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TickerTalks›$TEM
TETEM

Tempus AI, Inc.

$TEM·$13B·Medical - Healthcare Information Services·Healthcare
$64.72-9.0%YTD+27.2%1Y-28.9%
Price updated 2h ago·X counts updated 5d ago
TETEM
$TEMTempus AI, Inc.
$64.72-9.01%1.7k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $TEM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,734X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TEM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-10-02

The Tempus AI crowd is bullish on a cleanly-held breakout — $TEM broke out of a bull-flag with $80 as support, institutional accumulation visible in the base, and management guided 25% revenue growth over the next three years. The sequencing moat gets fresh color: hospitals pay for the tumor biopsy, pharma pays for the data ("one biopsy, two customers"), with Personalis's $1.5B tech underpinning the MRNA/MRK cancer-vaccine readout.

Read what X is saying about $TEM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TEM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeCooling offAI verdict · as of 2026-10-02

Catching its breath after a run — could pick back up or fade from here.

Oncology AI story with real wins — but Lefkofsky just dumped $35M and the chart broke 7% today.

Tempus AI is a Chicago-based oncology diagnostics and AI company — the "the medical record became the product" pitch, with sequencing, imaging and clinical data wrapped into an AI platform used by labs and pharma. The stock ran 27% YTD, then cooled 7% today as insider selling landed.

  • The operational signals are genuinely strong: revenue grew 36% YoY to $348M last quarter, ESMO abstracts, FDA clearance for an ECG-MR AI product for identifying undiagnosed mitral regurgitation, and a Personalis acquisition that owns the sequencing tech behind MRNA/MRK mRNA cancer vaccines.
  • But founder-CEO Eric Lefkofsky sold $35M+ in September across two tranches (250K shares at $77 and 200K at $81), and multiple officers followed with smaller sells into the same strength — the clearest "take some risk off" cluster since IPO.
  • At 6x sales with -72% ROE and D/E near 2x, the stock is priced for the arc to profitability analysts first flag in 2027 — one soft quarter or a slowed Personalis-integration cadence re-rates it hard.

Cooling holds unless Nov 3 earnings re-accelerate the Insights (data licensing) revenue line, or the Personalis integration shows explicit synergies with the mRNA vaccine partners — those are what restart the move. Without them, this drifts back toward the $70 base.

Agrees with X sentimentX longs leaning on the back-to-back bull-flag breakout and the Personalis/mRNA vaccine angle have real catalysts to point to — but zero bears in the sample is itself a signal, and Lefkofsky selling $35M+ while the posters write 'triple-digit targets' is the honest counter-tell they aren't engaging.

What to watch: Nov 3 earnings — Insights revenue growth and the Personalis integration contribution. A guide-down or any slowdown in Pharma Services bookings is what seals the cooling tape.

On the calendar: 2026-11-03 — Q3 FY26 earnings

Read the AI verdict on $TEM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI-driven clinical workflow digitization and prior-authorization automation are the structural demand drivers.

What this means for $TEM

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

Industry benchmark

10-name peer basket
+21.9%YTD
+9.3%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
Q2 2026Jul 30, 2026$-0.04$-0.14+72.0%
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%
Next earningsTue, Nov 3·consensus EPS $-0.08

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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.6B – $1.7B-$0.22-$0.41 – -$0.0217
FY27$2.0B$1.9B – $2.0B$0.03-$1.14 – $1.4917
FY28$2.4B$2.2B – $2.6B$0.66-$0.05 – $1.3214
FY29$2.8B$2.7B – $2.9B$1.87$1.80 – $1.968
FY30$3.3B$3.2B – $3.4B$1.24$1.20 – $1.3012

