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Tempus AI, Inc.Informe acción NasdaqGS:TEM

Capitalización bursátil US$8.3b
Precio de las acciones
US$46.18
US$67.2
31.3% infravalorado descuento intrínseco
1Y-26.2%
7D5.9%
1D
Valor de la cartera
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Tempus AI, Inc.

Informe acción NasdaqGS:TEM

Capitalización de mercado: US$8.3b

Tempus AI (TEM) Resumen de Acciones

Tempus AI, Inc. opera como empresa de tecnología sanitaria en Estados Unidos. Saber más

Análisis fundamental de TEM
Puntuación del snowflake
Valoración3/6
Crecimiento futuro1/6
Rendimiento pasado0/6
Salud financiera2/6
Dividendos0/6

TEM Community Fair Values

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Competidores de Tempus AI, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Tempus AI
Precios históricos de las acciones
Precio actual de la acciónUS$46.18
Máximo en las últimas 52 semanasUS$104.32
Mínimo de 52 semanasUS$41.73
Beta0
Cambio en 1 mes-11.40%
Variación en 3 meses-20.31%
Cambio de 1 año-26.18%
Variación en 3 añosn/a
Variación en 5 añosn/a
Variación desde la OPV14.73%

Noticias y actualizaciones recientes

Seeking Alpha May 22

Tempus AI: Taking Advantage Of Investor Myopia

Summary Tempus AI is a precision medicine leader leveraging AI and a unique data estate, with significant partnerships and a rapidly growing contract backlog exceeding $1 billion. TEM's recent share price decline and controversy around profitability have compressed valuation, creating an attractive entry point for risk-tolerant investors seeking positive alpha. Data licensing revenues rose nearly 70% last quarter, with foundation models and AI-driven products fueling high-margin growth and reinforcing TEM's competitive moat. Management projects a 25% CAGR, 4% adjusted EBITDA margin for 2026 and expects accelerating profitability as the high-margin data business scales. Read the full article on Seeking Alpha
Actualización de narrativa May 13

TEM: Data Partnerships And Backlog Will Support Future Oncology Data Upside

Tempus AI's analyst price target is now $67.20, down from $72.40, as analysts adjust their models to reflect more moderate revenue growth assumptions and mixed recent price target revisions across the Street. Analyst Commentary Recent research on Tempus AI shows a mix of optimism and caution as analysts update their models, adjust price targets, and refine views following Q4 results and new coverage initiations.

Recent updates

Seeking Alpha May 22

Tempus AI: Taking Advantage Of Investor Myopia

Summary Tempus AI is a precision medicine leader leveraging AI and a unique data estate, with significant partnerships and a rapidly growing contract backlog exceeding $1 billion. TEM's recent share price decline and controversy around profitability have compressed valuation, creating an attractive entry point for risk-tolerant investors seeking positive alpha. Data licensing revenues rose nearly 70% last quarter, with foundation models and AI-driven products fueling high-margin growth and reinforcing TEM's competitive moat. Management projects a 25% CAGR, 4% adjusted EBITDA margin for 2026 and expects accelerating profitability as the high-margin data business scales. Read the full article on Seeking Alpha
Actualización de narrativa May 13

TEM: Data Partnerships And Backlog Will Support Future Oncology Data Upside

Tempus AI's analyst price target is now $67.20, down from $72.40, as analysts adjust their models to reflect more moderate revenue growth assumptions and mixed recent price target revisions across the Street. Analyst Commentary Recent research on Tempus AI shows a mix of optimism and caution as analysts update their models, adjust price targets, and refine views following Q4 results and new coverage initiations.
Actualización de narrativa Apr 28

TEM: Data Partnerships And Backlog Will Support Future Oncology Data Monetization

Analysts have slightly reduced the blended price target on Tempus AI to $72.40. This reflects updated models around revenue growth, profit margins and P/E assumptions after a mix of target cuts and increases across recent research, including responses to Q4 results and ongoing partnership momentum.
Actualización de narrativa Apr 13

TEM: Data Partnerships And Backlog Will Support Future Precision Oncology Leadership

Narrative Update on Tempus AI The updated analyst price target for Tempus AI moves to $72.73 from $77.93, as analysts factor in slightly higher discount rates and a lower future P/E multiple. They still point to ongoing partnerships and data backlog as key supports for the long term story.
Actualización de narrativa Mar 26

TEM: Data Partnerships And Backlog Will Drive Future Precision Oncology Execution

