Tempus AI (TEM) Resumen de Acciones
Tempus AI, Inc. opera como empresa de tecnología sanitaria en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 2/6 |
| Dividendos | 0/6 |
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US$65.9
FV
10.3% sobrevalorado descuento intrínseco319
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Competidores de Tempus AI, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$72.69 |
| Máximo en las últimas 52 semanas | US$104.32 |
| Mínimo de 52 semanas | US$40.77 |
| Beta | 3.58 |
| Cambio en 1 mes | 70.27% |
| Variación en 3 meses | 55.79% |
| Cambio de 1 año | -4.23% |
| Variación en 3 años | n/a |
| Variación en 5 años | n/a |
| Variación desde la OPV | 80.60% |
Noticias y actualizaciones recientes
Seeking Alpha • Aug 18
Tempus AI: The Data Flywheel Has Started Spinning
Summary Tempus AI reported its first GAAP profit, accelerated data business growth, and raised 2026 revenue guidance to $1.595B–$1.605B (+25% Y/Y). Operating leverage from oncology volume and a mix shift to high-margin Data & Apps (72%-75% GM) drove profitability improvement and narrowed cash outflows. FDA approval for xT CDx and higher xF liquid biopsy ASPs is expected to add ~$400M incremental revenue by 2028, with the Personalis acquisition targeting MRD leadership. At 6.1x FY2026E EV/sales, valuation remains rich, but TEM’s defensive data assets and high-growth execution support a maintained 'Buy' rating. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 15
TEM: MRD And Oncology Data Platforms Will Drive Future Oncology Demand
Analysts have trimmed the average price target on Tempus AI to about $62.64 from $66.53, reflecting updated views on slower progress toward profitability, a higher implied discount rate, and the near term financial impact of the pending Personalis acquisition, even as some remain encouraged by MRD growth and long term oncology data opportunities. Analyst Commentary Recent research updates on Tempus AI give you a mixed picture.Recent updates
Seeking Alpha • Aug 18
Tempus AI: The Data Flywheel Has Started Spinning
Summary Tempus AI reported its first GAAP profit, accelerated data business growth, and raised 2026 revenue guidance to $1.595B–$1.605B (+25% Y/Y). Operating leverage from oncology volume and a mix shift to high-margin Data & Apps (72%-75% GM) drove profitability improvement and narrowed cash outflows. FDA approval for xT CDx and higher xF liquid biopsy ASPs is expected to add ~$400M incremental revenue by 2028, with the Personalis acquisition targeting MRD leadership. At 6.1x FY2026E EV/sales, valuation remains rich, but TEM’s defensive data assets and high-growth execution support a maintained 'Buy' rating. Read the full article on Seeking AlphaActualización de narrativa • Aug 15
TEM: MRD And Oncology Data Platforms Will Drive Future Oncology Demand
Analysts have trimmed the average price target on Tempus AI to about $62.64 from $66.53, reflecting updated views on slower progress toward profitability, a higher implied discount rate, and the near term financial impact of the pending Personalis acquisition, even as some remain encouraged by MRD growth and long term oncology data opportunities. Analyst Commentary Recent research updates on Tempus AI give you a mixed picture.
Actualización de narrativa • Aug 01
TEM: Personalis Acquisition Risk May Limit Early Healthcare AI Upside
Tempus AI's updated Analyst Price Target framework shifts fair value to $35.65, reflecting analysts' incorporation of the Personalis acquisition terms, updated diagnostics group targets, and more cautious assumptions on discount rate and future P/E, even as they highlight Tempus AI's role in precision oncology and healthcare AI. Analyst Commentary Recent research on Tempus AI highlights a mix of enthusiasm around its positioning in healthcare AI and precision oncology, alongside a clear line of caution on valuation, execution around acquisitions, and the pace of growth needed to justify current expectations.Actualización de narrativa • Jul 11
TEM: Early Healthcare AI Theme And Profit Concerns May Restrain Upside
Tempus AI's analyst fair value estimate has shifted from about $58.00 to $37.83 as analysts factor in slightly softer revenue growth, more modest long term profit margin expectations, and a lower future P/E multiple, while still acknowledging the company's differentiated oncology data platform and early position in healthcare AI. Analyst Commentary Recent research on Tempus AI points to a split view.
