Bayer, BASF, and Allianz face diverse analyst outlooks

Major German DAX companies Bayer, BASF, and Allianz are currently seeing significant divergence in analyst price targets and strategic developments.

BASF is advancing the independence of its Agricultural Solutions division, aiming for a market-ready status by mid-2027. The company intends to remain the majority shareholder while initially offering only a minority stake. This move is expected to increase valuation transparency, though the ultimate impact on total corporate value depends on the IPO environment and market conditions.

Bayer remains under scrutiny due to ongoing glyphosate litigation in the United States and its general operational development. Analyst price targets for Bayer vary widely, ranging from 46 euros to 70 euros.

Allianz continues to benefit from strong semi-annual results and a robust insurance business. However, analysts remain divided on its valuation following recent price increases, with target prices spanning from 325 euros to 684 euros.