View ValuationTempus AI 향후 성장Future 기준 점검 1/6Tempus AI (는) 각각 연간 47.5% 및 16.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 48.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.1% 로 예상됩니다.핵심 정보47.5%이익 성장률48.28%EPS 성장률Life Sciences 이익 성장17.5%매출 성장률16.4%향후 자기자본이익률19.06%애널리스트 커버리지Good마지막 업데이트11 May 2026최근 향후 성장 업데이트Major Estimate Revision • May 12Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$1.67 to -US$2.04 per share. Revenue forecast unchanged at US$1.59b. Life Sciences industry in the US expected to see average net income growth of 12% next year. Consensus price target down from US$72.40 to US$67.20. Share price fell 13% to US$48.46 over the past week.Price Target Changed • May 11Price target decreased by 7.2% to US$67.20Down from US$72.40, the current price target is an average from 15 analysts. New target price is 39% above last closing price of US$48.46. Stock is down 23% over the past year. The company is forecast to post a net loss per share of US$2.04 next year compared to a net loss per share of US$1.41 last year.공지 • May 07Tempus AI, Inc. Increases Earnings Guidance for the Full Year 2026Tempus AI, Inc. increased earnings guidance for the full year 2026. For the period, the company expects revenue in range of $1.59 billion to $1.60 billion, which represents ~25% annual growth.Price Target Changed • Apr 13Price target decreased by 8.4% to US$72.40Down from US$79.07, the current price target is an average from 15 analysts. New target price is 57% above last closing price of US$45.98. Stock is up 6.6% over the past year. The company is forecast to post a net loss per share of US$1.60 next year compared to a net loss per share of US$1.41 last year.Price Target Changed • Mar 03Price target decreased by 11% to US$77.50Down from US$86.71, the current price target is an average from 14 analysts. New target price is 51% above last closing price of US$51.40. Stock is down 2.5% over the past year. The company is forecast to post a net loss per share of US$1.58 next year compared to a net loss per share of US$1.41 last year.Major Estimate Revision • Mar 03Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$1.58b to US$1.59b. Forecast EPS reduced from -US$1.27 to -US$1.67 per share. Life Sciences industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$85.69 to US$80.14. Share price fell 6.9% to US$53.31 over the past week.모든 업데이트 보기Recent updates실시간 뉴스 • May 12Cathie Wood’s ARK Backs Tempus AI as Data Assets and Diagnostic Revenue Opportunities GrowARK Investment Management increased its position in Tempus AI by purchasing more than 155,000 shares, reflecting a stronger focus on AI-driven healthcare and data-centric companies over some established tech holdings such as AMD. Tempus AI reports access to over 450 petabytes of clinical and genomic data and is pushing into adjacent diagnostic areas, including scaling ECG-based testing that management estimates could contribute more than US$200m in additional revenue. Ambry Genetics, a subsidiary of Tempus AI, received the MedTech Breakthrough Award for "Best Overall Health Informatics Solution" for its CARE Program, an EHR-integrated tool that helps identify patients at higher risk for breast and hereditary cancers and streamlines genetic testing workflows. Taken together, these updates point to a company that is building both data assets and clinical touchpoints, with third-party recognition and investor interest focused on its role in AI-driven diagnostics and decision support. If you are considering Tempus AI, the key questions are how effectively it can convert its large data repository and new diagnostic offerings into sustained commercial adoption and how competitive and regulatory pressures may affect that path.Major Estimate Revision • May 12Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$1.67 to -US$2.04 per share. Revenue forecast unchanged at US$1.59b. Life Sciences industry in the US expected to see average net income growth of 12% next year. Consensus price target down from US$72.40 to US$67.20. Share price fell 13% to US$48.46 over the past week.Price Target Changed • May 11Price target decreased by 7.2% to US$67.20Down from US$72.40, the current price target is an average from 15 analysts. New target price is 39% above last closing price of US$48.46. Stock is down 23% over the past year. The company is forecast to post a net loss per share of US$2.04 next year compared to a net loss per share of US$1.41 last year.공지 • May 07Tempus AI, Inc. Increases Earnings Guidance for the Full Year 2026Tempus AI, Inc. increased earnings guidance for the full year 2026. For the period, the company expects revenue in range of $1.59 billion to $1.60 billion, which represents ~25% annual growth.Seeking Alpha • May 07Tempus AI: Another Post-Earnings Dip Worth BuyingSummary Tempus AI presents a compelling long-term opportunity, with strong data adoption and an expanding addressable market beyond Oncology. Q1 showed mixed results: robust Oncology testing, Hereditary weakness, decelerating revenue growth, but narrowing losses and gross margin expansion. Record $1.1B TCV and 126% net revenue retention underscore Tempus AI's durable value proposition and client stickiness. Despite near-term execution risks and slower growth, I reiterate a buy rating as valuation contraction enhances risk/reward. Read the full article on Seeking AlphaReported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.70 loss per share (further deteriorated from US$0.40 loss in 1Q 2025). Revenue: US$348.1m (up 36% from 1Q 2025). Net loss: US$125.9m (loss widened 85% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Life Sciences industry in the US.내러티브 업데이트 • Apr 28TEM: Data Partnerships And Backlog Will Support Future Oncology Data MonetizationAnalysts 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.공지 • Apr 21Tempus AI, Inc. to Report Q1, 2026 Results on May 05, 2026Tempus AI, Inc. announced that they will report Q1, 2026 results on May 05, 2026공지 • Apr 14Tempus AI, Inc. Launches Automated Active Follow-Up ServiceTempus AI, Inc. announced the launch of an automated clinical update service designed to support guideline-concordant care by placing patients on an active follow-up track. This integrated workflow provides clinicians with ongoing therapy monitoring and context-aware notifications seamlessly delivered through Hub, Tempus’ secure, AI-enabled physician portal. Because NCCN guidelines, FDA approvals, and patient context can all evolve rapidly, an initial genomic report can quickly become outdated relative to a patient’s ongoing treatment journey. Tempus is addressing this challenge by automatically surfacing updated therapy recommendations when clinical guidelines change or new therapeutic options emerge—all without requiring a new patient sample. This ensures that patient insights remain as current as the science, supporting evidence-based decision-making throughout the patient’s treatment journey.Price Target Changed • Apr 13Price target decreased by 8.4% to US$72.40Down from US$79.07, the current price target is an average from 15 analysts. New target price is 57% above last closing price of US$45.98. Stock is up 6.6% over the past year. The company is forecast to post a net loss per share of US$1.60 next year compared to a net loss per share of US$1.41 last year.내러티브 업데이트 • Apr 13TEM: Data Partnerships And Backlog Will Support Future Precision Oncology LeadershipNarrative 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.공지 • Apr 08Tempus AI, Inc., Annual General Meeting, May 21, 2026Tempus AI, Inc., Annual General Meeting, May 21, 2026.공지 • Apr 01Tempus AI, Inc. Announces Results from ALERT TrialTempus AI, Inc. announced results from the ALERT (Addressing undertreatment and heaLth Equity in aortic stenosis and mitral regurgitation using an integrated ehR plaTform) trial, which were recently presented at the American College of Cardiology’s 75th Annual Scientific Session & Expo. The study, conducted in collaboration with Medtronic, found that automated electronic clinician notifications (ECNs) integrated into the electronic health record (EHR) significantly improve the timely evaluation and treatment of patients with significant aortic stenosis (AS) and mitral regurgitation (MR). Valvular heart disease is a leading cause of morbidity and mortality, yet it remains frequently undertreated. For patients with untreated symptomatic severe AS, mortality approaches 50% within just two years. Similarly, untreated severe MR carries a median survival of only five years. The ALERT trial was designed to determine if automated, AI-driven alerts could bridge this critical gap in care delivery. By leveraging the Tempus Next platform, which applies natural language processing to accurately extract findings from echocardiogram reports, the trial enabled real-time detection of significant disease and automatically delivered notifications with site-specific guideline-based care notifications directly to providers. The ALERT trial included 765 clinicians and 2,016 echocardiograms across five U.S. health systems and 35 hospitals. The study met its primary endpoint, demonstrating that automated ECN alerts were superior to usual care in a win ratio analysis (win ratio 1.27; P = .007), meaning patients in the alert group were 27% more likely to be evaluated by the multidisciplinary heart team or receive a valve intervention than those in the usual care group. By delivering actionable data directly to providers, the system facilitated a 40% relative increase in life-saving valve procedures (13.4% vs. 9.6%) and a 27% increase in multidisciplinary heart team evaluations (22.7% vs. 17.9%) within just 90 days. These alerts effectively reduced clinical inertia, prompting earlier specialist referrals and ensuring patients received interventions within established benchmarks for timely care. Beyond clinical efficiency, a central objective of the ALERT trial was to confront the persistent disparities that leave women, older adults, racial and ethnic minorities, and rural residents at higher risk of being undertreated. These findings suggest that EHR-integrated clinical decision support can serve as a powerful, scalable 'safety net,' standardizing care delivery to help ensure high-risk findings receive timely action regardless of a patient's demographics or care setting. While the ALERT trial was conducted in collaboration with Medtronic, the automated clinician notifications were designed to be device-agnostic to promote standardized care delivery, without requiring providers to use specific Medtronic devices for recommended evaluations or interventions.내러티브 업데이트 • Mar 26TEM: Data Partnerships And Backlog Will Drive Future Precision Oncology ExecutionAnalysts 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.공지 • Mar 11Tempus Ai, Inc. Announces the Publication of A New Study in Jco Precision OncologyTempus AI, Inc. announced the publication of a new study in JCO Precision Oncology highlighting how advanced features of comprehensive genomic profiling (CGP) expand treatment options for cancer patients in community oncology settings. The study, conducted in collaboration with The Oncology Institute (TOI), reveals that features such as tumor-normal matched sequencing, RNA sequencing, and liquid biopsy reflex identify actionable findings that are missed by more limited standard in-network testing. While organizations like ASCO and the NCCN strongly advocate for CGP to guide precision therapies, current guidelines often lack specificity regarding the exact composition or essential features required within these panels. This research demonstrates that CGP value extends far beyond simple panel size, highlighting the utility of advanced testing features to more fully capture clinically relevant findings. In the study, 12% (approximately 1 in 8) of patients across the pilot and expanded cohorts had potentially actionable findings associated with an approved therapy identified solely through advanced Tempus features—such as tumor-normal matching, RNA sequencing, and liquid biopsy reflex testing—that would otherwise have been missed by less comprehensive tests.내러티브 업데이트 • Mar 11TEM: Data Partnerships And Backlog Will Support Future Precision Oncology UpsideOur 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.새 내러티브 • Mar 04Heavy AI Infrastructure And Rising Costs Will Pressure Data Economics Yet Eventually Support UpsideCatalysts 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?Price Target Changed • Mar 03Price target decreased by 11% to US$77.50Down from US$86.71, the current price target is an average from 14 analysts. New target price is 51% above last closing price of US$51.40. Stock is down 2.5% over the past year. The company is forecast to post a net loss per share of US$1.58 next year compared to a net loss per share of US$1.41 last year.Recent Insider Transactions Derivative • Mar 03Chief Financial Officer notifies of intention to sell stockJames Rogers intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$53.25, it would amount to US$723k. Since March 2025, James' direct individual holding has increased from 17.76k shares to 24.65k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Mar 03Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$1.58b to US$1.59b. Forecast EPS reduced from -US$1.27 to -US$1.67 per share. Life Sciences industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$85.69 to US$80.14. Share price fell 6.9% to US$53.31 over the past week.Recent Insider Transactions • Feb 26Executive VP recently sold US$1.1m worth of stockOn the 20th of February, Andrew Polovin sold around 19k shares on-market at roughly US$59.77 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$19m more than they bought in the last 12 months.Breakeven Date Change • Feb 25No longer forecast to breakevenThe 14 analysts covering Tempus AI no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$17.0m in 2028. New consensus forecast suggests the company will make a loss of US$53.4m in 2028.공지 • Feb 25+ 1 more updateTempus AI, Inc. (NasdaqGS:TEM) acquired Oneome LLC.Tempus AI, Inc. (NasdaqGS:TEM) acquired Oneome LLC in November 2025. Tempus AI, Inc. (NasdaqGS:TEM) completed the acquisition of Oneome LLC in November 2025.내러티브 업데이트 • Feb 24TEM: Precision Oncology And AI Biomarkers Will Support Future Upside PotentialNarrative 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.Recent Insider Transactions Derivative • Feb 22Executive VP notifies of intention to sell stockAndrew Polovin intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of February. If the sale is conducted around the recent share price of US$59.96, it would amount to US$657k. Since March 2025, Andrew's direct individual holding has decreased from 15.95k shares to 14.22k. Company insiders have collectively sold US$106m more than they bought, via options and on-market transactions in the last 12 months.