RBC Capital cuts BioMerieux stock rating on FX, tariff concerns

Published 07/05/2025, 08:06
RBC Capital cuts BioMerieux stock rating on FX, tariff concerns

On Wednesday, RBC Capital Markets adjusted its stance on BioMerieux (BIM:FP) (OTC:BMXMF), downgrading the stock from Outperform to Sector Perform and reducing the price target to €125 from the previous €130. The revision was prompted by concerns over foreign exchange (FX) headwinds and potential tariff impacts that are not yet fully accounted for in the consensus estimates.

The firm’s analysts highlighted that the updated financial year 2025-2027 earnings before interest and taxes (EBIT) forecasts have been lowered by 4-9%. This adjustment stems from the anticipated greater FX challenges and possible tariff effects on the company’s performance. The decrease in the price target reflects a mere 7% potential upside from the current stock price, which has already seen a strong year-to-date (YTD) performance, gaining 13% relative to its peers.

Despite the downgrade, RBC Capital Markets acknowledges BioMerieux’s robust business fundamentals. The firm recognizes the company’s leading market positions and solid balance sheet, which could support mergers and acquisitions (M&A) activities. These strengths are seen as key drivers for BioMerieux’s mid-term growth prospects.

The change in rating and price target comes after BioMerieux’s shares outperformed the broader market, with peers like Diasorin experiencing a 1% decline. The new Sector Perform rating is based on a 6-12 month outlook, indicating that while the stock is expected to perform in line with the sector, the previously anticipated outperformance may be tempered by the aforementioned headwinds.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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