Loading...
TEM logo

Tempus AI, Inc.NasdaqGS:TEM 주식 보고서

시가총액 US$8.3b
주가
US$46.18
US$67.2
31.3% 저평가 내재 할인율
1Y-26.2%
7D5.9%
1D
포트폴리오 가치
보기

Tempus AI, Inc.

NasdaqGS:TEM 주식 리포트

시가총액: US$8.3b

Tempus AI (TEM) 주식 개요

는 미국에서 헬스케어 기술 회사로 운영되고 있습니다. 자세히 보기

TEM 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장1/6
과거 실적0/6
재무 건전성2/6
배당0/6

TEM Community Fair Values

Create Narrative

See what 216 others think this stock is worth. Follow their fair value or set your own to get alerts.

Tempus AI, Inc. 경쟁사

가격 이력 및 성과

Tempus AI 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$46.18
52주 최고가US$104.32
52주 최저가US$41.73
베타0
1개월 변동-11.40%
3개월 변동-20.31%
1년 변동-26.18%
3년 변동n/a
5년 변동n/a
IPO 이후 변동14.73%

최근 뉴스 및 업데이트

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
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
새로운 내러티브 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?
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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
새로운 내러티브 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

주주 수익률

TEMUS Life SciencesUS 시장
7D5.9%3.2%1.1%
1Y-26.2%8.3%28.7%

수익률 대 산업: TEM은 지난 1년 동안 8.3%의 수익을 기록한 US Life Sciences 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: TEM은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

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%

안정적인 주가: TEM는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: TEM의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
20153,800Eric Lefkofskywww.tempus.com

는 미국에서 의료 기술 회사로 운영되고 있습니다. 이 회사는 임상의의 데스크톱과 실험실 진단 기능, 분석 플랫폼, 멀티모달 데이터 저장소 간의 폐쇄 루프 풀스택 양방향 통합인 Tempus 플랫폼과 의사 및 기타 의료 서비스 제공자를 위한 임상 애플리케이션으로 진단 제품 라인에서 NGS 검사를 위한 엔드투엔드 애플리케이션으로 사용할 수 있는 Hub를 제공합니다. 또한 생명과학 및 고급 정밀 연구를 위한 소프트웨어 애플리케이션인 렌즈(Lens), NGS 진단, PCR 프로파일링, 기타 해부학 및 분자 병리 검사와 같은 진단 서비스, 다중 분석을 통한 대형 패널 고형 종양 및 혈액학 검사, 정상 혈액 또는 타액 분석을 통해 대형 패널 DNA, RNA 전체 전사체 및 부수적인 생식세포 결과를 제공하는 핵심 임상 분석(xT 및 xR)을 제공합니다.

Tempus AI, Inc. 기초 지표 요약

Tempus AI의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
TEM 기초 통계
시가총액US$8.29b
순이익 (TTM)-US$302.91m
매출 (TTM)US$1.36b
6.1x
주가매출비율(P/S)
-27.4x
주가수익비율(P/E)

TEM는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
TEM 손익계산서 (TTM)
매출US$1.36b
매출원가US$499.43m
총이익US$864.74m
기타 비용US$1.17b
순이익-US$302.91m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)-1.69
총이익률63.39%
순이익률-22.20%
부채/자본 비율296.1%

TEM의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 21:25
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Tempus AI, Inc.는 23명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Catherine Ramsey SchulteBaird
Michael RyskinBofA Global Research
Mark MassaroBTIG