Analysts report a modestly adjusted fair value estimate of $77.93 per share for Tempus AI, reflecting mixed price target revisions that weigh the impact of new partnerships and data backlog strength against updated post Q4 models and views on visibility in parts of the business. Analyst Commentary Recent Street research on Tempus AI reflects a split view, with some focusing on growth potential in precision medicine and data, and others emphasizing execution risks and visibility in parts of the business.
Actualización de narrativa Mar 11

TEM: Data Partnerships And Backlog Will Support Future Precision Oncology Upside

Our updated view trims Tempus AI's implied fair value from about $86.71 to $77.93 per share, reflecting analysts' mixed price target revisions after Q4. Some highlight expanding pharma and academic partnerships and a large data backlog, while others factor in model updates, valuation resets, and questions around data upside and Ambry.
Nueva narrativa Mar 04

Heavy AI Infrastructure And Rising Costs Will Pressure Data Economics Yet Eventually Support Upside

Catalysts About Tempus AI Tempus AI provides AI driven molecular diagnostics and data products to support clinical decision making and drug development. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 24

TEM: Precision Oncology And AI Biomarkers Will Support Future Upside Potential

Narrative update on Tempus AI The updated analyst price target for Tempus AI has edged down by about $1 to reflect slightly lower fair value and profit margin assumptions, even as analysts highlight the company's role in precision oncology diagnostics and AI-enabled healthcare data services as a key factor in its long term revenue growth outlook. Analyst Commentary Recent research coverage on Tempus AI highlights both enthusiasm for its role in precision oncology and AI driven healthcare data, and a set of execution and valuation questions that investors are watching closely.
Nueva narrativa Feb 18

Genomics And AI Data Licensing Will Transform Long Term Oncology Outcomes

Catalysts About Tempus AI Tempus AI operates a genomics and data platform focused on Oncology and related clinical insights. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 10

TEM: AI Biomarker Advancements In Oncology Will Drive Future Returns

Analysts have nudged their price target on Tempus AI higher to about US$87.92, citing slightly stronger modeled revenue growth, profit margins, and a marginally lower future P/E assumption in their updated forecasts. What's in the News Tempus reported new clinical validation data for its Immune Profile Score test, indicating that the algorithmic biomarker more accurately predicts outcomes for patients receiving immune checkpoint inhibitors than several conventional biomarkers across multiple metastatic solid tumor cohorts.
Actualización de narrativa Jan 26

TEM: Oncology Data Collaborations And AI Pathology Will Drive Future Returns

Analysts have kept their fair value estimate for Tempus AI steady at about US$87.92 per share, with only very small tweaks to inputs like discount rate, revenue growth, profit margins and future P/E assumptions supporting an unchanged overall target. What's in the News Tempus AI launched Paige Predict, a suite of AI pathology tools that analyze H&E whole slide images to help predict the likelihood of 123 biomarkers and oncogenic pathways across 16 cancer types, with results delivered alongside clinical reports to physicians (Product-Related Announcements).
Actualización de narrativa Jan 12

TEM: Oncology Data Collaborations Will Drive Future Returns Despite Slightly Higher Risk

Analysts have trimmed their fair value estimate for Tempus AI by about US$1.00, reflecting slightly higher discount rate assumptions as well as marginally adjusted revenue growth, profit margin, and future P/E inputs. What's in the News Tempus AI plans to present ten research abstracts at the 2025 San Antonio Breast Cancer Symposium, focusing on multimodal real world data, risk stratification for CDK4/6 inhibitor plus endocrine therapy, and tumor microenvironment signatures in hormone receptor positive, HER2 negative metastatic breast cancer (Key Developments).
Actualización de narrativa Dec 25

TEM: Future Oncology Data Partnerships Will Drive Profits Despite Modestly Higher Risk

Analysts have modestly reduced their price target on Tempus AI by approximately 3 dollars, reflecting slightly higher perceived risk and marginally slower long term growth expectations, partly offset by improved profit margin and a lower projected future price to earnings multiple. What's in the News Tempus AI will present ten research abstracts at the 2025 San Antonio Breast Cancer Symposium, showcasing multimodal real world data approaches to better stratify metastatic breast cancer patients and identify responders to CDK4/6 inhibitors (Key Developments).
Actualización de narrativa Dec 11

TEM: Future Profit Margins Will Expand As Federal Oncology Program Catalysts Mature

