July 16th, 2025 | 07:25 CEST
WINNING STOCKS for the second half of the year!? Rheinmetall, Bayer, and Hotstock PanGenomic Health
Hard to believe: Bayer shares are among the winners in 2025. And even the news flow is positive. Does the Leverkusen-based company even have a new blockbuster in the pipeline? What do analysts say? PanGenomic Health shares could be among the stars of the second half of the year. With a new health app, the Company is entering a billion-dollar market in the US and benefiting from the Trump administration. If it succeeds in securing market share, the stock should have plenty of upside potential. Analysts believe that the air is getting thinner for Rheinmetall shares. However, it is likely only a matter of time before the EUR 2,000 mark is broken.
time to read: 4 minutes | Author: Fabian Lorenz
ISIN: RHEINMETALL AG | DE0007030009 , BAYER AG NA O.N. | DE000BAY0017 , PANGENOMIC HEALTH INC | CA69842E4031
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Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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PanGenomic Health: Hot stock for the second half of the year
The PanGenomic story is taking shape and could turn the stock into a high flyer for the second half of the year. Since the beginning of June, the share price has increased by around 50%, but there still appears to be considerable room for growth. The market capitalization remains below EUR 10 million. The Company is targeting a billion-dollar market and has recently strengthened its workforce.
The US market for alternative medicine and dietary supplements, including immune support, sports nutrition, and beauty supplements, is experiencing significant growth. According to Grand View Research, revenue from nutritional supplements in the US was around USD 63.9 billion in 2024. By 2033, the industry is expected to generate USD 124.2 billion. Market drivers include rising health awareness, an aging population, and a focus on preventive medicine. PanGenomic Health aims to enter the market this year, combining advanced technology and personalized health solutions to achieve significant growth. The vision: a digital platform that recognizes what the body truly needs - and delivers targeted, effective solutions directly.
The platform strategy is based on the Nara app. The digital health advisor is set to be rolled out this summer. It provides AI-supported personalized recommendations for alternative health treatments, including dosage, monitoring, and adjustment. The products can be purchased through the Company's e-commerce store. This makes the Company one of the winners of the Trump administration. Health Secretary Robert F. Kennedy Jr. is a supporter of alternative medicine and a critic of the pharmaceutical giants.
Bayer: Soon at a 52-week high?
Bayer shares continue to work on a strong comeback. The pharmaceutical and agricultural chemicals group's stock has already gained over 40% in the current year, with no signs of a significant correction. The 52-week high of around EUR 30 is now within reach. The DAX-listed company currently has the necessary news flow to clear this hurdle. The expanded approval of the heart medication Kerendia in the US and the global expansion of the biologics partnership with the French M2i Group indicate that new growth products are in the pipeline.
Will Kerendia be the new blockbuster for the Leverkusen-based company? The US Food and Drug Administration (FDA) recently approved a significant indication expansion for Bayer's Kerendia (active ingredient: finerenone). The tablet can now also be used in patients with mildly reduced left ventricular ejection fraction to reduce the risk of heart failure. This is likely to be a milestone, as the patient group has had limited therapeutic options to date.
Kerendia has been used since 2021 to treat chronic kidney disease in type 2 diabetes. In 2024, Bayer achieved a 71% increase in revenue for the drug to EUR 463 million. In the first quarter of the current year, revenue already reached EUR 161 million. With the new indication, the 1 billion mark could therefore be broken.
Things are also going well for Bayer in the agricultural sector. A few days ago, the DAX-listed company announced that it would significantly expand its partnership with the French M2i Group. In the future, Bayer will acquire exclusive distribution rights for the M2i Group's pheromone-based crop protection gels in the US, Latin America, and the Asia-Pacific region. The products have already been successfully established in Europe and Africa since 2023.
The innovative gel utilizes pheromones, without relying on conventional insecticides, to naturally confuse harmful insects. This method reduces residues, saves plastic, and enables sustainable pest control in line with regulatory requirements and environmental targets. Initial market success has already been achieved in countries such as Spain, Italy, and Morocco. Bayer plans to integrate the M2i products into its digital monitoring and decision-making systems. This is intended to give farmers more precise control over pest management measures.
However, analysts currently see little upside potential. According to marketscreener.com, the average price target for Bayer shares is currently EUR 28.66. More than half of analysts currently view the stock as "Hold".
Rheinmetall: When will the EUR 2,000 mark be reached?
At Rheinmetall, 12 out of 19 analysts (source: marketscreener.com) recommend buying the stock. However, the average price target of EUR 1,972.64 is only slightly above the current level of EUR 1,840.
There is no question that business is currently booming at Rheinmetall. Most recently, Germany's largest defense contractor announced the delivery of mobile medical rescue stations to Ukraine. The modular Role 2 system consists of three truck units, each with trailers.
Each unit features two extendable container modules for a functional medical treatment centre, equipped with triage, emergency care, X-ray, operating room, and intensive care unit capabilities. The system can be relocated and put back into operation within a short period of time. In addition, members of the Ukrainian armed forces received training at Rheinmetall's site in Meckenbeuren.
To break through the EUR 2,000 mark, larger orders are of course needed. But this should only be a matter of time.
Rheinmetall remains a core investment in the defense sector. Momentum is strong, and it should only be a matter of time before the share price breaks through the EUR 2,000 mark. PanGenomic Health is entering a billion-dollar market. If the AI-driven business model achieves even a small market share, the share price should be able to rise significantly. The Bayer share is clearly one of the surprises of the first half of 2025. The news flow remains positive.
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