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TETEM

Tempus AI, Inc.

$TEM·$10B·Medical - Healthcare Information Services·Healthcare
$52.57-1.9%YTD-11.0%1Y-10.6%
Mentions · last 7 days
2026-07-09: 163 posts2026-07-10: 169 posts2026-07-11: 56 posts2026-07-12: 99 posts2026-07-13: 165 posts2026-07-14: 171 posts2026-07-15: 222 posts1,053+9%
Price updated 9m ago·X counts updated 2d ago
TETEM
$TEMTempus AI, Inc.
$52.57-1.90%1.1k posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TEM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Healthcare-AI compounder about to test the 200DMA at $63 — Wave 3 target of $131% is the specific setup.

Tempus AI is the healthcare-AI diagnostics + oncology-genomics platform whose 2026 tape has been -5% YTD despite continued revenue acceleration. The stock is coiled at 25% of the 52-week range with a specific 200DMA break at $63 as the technical trigger.

  • The core business is accelerating: Q1 2026 revenue grew 36% YoY to $348M, gross margin held at 63%, though operating margin was -22% as the R&D + AI-platform investment is still front-loaded — the growth is real, but the profitability path requires the FY27 leverage to materialize.
  • The technical setup is genuinely coiled: community targets a break above the 200DMA at $63 for 131% Wave 3 upside and a realistic year-end target of $140 — real chart structure with a specific level to watch, and TEM is featured on 'must buy' healthcare-AI compounder lists at $62.
  • The institutional anchor is real: Cathie Wood's ARKK has TEM as a top holding (behind only TSLA), and the Biovica partnership termination is being treated as a focus-refresh rather than a bear signal — real institutional conviction with a specific technical trigger.

The July 30 Q2 earnings are the near-term arbiter — Q2 revenue growth (need continued 30%+), gross margin expansion above 65%, and any specific AI-diagnostic monetization commentary extend the coiling setup toward $140. A revenue miss or Biovica-style additional partnership loss stalls the tape below $50.

Agrees with X sentimentX is emphatically bullish, calls TEM 'about to break out' with high conviction, targets a break above the 200DMA at $63 for 131% Wave 3 upside and year-end $140. TEM is featured on a healthcare-AI 'must buy' list at $62 alongside OSCR/CLOV/BFLY. Cathie Wood's ARKK has TEM as a top holding (behind only TSLA). Mechanics validate: Q1 revenue +36% YoY at 63% gross margin. The tension is -22% operating margin — the July 30 print has to show margin trajectory.

What to watch: The July 30 Q2 earnings. Watch Q2 revenue growth (need continued 30%+), gross margin expansion above 65%, and AI-diagnostic monetization commentary. Revenue miss or Biovica-style partnership loss stalls the tape sub-$50; steady growth + 200DMA break at $63 extends toward $140.

On the calendar: 2026-07-30 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment26 posts analyzed · as of 2026-07-15

Tempus AI chatter is emphatically bullish on breakout mechanics. Bulls call TEM 'about to break out' with high conviction; the community targets a break above the 200DMA at $63 for $131% Wave 3 upside and a realistic year-end target of $140. TEM is featured on a 'must buy' list at $62 alongside OSCR/CLOV/BFLY as healthcare-AI compounders. Cathie Wood's ARKK has TEM as a top holding (behind only TSLA). TEM terminated its partnership with Biovica on the traditional clinical-testing DiviTum TKa product - Wall Street bulls are cheering. Rotation-into-healthcare tailwind alongside UNH/OSCR/HUM/LLY. No meaningful bear thread beyond one 'not acting better than expected' note.

Read the AI verdict + X sentiment for $TEM

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What it does

Plain-English summary of the business — what they sell and how they make money.

AI-driven genomic sequencing diagnostics for oncology and a licensed clinical-molecular data library for pharma and biotech companies.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $TEM.

Medical - Healthcare Information Services · Healthcare

No material change from last week — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

What this means for $TEM

Neutral — AI-driven genomic sequencing diagnostics for oncology and a licensed clinical-molecular data library for pharma and biotech companies; limited exposure means the agentic CRM converting AI from feature to platform in life sciences is not a near-term catalyst or headwind.

Industry benchmark

8-name peer basket
+39.8%YTD
+70.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-27.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-18.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-70.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$-0.13$-0.21+38.1%
Q4 2025Feb 24, 2026$-0.04$-0.04+8.8%
Q3 2025Nov 4, 2025$-0.11$-0.17+36.2%
Q2 2025Aug 8, 2025$-0.22$-0.23+4.3%
Next earningsThu, Jul 30·consensus EPS $-0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$348.1M+36.1%62.7%-22.2%$-0.70$-81.5M
Q4 FY25$367.2M+83.0%89.7%-13.1%$-0.30$-43.1M
Q3 FY25$334.2M+84.7%61.6%-17.9%$-0.46$-126.5M
Q2 FY25$314.6M+89.6%62.0%-19.6%$-0.25$34.7M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.5B – $1.6B-$0.36-$0.56 – -$0.1814
FY27$1.9B$1.9B – $2.0B-$0.08-$0.62 – $0.5814
FY28$2.3B$2.3B – $2.3B$0.67-$0.10 – $1.2410
FY29$2.7B$2.6B – $2.8B$1.75$1.68 – $1.815
FY30$3.1B$3.0B – $3.2B$2.80$2.70 – $2.905

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.19%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 106.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 8Ryan FukushimaCEO33.3K sh$1.9MSellJul 6Ryan FukushimaCEO10.0K sh$600KSellJun 29Eric P LefkofskyCEO166.3K sh$9.6MSellJun 25Jennifer A DoudnaDirector2.7K sh$147KSellJun 25Rogers James WilliamCFO11.5K sh$634KSellJun 1David R EpsteinDirector250 sh$12KSellMay 27Eric P LefkofskyCEO166.3K sh$7.8MSellMay 19Schoenherr Thomas EdwardCEO1.6K sh$70KSellMay 19Rogers James WilliamCFO10.9K sh$478KSellMay 19Andrew PolovinEVP, Chief Legal Officer8.7K sh$384K
1–10 of 26
+ 19 other (18 awards · 1 gift) in window

See when $TEM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

Tempus AI, Inc. (TEM) filed an 8-K on May 21, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Tempus is a Chicago, Illinois-based AI-driven precision medicine company listed on Nasdaq. Annual meeting results are routine administrative governance disclosures.

8-KAgreement terminatedMay 138-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

TEM entered into a indenture (8-K Item 1.01, dated 2026-05-13). Counterparty: Company and U.S. Bank Trust Company. Size: approximately $460.0 million. Rate: 0.00%. Due 2032. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

TEM reported period ending 2026-05-05 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

3New insider — initial holdingsFeb 253
8-KPress release / Reg FDFeb 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 10 other (4 13Gs · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Tempus Highlights Landmark Publication Demonstrating Safe, Real-World Deployment of Paige Prostate AI Suite in the UK National Health Servicebusinesswire.com·1d agoTempus AI: Building Ultimate Healthcare Data Dominanceseekingalpha.com·4d agoSqueeze Watch: 10 Stocks Bears Love to Hate Most Right Nowbenzinga.com·4d agoTempus to Report Second Quarter 2026 Financial Results on July 30businesswire.com·8d agoTempus AI: Buy On Diagnostics Momentum And AI Platform Expansionseekingalpha.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Precision Medicine

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Voices on X · top 6 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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