Tempus AI, Inc.

NasdaqGS:TEM Stock Report

Market Cap: US$9.1b

Tempus AI Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Eric Lefkofsky

Chief executive officer

US$41.5m

Total compensation

CEO salary percentage1.89%
CEO tenureno data
CEO ownership23.4%
Management average tenure4.5yrs
Board average tenure5.1yrs

Recent management updates

Recent updates

Narrative Update May 30

TEM: FDA Approvals And Partnerships Will Support Future Oncology Data Demand

Narrative Update The average analyst price target for Tempus AI has moved lower by several dollars to reflect a mix of reduced targets from H.C. Wainwright, BTIG, Baird, Guggenheim, and Morgan Stanley, partially offset by modest upward revisions and an upgrade from TD Cowen and TD Securities. Analysts are incorporating recent results, updated models, and ongoing partnership activity into their assessments.
Seeking Alpha May 22

Tempus AI: Taking Advantage Of Investor Myopia

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Genomics And AI Data Licensing Will Transform Long Term Oncology Outcomes

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

TEM: AI Biomarker Advancements In Oncology Will Drive Future Returns

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

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

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

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

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

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

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

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

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

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

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

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

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

Advances In Precision Medicine And AI Will Reshape Cancer Care Futures

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

Expanding Genomic Testing And AI Will Build Lasting Healthcare Value

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

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

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

Expanding Genomic Testing And AI Will Build Lasting Healthcare Value

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

Expanding Genomic Testing And AI Will Build Lasting Healthcare Value

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

Expanding Genomic Testing And AI Will Build Lasting Healthcare Value

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

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

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

AstraZeneca And Pathos Partnership Will Expand Precision Medicine

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

Tempus: The AI Engine Powering Healthcare

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

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

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

CEO Compensation Analysis

How has Eric Lefkofsky's remuneration changed compared to Tempus AI's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$303m

Dec 31 2025US$41mUS$783k

-US$245m

Sep 30 2025n/an/a

-US$203m

Jun 30 2025n/an/a

-US$199m

Mar 31 2025n/an/a

-US$720m

Dec 31 2024US$29mn/a

-US$745m

Sep 30 2024n/an/a

-US$801m

Jun 30 2024n/an/a

-US$790m

Mar 31 2024n/an/a

-US$293m

Dec 31 2023US$2kn/a

-US$254m

Sep 30 2023n/an/a

-US$276m

Dec 31 2022US$2kn/a

-US$334m

Compensation vs Market: Eric's total compensation ($USD41.50M) is above average for companies of similar size in the US market ($USD8.38M).

Compensation vs Earnings: Eric's compensation has increased whilst the company is unprofitable.


CEO

Eric Lefkofsky (55 yo)

no data
Tenure
US$41,495,833
Compensation

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


Leadership Team

NamePositionTenureCompensationOwnership
Eric Lefkofsky
Co-Founderno dataUS$41.50m23.4%
$ 2.1b
James Rogers
Chief Financial Officer5.1yrsUS$6.36m0.010%
$ 904.5k
Erik Phelps
Executive VP and Chief Administrative & Legal Officer5.9yrsUS$4.55m0.014%
$ 1.3m
Andrew Polovin
General Counselless than a yearUS$6.58m0.011%
$ 995.1k
Ryan Fukushima
Chief Executive Officer of Data & Appsless than a yearUS$11.60m0.42%
$ 37.7m
Ryan Bartolucci
Chief Accounting Officerno datano data0.011%
$ 952.5k
Shane Colley
Chief Technology Officerno datano datano data
Kate Sasser
Chief Scientific Officer3.6yrsno datano data
Elizabeth Krutoholow
Vice President of Investor Relations & Competitive Intelligenceno datano datano data
Christina Antoniou
Senior VP & Head of Corporate Development5.3yrsno datano data
Stacey Kraft
Chief People Officer4yrsno datano data
Lauren Silvis
Senior Vice President of External Affairs6.7yrsno datano data
4.5yrs
Average Tenure
47yo
Average Age

Experienced Management: TEM's management team is considered experienced (4.5 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Eric Lefkofsky
Co-Founderno dataUS$41.50m23.4%
$ 2.1b
Peter Barris
Independent Director8.7yrsUS$199.67k0.059%
$ 5.4m
Theodore Leonsis
Independent Director7.3yrsUS$187.17k0.041%
$ 3.7m
David Epstein
Independent Director2.3yrsUS$187.25k0.0061%
$ 556.4k
Eric Belcher
Independent Director7.3yrsUS$187.17k0.012%
$ 1.0m
Scott Gottlieb
Independent Director6.6yrsUS$187.17k0.0082%
$ 746.8k
Jennifer Doudna
Independent Director5.1yrsUS$188.18k0.0077%
$ 702.4k
Wayne Frederick
Independent Director5.6yrsUS$187.17k0.0089%
$ 810.2k
Bashir Babar
Member of Advisory Board1.1yrsno datano data
Nadja West
Independent Director5.1yrsUS$187.17k0.013%
$ 1.2m
David Carbone
Advisory Board Member1.1yrsno datano data
Tapan Kadia
Member of Advisory Board1.1yrsno datano data
5.1yrs
Average Tenure
61yo
Average Age

Experienced Board: TEM's board of directors are considered experienced (5.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/31 00:51
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Tempus AI, Inc. is covered by 23 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Catherine Ramsey SchulteBaird
Michael RyskinBofA Global Research
Mark MassaroBTIG