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TickerTalks›$TEM
TETEM

Tempus AI, Inc.

$TEM·$8.3B·Medical - Healthcare Information Services·Healthcare
$51.95+6.9%YTD-19.3%1Y-26.0%
Mentions · last 7 days
2026-06-17: 191 posts2026-06-18: 173 posts2026-06-19: 39 posts2026-06-20: 29 posts2026-06-21: 44 posts2026-06-22: 137 posts2026-06-23: 75 posts696+7%
Price updated 14m ago·X counts updated 20h ago
TETEM
$TEMTempus AI, Inc.
$51.95+6.87%696 posts+7%
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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-06-24

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

AI-precision-medicine name down 25% from highs with FDA approval and a data moat — coiling for direction.

Tempus AI is the vertically integrated precision-medicine company combining genomic sequencing, electronic health records, and AI models, founded by Eric Lefkofsky (also of Groupon) — and the live setup is the equity coiling at 11% of its 52-week range as multiple regulatory wins start landing.

  • The growth is real and operating margins are improving: Q1 revenue grew 36% YoY to $348M at a 63% gross margin and -22% operating margin (down from -90% last year), with FY26 consensus of $1.59B revenue and a -$0.36 loss rising to a $0.66 profit in FY28 — the path to profitability is the real bull case and is showing in margin trajectory.
  • The regulatory catalysts have stacked up: full FDA approval for the xT CDx companion diagnostic, an FDA-cleared AI-ECG atrial-fibrillation prediction model (just published in Heart Rhythm), and the Hub and Lens agentic-AI platform launches — that's the kind of clinical-and-platform validation that bulls argue is the AI-irreplicable moat.
  • The financing and inside picture is the friction: a $460M zero-coupon convertible note (May 13) due 2032 is the capital that funds the operating burn — but founder/CEO Eric Lefkofsky's $7.76M sale on May 29 plus director David Epstein's small sale on June 3 are the inside signals that say 'liquidity is being taken at recent levels,' even as bulls point to the 45M+ patient records moat.

The August 14 Q2 earnings is the trigger that resolves the coil — sustained 30%+ revenue growth AND visible adjusted-EBITDA path keeps the wedge-breakout thesis intact; another margin-disappointment quarter, and the 11th-percentile chart extends down. The Lefkofsky sale at $46.70 is the inside benchmark — staying above defends the structural case; breaking below opens distribution concerns.

Agrees with X sentimentThe bullish case (xT CDx approval, ECG AI clearance, 45M+ patient records moat, 36% revenue growth, agentic-AI platform launches, wedge-breakout setup) maps to the fundamentals and regulatory filings. The X chatter underweights the $7.76M Lefkofsky sale — that's the inside cooling-off signal the chart-watchers aren't pricing.

What to watch: August 14 Q2 earnings — needs sustained 30%+ revenue growth AND visible adjusted-EBITDA path. Another margin disappointment, and the coil resolves down; Lefkofsky's $46.70 sale price is the cleanest inside benchmark.

On the calendar: 2026-08-14 — Q2 earnings

high betafounder distribution

X sentiment

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

Bullish sentiment34 posts analyzed · as of 2026-06-23

Tempus AI dominates the feed on the back of full FDA approval for its xT CDx companion diagnostic, an FDA-cleared ECG-AF atrial fibrillation prediction model, and a flurry of agentic-AI platform launches across its Hub and Lens products. Bulls frame TEM as a vertically integrated data + diagnostics moat with 45M+ patient records that AI giants like Anthropic structurally cannot replicate, pointing to 36% revenue growth and a path to positive adjusted EBITDA. Technicians flag a wedge breakout, reclaimed 50-day, and IH&S bottoming pattern, with traders adding alongside HIMS as a long-duration flywheel bet.

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
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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

Agentic AI is entering life sciences commercialization — 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 becoming the analytical infrastructure layer for clinical research and drug development.

What this means for $TEM

Direct beneficiary — AI-driven genomic sequencing diagnostics and licensed molecular data library position TEM as pharma's analytical infrastructure for oncology research; BMS contract validates commercial model.

Industry benchmark

9-name peer basket
+8.3%YTD
+36.5%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 earningsFri, Aug 14·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 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.5B – $1.6B-$0.36-$0.56 – -$0.1813
FY27$1.9B$1.9B – $2.0B-$0.08-$0.64 – $0.6013
FY28$2.3B$2.3B – $2.3B$0.66-$0.10 – $1.2210
FY29$2.7B$2.6B – $2.8B$1.75$1.68 – $1.805
FY30$3.1B$3.0B – $3.2B$2.80$2.70 – $2.895

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.11%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.-3.0%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.-24.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 114.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.4% 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.β4.905-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

SellJun 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$384KSellMay 19Eric P LefkofskyCEO22.3K sh$984KSellMay 19Ryan FukushimaCEO13.6K sh$597KSellMay 19Ryan M BartolucciChief Accounting Officer4.1K sh$181KSellApr 28Eric P LefkofskyCEO166.3K sh$8.5MSellMar 26Eric P LefkofskyCEO166.3K sh$7.7M
1–10 of 23
+ 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
8-KPress release / Reg FDJan 128-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.

Should You Retain Tempus AI Stock In Your Portfolio Now?zacks.com·6d agoTempus AI (TEM) Price Forecast: Consolidation Bottom Breakout Loomsfxempire.com·8d agoTempus AI: AI Precision Medicine With A Moatseekingalpha.com·13d agoTempus Announces Multi-Center Validation of AI-Enabled ECG Model for Predicting Atrial Fibrillation Risk Published in Heart Rhythmbusinesswire.com·13d agoTempus AI: The Compression Has Outrun The Business - Upgrading To Buyseekingalpha.com·15d 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 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.

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