Tempus AI, Inc.

Report azionario NasdaqGS:TEM

Capitalizzazione di mercato: US$8.3b

Tempus AI Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Eric Lefkofsky

Amministratore delegato

US$41.5m

Compenso totale

Percentuale dello stipendio del CEO1.89%
Mandato del CEOno data
Proprietà del CEO23.4%
Durata media del management4.5yrs
Durata media del Consiglio di amministrazione5.1yrs

Aggiornamenti recenti sulla gestione

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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
User avatar
Nuova narrazione 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Eric Lefkofsky rispetto agli utili di Tempus AI?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$303m

Dec 31 2025US$41mUS$783k

-US$245m

Sep 30 2025n/an/a

-US$203m

Jun 30 2025n/an/a

-US$199m

Mar 31 2025n/an/a

-US$720m

Dec 31 2024US$29mn/a

-US$745m

Sep 30 2024n/an/a

-US$801m

Jun 30 2024n/an/a

-US$790m

Mar 31 2024n/an/a

-US$293m

Dec 31 2023US$2kn/a

-US$254m

Sep 30 2023n/an/a

-US$276m

Dec 31 2022US$2kn/a

-US$334m

Compensazione vs Mercato: La retribuzione totale di Eric ($USD 41.50M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).

Compensazione vs guadagni: La retribuzione di Eric è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Eric Lefkofsky (55 yo)

no data
Mandato
US$41,495,833
Compensazione

Mr. Eric P. Lefkofsky, J.D., is Co-Founder & Chairman of Pathos AI, Inc. Mr. Lefkofsky was Executive Director of Pathos AI, Inc. Mr. Eric P. Lefkofsky is Co-Founder of Groupon, Inc. from November 2023. He...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Eric Lefkofsky
Co-Founderno dataUS$41.50m23.42%
$ 1.9b
James Rogers
Chief Financial Officer5.1yrsUS$6.36m0.0056%
$ 463.5k
Erik Phelps
EVP of Administration & Operations5.9yrsUS$4.55m0.014%
$ 1.2m
Andrew Polovin
Executive VP2.1yrsUS$6.58m0.014%
$ 1.1m
Ryan Fukushima
Chief Executive Officer of Data & Appsless than a yearUS$11.60m0.42%
$ 35.1m
Ryan Bartolucci
Chief Accounting Officerno dataNessun dato0.012%
$ 1.0m
Shane Colley
Chief Technology Officerno dataNessun datoNessun dato
Kate Sasser
Chief Scientific Officer3.6yrsNessun datoNessun dato
Elizabeth Krutoholow
Vice President of Investor Relations & Competitive Intelligenceno dataNessun datoNessun dato
Christina Antoniou
Senior VP & Head of Corporate Development5.3yrsNessun datoNessun dato
Stacey Kraft
Chief People Officer4yrsNessun datoNessun dato
Lauren Silvis
Senior Vice President of External Affairs6.7yrsNessun datoNessun dato
4.5yrs
Durata media
47yo
Età media

Gestione esperta: Il team dirigenziale di TEM è considerato esperto (durata media dell'incarico 4.5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Eric Lefkofsky
Co-Founderno dataUS$41.50m23.42%
$ 1.9b
Peter Barris
Independent Director8.7yrsUS$199.67k0.058%
$ 4.8m
Theodore Leonsis
Independent Director7.3yrsUS$187.17k0.040%
$ 3.3m
David Epstein
Independent Director2.3yrsUS$187.25k0.0045%
$ 370.7k
Eric Belcher
Independent Director7.3yrsUS$187.17k0.0082%
$ 679.1k
Scott Gottlieb
Independent Director6.6yrsUS$187.17k0.00070%
$ 58.0k
Jennifer Doudna
Independent Director5.1yrsUS$188.18k0.0060%
$ 497.5k
Wayne Frederick
Independent Director5.6yrsUS$187.17k0%
$ 0
Bashir Babar
Member of Advisory Board1.1yrsNessun datoNessun dato
Nadja West
Independent Director5.1yrsUS$187.17k0.0065%
$ 538.2k
David Carbone
Advisory Board Member1.1yrsNessun datoNessun dato
Tapan Kadia
Member of Advisory Board1.1yrsNessun datoNessun dato
5.1yrs
Durata media
61yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TEM sono considerati esperti (durata media dell'incarico 5.1 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/25 06:28
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Tempus AI, Inc. è coperta da 23 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Catherine Ramsey SchulteBaird
Michael RyskinBofA Global Research
Mark MassaroBTIG