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.0.9×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.54%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.+5.5%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.+25.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellSep 25Schoenherr Thomas EdwardCEO10.3K sh$874KSellSep 22Eric P LefkofskyCEO250.0K sh$19.4MSellSep 17Eric P LefkofskyCEO200.0K sh$16.1MSellSep 17Ryan M BartolucciChief Accounting Officer7.1K sh$530KSellSep 17Andrew PolovinEVP, Chief Legal Officer3.0K sh$221KSellSep 16Ryan FukushimaCEO700 sh$49KSellSep 1Ryan FukushimaCEO30.8K sh$1.9MSellSep 1Jennifer A DoudnaDirector676 sh$44KSellSep 1David R EpsteinDirector250 sh$16KSellAug 28Nadja WestDirector3.0K sh$207K
1–10 of 41
+ 17 other (15 awards · 2 gifts) 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-KPress release / Reg FDJul 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Tempus AI, Inc. (Nasdaq: TEM) reported Q2 2026 financial results for the quarter ended June 30, 2026 via press release (Exhibit 99.1) on July 30, 2026. The Reg FD item also points to the same press release. Specific revenue, data licensing, and AI-related service metrics are in the attached exhibit. This is the routine quarterly earnings disclosure for the AI-driven precision medicine and healthcare data company.

SC 13D/AActivist amendmentJul 21SC 13D/A
AI summary

Tempus AI, Inc. (TEM) and its founder Eric Lefkofsky filed Amendment No. 3 to their Schedule 13D on Personalis, Inc., with Tempus holding 13,039,067 shares (12.5%) and Lefkofsky holding 13,189,067 shares (12.6%) in aggregate as of July 19, 2026. Tempus added 320,267 shares via open-market purchases between November and December 2025 for approximately $2.74 million. The filing was triggered by Tempus entering into a definitive merger agreement to acquire Personalis in a tax-free stock reorganization. This is Tempus's disclosure of its controlling stake as the acquiror in the Personalis deal.

8-KMaterial agreementJul 208-K — Item 1.01: Material agreement
AI summary

Tempus AI, Inc. (TEM) entered into a definitive Agreement and Plan of Merger with Personalis, Inc. on July 20, 2026 in a two-step structure: Personalis first becomes a wholly-owned Tempus subsidiary, then merges into a Tempus LLC entity. Both companies' boards approved the transaction; Personalis's board unanimously recommended stockholder adoption. The deal is structured as a tax-free reorganization under IRC Section 368(a), meaning Personalis stockholders will receive Tempus shares as consideration. This definitive merger agreement is the binding legal milestone cementing Tempus's acquisition of Personalis's genomic profiling platform.

8-KPress release / Reg FDJul 208-K — Item 7.01: Press release / Reg FD
AI summary

Tempus AI, Inc. (TEM) filed a Reg FD disclosure on July 20, 2026 announcing the signing of a merger agreement to acquire Personalis, Inc. in a two-step merger: Merger Sub I first merges with and into Personalis, then the surviving Personalis entity merges into Merger Sub II (a Tempus LLC subsidiary), leaving Personalis fully absorbed as a wholly-owned subsidiary of Tempus. A joint press release was furnished as Exhibit 99.1. This public announcement of the Tempus-Personalis combination marks a major strategic expansion of Tempus's AI-driven clinical genomics capabilities.

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.

+ 11 other (6 425s · 2 10-Qs · 1 S-4/A · 1 S-4) in window

Recent news

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

Tempus to Report Third Quarter 2026 Financial Results on November 2businesswire.com·1d agoAmbry Genetics Announces GenomeNext™, a Whole Genome Sequencing Test Solution to Improve Diagnosis for Rare Diseasesbusinesswire.com·4d agoTempus AI Expands Strategic Collaborations to Drive Future Growthzacks.com·4d agoShould You Buy, Hold or Sell Tempus AI Stock Amid AI Boom?zacks.com·8d agoTempus AI Doubles Down On Moderna and Merck Cancer Vaccine Infrastructurebenzinga.com·9d ago

In themes

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

AI Precision Medicine

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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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