Tempus Could Gain Share In AI Health Care Market Poised To Grow By Over 30%
Tempus Could Gain Share In AI Health Care Market Poised To Grow By Over 30%
Tempus AI Inc (NASDAQ:TEM) announced last week it was granted advanced diagnostic laboratory test status for its next-generation sequencing assay.
上周，Tempus AI Inc (NASDAQ:TEM)宣布其下一代测序检测获得了先进诊断实验室测试的认可。
These analysts provide their initial takeaways from the stock.
这些分析师提供了他们对该股票的初步看法。
BofA Securities On Tempus
美银证券对Tempus的看法
Analyst Michael Ryskin initiated coverage with a Buy rating and price target of $41.
分析师Michael Ryskin开始覆盖并给出买入评级，目标价为41美元。
Providing AI-enabled precision medicine, Tempus brings "the power of advanced technology to healthcare and diagnostics" and delivers personalized therapy decisions, Ryskin said in his initiation note.
Ryskin在其评级中表示，Tempus提供AI启用的精准医疗，将“先进技术的力量引入医疗保健和诊断”，并提供个性化治疗方案。
"This platform is being monetized as a diagnostic offering and by leveraging the power of the database to Biopharma partners," he added. Tempus serves a large total addressable market (TAM) of at least $70 billion and has achieved "impressive scale in a short period of time," maintaining a growth rate of more than 20% in sales, the analyst further stated.
他补充说：“该平台作为诊断服务得到了商业化，并利用数据库的力量与生物制药合作伙伴合作。”Tempus服务的总可寻址市场(TAM)至少为700亿美元，并在短时间内保持了超过20%的销售增长率，分析师进一步表示。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
Needham On Tempus
Needham对Tempus的看法
Analyst Ryan MacDonald began coverage with a Buy rating and price target of $47.
分析师Ryan MacDonald开始覆盖并给出买入评级，目标价为47美元。
Tempus created an "unmatched, 200-petabyte, multimodal dataset that helps oncologists provide better care for patients and life sciences companies create finely targeted therapies to drive better outcomes," MacDonald wrote in a note.
MacDonald在笔记中写道，Tempus创建了一个“无与伦比的200 PB、多模态数据集，帮助肿瘤学家为患者提供更好的护理，为生命科学公司创造更精细的靶向疗法，以推动更好的结果。”他补充说，该公司可能在总可寻址市场高达近2000亿美元的市场份额中获得份额，并推动长期复合年增长率高于30%。该公司可能会实现毛利率扩张，这是由其“增加利润的数据营收”所推动的，分析师进一步表示。
He added that the company could gain share in a TAM estimated to be nearly $200 billion and drive a long-term CAGR (compounded annual growth rate) of more than 30%. The company is likely to generate gross margin expansion, driven by its "margin-accretive data revenue," the analyst further said.
Stifel对Tempus的看法
Stifel On Tempus
分析师Daniel Arias开始覆盖并给出买入评级，目标价为45美元。
Analyst Daniel Arias initiated coverage with a Buy rating and price target of $45.
Arias表示，该公司的诊断和数据服务组合“在其自身内部具有独特协同作用”，并产生有利于肿瘤学家和开发癌症药物的生命科学公司的见解。
The company's portfolio of diagnostic and data services is "uniquely synergistic within itself" and generated insights that benefit oncologists and biopharma companies developing cancer drugs, Arias said.
他进一步写道：“盈利仍在努力中，但毛利率的提高和预期的平衡支出使积极交会变得不太遥远——到2026年会出现正现金流。”
"Profitability is still a work in progress, but improving gross margins and expectations for balanced spending put a cross-over into positivity on the not-too-distant horizon — with a positive cash generation in 2026," he further wrote.
Tempus股价表现：截至本文发表当天，Tempus股价下跌了1.75%，至32.62美元。
TEM Price Action: Shares of Tempus had declined by 1.75% to $32.62 at the time of publication on Tuesday.
图片：Tempus实验室，由Tempus提供
Photo: Tempus lab, courtesy of Tempus
照片：Tempus实验室，由Tempus提供