공지 • Feb 18Tempus AI, Inc. Announces Novel Pan-Cancer HRD-RNA AlgorithmTempus AI, Inc. announced the launch of its new HRD-RNA algorithm. This next-generation model represents a significant improvement in identifying Homologous Recombination Deficiency (HRD), providing a more robust, functional assessment of tumor biology compared to traditional static DNA-based assays. Tempus HRD-RNA is an AI-driven, 1,660-gene logistic regression model designed to identify patients likely to respond to platinum-based chemotherapy or PARP inhibitors. Unlike traditional DNA tests that analyze static "genomic scars"--which may persist even after a patient develops drug resistance--this RNA-based approach provides a dynamic, real-time assessment of a tumor's functional status. By analyzing gene expression rather than structural DNA damage, the algorithm can detect HRD in patients and cancer types where genomic scarring is rare or difficult to identify. This advanced methodology allows the model to capture HRD status in patients who might be missed by DNA-based assays, significantly expanding the population that can be identified for potentially life-saving therapies. A real-world validation study demonstrates that HRD-RNA positive metastatic pancreatic patients treated with first line platinum-based regimens showed a significant reduction in mortality risk compared to those receiving non-platinum first line therapies. These findings, including the complete supporting data, will be published later this year. HRD-RNA is currently available for research use only in the detection of HRD status within solid tumor patient populations and for the identification of patients likely to respond to platinum regimens or PARP inhibitor therapy. Clinical availability is expected later this year.새 내러티브 • Feb 18Genomics And AI Data Licensing Will Transform Long Term Oncology OutcomesCatalysts 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?공지 • Feb 10Tempus AI, Inc. to Report Q4, 2025 Results on Feb 24, 2026Tempus AI, Inc. announced that they will report Q4, 2025 results on Feb 24, 2026내러티브 업데이트 • Feb 10TEM: AI Biomarker Advancements In Oncology Will Drive Future ReturnsAnalysts 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.공지 • Jan 27Tempus Ai, Inc. Reveals Its AI-Driven IPS Test More Accurately Predicts Immunotherapy Benefit Compared to Conventional BiomarkersTempus AI, Inc. announced results from a new study demonstrating that its algorithmic test, Immune Profile Score (IPS), more accurately predicts outcomes for patients receiving immune checkpoint inhibitors (ICIs) than conventional biomarkers, including tumor mutational burden (TMB) and microsatellite instability (MSI), and PD-L1. IPS is a multimodal biomarker that combines known and novel clinical and immune-related biomarkers from DNA and RNA analysis to predict a patient's response to ICI-based therapy. The new clinical validation results demonstrate that IPS consistently outperforms conventional biomarkers, highlighting its potential to change the way physicians can identify patients most likely to benefit from immunotherapy. In four independent validation cohorts of pan-cancer metastatic solid organ cancer patients, IPS was shown to be a more accurate predictor of ICI outcomes (HR=0.45) than TMB, MSS, and PD-L1, demonstrating prognostic utility that is independent of those conventional biomarkers. IPS identified 13% of patients with microsatellite stable colorectal cancer who demonstrated strong real-world overall survival with ICI treatment (HR=0.2), indicating that ICI immunotherapy may be a viable option for a key patient population that might have been overlooked with conventional biomarkers alone. Beyond colorectal cancer, the study's findings highlight how IPS could expand treatment options for patients with rare cancers. IPS classified 17% of patients with rare metastatic solid tumors as "IPS-High," despite these patients not falling within a cancer-specific FDA-approved ICI label. The significant difference in median real-world overall survival in "IPS High" versus "IPS-Low" patients (HR=0.26) shows that ICI could be a relevant and potentially life-saving option for patients that might otherwise be missed. The test is available as an add-on for clinicians ordering Tempus' xT (DNA) and xR (RNA) assays, helping to manage patients on immunotherapy by utilizing data already collected as part of a patient's standard sequencing.내러티브 업데이트 • Jan 26TEM: Oncology Data Collaborations And AI Pathology Will Drive Future ReturnsAnalysts 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).공지 • Jan 21Tempus AI, Inc. Announces the Launch of Paige PredictTempus AI, Inc. announced the launch of Paige Predict, a suite of cutting-edge digital pathology applications that analyze hematoxylin and eosin (H&E) whole slide images to help inform testing decisions. The AI-powered solution is designed to predict the likely presence or absence of clinically actionable and relevant biomarkers directly from a single H&E slide, offering physicians insights even when tissue samples are insufficient for full molecular profiling. As the demand for next-generation sequencing (NGS) and immunohistochemistry (IHC) testing grows, so does the challenge of limited tissue availability. When a sample is "quantity not sufficient" (QNS), patients can face delays of days or weeks for testing results, waiting for repeat biopsies or alternative testing, ultimately prolonged uncertainty and potentially impacting treatment options. Paige Predict's ability to use an H&E image to identify biomarkers that are more or less likely to be present in the specimen can be used by clinicians to inform the sequence in which they will order confirmatory tissue-based tests, maximizing the likelihood of receiving an actionable result before exhausting tissue. Leveraging Tempus and Paige's intelligent digital pathology platform and proprietary AI products, Paige Predict identifies critical biomarker information from even scarce amounts of tissue and analyzes H&E images to predict the likelihood of 123 biomarkers and oncogenic molecular pathways in 16 cancer types, including NSCLC, prostate, breast, pancreatic, colorectal, and more. Results are automatically delivered with the clinical report to ordering physicians. Paige Predict was built using Paige's foundation model and a combined, multimodal cohort from Tempus and Paige, which contains de-identified data on over 200,000 patients. The model has been rigorously validated to demonstrate performance, generalizability and robustness across multiple, diverse datasets, including a large-scale cohort from Tempus.내러티브 업데이트 • Jan 12TEM: Oncology Data Collaborations Will Drive Future Returns Despite Slightly Higher RiskAnalysts 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).Breakeven Date Change • Dec 31Forecast to breakeven in 2028The 14 analysts covering Tempus AI expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$17.7m in 2028. Average annual earnings growth of 44% is required to achieve expected profit on schedule.내러티브 업데이트 • Dec 25TEM: Future Oncology Data Partnerships Will Drive Profits Despite Modestly Higher RiskAnalysts 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).Recent Insider Transactions Derivative • Dec 13Chief Financial Officer notifies of intention to sell stockJames Rogers intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of December. If the sale is conducted around the recent share price of US$75.07, it would amount to US$1.5m. Since December 2024, James' direct individual holding has decreased from 60.06k shares to 27.47k. Company insiders have collectively sold US$265m more than they bought, via options and on-market transactions in the last 12 months.내러티브 업데이트 • Dec 11TEM: Future Profit Margins Will Expand As Federal Oncology Program Catalysts MatureNarrative 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).공지 • Dec 09Tempus AI, Inc. Announces Ten Abstracts Accepted for Presentation at the 2025 San Antonio Breast Cancer SymposiumTempus AI, Inc. announced that ten abstracts have been accepted for presentation at the 2025 San Antonio Breast Cancer Symposium (SABCS). The meeting takes place December 9-12 at the Henry B. Gonzalez Convention Center in San Antonio, Texas. Tempus will highlight its latest scientific and clinical research findings via ten poster presentations: Integrative Modeling of Multimodal Real-World Data for Improved Risk Stratification of First-Line CDK4/6 inhibitor plus endocrine treatment and identify predictors of response. This study demonstrated that multimodal real-world data collected during routine care can provide valuable insights into the biology of response to CDK4/6 inhibitors in patients with metastatic breast cancer and help improve patient stratification. Distinct Transcriptional and Immunosuppressive Microenvironment Signatures in PIK3CA-mutant Hormone Receptor Positive (HR+)/HER2- Metastatic Breast Cancer (MBC). Date/Time: December 10, 2025, 12:30 p.m. - 2:30 p.m. CDT. Presentation Number: PS1-11-08. Summary: This study compared transcriptomic and immune profiles in HR+/HER2- metastatic breast cancer across wild-type, PIK3CA-mutants, ESR1-mutant, and co-mutant groups. SFRP2 downregulation was specific to ESR1-mutant tumors, while SCGB2A2 was robustly upregulated in PIK3CA- mutant and co-mutant tumors, suggesting its potential as a diagnostic and therapeutic target. Immune analysis revealed increased M2 macrophages and regulatory T cells in PIK3CA- mutualant and co-mutant tumor, with the most pronounced immunosuppressive microenvironment in PIK3CA-Mutant cases. A notable percentage of patients with localized and de novo metastatic disease displayed TMB high status and/or PD-L1 positivity. Additionally, TMB-high and PD-L1 positive patients with de novo metastatic disease treated with first-line chemotherapy or anti-HER2 therapy had significantly worse real-world overall survival (rwOS), suggesting a potential therapeutic benefit of incorporating immunotherapy into the treatment paradigm, in both localized and metastatic disease settings. Furthermore, observed ethnic HLA polymorphisms in the cohort may contribute to differences in outcomes and could potentially guide the development of population-specific immunotherapeutic strategies. Real-World Data (RWD) Outcome Analysis of ESR1 Mutation Emergence in HR+/HER2 - Metastatic Breast Cancer through the Continuum of Standard of Care Hormonal Therapy. Date/Time: Friday, December 12, 2025, 12:30p.m. - 2:00 p.m. CDT, Presentation Number: PS5-05-02. Summary: This large multimodal RWD outcome analysis from longitudinal molecular surveillance testing (xF) in HR+/HER2. mBC patients treated with AI+CDK4/6 inhibitor (ER)-Positive/Human Epidermal Growth Factor Receptor 2 (HER2)-Negative Metastatic Breast Cancer. Date/Time: December 12, 2025, 12; 12:30 p.m., 2:00 p.m., CDT and Presentation Number: PS5.05-02; Summary: This large multimodAL RWD outcome analysis from longitudinal Molecular surveillance testing (xF)in HR+/HER2- mBC pts treated with AI+ CDK4/6 inhibitors treated with AI+CDK 4/6 inhibitor plus end endocrine treatment and resistance. These insights are essential for pinpointing patient populations who may benefit from novel therapies and for optimizing treatment strategies to ultimately improve outcomes for those with advanced disease.내러티브 업데이트 • Nov 26TEM: Future Profit Margins Will Expand With AI-Powered Clinical PartnershipsAnalysts 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.Recent Insider Transactions Derivative • Nov 25Executive VP notifies of intention to sell stockAndrew Polovin intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of November. If the sale is conducted around the recent share price of US$70.29, it would amount to US$905k. Since December 2024, Andrew's direct individual holding has decreased from 97.41k shares to 27.09k. Company insiders have collectively sold US$362m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Nov 23Co-Founder recently sold US$9.1m worth of stockOn the 20th of November, Eric Lefkofsky sold around 130k shares on-market at roughly US$69.48 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Eric has been a net seller over the last 12 months, reducing personal holdings by US$216m.New Risk • Nov 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$204m Forecast net loss in 3 years: US$18m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$18m net loss in 3 years). Significant insider selling over the past 3 months (US$5.5m sold).Price Target Changed • Nov 10Price target increased by 11% to US$91.33Up from US$82.50, the current price target is an average from 12 analysts. New target price is 28% above last closing price of US$71.56. Stock is down 3.0% over the past year. The company is forecast to post a net loss per share of US$1.50 next year compared to a net loss per share of US$6.23 last year.내러티브 업데이트 • Nov 09TEM: Revenue Will Accelerate With New Real-World Data PartnershipAnalysts 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).Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.46 loss per share. Revenue: US$334.2m (up 85% from 3Q 2024). Net loss: US$80.0m (loss widened 5.5% from 3Q 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Life Sciences industry in the US.공지 • Nov 05+ 1 more updateTempus AI, Inc. Announces Six Abstracts Accepted for Presentation At the Society for Immunotherapy of Cancer Annual Meeting 2025Tempus AI, Inc. announced that six abstracts have been accepted for presentation at the Society for Immunotherapy of Cancer (SITC) Annual Meeting 2025. The meeting is taking place November 5 - 9 at the Gaylord National Convention Center in National Harbor, Maryland. This year, Tempus will highlight its latest scientific and clinical research findings via six poster presentations. A novel multi-omic algorithm to predict real-world outcomes among patients with rare, advanced, solid cancers treated with off-label immune checkpoint inhibitors. Date/Time: November 7, 5:10-6:35 p.m. ET. Location: Exhibit Halls AB. Presentation Number: 157. This study investigates the utility of the Immune Profile Score (IPS) as a molecular signature to predict the effectiveness of immune checkpoint inhibitor (ICI) therapy in rare, advanced solid cancers. Given the clinical unmet need for rare, heterogeneous cancers, the study evaluated 90 eligible patients from Tempus' de-identified real-world database who had a rare, advanced solid cancer diagnosis and received off-label ICI treatment, excluding those with high TMB or MSI. Patients were further categorized as IPS-high or IPS-low. The findings demonstrated that IPS-high patients experienced significantly longer overall survival compared to those categorized as IPS-low. Importantly, IPS maintained its prognostic significance across all patient subgroups and clinically relevant confounders. These results support IPS as a pan-cancer biomarker capable of accurately stratifying ICI treatment outcomes and potentially supporting the label expansion of ICIs to various rare cancer types. Furthermore, a comparison of IPS risk stratification on ICI therapy versus prior non-ICI regimen provided additional insight about IPS's utility as an ICI-specific biomarker. This hypothesis-generating data address an unmet need for patients whom an ICI therapy and predictive biomarker are urgently needed. Ultrahigh tumor mutational burden (TMB) is associated with improved survival outcomes in patients (Pts) treated with immune checkpoint inhibitors (ICIs). Date/Time: Saturday, November 8, 2025; 5:10-6: 35 p.m. ET; Location: Exhibit Halls AB; Presentation Number: 136; Summary: This research evaluates the prognostic value of defining an "ultrahigh" tumor mutational burden (T MB) threshold (40 mutations/MB) compared to the standard 10 mt/MB cutoff for patients receiving immune checkpoint inhibitor (ICI") therapy. Using Tempus Lens, the research team defined a cohort of 17,449 patients with five different cancer types (melanoma, lung, GI, non-melanoma skin, and uterine) from Tempus' de- identified multimodal database. The analysis sought to compare real-world objective response rates (rwORR) and overall survival (rwOS) across low, high, and ultrahigh TMB groups. The findings indicate that patients in the ultrahigh TMB group experience significantly improved clinical outcomes, including enhanced rwORR and better rwOS. This ultrahigh TMB status is also linked to a distinct tumor microenvironment, specifically showing a higher degree of regulatory T cell and myeloid cell infiltration, suggesting that ultrahigh TMB may serve as a novel marker for predicting ICI responsiveness. Impact of androgen receptor mutations on immune infiltration in castration resistant prostate cancer. Date/Time: Saturday, Nov. 8; 5:10-6-6:35 p. m. ET; Location: Exhibit Hall AB; Presentation Number: 140; Summary: A detailed analysis using Tempus' de-identified Real-world database examined the relationship between androgen receptor (AR) alterations and the immune microenvironment in 1,556 patients with off-label immune micro environment in 1,556 patients with the immune micro environment in 1,58 patients with the immune microenvironment.Price Target Changed • Nov 05Price target increased by 10% to US$85.42Up from US$77.55, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$84.49. Stock is up 90% over the past year. The company is forecast to post a net loss per share of US$1.35 next year compared to a net loss per share of US$6.23 last year.