Semler Scientific, Inc. (SMLR) Stock: Volatile After 455 BTC Purchase Shakes Wall Street

TLDR

$SMLR Drops After Bitcoin Move, Holds 4,264 BTC Now $SMLR Drops After Bitcoin Move, Holds 4,264 BTC Now Semler’s Bitcoin Strategy Grows Amid Q1 Losses’ 12th Largest BTC Holder: Semler Joins Corporate Crypto Titans Bitcoin Bet Triggers Uncertainty, But Volume Surges

Semler Scientific triggered market volatility after acquiring 455 Bitcoin worth $50 million through proceeds from its equity offering. The company’s stock sharply dropped from over $46 to under $42 in early trading hours. Although it recovered slightly to $43.09 by 1:07 PM EDT, investor sentiment remained uncertain.

Semler Scientific, Inc. (SMLR)

$SMLR Leverages ATM Program to Buy 455 BTC

Semler Scientific finalized its latest Bitcoin acquisition between May 13 and May 22, funding the deal using a $114.8 million equity program. The at-the-market (ATM) stock offering launched in April 2025 and has issued 3,003,488 shares. The firm paid an average of $109,801 per Bitcoin, accumulating 455 new BTC in under ten days.

$SMLR acquires 455 #Bitcoins for $50 million and has generated BTC Yield of 25.8% YTD. Now holding 4,264 $BTC. Flywheel in motion. 🚀

— Eric Semler (@SemlerEric) May 23, 2025

This brings the firm’s total Bitcoin holdings to 4,264 BTC, now valued at around $474.4 million based on current market rates. Semler declared that this Bitcoin-focused strategy is now central to its treasury operations and future asset planning. Additionally, the company introduced a Bitcoin Dashboard to maintain investor transparency.

The Bitcoin Yield, a key metric tracking year-to-date gains per share, reached 25.8% in 2025. The yield reflects crypto’s growing influence on corporate performance indicators. Semler continues to emphasize that Bitcoin aligns with its broader long-term strategic goals.

Semler Faces Market Pressure Amid Bitcoin Pivot

Despite its bold move, Semler Scientific is under financial strain, reporting a net loss of $64.7 million in Q1 2025. Revenue dropped 44% year-over-year, raising questions about the timing of its aggressive Bitcoin acquisition. The company disclosed prior unrealized losses of $41.8 million on Bitcoin in 2023.

Nevertheless, Semler doubled down and formalized its Bitcoin approach by forming a Bitcoin Strategy Committee. The firm appointed Natalie Brunell, a known crypto advocate, to its board to oversee this transition. The appointment signals Semler’s increasing commitment to cryptocurrency as a core asset.

Investor reactions have been mixed as the company balances healthcare operations with volatile digital assets. Market analysts remain divided on whether Semler’s dual focus can sustain long-term shareholder value. Yet, trading volumes suggest strong interest in the stock’s new direction.

Regulatory Scrutiny and Ranking Among BTC Corporate Holders

Semler faces legal uncertainty linked to a $30 million DOJ civil settlement. The case remains unresolved, adding regulatory pressure to the company’s high-risk profile. Yet, management has maintained a forward-looking stance on its strategy.

Following its latest purchase, Semler now ranks globally as the 12th-largest corporate Bitcoin holder. This places it ahead of companies like Boyaa Interactive and positions it alongside firms known for digital asset strategies. The public Bitcoin dashboard supports compliance and transparency under SEC guidelines.

Semler’s aggressive Bitcoin expansion mirrors broader 2025 trends, as over 40 public firms launched crypto treasury programs. The move also follows strategies by companies like MicroStrategy, which similarly fund BTC buys through share sales. This pattern signals continued institutional interest in Bitcoin despite ongoing market volatility.

 

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