Narrative Update on Tempus AI Analyst Price Target Analysts have slightly raised their price target on Tempus AI to approximately 91 dollars and 42 cents from 91 dollars, citing a marginally lower perceived risk profile and stable long term growth and profitability assumptions. What's in the News Tempus received FDA 510(k) clearance for its RNA based xR IVD sequencing assay, expanding its toolkit for drug development partners and strengthening its position as a comprehensive precision oncology platform (FDA filing).
Actualización de narrativa Nov 26

TEM: Future Profit Margins Will Expand With AI-Powered Clinical Partnerships

Analysts have revised Tempus AI's price target upwards from $87.17 to $91.00, citing improved profit margin projections and a significantly lower anticipated future price-to-earnings ratio. What's in the News Tempus AI and the Institute for Follicular Lymphoma Innovation (IFLI) launched their first collaborative research study with a non-profit foundation to create a comprehensive, multi-omic dataset for follicular lymphoma.
Actualización de narrativa Nov 09

TEM: Revenue Will Accelerate With New Real-World Data Partnership

Analysts have raised their price target for Tempus AI from $82.50 to $87.17, citing shifts in expected growth and profitability as supporting factors for the updated valuation. What's in the News Tempus AI announced six new abstracts accepted for presentation at the SITC Annual Meeting 2025, highlighting advances in multi-omic algorithms and biomarkers for rare and advanced cancers (Product-Related Announcements).
Actualización de narrativa Oct 26

Advances In Precision Medicine And AI Will Reshape Cancer Care Futures

Analysts have raised their price target for Tempus AI from $77.55 to $82.50, citing stronger confidence in revenue growth and profitability projections. What's in the News Tempus AI and Whitehawk Therapeutics announced a multi-year collaboration to use Tempus' real-world dataset to advance biomarker-driven research and enhance oncology clinical trial design.
Actualización de narrativa Oct 12

Expanding Genomic Testing And AI Will Build Lasting Healthcare Value

Tempus AI's fair value estimate has been raised by analysts from $74.82 to $77.55 per share. This reflects optimism about improved revenue growth and updated market outlooks.
Artículo de análisis Oct 09

After Leaping 29% Tempus AI, Inc. (NASDAQ:TEM) Shares Are Not Flying Under The Radar

Despite an already strong run, Tempus AI, Inc. ( NASDAQ:TEM ) shares have been powering on, with a gain of 29% in the...
Actualización de narrativa Sep 28

Expanding Genomic Testing And AI Will Build Lasting Healthcare Value

Tempus AI’s valuation has become more expensive with a higher forward P/E and declining net profit margin, leading to only a marginal increase in the consensus analyst price target to $74.82. What's in the News Tempus AI received FDA 510(k) clearance for its RNA-based Tempus xR IVD device and updated Tempus Pixel cardiac imaging platform, expanding its diagnostics and AI imaging capabilities.
Actualización de narrativa Sep 13

Expanding Genomic Testing And AI Will Build Lasting Healthcare Value

Tempus AI’s consensus future P/E and discount rate held steady with minimal movement, supporting only a slight upward revision in fair value from $72.73 to $73.45. What's in the News Tempus AI received FDA 510(k) clearance for its updated Tempus Pixel, an AI-powered cardiac imaging platform, which now enables generation of T1 and T2 inline maps for enhanced cardiac MR image analysis, supporting more precise and efficient diagnostics.
Actualización de narrativa Aug 27

Expanding Genomic Testing And AI Will Build Lasting Healthcare Value

Tempus AI's slightly higher consensus price target reflects a significant increase in its future P/E ratio despite a decline in net profit margin, resulting in a new fair value estimate of $71. What's in the News Tempus AI filed a $500 million follow-on equity offering of Class A Common Stock via an at-the-market transaction and raised its full-year 2025 revenue guidance to approximately $1.26 billion, representing ~82% annual growth.
Artículo de análisis Aug 15

Tempus AI, Inc. (NASDAQ:TEM) Looks Just Right With A 28% Price Jump

Tempus AI, Inc. ( NASDAQ:TEM ) shareholders would be excited to see that the share price has had a great month, posting...
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Nueva narrativa Jun 15

AstraZeneca And Pathos Partnership Will Expand Precision Medicine

Pharma partnerships and the shift toward AI-driven precision medicine are fueling strong, high-margin revenue growth and expanding Tempus' competitive opportunities.
Seeking Alpha Apr 20

