Merck KGaA Stock: Turnaround through AI Focus
Merck KGaA has named Kai Beckmann as its next CEO, taking over from Belén Garijo in April 2026. The move marks a clear shift in strategy, with the company focusing more on electronics and artificial intelligence. Investors have reacted positively, pushing the stock above its 200-day moving average.
Beckmann currently leads the company’s Electronics division and serves as Vice Chair of the Executive Board. His promotion follows years of experience in semiconductor and AI-related sectors. The decision removes uncertainty around leadership, which analysts believe could help the stock climb toward its 52-week high of €151.30.
Alphavalue has raised its price target to €183.00, suggesting over 50% upside from current levels. Kepler Cheuvreux also added Merck KGaA to its 'Top Stocks for 2026' list, highlighting undervaluation in its Life Science and Semiconductor Solutions divisions. The company, independent from its U.S. counterpart Merck & Co., aims to position itself as a key enabler in AI and semiconductor production. The leadership change has prompted several analysts to revise their price targets upward. With Beckmann at the helm, the company plans to leverage synergies across its divisions, capitalising on global technological trends.
The appointment of Beckmann signals a stronger focus on electronics and AI for Merck KGaA. If the strategy succeeds, the stock could see further gains in the medium term. The company’s alignment with major tech trends may also attract additional investor interest.
