-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們將TEM的12個月目標股價從59美元下調至47美元,並採用4.7倍的企業價值/銷售額倍數(EV/Sales)來預測其2027年的盈利,該倍數低於TEM自2024年IPO以來7.7倍的平均預期市盈率。我們將TEM 2026年的每股虧損預期收窄0.01美元至-0.44美元,並將2027年的每股虧損預期擴大0.05美元至-0.14美元。儘管我們預計TEM將在2028年實現正的營業收入和每股收益,但營運中斷、競爭對手的損失或其他因素可能會延緩公司實現盈利的進程,並導致進一步的營運虧損。鑑於宏觀經濟逆風給醫療保健行業帶來壓力,儘管TEM公司預期增長強勁,但我們短期內更看好其部分競爭對手,包括生命科學工具/服務領域的同行以及醫療保健服務子行業的公司。此外,我們也注意到報銷方面的風險,TEM公司決定控制其微小殘留疾病(MRD)檢測量,以等待更有利的定價機制,同時,FDA對各項檢測的審批時間也存在不確定性。
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