내러티브 업데이트 • Oct 26Advances In Precision Medicine And AI Will Reshape Cancer Care FuturesAnalysts 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.공지 • Oct 21Tempus AI, Inc. to Report Q3, 2025 Results on Nov 04, 2025Tempus AI, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 04, 2025Price Target Changed • Oct 21Price target increased by 9.3% to US$80.25Up from US$73.45, the current price target is an average from 12 analysts. New target price is 13% below last closing price of US$92.45. Stock is up 99% over the past year. The company is forecast to post a net loss per share of US$1.32 next year compared to a net loss per share of US$6.23 last year.내러티브 업데이트 • Oct 12Expanding Genomic Testing And AI Will Build Lasting Healthcare ValueTempus 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 09After Leaping 29% Tempus AI, Inc. (NASDAQ:TEM) Shares Are Not Flying Under The RadarDespite an already strong run, Tempus AI, Inc. ( NASDAQ:TEM ) shares have been powering on, with a gain of 29% in the...내러티브 업데이트 • Sep 28Expanding Genomic Testing And AI Will Build Lasting Healthcare ValueTempus 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.공지 • Sep 23Tempus AI, Inc. Receives U.S. FDA 510(k) Clearance for Tempus xR IVD, its RNA NGS in Vitro Diagnostic DeviceTempus AI, Inc. announced it has received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for its RNA-based Tempus xR IVD device. xR IVD will be offered as a life science tool to support drug development programs. RNA sequencing captures a large array of biological information and offers deeper insights into the mechanisms of diseases, including enhanced fusion detection. RNA analysis is increasingly an important tool in research and development because it can identify molecular pathways and networks that are directly involved in disease progression. The Tempus xR IVD assay is a qualitative next generation sequencing-based in vitro diagnostic device that uses targeted high throughput hybridization-based capture technology for detection of rearrangements in two genes, using RNA isolated from formalin-fixed paraffin embedded (FFPE) tumor tissue specimens from patients with solid malignant neoplasms. Information provided by xR IVD is intended to be used by qualified health care professionals in accordance with professional guidelines in oncology for patients with previously diagnosed malignant neoplasms. Results from xR IVD are not intended to be prescriptive or conclusive for labeled use of any specific therapeutic product. The FDA authorization further solidifies Tempus as a one-stop-shop for precision medicine solutions. Collaborators can leverage Tempus' comprehensive collection of intelligent diagnostics and growing multimodal data that supports therapeutic innovation. xR IVD is one of the many solutions Tempus is applying to advance oncology therapeutic research and development.내러티브 업데이트 • Sep 13Expanding Genomic Testing And AI Will Build Lasting Healthcare ValueTempus 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.공지 • Sep 11Tempus AI, Inc. Receives U.S. FDA Special 510(k) Clearance for Updated Tempus Pixel DeviceTempus AI, Inc. announced it has received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for its updated Tempus Pixel, an AI-powered cardiac imaging platform. This update allows the generation of T1 and T2 inline maps, further enhancing the device's capabilities for cardiac MR image analysis. Tempus Pixel provides advanced viewing and automated reporting of cardiac MR images, improving efficiency and accuracy in flow visualization, functional analysis, and tissue characterization. AI-enabled radiology, like Tempus Pixel, enhances medical imaging by rapidly analyzing scans, highlighting subtle abnormalities, and generating consistent, actionable insights. By improving accuracy and efficiency, it empowers clinicians to make faster, more informed decisions and deliver personalized patient care. Unlike conventional MR images that show only brightness differences, T1 and T2 maps provide precise numerical values to cardiac tissue characteristics, helping clinicians detect conditions such as fibrosis, inflammation, or edema, that may otherwise go undetected. With its newly cleared functionality, Tempus Pixel can now generate T1 and T2 inline map directly from raw MRI data, even when the scanner itself does not produce them, calculating values at every pixel across the image to create detailed DICOM maps for comprehensive tissue assessment. Tempus has developed and deployed a suite of advanced algorithms across radiology and pathology, helping physicians deliver more precision, personalized care. Its strategic acquisitions have further strengthened its footprint in these fields. In 2022, Tempus acquired Arterys, incorporating its AI-powered tools for analyzing imaging data--ranging from lung CT scans and chest X-rays to cardiac MRIs-- into Tempus' platform. Most recently, Tempus acquired Paige, an AI company specializing in digital pathology, bringing a proprietary dataset of almost 7 million clinically annotated, de-identified pathology slides to accelerate Tempus' efforts.공지 • Sep 09Tempus AI, Inc. Announces New Study in JCO Precision Oncology Validating PurIST Algorithm for Enhanced Therapy Selection in Pancreatic CancerTempus AI, Inc. announced the publication of a study in JCO Precision Oncology validating the clinical utility of the company's PurIST®? algorithmic diagnostic. The study provides the largest real-world evidence to date supporting the integration of PurIST into routine clinical care for patients with advanced PDAC, with the aim of informing first-line chemotherapy selection and improving patient outcomes. Pancreatic cancer remains one of the most lethal malignancies, with limited therapeutic options and a five-year survival rate of just 12%. For patients with advanced, unresectable PDAC, the two most common first-line chemotherapy regimens, FOLFIRINOX (FFX) and gemcitabine plus nab-paclitaxel (GnP), have shown variable efficacy, and clinicians have lacked robust biomarkers to guide optimal therapy selection. To address this challenge, Tempus collaborated with GeneCentric to develop and deploy PurIST, a clinically validated, RNA-based algorithm test that classifies PDAC tumors as either "classical" or "basal" subtypes. The Tempus-led study analyzed a real-world cohort of 931 patients with advanced PDAC, using the Tempus xR RNA sequencing platform to assign PurIST subtypes. Patients were treated with either first-line FFX or GnP, and clinical outcomes were assessed according to PurIST classification. The study's findings establish PurIST as both a prognostic and predictive biomarker, enabling clinicians to personalize first-line therapy for advanced PDAC patients and maximize the likelihood of improved survival. Prognostic Value: Among patients treated with FFX (N=536), those with the classical subtype had a significantly longer median overall survival (OS) of 11.8 months, compared to 7.0 months for basal subtype patients (Hazard Ratio [HR]=1.86; p; Predictive Value: In patients with the classical subtype and good performance status (ECOG 0 or 1, N=311), treatment with FFX was associated with a 33% relative risk reduction in death compared to GnP (HR=0.67; p<0.009). No comparable benefit was observed in basal subtype patients.Recent Insider Transactions • Aug 29Independent Director recently sold US$1.5m worth of stockOn the 26th of August, Theodore Leonsis sold around 20k shares on-market at roughly US$75.83 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$3.1m. Insiders have been net sellers, collectively disposing of US$351m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Aug 27Independent Director notifies of intention to sell stockTheodore Leonsis intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of August. If the sale is conducted around the recent share price of US$75.83, it would amount to US$1.5m. Since December 2024, Theodore's direct individual holding has increased from 676.00 shares to 89.46k. Company insiders have collectively sold US$349m more than they bought, via options and on-market transactions in the last 12 months.내러티브 업데이트 • Aug 27Expanding Genomic Testing And AI Will Build Lasting Healthcare ValueTempus 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.공지 • Aug 23Tempus AI, Inc. (NasdaqGS:TEM) acquired Paige.AI, Inc. in a transaction valued at $81.2 million.Tempus AI, Inc. (NasdaqGS:TEM) acquired Paige.AI, Inc. in a transaction valued at $81.2 million on August 22, 2025. The consideration consists of $81.25 million, which is being paid predominantly in Tempus common stock, as well as Tempus’ assumption of Paige’s remaining commitment under its existing Microsoft Azure cloud services agreement. Morgan Stanley (NYSE:MS) acted as financial advisor to Paige.AI, Inc. Tempus AI, Inc. (NasdaqGS:TEM) completed the acquisition of Paige.AI, Inc. on August 22, 2025.Recent Insider Transactions • Aug 17Independent Director recently sold US$3.1m worth of stockOn the 13th of August, Theodore Leonsis sold around 44k shares on-market at roughly US$69.90 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$345m more than they bought in the last 12 months.분석 기사 • Aug 15Tempus AI, Inc. (NASDAQ:TEM) Looks Just Right With A 28% Price JumpTempus AI, Inc. ( NASDAQ:TEM ) shareholders would be excited to see that the share price has had a great month, posting...Reported Earnings • Aug 10Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.25 loss per share (improved from US$6.86 loss in 2Q 2024). Revenue: US$314.6m (up 90% from 2Q 2024). Net loss: US$42.8m (loss narrowed 92% from 2Q 2024). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Life Sciences industry in the US.공지 • Aug 09Tempus AI, Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Tempus AI, Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering공지 • Aug 08Tempus AI, Inc. Increases Earnings Guidance for the Full Year 2025Tempus AI, Inc. increased earnings guidance for the full year 2025. For the period, the company now expects revenue of approximately $1.26 billion for the consolidated business, which represents approximately 82% annual growth.공지 • Aug 02Bragar Eagel & Squire, P.C. Files A Class Action Lawsuit Against Tempus Ai, IncBragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Tempus AI, Inc. in the United States District Court for the Northern District of Illinois on behalf of all persons and entities who purchased or otherwise acquired Tempus securities between August 6, 2024 and May 27, 2025, both dates inclusive (the “Class Period”). Investors have until August 11, 2025 to apply to the Court to be appointed as lead plaintiff in the lawsuit. According to the complaint, defendants failed to disclose: (1) Tempus inflated the value of contract agreements, many of which were with related parties, included non-binding opt-ins and/or were self-funded; (2) the credibility and substance of the joint venture with SoftBank was at risk because it gave the appearance of "round-tripping" capital to create revenue for Tempus; (3) Tempus-acquired Ambry had a business model based on aggressive and potentially unethical billing practices that risked scrutiny and unsustainability; (4) AstraZeneca had reduced its financial commitments to Tempus through a questionable "pass-through payment" via a joint agreement between it, the Company and Pathos AI; and (5) the foregoing issues revealed weakness in core operations and revenue prospects. The complaint alleges that on May 28, 2025, Spruce Point Capital Management, LLC issued a report on Tempus that raised numerous red flags over Tempus' management, operations and financial reporting. The Spruce Point Report scrutinized Tempus on an array of issues, including: (1) defendant Eric Lefkofsky and his associates have a history cashing out of companies before public shareholders incur losses or lackluster returns; (2) Tempus' actual AI capabilities are overstated; (3) board members and other executives have been associated with troubled companies that restated financial results; (4) signs of aggressive accounting and financial reporting; (4) issues with the AstraZeneca and Pathos AI deal that merit scrutiny; and (5) the Company's recent financial guidance reveals weakness in core operations. On this news, the price of Tempus common stock fell $12.67 per share, or 19.23%, from a closing price of $65.87 per share on May 27, 2025, to a closing price of $53.20 per share on May 28, 2025.공지 • Jul 22Tempus AI, Inc. to Report Q2, 2025 Results on Aug 08, 2025Tempus AI, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025Recent Insider Transactions Derivative • Jun 18Executive VP notifies of intention to sell stockErik Phelps intends to sell 51k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of June. If the sale is conducted around the recent share price of US$71.28, it would amount to US$3.7m. Since December 2024, Erik's direct individual holding has decreased from 124.07k shares to 69.26k. Company insiders have collectively sold US$342m more than they bought, via options and on-market transactions in the last 12 months.새 내러티브 • Jun 15AstraZeneca 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. 