Bavarian Nordic

The Bavarian Nordic share reached a year high of 240 DKK on the Copenhagen exchange after the company raised its forecast. Jefferies still considers the stock undervalued and recommends buy with a 280 DKK target, Van Lanschot Kempen reconfirms a buy with 270 DKK, and SEB names a 300 DKK target. The main driver is stronger sales of rabies vaccines in the US; analysts say the sustainability of this demand is uncertain. The operational performance after the failed takeover in autumn is rated positively and makes the stock attractive for speculative investors. » Más en deraktionaer.de

Bavarian Nordic has increased its revenue forecast for the third time this year to around DKK 6.1 billion, driven by stronger travel-vaccine sales, in particular rabies vaccines in the US. The travel-health segment is expected to contribute about DKK 3.4 billion, significantly more than previously anticipated. The company now expects an EBITDA margin of around 32%; the stock then rose intraday by about seven percent to a year high. » Más en deraktionaer.de

Bavarian Nordic reports H1 2026 revenue of DKK 3,092m and an EBITDA margin of 35%, with Q2 at 45% and a gross margin of 61%. The company raised its full-year guidance to around DKK 5.7bn and its target EBITDA margin to about 30%; the stock jumped markedly in pre-market trading. Public Preparedness is now expected at DKK 2.5bn (DKK 2.3bn contractually secured), Travel Health remains robust, and the VIMKUNYA revenue forecast for 2026 was cut to DKK 200m due to delayed US uptake. Management also announced a share buyback program of DKK 750m and highlighted strong liquidity of DKK 2.3bn and headroom for M&A. » Más en de.investing.com