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北京时间·🕒 发布 21:26:51时区推断·⟳ 抓取 21:27:37·⚡ 决策 07-23 21:32:18 +4m41s·95.8 天前
Mizuho看好Tempus AI和Guardant Health进入7月30日财报前催化
Mizuho维持Tempus AI和Guardant Health的Outperform评级，认为TEM可维持30%以上销售CAGR，GH到2028年临床肿瘤销售有望超过20亿美元、Shield销售有望超过7亿美元。
📄 原文Investing.com↗ 原文
Mizuho Favors These 2 Medical Device & Diagnostics Stocks Into Q2
Oil prices top $100 a barrel after Houthis attack Saudi tankers in Red Sea Investing.com -- Mizuho analysts have identi…
不做 Tempus AI（TEM.US）
卖方财报前观点不是新增硬催化，且标题正文错配；等待7月30日财报实际预期差再判断。
不做 Guardant Health（GH.US）
核心利好为既有FDA/覆盖进展和2028展望，正文称股价已涨74%，当前追多edge不足。
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研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 high ↗
关键理由
- Mizuho维持Tempus AI和Guardant Health的Outperform评级，认为TEM可维持30%以上销售CAGR，GH到2028年临床肿瘤销售有望超过20亿美元、Shield销售有望超过7亿美元。
- 正文主要是卖方观点和财报前展望，不是新增订单、审批或业绩指引上修；GH自5月1日以来已上涨74%，文中也承认股价已有强表现。
- 锚点标题为油价突破100美元，与正文医疗诊断研报不匹配，降低信号可靠性。
主要风险
- 研报观点属于二级市场预期整理，缺少公司新增硬事实。
- GH已因FDA批准、指南和UnitedHealth覆盖等事件大涨，继续追多容易变成财报前拥挤交易。
原文全文
展开原文 · 3,135 字
Oil prices top $100 a barrel after Houthis attack Saudi tankers in Red Sea
Investing.com -- Mizuho analysts have identified leading opportunities in the precision oncology diagnostics space, highlighting two companies positioned for significant growth despite recent stock performance divergence in the sector.
Stock performance within precision oncology diagnostics has been disparate since May 1, with some companies posting strong gains on idiosyncratic catalysts while others have declined. Against this backdrop, Mizuho has identified stocks offering compelling entry points based on upcoming catalysts and growth trajectories.
Tempus AI
Mizuho sees Tempus AI as undervalued within the precision oncology diagnostics complex, with the stock’s recent weakness exacerbated by deal dynamics and optics surrounding the recently announced PSNL acquisition. The firm maintains an Outperform rating on TEM ahead of its July 30 after-market close earnings report.
Analysts believe TEM’s portfolio is positioned to execute on sustained 30% plus sales compound annual growth rate through at least the long-range planning period, led by Oncology Diagnostics and Data and Services businesses. Mizuho expects meaningful upside to 2027 estimates driven by therapy selection average selling price upside and profit flow-through.
The firm thinks investors would like a better picture of the Insights revenue bridge, especially AstraZeneca contracting plans for 2027 and beyond.
While deal dynamics, sentiment, and catalyst timing may cap stock upside in the near term, Mizuho is more confident about the 2027 opportunity for TEM with potential to accelerate NeXT Personal sales alongside therapy selection and data and services inflection points.
Tempus AI recently announced a definitive agreement to acquire Personalis in an all-stock transaction. Following the news, Guggenheim raised its price target on the company, while Freedom Capital initiated coverage with a Hold rating.
Guardant Health Inc
Guardant Health has delivered strong performance, rising 74% since May 1 on compelling headlines including FDA approval for an upgraded Guardant360 liquid biopsy test and positive Shield coverage wins from American Cancer Society guidelines and UnitedHealth.
Mizuho maintains an Outperform rating ahead of the company’s July 30 after-market close earnings report. With shares now trading around $150, the firm believes a blockbuster 2027 is setting up with Guardant360 average selling price and Shield volumes inflecting.
Mizuho sees potential upside for clinical oncology sales towards $2 billion plus in 2028 based on Guardant360 average selling price scenarios, while Shield volumes could reach $700 million plus in 2028.
In a recent development, Guardant Health announced that UnitedHealth Group will provide coverage for its Shield blood-based colorectal cancer screening test. The decision prompted several analyst firms, including TD Cowen, BofA Securities, and Bernstein, to raise their price targets on the company’s shares.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
Investing.com -- Mizuho analysts have identified leading opportunities in the precision oncology diagnostics space, highlighting two companies positioned for significant growth despite recent stock performance divergence in the sector.
Stock performance within precision oncology diagnostics has been disparate since May 1, with some companies posting strong gains on idiosyncratic catalysts while others have declined. Against this backdrop, Mizuho has identified stocks offering compelling entry points based on upcoming catalysts and growth trajectories.
Tempus AI
Mizuho sees Tempus AI as undervalued within the precision oncology diagnostics complex, with the stock’s recent weakness exacerbated by deal dynamics and optics surrounding the recently announced PSNL acquisition. The firm maintains an Outperform rating on TEM ahead of its July 30 after-market close earnings report.
Analysts believe TEM’s portfolio is positioned to execute on sustained 30% plus sales compound annual growth rate through at least the long-range planning period, led by Oncology Diagnostics and Data and Services businesses. Mizuho expects meaningful upside to 2027 estimates driven by therapy selection average selling price upside and profit flow-through.
The firm thinks investors would like a better picture of the Insights revenue bridge, especially AstraZeneca contracting plans for 2027 and beyond.
While deal dynamics, sentiment, and catalyst timing may cap stock upside in the near term, Mizuho is more confident about the 2027 opportunity for TEM with potential to accelerate NeXT Personal sales alongside therapy selection and data and services inflection points.
Tempus AI recently announced a definitive agreement to acquire Personalis in an all-stock transaction. Following the news, Guggenheim raised its price target on the company, while Freedom Capital initiated coverage with a Hold rating.
Guardant Health Inc
Guardant Health has delivered strong performance, rising 74% since May 1 on compelling headlines including FDA approval for an upgraded Guardant360 liquid biopsy test and positive Shield coverage wins from American Cancer Society guidelines and UnitedHealth.
Mizuho maintains an Outperform rating ahead of the company’s July 30 after-market close earnings report. With shares now trading around $150, the firm believes a blockbuster 2027 is setting up with Guardant360 average selling price and Shield volumes inflecting.
Mizuho sees potential upside for clinical oncology sales towards $2 billion plus in 2028 based on Guardant360 average selling price scenarios, while Shield volumes could reach $700 million plus in 2028.
In a recent development, Guardant Health announced that UnitedHealth Group will provide coverage for its Shield blood-based colorectal cancer screening test. The decision prompted several analyst firms, including TD Cowen, BofA Securities, and Bernstein, to raise their price targets on the company’s shares.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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