BRKR Bruker Corporation

Grandeur Peak Global Advisors significantly reduced its stake in Bruker Corporation by selling 709,697 shares, representing a $29.54 million net position change in Q3. This move comes as Bruker's stock has slid 18% over the past year, underperforming the S&P 500, and is attributed to fading confidence due to declining revenues and organic growth. Despite cost-cutting measures, analysts suggest investors are being asked to wait for a rebound while other opportunities may offer faster growth.

Bruker (NASDAQ:BRKR) stock rose 4.7% after its majority-owned company, RI Research Instruments, secured €35 million (over $40 million) in orders for the Extreme Light Infrastructure – Nuclear Physics research project in Romania. This significant contract, with major deliveries expected in late 2026, was seen by investors as a favorable new business stream. Despite this positive news, Bruker's stock is down 16.9% year-to-date and trades well below its 52-week high.

AbCellera has settled its patent infringement litigation with Bruker Corporation concerning microfluidic device technologies. The settlement concludes the legal dispute that began in 2022 when AbCellera filed a lawsuit against Bruker. Terms of the settlement were not disclosed.

AbCellera Biologics (ABCL) recently settled global patent litigation with Bruker Corporation, receiving an upfront payment of US$36 million and ongoing royalties on Beacon Optofluidic platform sales. This settlement introduces a new revenue stream and removes legal uncertainty, aligning with AbCellera's strategy to shift towards molecule-linked and royalty-based income. While analysts project significant revenue growth and a positive earnings outlook for AbCellera by 2028, the company's long-term success hinges on advancing its internally developed assets like ABCL635 to justify its high R&D spend.

Bruker Corporation recently settled a patent dispute with AbCellera, agreeing to pay $36 million upfront plus ongoing royalties on its Beacon Optofluidic platform sales. This settlement removes legal uncertainty and clarifies future economics for Bruker, although the company's investment narrative still largely depends on a recovery in demand for its research tools and life science platforms. Despite this positive development, investors should remain aware of potential challenges from prolonged weaknesses in global academic and biopharma funding.

AbCellera Biologics Inc. (NASDAQ:ABCL) stock surged 5.1% after announcing a global settlement with Bruker Corporation (NASDAQ:BRKR) in their patent dispute. Under the agreement, Bruker will pay AbCellera $36 million upfront and ongoing royalties on sales of its Beacon® Optofluidic platform products. This resolution provides immediate financial compensation and a continuous revenue stream for AbCellera.