 2026, Bayer expanded its cardiology pipeline by acquiring two radiotracers from Attralus: AT-01, a Phase 3 PET tracer, and AT-05, a Phase 1 SPECT tracer for diagnosing cardiac amyloidosis. The deal strengthens Bayer’s position in the $3 billion molecular imaging market, though financial terms were not disclosed. Looking ahead, Bayer’s pharmaceuticals division is set to return to growth in 2027, boosted by newer drugs like Nubeqa and Kerendia. The upcoming financial results on February 25 will be closely watched, as they could shape the stock’s next moves.
Bayer’s recent rally has pushed its valuation higher, but hurdles remain. Legal uncertainties, patent expirations, and technical resistance could limit further gains. The company’s next earnings report will provide clearer signals on its financial health and market outlook.
