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TickerTalks›$TEM
TETEM

Tempus AI, Inc.

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$TEM·$9.1B·Medical - Healthcare Information Services·Healthcare
$52.10-4.0%YTD-21.9%1Y-27.2%
Mentions · last 7 days
2026-08-08: 40 posts2026-08-09: 21 posts2026-08-10: 117 posts2026-08-11: 45 posts2026-08-12: 22 posts2026-08-13: 23 posts2026-08-14: 26 posts299+8%
Price updated 20h ago·X counts updated 18h ago
TETEM
$TEMTempus AI, Inc.
$52.10-4.03%299 posts+8%
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.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-15

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

AI-plus-clinical-data platform closing on Personalis — Tempus is buying the shelf that even Google still holds shares to bet on.

Tempus AI runs a multimodal AI platform for healthcare — combines diagnostic testing (NGS), clinical data pipeline (Tempus Hub), and analytics. It's a Google-backed AI-plus-clinical-data play that's now consolidating the space via M&A.

The reasons the move has legs:

  • The Personalis acquisition is the definitional strategic move: Tempus signed a definitive merger with Personalis on July 20 (two-step LLC merger structure), giving Tempus the specific liquid-biopsy MRD-monitoring capability it was missing — this is 'buying the shelf' as the PRISM2 (Nature Medicine paper on 2.3M pathology slides, 700K reports, 14M clinical data points) narrative gets extended.
  • The FY26 print is confirming the growth story: FY26 revenue guide of $1.595-1.605B (+25% year-over-year), Q3 guide of $405-410M, targeting ~$65M adjusted EBITDA — the FDA reimbursement win is what unlocks major growth going forward, per the Zacks framing.
  • The insider selling is genuinely heavy: founder/director Eric Lefkofsky sold $10.5M on July 28, officer Ryan Fukushima sold $2.1M across August 3-7, plus multiple director sales — 'distribution decides who wins' is the crowd's positive framing but the C-suite is stepping back at $42-50 range while the crowd is buying.

The story extends if the Personalis merger closes on schedule and Q3 sustains the +25% revenue growth. What flips it: an FDA regulatory pushback on the reimbursement pathway, or a Google/Alphabet disclosure that Tempus is being trimmed from the strategic-holdings basket that gave it institutional cover to date.

Agrees with X sentimentAgree with the bullish framing — the Personalis acquisition, PRISM2 Nature Medicine paper, and $1.6B revenue guide with EBITDA-positive trajectory are substantive. The 'Tempus solved the shelf first' framing is accurate. Where the tape is silent: $10.5M from Lefkofsky plus $2.1M from Fukushima in early August is the specific insider signal that deserves more attention than the 'more attention on this company the better' framing gives it.

What to watch: November 3 Q3 earnings and the Personalis merger closing — sustained +25% revenue growth plus Personalis integration confirms the setup. An FDA regulatory pushback on reimbursement or Google trimming the Tempus position is what breaks the institutional-flow floor.

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

X sentiment

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

Bullish sentiment42 posts analyzed · as of 2026-08-14

Tempus AI chatter is bullish on the multimodal AI-plus-clinical-data thesis. PRISM2 (Nature Medicine paper trained on 2.3M pathology slides, 700k reports, 14M clinical data points — via Paige acquisition) is the anchor catalyst; Google still holds TEM shares. 2026 revenue guide $1.595-1.605B (+25% YoY), Q3 $405-410M, targeting ~$65M adj EBITDA. Distribution-decides-who-wins thesis: 'Tempus solved the shelf first.' The stock is building a Stage-1 base with a $274K Nov 80-call print. No bear voice; the tape is 'more attention on this company the better.'

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

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

Partial — AI-driven genomic sequencing diagnostics for oncology and a licensed clinical-molecular data library for pharma and biotech companies; partial earnings exposure to medical - healthcare information services demand dynamics through its product portfolio.

Industry benchmark

10-name peer basket
+35.2%YTD
+33.7%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 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.0.6×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.18%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.+1.1%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.-9.3%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 today2.8% 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.β3.585-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 7Ryan FukushimaCEO20.0K sh$1.0MSellAug 3David R EpsteinDirector370 sh$16KSellAug 3Ryan FukushimaCEO23.8K sh$1.1MSellJul 28Eric P LefkofskyCEO250.0K sh$10.5MSellJul 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$12K
1–10 of 28
+ 22 other (20 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.

3New insider — initial holdingsFeb 253
+ 16 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.

Tempus AI's FDA Win Could Unlock Major Reimbursement Growth Aheadzacks.com·2d agoIs Tempus AI Worth Buying as Growth Improves but Valuation Stays High?zacks.com·3d agoThe Biggest IPO of the Year Is Targeted in the Next 60 Days. Why One Unexpected Industry Could Rally Before Then (Hint: It’s Not Tech)247wallst.com·4d agoTempus Q2 Earnings Call Highlights Data Growth and Pricing Upsidezacks.com·4d agoCellCarta Adds Tempus to CDx Commercialization Lab Networkprnewswire.com·9d ago

In themes

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