공지 • Jun 03+ 1 more updateTempus AI, Inc. Introduces xM, an Assay to Monitor Immunotherapy Response for Patients with Advanced CancersTempus AI, Inc. announced xM for treatment response monitoring (TRM), a liquid biopsy assay intended to detect molecular response to immune-checkpoint inhibitor (ICI) therapy in advanced solid tumors. xM for TRM is the newest addition to Tempus' growing portfolio of sensitive assays for monitoring molecular response and minimal residual disease (MRD). It is currently available for research use only, with clinical availability expected later this year. In 2023, an estimated 56.55% of patients with advanced or metastatic cancers were eligible for ICIs, with a corresponding estimated response rate of 20.13%.1 xM for TRM is designed to quantify changes in circulating tumor DNA (ctDNA) longitudinally from a blood sample, enabling early molecular response assessment in patients with advanced cancers receiving immunocheckpoint inhibitors (ICI) alone or combination therapies. xM for TRM leverages a unique multi-parametric algorithm, integrating copy number variations (CNVs), along with somatic andgerline variant allele frequencies (VAFs), for a comprehensive and robust estimation of circulating tumor fraction. Tempus is presenting new data on xM for TRM at the 2025 American Society of Clinical Oncology (ASCO®?) Annual Meeting, highlighting the assay's potential to help clinicians monitor response and refine treatment strategies for patients with advanced cancers. Title: A molecular biomarker for longitudinal monitoring of therapeutic efficacy in a real-world cohort of advanced solid tumors treated with immune checkpoint inhibitors. Date/Time: June 2, 2025; 1:30 PM-4:30 PM CDT; Location: Poster Section Developmental Therapeutics--Immunotherapy (Poster #205). Overview: Tempus xM for TRM, a liquid biopsy test, monitors treatment response by tracking ctDNA dynamics over time. Longitudinal non-molecular responders are associated with worse survival compared to molecular responders, highlighting the value of xM molecular response monitoring as a tool to guide ICI treatment decisions.공지 • Jun 01Tempus Ai, Inc. Introduces Fuses, A Program Designed to Transform Therapeutic Research and Build the Largest Diagnostic Platform Using Its Novel Foundation ModelTempus AI, Inc. announced the launch of its Fuses program. This initiative will harness Tempus' proprietary dataset to generate valuable insights for both patient care and research, combining the power of its data and machine learning capabilities to develop an AI enabled-diagnostic platform offering physicians the largest suite of algorithmic tests designed to make precision medicine a reality. Over the past decade, Tempus has built a multimodal data library of over 40 million research records, including more than 1.5 million records with matched clinical data linked with genomic information, 2 million records with imaging data, and approximately 300,000 records with genomic and whole transcriptomic data. The scale and size of this data library will allow the company to uncover groundbreaking discoveries that were previously out of reach. Fuses will accelerate Tempus' comprehensive testing portfolio, expanding its suite of AI-enabled diagnostics. Insights from Fuses will be developed into clinically validated algorithmic diagnostics that may enable highly personalized care, such as identifying patients unlikely to respond to approved therapies or those at risk of severe treatment-related events. Tempus has already begun this work with last year's launch of its Immune Profile Score (IPS) a multimodal biomarker that can be used as a prognostic indicator for adult patients with metastatic pan-solid tumors eligible for immune checkpoint inhibitor (ICI)-based therapy. The foundational model behind Fuses is learning generalizable rules determining prognosis and drug benefit in real-world practice. With the goal of furthering researchers' understanding of why certain clinical trials fail, identify new indications for investigational drugs, optimize trial design, and uncover combination therapies to broaden patient benefit. By revealing biomarker rules, the model may also surface mechanisms of drug response and resistance to inspire a new generation of companion diagnostics and therapeutic research.Recent Insider Transactions • May 25Co-Founder recently sold US$1.1m worth of stockOn the 20th of May, Eric Lefkofsky sold around 17k shares on-market at roughly US$63.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$82m. Eric has been a net seller over the last 12 months, reducing personal holdings by US$206m.Recent Insider Transactions Derivative • May 21Chief Financial Officer notifies of intention to sell stockJames Rogers intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$63.74, it would amount to US$746k. Since June 2024, James' direct individual holding has decreased from 118.06k shares to 17.76k. Company insiders have collectively sold US$339m more than they bought, via options and on-market transactions in the last 12 months.Board Change • May 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Jennifer Doudna was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Major Estimate Revision • May 13Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$1.29 to -US$1.64 per share. Revenue forecast unchanged at US$1.25b. Life Sciences industry in the US expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at US$62.00. Share price rose 16% to US$62.69 over the past week.Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.40 loss per share (improved from US$1.47 loss in 1Q 2024). Revenue: US$255.7m (up 75% from 1Q 2024). Net loss: US$68.0m (loss narrowed 27% from 1Q 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US.공지 • May 07Tempus AI, Inc. Increases Earnings Guidance for Full Year 2025Tempus AI, Inc. increased earnings guidance for full year 2025. The company now expects full year revenue of approximately $1.25 billion for the consolidated Tempus and Ambry Genetics business, which represents approximately 80% annual growth.공지 • May 06Tempus Ai, Inc. Announces Notetaker, Its Ai-Powered Clinical Assistant for PsychiatryTempus AI, Inc. has announced the launch of Notetaker, an AI-powered clinical assistant to aid psychiatrists in generating progress notes. Notetaker, which is available in Tempus Hub, aggressively records patient sessions to generate transcripts and clinical notes that can be seamlessly stored in patients' electronic health records. Notetaker complements Tempus' existing mental health platform designed to support clinicians in delivering personalized care. It joins other precision medicine solutions, including the Tempus nP pharmacogenomic test and PRO, the company's patient reported outcome solution. Key features of Notetaker include: Recording Sessions: Notetaker effortlessly transcribes and processes the session in real-time, capturing key details with precision, including specialized psychiatric terminology and medications. Generating Notes: At the end of each session, a clinical note is automatically created, highlighting essential information such as symptoms, progress, and action plans for quick review. Refining During Review: Clinicians can easily review and modify the autogenerated note using the Magic Edit features to adjust formatting or details according to their preferences. Care Gap Notification: Notetaker identifies and helps close care gaps with real-time pharmacogenomic insights for medications under consideration. Notetaker is capable of understanding more than 30 languages, including English, Spanish, and Chinese. It can seamlessly recognize language switching without the need to set a specific language in advance. With adjustable settings tailored for telehealth, in-person sessions, and dictation, Notetaker adapts to various environments for adequate audio capture. While providers are responsible for obtaining all necessary consents before recording sessions, Notetaker supports HIPAA-compliant data transfer and storage.공지 • May 01Tempus AI, Inc. Time Network Expands Support of Phase I Clinical Trials to Accelerate Activation and EnrollmentTempus AI, Inc. is leveraging its TIME Network to expand its support in phase I clinical trials. Since its inception in 2019, TIME has supported the rapid patient identification and site activation of clinical trials, bringing cutting-edge trials to patients in communities across the U.S. To further expand its support of phase I trials, Tempus has formed the TIME Precision Network, a group of investigators leading the phase I study platform with a focus on activating and enrolling quickly across over 40 phase I-capable research centers. Most recently, TIME enrolled the First Patient In (FPI) for multiple phase I trials. The TIME Network is powered to efficiently enroll patients within its participating data-integrated site base, in which patients are identified and matched to trials and sites are activated within days or weeks. At the Taylor Cancer Research Center (TCRC), Tempus activated the site in approximately two weeks for the Nimbus 9216-101 study, and enrolled its first patient within one month of site activation. For the Pathos P300-02-001 study, Tempus screened and enrolled the trial's first and second patients at Nebraska Cancer Specialists and Oncology Consultants within weeks.공지 • Apr 28Tempus AI, Inc. Introduces Loop, an AI-Powered Target Discovery and Validation PlatformTempus AI, Inc. announced Tempus Loop, a new oncology-focused platform for target discovery and validation. Loop is Tempus' proprietary approach to novel target identification that integrates real-world patient data (RWD) with human-derived biological models and CRISPR-screens, all leveraging AI to rapidly uncover insights for pre-clinical therapeutic development. One of the biggest industry challenges has been translating promising preclinical experiments into treatments that can benefit patients. Conventional approaches in target discovery and validation rely on cell lines or animal models, which may not be reliable representations of human tumors. Loop's approach is uniquely powerful because it leverages Tempus' rich RWD to identify patient subpopulations with similar clinical, pathologic, and molecular patterns, followed by use of systems biological approaches to help reveal novel target genes and multimodal signatures. These signatures allow Tempus to seamlessly map patient subcohorts to relevant patient-derived organoids (PDOs), which the company has been expanding for years. By ensuring continuity between RWD and PDOs, Tempus can validate targets using high-throughput functional screens in models that more closely reflect patient attributes. This seamless integration--RWD to PDO and back--can help to enable rapidhesis generation and testing in the most relevant disease models, accelerating target discovery and validation. Tempus has already deployed its Loop platform to prioritize drug targets in patient subpopulations with severe unmet needs for a large pharmaceutical company. By incorporating a lab-in-the-loop strategy, its biological modeling and functional screening capabilities were able to confirm and validate these targets within a year, a significant acceleration of the standard discovery timeline.공지 • Apr 24Tempus AI, Inc. to Report Q1, 2025 Results on May 06, 2025Tempus AI, Inc. announced that they will report Q1, 2025 results on May 06, 2025Seeking Alpha • Apr 20Tempus: The AI Engine Powering HealthcareSummary 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 AlphaRecent Insider Transactions Derivative • Apr 02Chief Operating Officer notifies of intention to sell stockRyan Fukushima intends to sell 60k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of April. If the sale is conducted around the recent share price of US$48.24, it would amount to US$2.9m. Since June 2024, Ryan's direct individual holding has decreased from 1.11m shares to 960.10k. Company insiders have collectively sold US$288m more than they bought, via options and on-market transactions in the last 12 months.공지 • Apr 01Tempus AI, Inc., Annual General Meeting, May 20, 2025Tempus AI, Inc., Annual General Meeting, May 20, 2025.Seeking Alpha • Mar 25Tempus AI's Valuation Bakes In Strong Growth - A Hold For NowSummary 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 AlphaRecent Insider Transactions Derivative • Mar 18Independent Director notifies of intention to sell stockScott Gottlieb intends to sell 56k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$47.17, it would amount to US$2.6m. Scott now holds 1.25k shares directly in their own name. Company insiders have collectively sold US$288m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Mar 18Tempus AI: The Investment Opportunity Of A Decade, Strong BuySummary 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 Alpha공지 • Mar 12Tempus AI, Inc. (NasdaqGS:TEM) acquired Deep 6 AI Inc.Tempus AI, Inc. (NasdaqGS:TEM) acquired Deep 6 AI Inc. on March 11, 2025. Tempus AI, Inc. (NasdaqGS:TEM) completed the acquisition of Deep 6 AI Inc. on March 11, 2025.Recent Insider Transactions Derivative • Mar 11Independent Director notifies of intention to sell stockNadja West intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$50.93, it would amount to US$430k. Nadja now holds 20.54k shares directly in their own name. Company insiders have collectively sold US$288m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$6.23 loss per share (further deteriorated from US$4.20 loss in FY 2023). Revenue: US$693.4m (up 30% from FY 2023). Net loss: US$746.3m (loss widened 181% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US.공지 • Feb 25Tempus Ai, Inc. Provides Earnings Guidance for Full Year 2025Tempus AI, Inc. provided earnings guidance for full year 2025. Tempus now expects full year 2025 revenue of approximately $1.24 billion for the consolidated Tempus and Ambry Genetics business, which represents approximately 79% annual growth.이익 및 매출 성장 예측NasdaqGS:TEM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,284-108129220912/31/20271,942-22915651712/31/20261,594-346-63-31173/31/20261,364-303-220-186N/A12/31/20251,272-245-245-218N/A9/30/20251,105-203-249-221N/A6/30/2025952-199-73-52N/A3/31/2025803-720-213-193N/A12/31/2024693-745-211-189N/A9/30/2024640-801-207-190N/A6/30/2024596-790-325-292N/A3/31/2024562-293-284-249N/A12/31/2023532-254-249-214N/A9/30/2023485-276-266-233N/A12/31/2022321-334-187-168N/A9/30/2022293-325-192-173N/A12/31/2021258-298-224-212N/A9/30/2021285-296-205-193N/A6/30/2021284-286-199-188N/A3/31/2021236-270-209-198N/A12/31/2020188-254-220-207N/A12/31/201962-148N/A-117N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: TEM 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: TEM 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: TEM 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: TEM 의 수익(연간 16.4%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: TEM 의 수익(연간 16.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: TEM의 자본 수익률은 3년 후 19.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/14 02:19종가2026/05/13 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Tempus 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.분석가기관Catherine Ramsey SchulteBairdMichael RyskinBofA Global ResearchMark MassaroBTIG20명의 분석가 더 보기
Major Estimate Revision • May 12Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$1.67 to -US$2.04 per share. Revenue forecast unchanged at US$1.59b. Life Sciences industry in the US expected to see average net income growth of 12% next year. Consensus price target down from US$72.40 to US$67.20. Share price fell 13% to US$48.46 over the past week.
