Tempus AI, Inc. (TEM) Stock Price & Analysis
Tempus AI, Inc. (TEM) closed at USD 63.81 on Thursday, October 22, 2026, down 5.83% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 63.81; the Oct 22, 2026 session ranged USD 61.53–68.29 on volume of 6,191,678 shares. Market capitalization is —, with a 52-week range of USD 40.77–93.38 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:01 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TEM.md
Key facts (TEM)
- Last four reported quarters (through Jun 30, 2026): revenue $1.43B, net income -$254M (-17.8% margin), free cash flow -$263M (SEC filings).
- 2 of 80 tracked superinvestors hold TEM (13F, Q2 2026): 0 new, 0 added, 1 reduced, 1 unchanged.
- Analysts: Buy (mean 2.45 on a 1–5 scale) (20 analysts), mean target USD 74.94 (range 35–100).
- Total return with dividends: 1Y -26.7% vs S&P 500 +14.9%; 5Y +58.5% vs S&P 500 +80.3%.
- Next earnings: 2026-11-02, EPS estimate USD -0.08, revenue estimate $409M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (TEM)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|
| Revenue | $321M | $532M | $693M | $1.27B | $1.43B |
| Operating income | -$265M | -$196M | -$691M | -$253M | -$283M |
| Net income | -$290M | -$214M | -$706M | -$245M | -$254M |
| EPS (diluted) | -$5.30 | -$4.20 | -$6.23 | -$1.41 | — |
| Free cash flow | -$187M | -$249M | -$211M | -$239M | -$263M |
| Operating margin | -82.8% | -36.9% | -99.7% | -19.9% | -19.8% |
| Net margin | -90.4% | -40.3% | -101.8% | -19.3% | -17.8% |
| Revenue growth | — | +65.8% | +30.4% | +83.4% | — |
| Cash + short-term investments | $303M | $166M | $341M | $605M | — |
| Total debt | — | $193M | $168M | $209M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (TEM)
Superinvestors (SEC 13F-HR, Q2 2026) (TEM)
2 of 80 tracked investors hold TEM. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Samantha McLemore | Patient Capital Management | 0.77% | $23.2M | Reduced -9.4% |
| Duan Yongping | H&H International Investment | 0.01% | $1.2M | Unchanged |
Analysts (TEM)
Consensus Buy (mean 2.45 on a 1–5 scale), 20 analysts; mean target USD 74.94 (low 35, high 100).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-14 | JP Morgan | Target raised | Neutral | $45 → $70 |
| 2026-10-12 | Canaccord Genuity | Target raised | Buy | $80 → $95 |
| 2026-10-01 | Guggenheim | Target raised | Buy | $65 → $92 |
| 2026-09-21 | Goldman Sachs | Initiated | Neutral | $75 |
| 2026-09-11 | HC Wainwright & Co. | Target raised | Buy | $56 → $66 |
| 2026-09-09 | UBS | Initiated | Neutral | $70 |
| 2026-09-08 | Rothschild & Co | Initiated | Neutral | $67 |
| 2026-09-08 | Roth Capital | Initiated | Neutral | $67 |
| 2026-09-02 | Cantor Fitzgerald | Initiated | Overweight | $80 |
| 2026-09-01 | Piper Sandler | Upgrade | Neutral → Overweight | $56 → $76 |
| 2026-08-31 | Freedom Capital Markets | Target raised | Hold | $51 → $73 |
| 2026-08-20 | BTIG | Target raised | Buy | $70 → $80 |
Total return (dividends reinvested) (TEM)
| 1Y (from 2025-10-23) | 5Y (from 2024-06-10) | |
|---|---|---|
| Total return | -26.7% | +58.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -26.8% | +21.5% |
| Volatility (annualized) | 73.7% | 98.3% |
| Max drawdown | -54.6% (Oct 2025→Jul 2026) | -55.8% (Oct 2025→Mar 2026) |
TEM revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Diagnostics | $289.3M | 75.6% | +19.6% |
| Data & Applications | $93.2M | 24.4% | +28.0% |
| — Insights Product (part of Data & Applications) | $77.7M | 20.3% | +35.8% |
| — Trials Product (part of Data & Applications) | $9.0M | 2.4% | -8.2% |
| — Next Product (part of Data & Applications) | $6.3M | 1.6% | +10.5% |
| Total revenue | $382.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
TEM suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | ILLUMINA, INC. (ILMN) | “Illumina, Inc., is our primary supplier of sequencers and laboratory reagents; however, we purchase laboratory supplies from other companies as well, such as Roche Holdings, Inc., Integrated DNA Technologies, and Tecan US, Inc. We rely on standard commercial carriers for the delivery of samples to our laboratories.” |
| Supplier | Alphabet (Google) (GOOGL) | “In addition to suppliers who provide products supporting our provision of laboratory tests, we have cloud agreements with both AWS and Google.” |
| Supplier | Amazon (AMZN) | “In addition to suppliers who provide products supporting our provision of laboratory tests, we have cloud agreements with both AWS and Google.” |
