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Merck KGaA Stock: Turnaround through AI Focus

The appointment of Kai Beckmann as CEO signals a strategic shift for Merck KGaA towards electronics and AI, leading analysts to raise their price targets significantly.

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In this picture we can see some text here, there is a logo here.

Merck KGaA Stock: Turnaround through AI Focus

Merck KGaA has announced a leadership change and gained strong support from financial analysts. Kai Beckmann will take over as CEO from Belén Garijo in April 2026. Meanwhile, the company’s stock has climbed above a key technical level, sparking optimism about its future performance.

The German science and technology firm is shifting its focus toward electronics and artificial intelligence. This move distances it from its traditional pharmaceutical roots and aligns with global tech trends. Unlike its U.S. counterpart, Merck & Co., the company operates independently and stands to benefit from advancements in AI and semiconductor demand.

Analysts have responded positively to this strategic direction. Peter Verdult of Exane BNP Paribas upgraded Merck KGaA’s rating from 'Underweight' to 'Overweight'. He raised the price target from €116 to €145, citing a recovery in semiconductor materials and a boost from AI-driven supply chains. Similarly, Alphavalue set an even higher target of €183.00, suggesting over 50% growth potential from current levels.

The company’s stock recently closed above its 200-day moving average, a sign often seen as a bullish indicator. Kepler Cheuvreux also added Merck KGaA to its 'Top Stocks for 2026' list, highlighting undervaluation in its Life Science and Semiconductor Solutions divisions.

With a new CEO set to take charge in 2026 and growing confidence from analysts, Merck KGaA appears well-positioned for future growth. The stock’s recent technical improvement and upgraded price targets reflect rising expectations for its electronics and AI-driven business segments.

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