Price Target Changed • May 11Price target decreased by 7.2% to US$67.20Down from US$72.40, the current price target is an average from 15 analysts. New target price is 39% above last closing price of US$48.46. Stock is down 23% over the past year. The company is forecast to post a net loss per share of US$2.04 next year compared to a net loss per share of US$1.41 last year.
공지 • May 07Tempus AI, Inc. Increases Earnings Guidance for the Full Year 2026Tempus AI, Inc. increased earnings guidance for the full year 2026. For the period, the company expects revenue in range of $1.59 billion to $1.60 billion, which represents ~25% annual growth.
Price Target Changed • Apr 13Price target decreased by 8.4% to US$72.40Down from US$79.07, the current price target is an average from 15 analysts. New target price is 57% above last closing price of US$45.98. Stock is up 6.6% over the past year. The company is forecast to post a net loss per share of US$1.60 next year compared to a net loss per share of US$1.41 last year.
Price Target Changed • Mar 03Price target decreased by 11% to US$77.50Down from US$86.71, the current price target is an average from 14 analysts. New target price is 51% above last closing price of US$51.40. Stock is down 2.5% over the past year. The company is forecast to post a net loss per share of US$1.58 next year compared to a net loss per share of US$1.41 last year.
Major Estimate Revision • Mar 03Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$1.58b to US$1.59b. Forecast EPS reduced from -US$1.27 to -US$1.67 per share. Life Sciences industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$85.69 to US$80.14. Share price fell 6.9% to US$53.31 over the past week.
실시간 뉴스 • May 12Cathie Wood’s ARK Backs Tempus AI as Data Assets and Diagnostic Revenue Opportunities GrowARK Investment Management increased its position in Tempus AI by purchasing more than 155,000 shares, reflecting a stronger focus on AI-driven healthcare and data-centric companies over some established tech holdings such as AMD. Tempus AI reports access to over 450 petabytes of clinical and genomic data and is pushing into adjacent diagnostic areas, including scaling ECG-based testing that management estimates could contribute more than US$200m in additional revenue. Ambry Genetics, a subsidiary of Tempus AI, received the MedTech Breakthrough Award for "Best Overall Health Informatics Solution" for its CARE Program, an EHR-integrated tool that helps identify patients at higher risk for breast and hereditary cancers and streamlines genetic testing workflows. Taken together, these updates point to a company that is building both data assets and clinical touchpoints, with third-party recognition and investor interest focused on its role in AI-driven diagnostics and decision support. If you are considering Tempus AI, the key questions are how effectively it can convert its large data repository and new diagnostic offerings into sustained commercial adoption and how competitive and regulatory pressures may affect that path.
Major Estimate Revision • May 12Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$1.67 to -US$2.04 per share. Revenue forecast unchanged at US$1.59b. Life Sciences industry in the US expected to see average net income growth of 12% next year. Consensus price target down from US$72.40 to US$67.20. Share price fell 13% to US$48.46 over the past week.
Price Target Changed • May 11Price target decreased by 7.2% to US$67.20Down from US$72.40, the current price target is an average from 15 analysts. New target price is 39% above last closing price of US$48.46. Stock is down 23% over the past year. The company is forecast to post a net loss per share of US$2.04 next year compared to a net loss per share of US$1.41 last year.
공지 • May 07Tempus AI, Inc. Increases Earnings Guidance for the Full Year 2026Tempus AI, Inc. increased earnings guidance for the full year 2026. For the period, the company expects revenue in range of $1.59 billion to $1.60 billion, which represents ~25% annual growth.
Seeking Alpha • May 07Tempus AI: Another Post-Earnings Dip Worth BuyingSummary Tempus AI presents a compelling long-term opportunity, with strong data adoption and an expanding addressable market beyond Oncology. Q1 showed mixed results: robust Oncology testing, Hereditary weakness, decelerating revenue growth, but narrowing losses and gross margin expansion. Record $1.1B TCV and 126% net revenue retention underscore Tempus AI's durable value proposition and client stickiness. Despite near-term execution risks and slower growth, I reiterate a buy rating as valuation contraction enhances risk/reward. Read the full article on Seeking Alpha
Reported Earnings • May 06First quarter 2026 earnings: EPS misses analyst expectationsFirst quarter 2026 results: US$0.70 loss per share (further deteriorated from US$0.40 loss in 1Q 2025). Revenue: US$348.1m (up 36% from 1Q 2025). Net loss: US$125.9m (loss widened 85% from 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 34%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Life Sciences industry in the US.
내러티브 업데이트 • Apr 28TEM: Data Partnerships And Backlog Will Support Future Oncology Data MonetizationAnalysts 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.
공지 • Apr 21Tempus AI, Inc. to Report Q1, 2026 Results on May 05, 2026Tempus AI, Inc. announced that they will report Q1, 2026 results on May 05, 2026
공지 • Apr 14Tempus AI, Inc. Launches Automated Active Follow-Up ServiceTempus AI, Inc. announced the launch of an automated clinical update service designed to support guideline-concordant care by placing patients on an active follow-up track. This integrated workflow provides clinicians with ongoing therapy monitoring and context-aware notifications seamlessly delivered through Hub, Tempus’ secure, AI-enabled physician portal. Because NCCN guidelines, FDA approvals, and patient context can all evolve rapidly, an initial genomic report can quickly become outdated relative to a patient’s ongoing treatment journey. Tempus is addressing this challenge by automatically surfacing updated therapy recommendations when clinical guidelines change or new therapeutic options emerge—all without requiring a new patient sample. This ensures that patient insights remain as current as the science, supporting evidence-based decision-making throughout the patient’s treatment journey.
Price Target Changed • Apr 13Price target decreased by 8.4% to US$72.40Down from US$79.07, the current price target is an average from 15 analysts. New target price is 57% above last closing price of US$45.98. Stock is up 6.6% over the past year. The company is forecast to post a net loss per share of US$1.60 next year compared to a net loss per share of US$1.41 last year.
내러티브 업데이트 • Apr 13TEM: Data Partnerships And Backlog Will Support Future Precision Oncology LeadershipNarrative 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.
공지 • Apr 08Tempus AI, Inc., Annual General Meeting, May 21, 2026Tempus AI, Inc., Annual General Meeting, May 21, 2026.
공지 • Apr 01Tempus AI, Inc. Announces Results from ALERT TrialTempus AI, Inc. announced results from the ALERT (Addressing undertreatment and heaLth Equity in aortic stenosis and mitral regurgitation using an integrated ehR plaTform) trial, which were recently presented at the American College of Cardiology’s 75th Annual Scientific Session & Expo. The study, conducted in collaboration with Medtronic, found that automated electronic clinician notifications (ECNs) integrated into the electronic health record (EHR) significantly improve the timely evaluation and treatment of patients with significant aortic stenosis (AS) and mitral regurgitation (MR). Valvular heart disease is a leading cause of morbidity and mortality, yet it remains frequently undertreated. For patients with untreated symptomatic severe AS, mortality approaches 50% within just two years. Similarly, untreated severe MR carries a median survival of only five years. The ALERT trial was designed to determine if automated, AI-driven alerts could bridge this critical gap in care delivery. By leveraging the Tempus Next platform, which applies natural language processing to accurately extract findings from echocardiogram reports, the trial enabled real-time detection of significant disease and automatically delivered notifications with site-specific guideline-based care notifications directly to providers. The ALERT trial included 765 clinicians and 2,016 echocardiograms across five U.S. health systems and 35 hospitals. The study met its primary endpoint, demonstrating that automated ECN alerts were superior to usual care in a win ratio analysis (win ratio 1.27; P = .007), meaning patients in the alert group were 27% more likely to be evaluated by the multidisciplinary heart team or receive a valve intervention than those in the usual care group. By delivering actionable data directly to providers, the system facilitated a 40% relative increase in life-saving valve procedures (13.4% vs. 9.6%) and a 27% increase in multidisciplinary heart team evaluations (22.7% vs. 17.9%) within just 90 days. These alerts effectively reduced clinical inertia, prompting earlier specialist referrals and ensuring patients received interventions within established benchmarks for timely care. Beyond clinical efficiency, a central objective of the ALERT trial was to confront the persistent disparities that leave women, older adults, racial and ethnic minorities, and rural residents at higher risk of being undertreated. These findings suggest that EHR-integrated clinical decision support can serve as a powerful, scalable 'safety net,' standardizing care delivery to help ensure high-risk findings receive timely action regardless of a patient's demographics or care setting. While the ALERT trial was conducted in collaboration with Medtronic, the automated clinician notifications were designed to be device-agnostic to promote standardized care delivery, without requiring providers to use specific Medtronic devices for recommended evaluations or interventions.
내러티브 업데이트 • Mar 26TEM: Data Partnerships And Backlog Will Drive Future Precision Oncology ExecutionAnalysts 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.
공지 • Mar 11Tempus Ai, Inc. Announces the Publication of A New Study in Jco Precision OncologyTempus AI, Inc. announced the publication of a new study in JCO Precision Oncology highlighting how advanced features of comprehensive genomic profiling (CGP) expand treatment options for cancer patients in community oncology settings. The study, conducted in collaboration with The Oncology Institute (TOI), reveals that features such as tumor-normal matched sequencing, RNA sequencing, and liquid biopsy reflex identify actionable findings that are missed by more limited standard in-network testing. While organizations like ASCO and the NCCN strongly advocate for CGP to guide precision therapies, current guidelines often lack specificity regarding the exact composition or essential features required within these panels. This research demonstrates that CGP value extends far beyond simple panel size, highlighting the utility of advanced testing features to more fully capture clinically relevant findings. In the study, 12% (approximately 1 in 8) of patients across the pilot and expanded cohorts had potentially actionable findings associated with an approved therapy identified solely through advanced Tempus features—such as tumor-normal matching, RNA sequencing, and liquid biopsy reflex testing—that would otherwise have been missed by less comprehensive tests.
내러티브 업데이트 • Mar 11TEM: Data Partnerships And Backlog Will Support Future Precision Oncology UpsideOur 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.
새 내러티브 • Mar 04Heavy AI Infrastructure And Rising Costs Will Pressure Data Economics Yet Eventually Support UpsideCatalysts 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?
Price Target Changed • Mar 03Price target decreased by 11% to US$77.50Down from US$86.71, the current price target is an average from 14 analysts. New target price is 51% above last closing price of US$51.40. Stock is down 2.5% over the past year. The company is forecast to post a net loss per share of US$1.58 next year compared to a net loss per share of US$1.41 last year.
Recent Insider Transactions Derivative • Mar 03Chief Financial Officer notifies of intention to sell stockJames Rogers intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of March. If the sale is conducted around the recent share price of US$53.25, it would amount to US$723k. Since March 2025, James' direct individual holding has increased from 17.76k shares to 24.65k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Mar 03Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$1.58b to US$1.59b. Forecast EPS reduced from -US$1.27 to -US$1.67 per share. Life Sciences industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$85.69 to US$80.14. Share price fell 6.9% to US$53.31 over the past week.
Recent Insider Transactions • Feb 26Executive VP recently sold US$1.1m worth of stockOn the 20th of February, Andrew Polovin sold around 19k shares on-market at roughly US$59.77 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$19m more than they bought in the last 12 months.
Breakeven Date Change • Feb 25No longer forecast to breakevenThe 14 analysts covering Tempus AI no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$17.0m in 2028. New consensus forecast suggests the company will make a loss of US$53.4m in 2028.
공지 • Feb 25+ 1 more updateTempus AI, Inc. (NasdaqGS:TEM) acquired Oneome LLC.Tempus AI, Inc. (NasdaqGS:TEM) acquired Oneome LLC in November 2025. Tempus AI, Inc. (NasdaqGS:TEM) completed the acquisition of Oneome LLC in November 2025.
내러티브 업데이트 • Feb 24TEM: Precision Oncology And AI Biomarkers Will Support Future Upside PotentialNarrative 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.
Recent Insider Transactions Derivative • Feb 22Executive VP notifies of intention to sell stockAndrew Polovin intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of February. If the sale is conducted around the recent share price of US$59.96, it would amount to US$657k. Since March 2025, Andrew's direct individual holding has decreased from 15.95k shares to 14.22k. Company insiders have collectively sold US$106m more than they bought, via options and on-market transactions in the last 12 months.
