Bayer shares jump after US Supreme Court curtails glyphosate lawsuits and analysts lift price targets

The U.S. Supreme Court issued a 7‑2 ruling that sharply limits liability in glyphosate-related cancer claims against Bayer, easing a major legal burden that has weighed on the German conglomerate for years. The decision was described as a “milestone” for Bayer, as it reduces the basis for many pending damages demands.

Following the court’s ruling, several analysts upgraded Bayer’s outlook. Deutsche Bank raised its rating to "Buy" and lifted its target price to €60, while Berenberg increased its target to €55 but kept a "Hold" stance. The firm also highlighted two recent legal victories in U.S. state courts that could facilitate a possible spin‑off of Bayer’s agriscience business.

In parallel, Bayer announced the creation of a new U.S. entity, Ruveon, to house its glyphosate operations, aiming for greater agility in the American market. The combined effect of the legal relief and analyst upgrades has driven the share price above €50, marking a notable reversal from previous years of decline.