Tempus: The AI Engine Powering Healthcare

Summary Tempus AI grew revenue 30.4% YoY in FY2024 to $693.4M, with Q4 growth at 35.8%. Genomics drove 65% of FY2024 revenue at $451.7M with a suboptimal 49.2% gross margin and cost-intensive delivery. Data & Services segment delivered 75.2% gross margins, $241.6M revenue, and 140% net revenue retention with $940M remaining contract value. Adjusted EBITDA loss narrowed to ($104.7M) in FY2024; Q4 non-GAAP gross margin reached 61.9% with rising operating leverage. Trading at 10.2x EV/Sales and 1,353x forward EV/EBITDA, Tempus requires flawless execution to justify its $7.1B valuation. Read the full article on Seeking Alpha
Seeking Alpha Mar 25

Tempus AI's Valuation Bakes In Strong Growth - A Hold For Now

Summary Tempus AI, a health tech firm, offers AI-powered platforms for treatment decisions, patient care, diagnostics, and molecular profiling, with growing revenue and improving margins. The "AI in healthcare" market is projected to grow significantly, presenting a massive opportunity for Tempus AI, despite competition in genomic sequencing and precision medicine. Tempus AI's Q4 revenue grew 35.8% year-over-year, driven by its high-margin Data and Services segment, indicating a positive trend toward EBITDA profitability. While Tempus AI shows strong growth potential, I'm neutral ("Hold") on the stock, awaiting further materialization of growth opportunities outside the Genomics segment. Read the full article on Seeking Alpha
Seeking Alpha Mar 18

Tempus AI: The Investment Opportunity Of A Decade, Strong Buy

Summary Tempus AI's financials have significantly improved, with positive cash flow expected next quarter and strong revenue growth projected for FY25. Q4FY24 saw record revenues, driven by a 35.8% YoY growth, with the Data & Services segment growing by 44.6% YoY. FY24 revenues hit an all-time high of $693.4 million, with major agreements signed and the launch of the AI-enabled health app, Olivia. Management guides for $1.24 billion in 2025 revenues, a 79% YoY growth, bolstered by the Ambry Genetics acquisition and a growing TAM. I rank TEM a 'Strong Buy' with a target price of $62. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

TEMUS Life SciencesMercado US
7D5.9%3.2%1.1%
1Y-26.2%8.3%28.7%

Rentabilidad vs. Industria: Los resultados de TEM fueron inferiores a los de la industria US Life Sciences, que obtuvo un rendimiento del 8.3% el año pasado.

Rentabilidad vs. Mercado: TEM obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.

Volatilidad de los precios

Is TEM's price volatile compared to industry and market?
TEM volatility
TEM Average Weekly Movement9.1%
Life Sciences Industry Average Movement8.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: TEM no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de TEM (9%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
20153,800Eric Lefkofskywww.tempus.com

Tempus AI, Inc. opera como empresa de tecnología sanitaria en Estados Unidos. Ofrece la plataforma Tempus, una integración bidireccional de bucle cerrado y pila completa entre el escritorio de un clínico y sus capacidades de diagnóstico de laboratorio, plataforma de análisis y repositorio de datos multimodales; y Hub, una aplicación clínica para médicos y otros proveedores de atención sanitaria para su uso en la línea de productos de diagnóstico como aplicación integral para proveedores de atención sanitaria para pruebas NGS. La empresa también ofrece Lens, una aplicación de software para ciencias de la vida e investigación de precisión avanzada; servicios de diagnóstico, como diagnósticos NGS, perfiles PCR y otras pruebas de patología anatómica y molecular; y pruebas de tumores sólidos y hematológicas de gran panel a través de múltiples ensayos, con su ensayo clínico principal (xT y xR) que ofrece ADN de gran panel, transcriptoma completo de ARN y hallazgos incidentales de línea germinal a través de análisis de sangre normal o saliva.

Resumen de fundamentos de Tempus AI, Inc.

¿Cómo se comparan los beneficios e ingresos de Tempus AI con su capitalización de mercado?
Estadísticas fundamentales de TEM
Capitalización bursátilUS$8.29b
Beneficios(TTM)-US$302.91m
Ingresos (TTM)US$1.36b
6.1x
Ratio precio-ventas (PS)
-27.4x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de TEM
IngresosUS$1.36b
Coste de los ingresosUS$499.43m
Beneficio brutoUS$864.74m
Otros gastosUS$1.17b
Beneficios-US$302.91m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-1.69
Margen bruto63.39%
Margen de beneficio neto-22.20%
Ratio deuda/patrimonio296.1%

¿Cómo se ha desempeñado TEM a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 14:32
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Tempus AI, Inc. está cubierta por 23 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Catherine Ramsey SchulteBaird
Michael RyskinBofA Global Research
Mark MassaroBTIG