Semler Scientific adds $25M in Bitcoin, but stock slides 22% YTD

Key Points

1. Semler Scientific purchased an additional 210 Bitcoin in July 2025 at an average price of $118,974 per coin, bringing its total holdings to 4,846 BTC worth $577.9 million.

2. The company's stock price has dropped 22% year-to-date despite its Bitcoin investments, with shares down 18.7% YTD at the time of writing.

3. An analyst suggested that Semler's Bitcoin strategy may not be positively impacting investor sentiment, especially after an underwhelming Q2 earnings report.

4. Semler Scientific faces legal inquiries from the DOJ regarding potential anti-fraud law violations related to its QuantaFlo product, leading to a 9.4% stock price drop after disclosure.

5. The company aims to hold 105,000 BTC by 2027, which would represent 0.05% of all Bitcoin that will ever be produced.