Investment strategist Shay Boloor has highlighted three companies driving the “new age” of healthcare, making them must-watch opportunities for investors.
In an X post on April 18, Boloor’s picks spanned artificial intelligence (AI)-powered diagnostics, consumer-centric telehealth, and next-gen pharmaceutical discovery. According to the expert, the following three stocks are emerging as the infrastructure of the future healthcare space:
TempusAI (NASDAQ: TEM)
Boloor termed Tempus (NASDAQ: TEM) the “operating system of AI healthcare,” positioning it not as a mere toolmaker but as the core infrastructure enabling real-time clinical decision-making. Its multimodal data platform, blending genomics, imaging, pathology, and outcomes, integrates directly into physician workflows, making it essential, not optional.
With expanding applications across oncology, cardiology, and neurology, and growing political support for AI adoption, Boloor stated that Tempus is poised to become foundational to modern healthcare delivery.
Since going public in 2024, TEM has emerged as one of the standout players in the stock market, returning 18% year-to-date. As of press time, the equity was valued at $40.45.
Hims & Hers Health (NYSE: HIMS)
In the battle for consumer healthcare, Boloor sees Hims (NYSE: HIMS) taking on Amazon’s One Medical with a strategy centered around trust and brand identity. While Amazon can scale, the expert stated that Hims resonates, offering a lifestyle-first approach that keeps customers loyal.
To this end, with expanding offerings in high-margin categories like GLP-1 weight loss drugs and dermatology, and strong retention despite rising acquisition costs, Hims suggests that healthcare isn’t just about logistics; it’s about belonging.
At the close of the last session, HIMS was up about 1%, valued at $27.23. Year-to-date, the stock has rallied 8%.
Recursion Pharmaceuticals (NASDAQ: RXRX)
The final stock on Boloor’s list is Recursion (NASDAQ: RXRX), which he noted is reinventing drug discovery with a radical model: not just adapting AI into pharma, but building a pharma engine around AI.
He observed that the company’s platform processes over 20 petabytes of biological and chemical data, enabling parallel scanning of compound-disease interactions at unmatched speed.
Backed by partnerships with industry giants like Bayer and Roche, Boloor noted that Recursion’s value lies in its repeatable system. This discovery engine, therefore, could reshape the economics and speed of drug development.
RXRX stock has plunged 23% year-to-date, trading at $5.50 as of press time.
Boloor stressed that the transformation of healthcare through AI and data-driven platforms is already in motion, and likely to shape both clinical and consumer experiences in the years ahead.
Featured image via Shutterstock
