TickerTalks
Browse all tickers →
TickerTalks›$TEM
TETEM

Tempus AI, Inc.

$TEM·$9.1B·Medical - Healthcare Information Services·Healthcare
$63.05-1.5%YTD-21.9%1Y-19.5%
Mentions · last 7 days
2026-08-22: 79 posts1,445+6%
Price updated 8h ago·X counts updated 9d ago
TETEM
$TEMTempus AI, Inc.
$63.05-1.55%1.4k posts+6%
AI analysisFundamentalsVoices on X
Loading…

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 hypeAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

AI-plus-healthcare crossover with real FDA clearance momentum and Cathie Wood pushing it to a top-2 Ark weighting — the base is broken to the upside.

Tempus AI is a healthcare-data and AI company built by Groupon founder Eric Lefkofsky, running oncology genomics and clinical-decision AI on one of the largest proprietary datasets in the space. The stock just went on a 50% weekly rip on FDA clearance and Personalis-merger enthusiasm, breaking out of a nine-month base.

  • Revenue growth is genuinely strong: Q1 was $348M, up 36% YoY, with a 63% gross margin — for a healthcare-AI company at this scale, the growth is landing at higher-quality margins than pure genomics peers.
  • The FDA 510(k) clearance for ECG-detected pulmonary hypertension is a category-opener — Tempus proving it can move an AI algorithm through the FDA validates the broader pipeline in a way retail can price directly.
  • The Personalis merger unlocks MRD volume: buying Personalis (Tempus and Lefkofsky combined own 25% already) consolidates minimal-residual-disease testing in a growing oncology surveillance market.
  • Losses are still real though: Q1 operating margin was -22% and 250k-share and 26k-share insider sales are the tape signal — 15+ S-Sale filings this window says insiders are using strength to reduce, which is a limit on how far the momentum can run.

The move keeps working while the FDA-clearance and Personalis-merger narratives extend and Cathie Wood's #2 Ark weighting attracts flows — November 3 earnings is when merger accretion becomes concrete. What invalidates: an FDA-pipeline slowdown, a Guardant lawsuit adverse ruling, or a Personalis deal renegotiation on worse terms.

Agrees with X sentimentBulls' 50% weekly rip, Cathie Wood-and-Bryan-Johnson endorsement framing, and Personalis-MRD-unlock read are all validated by the print — 36% revenue growth, FDA clearance, real merger economics. The 'when fintwit likes TEM' caution is honest but not yet the tape.

What to watch: November 3 Q3 earnings — need FDA-pipeline traction and clarity on Personalis merger accretion. A Guardant lawsuit adverse ruling, a merger renegotiation, or an insider-selling wave without cluster buys invalidates the momentum extension.

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

ai healthcarefda clearance pipelinecathie wood high convictionmerger accretion ahead

X sentiment

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

Bullish sentiment84 posts analyzed · as of 2026-08-30

Tempus is back in favor after a fast 50% weekly rip, fresh FDA 510(k) clearance for its ECG-PH pulmonary hypertension tool, and continued praise of the Personalis deal as an MRD volume unlock. Posters reference Cathie Wood's #2 portfolio weighting and Bryan Johnson's endorsement of the oncology model as evidence the AI-plus-healthcare narrative has legs. A more cautious minority notes the Guardant lawsuit surviving motions to dismiss and warns that when "fintwit likes TEM" the entry gets crowded, but the dominant read is that a base breakout is running.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

Healthcare IT adoption — EHR optimization, AI-assisted coding, and clinical decision support — is the structural demand driver. CMS reimbursement model shifts toward value-based care accelerate analytics and connectivity investment.

What this means for $TEM

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; AI-driven genomic sequencing diagnostics for oncology and a licensed clinical-molecular data library for pharma and biot.

Industry benchmark

10-name peer basket
+35.2%YTD
+39.2%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
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 $-0.07

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-$0.34-$0.50 – -$0.1614
FY27$2.0B$1.9B – $2.0B-$0.04-$0.57 – $0.5714
FY28$2.3B$2.2B – $2.5B$0.71-$0.12 – $1.389
FY29$2.8B$2.7B – $2.9B$1.75$1.68 – $1.834
FY30$3.2B$3.1B – $3.3B$2.80$2.69 – $2.934

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.1.0×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.35%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.+15.3%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.+11.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 106.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.7% 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.β3.585-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

SellAug 25Eric P LefkofskyCEO250.0K sh$17.1MSellAug 21Schoenherr Thomas EdwardCEO2.7K sh$189KSellAug 21Ryan FukushimaCEO14.3K sh$1.0MSellAug 19Schoenherr Thomas EdwardCEO8.1K sh$472KSellAug 19Rogers James WilliamCFO26.3K sh$1.6MSellAug 19Andrew PolovinEVP, Chief Legal Officer7.9K sh$444KSellAug 18Ryan FukushimaCEO41.1K sh$2.0MSellAug 18Eric P LefkofskyCEO132.6K sh$6.6MSellAug 18Schoenherr Thomas EdwardCEO9.2K sh$458KSellAug 18Andrew PolovinEVP, Chief Legal Officer22.1K sh$1.1M
1–10 of 32
+ 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
Free, forever. No credit card.

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.

+ 13 other (5 425s · 3 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

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

Cathie Wood Invested Roughly $1.4 Billion of Ark Invest's Flagship ETF in Just 3 Artificial Intelligence (AI) Stocksfool.com·4d agoTop Performing Leveraged/Inverse ETFs: 08/23/2026etftrends.com·6d agoWhat's Going On With Tempus AI Stock on Monday?benzinga.com·8d agoBest-Performing Leveraged ETF Areas of Last Weekzacks.com·8d agoTempus Receives FDA Clearance for its AI Product Intended to Detect Signs of Pulmonary Hypertension From Standard ECGsbusinesswire.com·8d ago

In themes

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

AI Precision Medicine

More in Medical - Healthcare Information Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$HTFL$TXG$HNGE$DOCS$WGS$TDOC$GEHC$HCAT
Voices on X · top 15 · 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.

PrivacyTermsSupport