11月11日上午,基因测试公司Tempus AI(TEM)股价在盘中一度大跌9.43%至67.75美元,引发市场广泛关注。主要原因是分析师机构Stifel当天将Tempus AI的评级从"买入"下调至"持有"。
Stifel认为,Tempus AI的股票估值目前已经捉襟见肘,公司此前预计2025年其核心业务前景可能低于市场预期。虽然Stifel预计Tempus AI并购Ambry Genetics公司将对整体业务产生积极影响,但该公司收入增长预计将放缓,尤其是在数据业务方面。Stifel同时指出,Ambry在遗传性癌症检测市场增长也有所放缓。
据财报显示,Tempus AI最新一季度实现营业收入1.81亿美元,净利润亏损7584万美元。目前仍有63%的分析师对公司给予"买入"评级,但有部分机构下调评级主要源于对估值和业绩增长预期的担忧。公司的股价自去年6月在纳斯达克上市以来已上涨84.3%。分析师普遍认为,投资者应当审慎关注该股后市表现。
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