공지 • Feb 18Tempus AI, Inc. Announces Novel Pan-Cancer HRD-RNA AlgorithmTempus AI, Inc. announced the launch of its new HRD-RNA algorithm. This next-generation model represents a significant improvement in identifying Homologous Recombination Deficiency (HRD), providing a more robust, functional assessment of tumor biology compared to traditional static DNA-based assays. Tempus HRD-RNA is an AI-driven, 1,660-gene logistic regression model designed to identify patients likely to respond to platinum-based chemotherapy or PARP inhibitors. Unlike traditional DNA tests that analyze static "genomic scars"--which may persist even after a patient develops drug resistance--this RNA-based approach provides a dynamic, real-time assessment of a tumor's functional status. By analyzing gene expression rather than structural DNA damage, the algorithm can detect HRD in patients and cancer types where genomic scarring is rare or difficult to identify. This advanced methodology allows the model to capture HRD status in patients who might be missed by DNA-based assays, significantly expanding the population that can be identified for potentially life-saving therapies. A real-world validation study demonstrates that HRD-RNA positive metastatic pancreatic patients treated with first line platinum-based regimens showed a significant reduction in mortality risk compared to those receiving non-platinum first line therapies. These findings, including the complete supporting data, will be published later this year. HRD-RNA is currently available for research use only in the detection of HRD status within solid tumor patient populations and for the identification of patients likely to respond to platinum regimens or PARP inhibitor therapy. Clinical availability is expected later this year.
새 내러티브 • Feb 18Genomics And AI Data Licensing Will Transform Long Term Oncology OutcomesCatalysts 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?
공지 • Feb 10Tempus AI, Inc. to Report Q4, 2025 Results on Feb 24, 2026Tempus AI, Inc. announced that they will report Q4, 2025 results on Feb 24, 2026
내러티브 업데이트 • Feb 10TEM: AI Biomarker Advancements In Oncology Will Drive Future ReturnsAnalysts 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.
공지 • Jan 27Tempus Ai, Inc. Reveals Its AI-Driven IPS Test More Accurately Predicts Immunotherapy Benefit Compared to Conventional BiomarkersTempus AI, Inc. announced results from a new study demonstrating that its algorithmic test, Immune Profile Score (IPS), more accurately predicts outcomes for patients receiving immune checkpoint inhibitors (ICIs) than conventional biomarkers, including tumor mutational burden (TMB) and microsatellite instability (MSI), and PD-L1. IPS is a multimodal biomarker that combines known and novel clinical and immune-related biomarkers from DNA and RNA analysis to predict a patient's response to ICI-based therapy. The new clinical validation results demonstrate that IPS consistently outperforms conventional biomarkers, highlighting its potential to change the way physicians can identify patients most likely to benefit from immunotherapy. In four independent validation cohorts of pan-cancer metastatic solid organ cancer patients, IPS was shown to be a more accurate predictor of ICI outcomes (HR=0.45) than TMB, MSS, and PD-L1, demonstrating prognostic utility that is independent of those conventional biomarkers. IPS identified 13% of patients with microsatellite stable colorectal cancer who demonstrated strong real-world overall survival with ICI treatment (HR=0.2), indicating that ICI immunotherapy may be a viable option for a key patient population that might have been overlooked with conventional biomarkers alone. Beyond colorectal cancer, the study's findings highlight how IPS could expand treatment options for patients with rare cancers. IPS classified 17% of patients with rare metastatic solid tumors as "IPS-High," despite these patients not falling within a cancer-specific FDA-approved ICI label. The significant difference in median real-world overall survival in "IPS High" versus "IPS-Low" patients (HR=0.26) shows that ICI could be a relevant and potentially life-saving option for patients that might otherwise be missed. The test is available as an add-on for clinicians ordering Tempus' xT (DNA) and xR (RNA) assays, helping to manage patients on immunotherapy by utilizing data already collected as part of a patient's standard sequencing.
내러티브 업데이트 • Jan 26TEM: Oncology Data Collaborations And AI Pathology Will Drive Future ReturnsAnalysts 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).
공지 • Jan 21Tempus AI, Inc. Announces the Launch of Paige PredictTempus AI, Inc. announced the launch of Paige Predict, a suite of cutting-edge digital pathology applications that analyze hematoxylin and eosin (H&E) whole slide images to help inform testing decisions. The AI-powered solution is designed to predict the likely presence or absence of clinically actionable and relevant biomarkers directly from a single H&E slide, offering physicians insights even when tissue samples are insufficient for full molecular profiling. As the demand for next-generation sequencing (NGS) and immunohistochemistry (IHC) testing grows, so does the challenge of limited tissue availability. When a sample is "quantity not sufficient" (QNS), patients can face delays of days or weeks for testing results, waiting for repeat biopsies or alternative testing, ultimately prolonged uncertainty and potentially impacting treatment options. Paige Predict's ability to use an H&E image to identify biomarkers that are more or less likely to be present in the specimen can be used by clinicians to inform the sequence in which they will order confirmatory tissue-based tests, maximizing the likelihood of receiving an actionable result before exhausting tissue. Leveraging Tempus and Paige's intelligent digital pathology platform and proprietary AI products, Paige Predict identifies critical biomarker information from even scarce amounts of tissue and analyzes H&E images to predict the likelihood of 123 biomarkers and oncogenic molecular pathways in 16 cancer types, including NSCLC, prostate, breast, pancreatic, colorectal, and more. Results are automatically delivered with the clinical report to ordering physicians. Paige Predict was built using Paige's foundation model and a combined, multimodal cohort from Tempus and Paige, which contains de-identified data on over 200,000 patients. The model has been rigorously validated to demonstrate performance, generalizability and robustness across multiple, diverse datasets, including a large-scale cohort from Tempus.
내러티브 업데이트 • Jan 12TEM: Oncology Data Collaborations Will Drive Future Returns Despite Slightly Higher RiskAnalysts 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).
Breakeven Date Change • Dec 31Forecast to breakeven in 2028The 14 analysts covering Tempus AI expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$17.7m in 2028. Average annual earnings growth of 44% is required to achieve expected profit on schedule.
내러티브 업데이트 • Dec 25TEM: Future Oncology Data Partnerships Will Drive Profits Despite Modestly Higher RiskAnalysts 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).
Recent Insider Transactions Derivative • Dec 13Chief Financial Officer notifies of intention to sell stockJames Rogers intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of December. If the sale is conducted around the recent share price of US$75.07, it would amount to US$1.5m. Since December 2024, James' direct individual holding has decreased from 60.06k shares to 27.47k. Company insiders have collectively sold US$265m more than they bought, via options and on-market transactions in the last 12 months.
내러티브 업데이트 • Dec 11TEM: Future Profit Margins Will Expand As Federal Oncology Program Catalysts MatureNarrative 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).
공지 • Dec 09Tempus AI, Inc. Announces Ten Abstracts Accepted for Presentation at the 2025 San Antonio Breast Cancer SymposiumTempus AI, Inc. announced that ten abstracts have been accepted for presentation at the 2025 San Antonio Breast Cancer Symposium (SABCS). The meeting takes place December 9-12 at the Henry B. Gonzalez Convention Center in San Antonio, Texas. Tempus will highlight its latest scientific and clinical research findings via ten poster presentations: Integrative Modeling of Multimodal Real-World Data for Improved Risk Stratification of First-Line CDK4/6 inhibitor plus endocrine treatment and identify predictors of response. This study demonstrated that multimodal real-world data collected during routine care can provide valuable insights into the biology of response to CDK4/6 inhibitors in patients with metastatic breast cancer and help improve patient stratification. Distinct Transcriptional and Immunosuppressive Microenvironment Signatures in PIK3CA-mutant Hormone Receptor Positive (HR+)/HER2- Metastatic Breast Cancer (MBC). Date/Time: December 10, 2025, 12:30 p.m. - 2:30 p.m. CDT. Presentation Number: PS1-11-08. Summary: This study compared transcriptomic and immune profiles in HR+/HER2- metastatic breast cancer across wild-type, PIK3CA-mutants, ESR1-mutant, and co-mutant groups. SFRP2 downregulation was specific to ESR1-mutant tumors, while SCGB2A2 was robustly upregulated in PIK3CA- mutant and co-mutant tumors, suggesting its potential as a diagnostic and therapeutic target. Immune analysis revealed increased M2 macrophages and regulatory T cells in PIK3CA- mutualant and co-mutant tumor, with the most pronounced immunosuppressive microenvironment in PIK3CA-Mutant cases. A notable percentage of patients with localized and de novo metastatic disease displayed TMB high status and/or PD-L1 positivity. Additionally, TMB-high and PD-L1 positive patients with de novo metastatic disease treated with first-line chemotherapy or anti-HER2 therapy had significantly worse real-world overall survival (rwOS), suggesting a potential therapeutic benefit of incorporating immunotherapy into the treatment paradigm, in both localized and metastatic disease settings. Furthermore, observed ethnic HLA polymorphisms in the cohort may contribute to differences in outcomes and could potentially guide the development of population-specific immunotherapeutic strategies. Real-World Data (RWD) Outcome Analysis of ESR1 Mutation Emergence in HR+/HER2 - Metastatic Breast Cancer through the Continuum of Standard of Care Hormonal Therapy. Date/Time: Friday, December 12, 2025, 12:30p.m. - 2:00 p.m. CDT, Presentation Number: PS5-05-02. Summary: This large multimodal RWD outcome analysis from longitudinal molecular surveillance testing (xF) in HR+/HER2. mBC patients treated with AI+CDK4/6 inhibitor (ER)-Positive/Human Epidermal Growth Factor Receptor 2 (HER2)-Negative Metastatic Breast Cancer. Date/Time: December 12, 2025, 12; 12:30 p.m., 2:00 p.m., CDT and Presentation Number: PS5.05-02; Summary: This large multimodAL RWD outcome analysis from longitudinal Molecular surveillance testing (xF)in HR+/HER2- mBC pts treated with AI+ CDK4/6 inhibitors treated with AI+CDK 4/6 inhibitor plus end endocrine treatment and resistance. These insights are essential for pinpointing patient populations who may benefit from novel therapies and for optimizing treatment strategies to ultimately improve outcomes for those with advanced disease.
내러티브 업데이트 • Nov 26TEM: Future Profit Margins Will Expand With AI-Powered Clinical PartnershipsAnalysts 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.
Recent Insider Transactions Derivative • Nov 25Executive VP notifies of intention to sell stockAndrew Polovin intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of November. If the sale is conducted around the recent share price of US$70.29, it would amount to US$905k. Since December 2024, Andrew's direct individual holding has decreased from 97.41k shares to 27.09k. Company insiders have collectively sold US$362m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Nov 23Co-Founder recently sold US$9.1m worth of stockOn the 20th of November, Eric Lefkofsky sold around 130k shares on-market at roughly US$69.48 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Eric has been a net seller over the last 12 months, reducing personal holdings by US$216m.
New Risk • Nov 17New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$204m Forecast net loss in 3 years: US$18m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$18m net loss in 3 years). Significant insider selling over the past 3 months (US$5.5m sold).
Price Target Changed • Nov 10Price target increased by 11% to US$91.33Up from US$82.50, the current price target is an average from 12 analysts. New target price is 28% above last closing price of US$71.56. Stock is down 3.0% over the past year. The company is forecast to post a net loss per share of US$1.50 next year compared to a net loss per share of US$6.23 last year.
내러티브 업데이트 • Nov 09TEM: Revenue Will Accelerate With New Real-World Data PartnershipAnalysts 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).
Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.46 loss per share. Revenue: US$334.2m (up 85% from 3Q 2024). Net loss: US$80.0m (loss widened 5.5% from 3Q 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Life Sciences industry in the US.
