Why Bayer's Worst Years Might Be The Start Of Its Comeback

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GermanyOct. 09, 2025 5:39 AM ETBayer A.G. (BAYZF) Stock, BAYRY StockBAYZF, BAYRYDaniel Schönberger13.27K FollowersBayer Aktiengesellschaft remains deeply undervalued despite ongoing business struggles and litigation headwinds, with significant upside potential if challenges are resolved.Bayer's Q2 '25 results were mediocre, but the company raised 2025 guidance and is making progress on litigation settlements, aiming for containment by the end of 2026.The turnaround strategy includes workforce reductions, deleveraging, and new product launches, but core segments still face sales and profit pressures, especially in Crop Science and Pharma.Assuming litigation resolution and normalized free cash flow, Bayer's intrinsic value could be more than double the current stock price, justifying a continued buy rating.JHVEPhoto/iStock Editorial via Getty ImagesIn March 2025 and in December 2024, I published my last two articles about Bayer Aktiengesellschaft (OTCPK:BAYZF)(OTCPK:BAYRY) and in both articles, I was bullish about Bayer again afterThis article was written byDaniel Schönberger13.27K FollowersMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic background is in sociology and I hold a Master’s Degree in Sociology (with main emphasis on organizational and economic sociology) and a Bachelor’s Degree in Sociology and History.Analyst’s Disclosure:I/we have a beneficial long position in the shares of BAYZF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments