Why Bell Potter just doubled its valuation of this exciting ASX tech stock

Big things could be brewing for this growing tech stock.

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Key points

  • 4DMedical, known for its cutting-edge lung imaging tech, just got a big tick from the FDA, which could kickstart growth similar to early Pro Medicus.
  • Doctors are giving positive feedback on 4DMedical's tech, highlighting quicker reporting and no need for nuclear medicine, making it a game-changer for patient care.
  • Bell Potter has doubled its price target to $2.25, suggesting a 41% increase potential from its current price, thanks to optimistic growth prospects.

There are a lot of exciting options on the Australian share market, but one ASX tech stock that could be a standout pick is 4DMedical Ltd (ASX: 4DX).

It is a Melbourne-based software technology company that is commercialising its patented imaging platform, XV Technology.

XV Technology is a four-dimensional lung imaging technology that utilises proven, patented mathematic models and algorithms to convert X-ray scans into quantitative data. This enhances the capacity of physicians to manage patients with respiratory diseases and diseases of the lung.

What is Bell Potter saying about this ASX tech stock?

Bell Potter highlights that the company's technology was recently approved by the US Food and Drug Administration (FDA), paving the way for commercialisation.

The broker believes that we could witness a similar growth trajectory of what we saw with Pro Medicus Ltd (ASX: PME) in its early days. It said:

The September 2025 approval of 4DX's CT:VQ product by the FDA has become a major catalyst for a resurgence of interest in the 4DX tech. Commercialisation will be an ongoing process, much like the experience of ASX listed peers including TLX, NAN, PME and PNV, each of which started from humble beginnings in the US followed by a period of rapid expansion. Of these, the closest comparables are TLX (also a diagnostic provider and subject to a similar reimbursement pathway) and PME by virtue of being a software provider with virtually limitless scalability and margin expansion.

The good news is that clinicians have spoken positively about the technology, which bodes well for its adoption. The broker adds:

Our discussions with clinicians have been supportive of long term adoption of the 4D Medical product suite. Our recent interview with Dr Kyle Hogarth (U. Chicago Medical Centre) outlines these benefit which included 1) CT:VQ reporting from a single CT scan; 2) reporting within hours rather than days, 3) complete avoidance of nuclear medicine where time on PET/CT device is at a premium; and 4) contrast free CT for the perfusion piece further reduces reliance on radiologists.

Time to buy

According to the note, the broker has retained its speculative buy rating on this ASX tech stock and more than doubled its price target to $2.25 (from $1.05).

Based on its current share price of $1.59, this implies potential upside of 41% over the next 12 months.

Commenting on its buy recommendation, the broker said:

Valuation increased to $2.25 (from $1.05). The valuation is raised through the inclusion of a relative valuation component (being a capitalised earnings model of forecast revenues). Buy (Speculative) rating is maintained.

Motley Fool contributor James Mickleboro has positions in Pro Medicus. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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