What Happened?

Shares of scientific instrument company Bruker (NASDAQ: BRKR). jumped 4.7% in the morning session after a company it majority-owns, RI Research Instruments, announced it had won orders valued at approximately €35 million. 

The contracts, worth more than $40 million, were for key components and subsystems for the Extreme Light Infrastructure – Nuclear Physics (ELI-NP) research project in Romania. RI Research Instruments, which is majority-owned by Bruker, noted that major deliveries for this project were expected in late 2026. This significant order highlighted a new stream of business, which investors viewed favorably.

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What Is The Market Telling Us

Bruker’s shares are very volatile and have had 29 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 12 days ago when the stock gained 3.6% on the news that the company announced it received approximately $25 million in orders for its high-performance magnetic resonance systems from leading European research institutions. 

The orders came from three research institutions located in France and Germany. These systems are used for materials and life-science research. According to the company's announcement, the revenue from these sales was expected to be recognized over the fiscal years 2026 and 2027. The announcement of these significant contracts signaled strong demand for the scientific instruments manufacturer.

Bruker is down 16.9% since the beginning of the year, and at $48.85 per share, it is trading 22.4% below its 52-week high of $62.95 from January 2025. Investors who bought $1,000 worth of Bruker’s shares 5 years ago would now be looking at an investment worth $904.59.

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