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TETEM

Tempus AI, Inc.

$TEM·$15B·Medical - Healthcare Information Services·Healthcare
$83.52-1.8%YTD+27.2%1Y+8.3%
Price updated 4m ago·X counts updated 2d ago
TETEM
$TEMTempus AI, Inc.
$83.52-1.83%1.8k 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.

1,807X posts · last 7 days
Sep 11Sep 27
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, louder than 75% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-28

Tempus AI is running back-to-back bull-flag breakouts on massive volume with institutions reportedly accumulating. Bulls note the medical revenue model (tumor sequencing paid by hospital, then data paid by pharma), $1.5B Personalis acquisition owning tech behind the MRNA/MRK mRNA cancer vaccine, and management target of 25% revenue growth over three years.

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 hypeAcceleratingAI verdict · as of 2026-09-28

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

Tempus AI is trying to become the Palantir of medicine — real revenue growth, big founder selling, and a tight bull-flag the chartists are calling.

Tempus AI runs a genomic and multimodal data platform for oncology — the pitch is that its dataset plus AI models becomes the AI-in-medicine analog to what Palantir did in defense. It sits at $85 with real revenue growth, no earnings yet, and heavy founder-led selling.

  • The revenue is real and accelerating: analysts see revenue moving from ~$1.6B this year to $2.36B by 2028 as AI applications and data licensing scale, with last quarter beating the -$0.14 EPS estimate by 72%.
  • The financial cost of that growth is real too: operating margin at -18%, debt-to-equity of 2x, and free cash flow still negative — the story requires reaching profitability in 2027 as consensus already models.
  • Founder-CEO Eric Lefkofsky sold ~$35M of stock in September, plus multiple officers doing $500K-plus sales — heavy insider distribution into a tight bull-flag setup that the chartists are calling a breakout candidate.

November 3 earnings and any commentary on data-licensing revenue is the near-term unlock; a re-affirmed path to 2027 breakeven with growing high-margin data revenue restarts the tape, a soft genomics-testing print or a licensing-deal miss is what breaks the pattern the technicals are riding.

Agrees with X sentimentAgrees with the bull-flag breakout read and the AI-in-medicine framing — the revenue trajectory and 25-28% short interest are real setup ingredients — but the $35M of founder selling in September is a bigger tell than the crowd's 'PLTR-scale' talk implies; smart money agrees on direction, disagrees on timing.

What to watch: November 3 earnings — a re-affirmed 2027 breakeven path with growing data-licensing revenue restarts the tape; a soft genomics-testing print or a licensing-deal miss is what breaks the bull-flag technicals.

On the calendar: 2026-11-03 — Q3 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
+15.8%YTD
+10.7%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 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.0.8×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.70%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.+41.7%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.+51.1%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 today5.8% 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.β3.725-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

SellSep 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$207KSellAug 25Eric P LefkofskyCEO204.3K sh$14.0M
1–10 of 40
+ 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.

+ 13 other (6 425s · 2 10-Qs · 2 proxys · 1 S-4) in window

Recent news

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

Tempus Receives FDA Clearance for its ECG-MR AI Product Designed to Identify Undiagnosed Mitral Regurgitationbusinesswire.com·1d agoTempus AI (NASDAQ:TEM) Stock: Insider Eric Lefkofsky Sells 250,000 Sharesdefenseworld.net·3d agoTop Performing Leveraged/Inverse ETFs: 09/20/2026etftrends.com·5d agoTempus AI Chief Accounting Officer Sells $529,650 of Stockfool.com·5d agoBuy 3 AI-Powered Medical Stocks to Strengthen Your Portfolio in Q4zacks.com·5d ago

In themes

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AI Precision Medicine

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