공지 • Nov 05+ 1 more updateTempus AI, Inc. Announces Six Abstracts Accepted for Presentation At the Society for Immunotherapy of Cancer Annual Meeting 2025Tempus AI, Inc. announced that six abstracts have been accepted for presentation at the Society for Immunotherapy of Cancer (SITC) Annual Meeting 2025. The meeting is taking place November 5 - 9 at the Gaylord National Convention Center in National Harbor, Maryland. This year, Tempus will highlight its latest scientific and clinical research findings via six poster presentations. A novel multi-omic algorithm to predict real-world outcomes among patients with rare, advanced, solid cancers treated with off-label immune checkpoint inhibitors. Date/Time: November 7, 5:10-6:35 p.m. ET. Location: Exhibit Halls AB. Presentation Number: 157. This study investigates the utility of the Immune Profile Score (IPS) as a molecular signature to predict the effectiveness of immune checkpoint inhibitor (ICI) therapy in rare, advanced solid cancers. Given the clinical unmet need for rare, heterogeneous cancers, the study evaluated 90 eligible patients from Tempus' de-identified real-world database who had a rare, advanced solid cancer diagnosis and received off-label ICI treatment, excluding those with high TMB or MSI. Patients were further categorized as IPS-high or IPS-low. The findings demonstrated that IPS-high patients experienced significantly longer overall survival compared to those categorized as IPS-low. Importantly, IPS maintained its prognostic significance across all patient subgroups and clinically relevant confounders. These results support IPS as a pan-cancer biomarker capable of accurately stratifying ICI treatment outcomes and potentially supporting the label expansion of ICIs to various rare cancer types. Furthermore, a comparison of IPS risk stratification on ICI therapy versus prior non-ICI regimen provided additional insight about IPS's utility as an ICI-specific biomarker. This hypothesis-generating data address an unmet need for patients whom an ICI therapy and predictive biomarker are urgently needed. Ultrahigh tumor mutational burden (TMB) is associated with improved survival outcomes in patients (Pts) treated with immune checkpoint inhibitors (ICIs). Date/Time: Saturday, November 8, 2025; 5:10-6: 35 p.m. ET; Location: Exhibit Halls AB; Presentation Number: 136; Summary: This research evaluates the prognostic value of defining an "ultrahigh" tumor mutational burden (T MB) threshold (40 mutations/MB) compared to the standard 10 mt/MB cutoff for patients receiving immune checkpoint inhibitor (ICI") therapy. Using Tempus Lens, the research team defined a cohort of 17,449 patients with five different cancer types (melanoma, lung, GI, non-melanoma skin, and uterine) from Tempus' de- identified multimodal database. The analysis sought to compare real-world objective response rates (rwORR) and overall survival (rwOS) across low, high, and ultrahigh TMB groups. The findings indicate that patients in the ultrahigh TMB group experience significantly improved clinical outcomes, including enhanced rwORR and better rwOS. This ultrahigh TMB status is also linked to a distinct tumor microenvironment, specifically showing a higher degree of regulatory T cell and myeloid cell infiltration, suggesting that ultrahigh TMB may serve as a novel marker for predicting ICI responsiveness. Impact of androgen receptor mutations on immune infiltration in castration resistant prostate cancer. Date/Time: Saturday, Nov. 8; 5:10-6-6:35 p. m. ET; Location: Exhibit Hall AB; Presentation Number: 140; Summary: A detailed analysis using Tempus' de-identified Real-world database examined the relationship between androgen receptor (AR) alterations and the immune microenvironment in 1,556 patients with off-label immune micro environment in 1,556 patients with the immune micro environment in 1,58 patients with the immune microenvironment.
Price Target Changed • Nov 05Price target increased by 10% to US$85.42Up from US$77.55, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of US$84.49. Stock is up 90% over the past year. The company is forecast to post a net loss per share of US$1.35 next year compared to a net loss per share of US$6.23 last year.
내러티브 업데이트 • Oct 26Advances In Precision Medicine And AI Will Reshape Cancer Care FuturesAnalysts 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.
공지 • Oct 21Tempus AI, Inc. to Report Q3, 2025 Results on Nov 04, 2025Tempus AI, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 04, 2025
Price Target Changed • Oct 21Price target increased by 9.3% to US$80.25Up from US$73.45, the current price target is an average from 12 analysts. New target price is 13% below last closing price of US$92.45. Stock is up 99% over the past year. The company is forecast to post a net loss per share of US$1.32 next year compared to a net loss per share of US$6.23 last year.
내러티브 업데이트 • Oct 12Expanding Genomic Testing And AI Will Build Lasting Healthcare ValueTempus 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 09After Leaping 29% Tempus AI, Inc. (NASDAQ:TEM) Shares Are Not Flying Under The RadarDespite an already strong run, Tempus AI, Inc. ( NASDAQ:TEM ) shares have been powering on, with a gain of 29% in the...
내러티브 업데이트 • Sep 28Expanding Genomic Testing And AI Will Build Lasting Healthcare ValueTempus 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.
공지 • Sep 23Tempus AI, Inc. Receives U.S. FDA 510(k) Clearance for Tempus xR IVD, its RNA NGS in Vitro Diagnostic DeviceTempus AI, Inc. announced it has received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for its RNA-based Tempus xR IVD device. xR IVD will be offered as a life science tool to support drug development programs. RNA sequencing captures a large array of biological information and offers deeper insights into the mechanisms of diseases, including enhanced fusion detection. RNA analysis is increasingly an important tool in research and development because it can identify molecular pathways and networks that are directly involved in disease progression. The Tempus xR IVD assay is a qualitative next generation sequencing-based in vitro diagnostic device that uses targeted high throughput hybridization-based capture technology for detection of rearrangements in two genes, using RNA isolated from formalin-fixed paraffin embedded (FFPE) tumor tissue specimens from patients with solid malignant neoplasms. Information provided by xR IVD is intended to be used by qualified health care professionals in accordance with professional guidelines in oncology for patients with previously diagnosed malignant neoplasms. Results from xR IVD are not intended to be prescriptive or conclusive for labeled use of any specific therapeutic product. The FDA authorization further solidifies Tempus as a one-stop-shop for precision medicine solutions. Collaborators can leverage Tempus' comprehensive collection of intelligent diagnostics and growing multimodal data that supports therapeutic innovation. xR IVD is one of the many solutions Tempus is applying to advance oncology therapeutic research and development.
내러티브 업데이트 • Sep 13Expanding Genomic Testing And AI Will Build Lasting Healthcare ValueTempus 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.
공지 • Sep 11Tempus AI, Inc. Receives U.S. FDA Special 510(k) Clearance for Updated Tempus Pixel DeviceTempus AI, Inc. announced it has received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for its updated Tempus Pixel, an AI-powered cardiac imaging platform. This update allows the generation of T1 and T2 inline maps, further enhancing the device's capabilities for cardiac MR image analysis. Tempus Pixel provides advanced viewing and automated reporting of cardiac MR images, improving efficiency and accuracy in flow visualization, functional analysis, and tissue characterization. AI-enabled radiology, like Tempus Pixel, enhances medical imaging by rapidly analyzing scans, highlighting subtle abnormalities, and generating consistent, actionable insights. By improving accuracy and efficiency, it empowers clinicians to make faster, more informed decisions and deliver personalized patient care. Unlike conventional MR images that show only brightness differences, T1 and T2 maps provide precise numerical values to cardiac tissue characteristics, helping clinicians detect conditions such as fibrosis, inflammation, or edema, that may otherwise go undetected. With its newly cleared functionality, Tempus Pixel can now generate T1 and T2 inline map directly from raw MRI data, even when the scanner itself does not produce them, calculating values at every pixel across the image to create detailed DICOM maps for comprehensive tissue assessment. Tempus has developed and deployed a suite of advanced algorithms across radiology and pathology, helping physicians deliver more precision, personalized care. Its strategic acquisitions have further strengthened its footprint in these fields. In 2022, Tempus acquired Arterys, incorporating its AI-powered tools for analyzing imaging data--ranging from lung CT scans and chest X-rays to cardiac MRIs-- into Tempus' platform. Most recently, Tempus acquired Paige, an AI company specializing in digital pathology, bringing a proprietary dataset of almost 7 million clinically annotated, de-identified pathology slides to accelerate Tempus' efforts.
공지 • Sep 09Tempus AI, Inc. Announces New Study in JCO Precision Oncology Validating PurIST Algorithm for Enhanced Therapy Selection in Pancreatic CancerTempus AI, Inc. announced the publication of a study in JCO Precision Oncology validating the clinical utility of the company's PurIST®? algorithmic diagnostic. The study provides the largest real-world evidence to date supporting the integration of PurIST into routine clinical care for patients with advanced PDAC, with the aim of informing first-line chemotherapy selection and improving patient outcomes. Pancreatic cancer remains one of the most lethal malignancies, with limited therapeutic options and a five-year survival rate of just 12%. For patients with advanced, unresectable PDAC, the two most common first-line chemotherapy regimens, FOLFIRINOX (FFX) and gemcitabine plus nab-paclitaxel (GnP), have shown variable efficacy, and clinicians have lacked robust biomarkers to guide optimal therapy selection. To address this challenge, Tempus collaborated with GeneCentric to develop and deploy PurIST, a clinically validated, RNA-based algorithm test that classifies PDAC tumors as either "classical" or "basal" subtypes. The Tempus-led study analyzed a real-world cohort of 931 patients with advanced PDAC, using the Tempus xR RNA sequencing platform to assign PurIST subtypes. Patients were treated with either first-line FFX or GnP, and clinical outcomes were assessed according to PurIST classification. The study's findings establish PurIST as both a prognostic and predictive biomarker, enabling clinicians to personalize first-line therapy for advanced PDAC patients and maximize the likelihood of improved survival. Prognostic Value: Among patients treated with FFX (N=536), those with the classical subtype had a significantly longer median overall survival (OS) of 11.8 months, compared to 7.0 months for basal subtype patients (Hazard Ratio [HR]=1.86; p; Predictive Value: In patients with the classical subtype and good performance status (ECOG 0 or 1, N=311), treatment with FFX was associated with a 33% relative risk reduction in death compared to GnP (HR=0.67; p<0.009). No comparable benefit was observed in basal subtype patients.
Recent Insider Transactions • Aug 29Independent Director recently sold US$1.5m worth of stockOn the 26th of August, Theodore Leonsis sold around 20k shares on-market at roughly US$75.83 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$3.1m. Insiders have been net sellers, collectively disposing of US$351m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Aug 27Independent Director notifies of intention to sell stockTheodore Leonsis intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of August. If the sale is conducted around the recent share price of US$75.83, it would amount to US$1.5m. Since December 2024, Theodore's direct individual holding has increased from 676.00 shares to 89.46k. Company insiders have collectively sold US$349m more than they bought, via options and on-market transactions in the last 12 months.
내러티브 업데이트 • Aug 27Expanding Genomic Testing And AI Will Build Lasting Healthcare ValueTempus 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.
공지 • Aug 23Tempus AI, Inc. (NasdaqGS:TEM) acquired Paige.AI, Inc. in a transaction valued at $81.2 million.Tempus AI, Inc. (NasdaqGS:TEM) acquired Paige.AI, Inc. in a transaction valued at $81.2 million on August 22, 2025. The consideration consists of $81.25 million, which is being paid predominantly in Tempus common stock, as well as Tempus’ assumption of Paige’s remaining commitment under its existing Microsoft Azure cloud services agreement. Morgan Stanley (NYSE:MS) acted as financial advisor to Paige.AI, Inc. Tempus AI, Inc. (NasdaqGS:TEM) completed the acquisition of Paige.AI, Inc. on August 22, 2025.
Recent Insider Transactions • Aug 17Independent Director recently sold US$3.1m worth of stockOn the 13th of August, Theodore Leonsis sold around 44k shares on-market at roughly US$69.90 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$345m more than they bought in the last 12 months.
분석 기사 • Aug 15Tempus AI, Inc. (NASDAQ:TEM) Looks Just Right With A 28% Price JumpTempus AI, Inc. ( NASDAQ:TEM ) shareholders would be excited to see that the share price has had a great month, posting...
Reported Earnings • Aug 10Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.25 loss per share (improved from US$6.86 loss in 2Q 2024). Revenue: US$314.6m (up 90% from 2Q 2024). Net loss: US$42.8m (loss narrowed 92% from 2Q 2024). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Life Sciences industry in the US.
공지 • Aug 09Tempus AI, Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Tempus AI, Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
공지 • Aug 08Tempus AI, Inc. Increases Earnings Guidance for the Full Year 2025Tempus AI, Inc. increased earnings guidance for the full year 2025. For the period, the company now expects revenue of approximately $1.26 billion for the consolidated business, which represents approximately 82% annual growth.
공지 • Aug 02Bragar Eagel & Squire, P.C. Files A Class Action Lawsuit Against Tempus Ai, IncBragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Tempus AI, Inc. in the United States District Court for the Northern District of Illinois on behalf of all persons and entities who purchased or otherwise acquired Tempus securities between August 6, 2024 and May 27, 2025, both dates inclusive (the “Class Period”). Investors have until August 11, 2025 to apply to the Court to be appointed as lead plaintiff in the lawsuit. According to the complaint, defendants failed to disclose: (1) Tempus inflated the value of contract agreements, many of which were with related parties, included non-binding opt-ins and/or were self-funded; (2) the credibility and substance of the joint venture with SoftBank was at risk because it gave the appearance of "round-tripping" capital to create revenue for Tempus; (3) Tempus-acquired Ambry had a business model based on aggressive and potentially unethical billing practices that risked scrutiny and unsustainability; (4) AstraZeneca had reduced its financial commitments to Tempus through a questionable "pass-through payment" via a joint agreement between it, the Company and Pathos AI; and (5) the foregoing issues revealed weakness in core operations and revenue prospects. The complaint alleges that on May 28, 2025, Spruce Point Capital Management, LLC issued a report on Tempus that raised numerous red flags over Tempus' management, operations and financial reporting. The Spruce Point Report scrutinized Tempus on an array of issues, including: (1) defendant Eric Lefkofsky and his associates have a history cashing out of companies before public shareholders incur losses or lackluster returns; (2) Tempus' actual AI capabilities are overstated; (3) board members and other executives have been associated with troubled companies that restated financial results; (4) signs of aggressive accounting and financial reporting; (4) issues with the AstraZeneca and Pathos AI deal that merit scrutiny; and (5) the Company's recent financial guidance reveals weakness in core operations. On this news, the price of Tempus common stock fell $12.67 per share, or 19.23%, from a closing price of $65.87 per share on May 27, 2025, to a closing price of $53.20 per share on May 28, 2025.