Actualización de narrativa • Jun 27
TEM: FDA Approvals And Data Platform Progress Will Drive Future Upside
The analyst fair value estimate for Tempus AI has shifted from about $105.00 to roughly $95.45, as analysts recalibrate assumptions on revenue growth, profit margins, discount rate, and future P/E in light of recent mixed research that praises the company's differentiated data platform while questioning the clarity and timing of long term monetization. Analyst Commentary Recent Street research on Tempus AI points to a mixed but active debate, with several bullish analysts highlighting strengths in the company’s data platform and potential for execution on its long term roadmap.Artículo de análisis • Jun 19
Tempus AI (TEM) Stock Could Be 22.9% Undervalued After ECG AF Validation
Tempus AI (TEM) is back in focus after publishing a multi site validation of its FDA cleared ECG AF software, which predicts one year atrial fibrillation or flutter risk in older adults without prior AF. See our latest analysis for Tempus AI. Tempus AI’s shares have picked up momentum recently, with a 1 month share price return of 10.81% and a 7 day gain of 6.32%. However, the year to date share price return is still down 18.47% and the 1 year total shareholder return has declined 25.57%...Actualización de narrativa • Jun 13
TEM: FDA Progress And Data Platforms Will Drive Future Oncology Demand
Tempus AI's analyst price targets have shifted lower to around $66.53, reflecting a mix of downward revisions and more cautious views on long term monetization from several firms, even as others acknowledge the company's differentiated data offering. Analyst Commentary Recent research paints a mixed picture around Tempus AI, with views split on how quickly the company can translate its differentiated data assets into predictable cash flows and what that should mean for valuation.
Nueva narrativa • Jun 09
An Overlooked AI Play That’s Quietly Building a Healthcare Data Empire
Tempus AI isn't simply an AI software business (not another ChatBot). It's building a healthcare data platform where diagnostics, genomic testing, clinical data, and AI applications reinforce each other through a powerful network effect.Actualización de narrativa • May 30
TEM: FDA Approvals And Partnerships Will Support Future Oncology Data Demand
Narrative Update The average analyst price target for Tempus AI has moved lower by several dollars to reflect a mix of reduced targets from H.C. Wainwright, BTIG, Baird, Guggenheim, and Morgan Stanley, partially offset by modest upward revisions and an upgrade from TD Cowen and TD Securities. Analysts are incorporating recent results, updated models, and ongoing partnership activity into their assessments.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.Rentabilidad de los accionistas
| TEM | US Life Sciences | Mercado US | |
|---|---|---|---|
| 7D | 40.8% | 7.1% | -1.2% |
| 1Y | -4.2% | 25.7% | 18.3% |
Rentabilidad vs. Industria: Los resultados de TEM fueron inferiores a los de la industria US Life Sciences, que obtuvo un rendimiento del 25.7% el año pasado.
Rentabilidad vs. Mercado: TEM obtuvo unos resultados inferiores a los del mercado US, que fueron del 18.3% el año pasado.
Volatilidad de los precios
| TEM volatility | |
|---|---|
| TEM Average Weekly Movement | 13.0% |
| Life Sciences Industry Average Movement | 7.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: El precio de las acciones de TEM ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de TEM(13%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2015 | 3,800 | Eric Lefkofsky | www.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.
| Estadísticas fundamentales de TEM | |
|---|---|
| Capitalización bursátil | US$13.12b |
| Beneficios(TTM) | -US$254.42m |
| Ingresos (TTM) | US$1.43b |
9.2x
Ratio precio-ventas (PS)-51.6x
Ratio precio-beneficio (PE)¿Está TEM sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de TEM | |
|---|---|
| Ingresos | US$1.43b |
| Coste de los ingresos | US$515.83m |
| Beneficio bruto | US$916.19m |
| Otros gastos | US$1.17b |
| Beneficios | -US$254.42m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -1.41 |
| Margen bruto | 63.98% |
| Margen de beneficio neto | -17.77% |
| Ratio deuda/patrimonio | 305.8% |
¿Cómo se ha desempeñado TEM a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/24 10:27 |
| Precio de las acciones al final del día | 2026/08/21 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 26 analistas. 18 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.
| Analista | Institución |
|---|---|
| Robert Bamberger | Baird |
| Catherine Ramsey Schulte | Baird |
| Michael Ryskin | BofA Global Research |