Semler Scientific

Cardiac And Digital Health Expansion Will Encounter Bitcoin Risks

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Aug 25

Updated

04 Dec 25

Views

115

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-76.7%

7D

-14.6%

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1Y

-76.7%

7D

-14.6%

You can edit this narrative until Dec 5 6:10 AM. Then, changes will post as Updates.

Author's Valuation

US$65.6773.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

SMLR: Shares Will Rise As All Stock Acquisition Drives Bitcoin Treasury Consolidation

Analysts have trimmed their average price target for Semler Scientific by about $15 to roughly $83 per share, citing reduced revenue expectations following updated management guidance and the implications of the recent DOJ settlement. They continue to view the stock as an attractive opportunity in light of the pending all stock acquisition by Strive and consolidation prospects in the corporate bitcoin treasury space.

Shared on 20 Nov 25

Fair value Decreased 13%

SMLR: Shares Will Reflect Upside As $1.4 Billion Acquisition Advances

Analysts have lowered their fair value estimate for Semler Scientific by approximately $10. This change is due to reduced revenue growth projections and updated guidance in light of recent acquisition and settlement developments.

Shared on 24 Sep 25

Fair value Decreased 12%

Analysts have lowered their price target for Semler Scientific from $85.33 to $75.33, citing reduced revenue forecasts following cautious management guidance, weighing of recent legal settlements, and uncertainty around the company’s pivot to a bitcoin treasury strategy despite some bullish views on its potential long-term re-rating. Analyst Commentary Bullish analysts see the acquisition by Strive (ASST) as triggering potential consolidation in the corporate bitcoin treasury sector, presenting a timely opportunity despite market uncertainty around the transaction’s longer-term implications.

AnalystConsensusTarget Fair Value

US$65.67

73.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-30.50%

Medical Equipment revenue growth rate

8.16%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.76%

Calculation

US$21.75m

Earnings '28

x

128.64x

PE Ratio '28

=

US$2.80b

Market Cap '28

US$2.80b

Market Cap '28

/

33.31m

No. shares '28

=

US$84.02

Share Price '28

US$84.02 Share Price '28

Discounted to 2025 @ 8.56% p.a.

=

US$65.66

Fair Value '25