공지 • Jul 22Tempus AI, Inc. to Report Q2, 2025 Results on Aug 08, 2025Tempus AI, Inc. announced that they will report Q2, 2025 results on Aug 08, 2025
Recent Insider Transactions Derivative • Jun 18Executive VP notifies of intention to sell stockErik Phelps intends to sell 51k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of June. If the sale is conducted around the recent share price of US$71.28, it would amount to US$3.7m. Since December 2024, Erik's direct individual holding has decreased from 124.07k shares to 69.26k. Company insiders have collectively sold US$342m more than they bought, via options and on-market transactions in the last 12 months.
새 내러티브 • Jun 15AstraZeneca 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.
공지 • Jun 03+ 1 more updateTempus AI, Inc. Introduces xM, an Assay to Monitor Immunotherapy Response for Patients with Advanced CancersTempus AI, Inc. announced xM for treatment response monitoring (TRM), a liquid biopsy assay intended to detect molecular response to immune-checkpoint inhibitor (ICI) therapy in advanced solid tumors. xM for TRM is the newest addition to Tempus' growing portfolio of sensitive assays for monitoring molecular response and minimal residual disease (MRD). It is currently available for research use only, with clinical availability expected later this year. In 2023, an estimated 56.55% of patients with advanced or metastatic cancers were eligible for ICIs, with a corresponding estimated response rate of 20.13%.1 xM for TRM is designed to quantify changes in circulating tumor DNA (ctDNA) longitudinally from a blood sample, enabling early molecular response assessment in patients with advanced cancers receiving immunocheckpoint inhibitors (ICI) alone or combination therapies. xM for TRM leverages a unique multi-parametric algorithm, integrating copy number variations (CNVs), along with somatic andgerline variant allele frequencies (VAFs), for a comprehensive and robust estimation of circulating tumor fraction. Tempus is presenting new data on xM for TRM at the 2025 American Society of Clinical Oncology (ASCO®?) Annual Meeting, highlighting the assay's potential to help clinicians monitor response and refine treatment strategies for patients with advanced cancers. Title: A molecular biomarker for longitudinal monitoring of therapeutic efficacy in a real-world cohort of advanced solid tumors treated with immune checkpoint inhibitors. Date/Time: June 2, 2025; 1:30 PM-4:30 PM CDT; Location: Poster Section Developmental Therapeutics--Immunotherapy (Poster #205). Overview: Tempus xM for TRM, a liquid biopsy test, monitors treatment response by tracking ctDNA dynamics over time. Longitudinal non-molecular responders are associated with worse survival compared to molecular responders, highlighting the value of xM molecular response monitoring as a tool to guide ICI treatment decisions.
공지 • Jun 01Tempus Ai, Inc. Introduces Fuses, A Program Designed to Transform Therapeutic Research and Build the Largest Diagnostic Platform Using Its Novel Foundation ModelTempus AI, Inc. announced the launch of its Fuses program. This initiative will harness Tempus' proprietary dataset to generate valuable insights for both patient care and research, combining the power of its data and machine learning capabilities to develop an AI enabled-diagnostic platform offering physicians the largest suite of algorithmic tests designed to make precision medicine a reality. Over the past decade, Tempus has built a multimodal data library of over 40 million research records, including more than 1.5 million records with matched clinical data linked with genomic information, 2 million records with imaging data, and approximately 300,000 records with genomic and whole transcriptomic data. The scale and size of this data library will allow the company to uncover groundbreaking discoveries that were previously out of reach. Fuses will accelerate Tempus' comprehensive testing portfolio, expanding its suite of AI-enabled diagnostics. Insights from Fuses will be developed into clinically validated algorithmic diagnostics that may enable highly personalized care, such as identifying patients unlikely to respond to approved therapies or those at risk of severe treatment-related events. Tempus has already begun this work with last year's launch of its Immune Profile Score (IPS) a multimodal biomarker that can be used as a prognostic indicator for adult patients with metastatic pan-solid tumors eligible for immune checkpoint inhibitor (ICI)-based therapy. The foundational model behind Fuses is learning generalizable rules determining prognosis and drug benefit in real-world practice. With the goal of furthering researchers' understanding of why certain clinical trials fail, identify new indications for investigational drugs, optimize trial design, and uncover combination therapies to broaden patient benefit. By revealing biomarker rules, the model may also surface mechanisms of drug response and resistance to inspire a new generation of companion diagnostics and therapeutic research.
Recent Insider Transactions • May 25Co-Founder recently sold US$1.1m worth of stockOn the 20th of May, Eric Lefkofsky sold around 17k shares on-market at roughly US$63.21 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$82m. Eric has been a net seller over the last 12 months, reducing personal holdings by US$206m.
Recent Insider Transactions Derivative • May 21Chief Financial Officer notifies of intention to sell stockJames Rogers intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$63.74, it would amount to US$746k. Since June 2024, James' direct individual holding has decreased from 118.06k shares to 17.76k. Company insiders have collectively sold US$339m more than they bought, via options and on-market transactions in the last 12 months.
Board Change • May 14Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Independent Director Jennifer Doudna was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Major Estimate Revision • May 13Consensus EPS estimates fall by 27%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -US$1.29 to -US$1.64 per share. Revenue forecast unchanged at US$1.25b. Life Sciences industry in the US expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at US$62.00. Share price rose 16% to US$62.69 over the past week.
Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: US$0.40 loss per share (improved from US$1.47 loss in 1Q 2024). Revenue: US$255.7m (up 75% from 1Q 2024). Net loss: US$68.0m (loss narrowed 27% from 1Q 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US.
공지 • May 07Tempus AI, Inc. Increases Earnings Guidance for Full Year 2025Tempus AI, Inc. increased earnings guidance for full year 2025. The company now expects full year revenue of approximately $1.25 billion for the consolidated Tempus and Ambry Genetics business, which represents approximately 80% annual growth.
공지 • May 06Tempus Ai, Inc. Announces Notetaker, Its Ai-Powered Clinical Assistant for PsychiatryTempus AI, Inc. has announced the launch of Notetaker, an AI-powered clinical assistant to aid psychiatrists in generating progress notes. Notetaker, which is available in Tempus Hub, aggressively records patient sessions to generate transcripts and clinical notes that can be seamlessly stored in patients' electronic health records. Notetaker complements Tempus' existing mental health platform designed to support clinicians in delivering personalized care. It joins other precision medicine solutions, including the Tempus nP pharmacogenomic test and PRO, the company's patient reported outcome solution. Key features of Notetaker include: Recording Sessions: Notetaker effortlessly transcribes and processes the session in real-time, capturing key details with precision, including specialized psychiatric terminology and medications. Generating Notes: At the end of each session, a clinical note is automatically created, highlighting essential information such as symptoms, progress, and action plans for quick review. Refining During Review: Clinicians can easily review and modify the autogenerated note using the Magic Edit features to adjust formatting or details according to their preferences. Care Gap Notification: Notetaker identifies and helps close care gaps with real-time pharmacogenomic insights for medications under consideration. Notetaker is capable of understanding more than 30 languages, including English, Spanish, and Chinese. It can seamlessly recognize language switching without the need to set a specific language in advance. With adjustable settings tailored for telehealth, in-person sessions, and dictation, Notetaker adapts to various environments for adequate audio capture. While providers are responsible for obtaining all necessary consents before recording sessions, Notetaker supports HIPAA-compliant data transfer and storage.
공지 • May 01Tempus AI, Inc. Time Network Expands Support of Phase I Clinical Trials to Accelerate Activation and EnrollmentTempus AI, Inc. is leveraging its TIME Network to expand its support in phase I clinical trials. Since its inception in 2019, TIME has supported the rapid patient identification and site activation of clinical trials, bringing cutting-edge trials to patients in communities across the U.S. To further expand its support of phase I trials, Tempus has formed the TIME Precision Network, a group of investigators leading the phase I study platform with a focus on activating and enrolling quickly across over 40 phase I-capable research centers. Most recently, TIME enrolled the First Patient In (FPI) for multiple phase I trials. The TIME Network is powered to efficiently enroll patients within its participating data-integrated site base, in which patients are identified and matched to trials and sites are activated within days or weeks. At the Taylor Cancer Research Center (TCRC), Tempus activated the site in approximately two weeks for the Nimbus 9216-101 study, and enrolled its first patient within one month of site activation. For the Pathos P300-02-001 study, Tempus screened and enrolled the trial's first and second patients at Nebraska Cancer Specialists and Oncology Consultants within weeks.
공지 • Apr 28Tempus AI, Inc. Introduces Loop, an AI-Powered Target Discovery and Validation PlatformTempus AI, Inc. announced Tempus Loop, a new oncology-focused platform for target discovery and validation. Loop is Tempus' proprietary approach to novel target identification that integrates real-world patient data (RWD) with human-derived biological models and CRISPR-screens, all leveraging AI to rapidly uncover insights for pre-clinical therapeutic development. One of the biggest industry challenges has been translating promising preclinical experiments into treatments that can benefit patients. Conventional approaches in target discovery and validation rely on cell lines or animal models, which may not be reliable representations of human tumors. Loop's approach is uniquely powerful because it leverages Tempus' rich RWD to identify patient subpopulations with similar clinical, pathologic, and molecular patterns, followed by use of systems biological approaches to help reveal novel target genes and multimodal signatures. These signatures allow Tempus to seamlessly map patient subcohorts to relevant patient-derived organoids (PDOs), which the company has been expanding for years. By ensuring continuity between RWD and PDOs, Tempus can validate targets using high-throughput functional screens in models that more closely reflect patient attributes. This seamless integration--RWD to PDO and back--can help to enable rapidhesis generation and testing in the most relevant disease models, accelerating target discovery and validation. Tempus has already deployed its Loop platform to prioritize drug targets in patient subpopulations with severe unmet needs for a large pharmaceutical company. By incorporating a lab-in-the-loop strategy, its biological modeling and functional screening capabilities were able to confirm and validate these targets within a year, a significant acceleration of the standard discovery timeline.
공지 • Apr 24Tempus AI, Inc. to Report Q1, 2025 Results on May 06, 2025Tempus AI, Inc. announced that they will report Q1, 2025 results on May 06, 2025
Seeking Alpha • Apr 20Tempus: The AI Engine Powering HealthcareSummary 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
Recent Insider Transactions Derivative • Apr 02Chief Operating Officer notifies of intention to sell stockRyan Fukushima intends to sell 60k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of April. If the sale is conducted around the recent share price of US$48.24, it would amount to US$2.9m. Since June 2024, Ryan's direct individual holding has decreased from 1.11m shares to 960.10k. Company insiders have collectively sold US$288m more than they bought, via options and on-market transactions in the last 12 months.
공지 • Apr 01Tempus AI, Inc., Annual General Meeting, May 20, 2025Tempus AI, Inc., Annual General Meeting, May 20, 2025.
Seeking Alpha • Mar 25Tempus AI's Valuation Bakes In Strong Growth - A Hold For NowSummary 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
Recent Insider Transactions Derivative • Mar 18Independent Director notifies of intention to sell stockScott Gottlieb intends to sell 56k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$47.17, it would amount to US$2.6m. Scott now holds 1.25k shares directly in their own name. Company insiders have collectively sold US$288m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Mar 18Tempus AI: The Investment Opportunity Of A Decade, Strong BuySummary 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
공지 • Mar 12Tempus AI, Inc. (NasdaqGS:TEM) acquired Deep 6 AI Inc.Tempus AI, Inc. (NasdaqGS:TEM) acquired Deep 6 AI Inc. on March 11, 2025. Tempus AI, Inc. (NasdaqGS:TEM) completed the acquisition of Deep 6 AI Inc. on March 11, 2025.
Recent Insider Transactions Derivative • Mar 11Independent Director notifies of intention to sell stockNadja West intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$50.93, it would amount to US$430k. Nadja now holds 20.54k shares directly in their own name. Company insiders have collectively sold US$288m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$6.23 loss per share (further deteriorated from US$4.20 loss in FY 2023). Revenue: US$693.4m (up 30% from FY 2023). Net loss: US$746.3m (loss widened 181% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Life Sciences industry in the US.
공지 • Feb 25Tempus Ai, Inc. Provides Earnings Guidance for Full Year 2025Tempus AI, Inc. provided earnings guidance for full year 2025. Tempus now expects full year 2025 revenue of approximately $1.24 billion for the consolidated Tempus and Ambry Genetics business, which represents approximately 79% annual growth.
