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.
上週，Tempus AI Inc (NASDAQ:TEM)宣佈其下一代測序檢測獲得了先進診斷實驗室測試的認可。
These analysts provide their initial takeaways from the stock.
這些分析師提供了他們對該股票的初步看法。
BofA Securities On Tempus
美銀證券對Tempus的看法
Analyst Michael Ryskin initiated coverage with a Buy rating and price target of $41.
分析師Michael Ryskin開始覆蓋並給出買入評級，目標價爲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在其評級中表示，Tempus提供AI啓用的精準醫療，將“先進技術的力量引入醫療保健和診斷”，並提供個性化治療方案。
"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.
他補充說：“該平台作爲診斷服務得到了商業化，並利用數據庫的力量與生物製藥合作伙伴合作。”Tempus服務的總可尋址市場(TAM)至少爲700億美元，並在短時間內保持了超過20%的銷售增長率，分析師進一步表示。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
Needham On Tempus
Needham對Tempus的看法
Analyst Ryan MacDonald began coverage with a Buy rating and price target of $47.
分析師Ryan MacDonald開始覆蓋並給出買入評級，目標價爲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在筆記中寫道，Tempus創建了一個“無與倫比的200 PB、多模態數據集，幫助腫瘤學家爲患者提供更好的護理，爲生命科學公司創造更精細的靶向療法，以推動更好的結果。”他補充說，該公司可能在總可尋址市場高達近2000億美元的市場份額中獲得份額，並推動長期複合年增長率高於30%。該公司可能會實現毛利率擴張，這是由其“增加利潤的數據營收”所推動的，分析師進一步表示。
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對Tempus的看法
Stifel On Tempus
分析師Daniel Arias開始覆蓋並給出買入評級，目標價爲45美元。
Analyst Daniel Arias initiated coverage with a Buy rating and price target of $45.
Arias表示，該公司的診斷和數據服務組合“在其自身內部具有獨特協同作用”，併產生有利於腫瘤學家和開發癌症藥物的生命科學公司的見解。
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.
他進一步寫道：“盈利仍在努力中，但毛利率的提高和預期的平衡支出使積極交會變得不太遙遠——到2026年會出現正現金流。”
"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股價表現：截至本文發表當天，Tempus股價下跌了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.
圖片：Tempus實驗室，由Tempus提供
Photo: Tempus lab, courtesy of Tempus
照片：Tempus實驗室，由Tempus提供