| Supplier | Roche Holdings | “Illumina, Inc., is our primary supplier of sequencers and laboratory reagents; however, we purchase laboratory supplies from other companies as well, such as Roche Holdings, Inc., Integrated DNA Technologies, and Tecan US, Inc. We rely on standard commercial carriers for the delivery of samples to our laboratories.” |
| Supplier | Tecan US | “Illumina, Inc., is our primary supplier of sequencers and laboratory reagents; however, we purchase laboratory supplies from other companies as well, such as Roche Holdings, Inc., Integrated DNA Technologies, and Tecan US, Inc. We rely on standard commercial carriers for the delivery of samples to our laboratories.” |
| Customer | Paige | “the potential that advancements in AI allow our Data customers to develop models that serve as functional equivalents of our database and render our own products obsolete.” |
| Customer | Ambry Genetics | “We believe our commercial success is dependent upon our ability to continue to successfully market and sell our current Diagnostics products, including both Oncology testing (legacy Tempus) and Hereditary testing (legacy Ambry Genetics), to continue to grow our Data and applications business by expanding our current relationships and developing new relationships with clinicians and pharmaceutical and biotechnology…” |
| Partner | SB Tempus | “our ability to expand internationally, including through our joint venture, SB Tempus Corp., in Japan;” |
| Partner | Pathos AI | “Pursuant to the MSA, (i) we will ensure that Pathos develops, and we provide AstraZeneca with, a Foundation Model which has been developed, validated, and maintained using de-identified datasets contributed by us, (ii) the Foundation Model will be developed, validated, and maintained by Pathos, (iii) AstraZeneca will pay us a fee of $35 million, and (iv) a syndicate of investors including AstraZeneca will contempo…” |
| Partner | Personalis, Inc. (PSNL) | “In November 2023, we entered into a Commercialization and Reference Laboratory Agreement with Personalis, Inc., or Personalis, pursuant to which we began marketing Personalis' Personal Dx test in the United States initially in non-small cell lung cancer and breast cancer, as well as IO treatment response monitoring.” |
| Partner | SOFTBANK GROUP CORP. (SFTBF) | “For example, on May 18, 2024, we entered into the Joint Venture Agreement, or the Joint Venture Agreement, with SoftBank Group Corporation, or SoftBank, to form SB Tempus Corp., the Joint Venture or SB Tempus.” |
| Partner | ARES CAPITAL CORP (ARCC) | “We are party to a credit agreement with Ares Capital Corporation, under which we have $206.0 million outstanding in term loans and $100.0 million outstanding in revolving credit facility as of December 31, 2025.” |
Quoted from the company's 10-K filed Feb 24, 2026.
Companies that name TEM in their SEC reports
| Relationship to TEM | Company | Filing | Sentence |
|---|---|---|---|
| partner | Personalis, Inc. (PSNL) | 10-K Feb 26, 2026 | “our sales, marketing and commercialization plans and strategies, including the expected benefits of and activities to be performed under our Commercialization and Reference Laboratory Agreement with Tempus AI, Inc. ("Tempus");” |
TEM company outlook (results filed Jul 30, 2026)
- “Financial Outlook and Guidance Tempus is increasing its full year 2026 revenue guidance to $1.595 to $1.605 billion, which represents ~25% annual growth.”
- “We continue to expect 2026 Adjusted EBITDA to be ~$65 million.”
- “Guidance assumes no impact from the Personalis transaction, which is expected to close in late Q4 2026 or early 2027.”
Quoted word-for-word from the SEC 8-K results press release.
TEM analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.08 | $-0.08 | -7.4% | $409.4M | 14 |
| Next quarter (ends Dec 2026) | $-0.01 | $-0.01 | +33.8% | $455.5M | 14 |
| Current fiscal year (ends Dec 2026) | $-0.26 | $-0.36 | -27.5% | $1.60B | 15 |
| Next fiscal year (ends Dec 2027) | $-0.05 | $-0.08 | -40.5% | $1.97B | 14 |
Key Statistics (as of October 23, 2026 at 10:01 UTC)
| Price | USD 63.81 |
|---|---|
| Change | ▼ 5.83% (down) |
| Previous Close | USD 63.81 |
| Open | USD 63.81 |
| Day Range | USD 61.53 – 68.29 |
| 52-Week Range | USD 40.77 – 93.38 |
| Volume | 6,191,678 shares |
| Market Cap | — |
| Exchange | NMS |
Technical Analysis (TEM)
Nexqual's technical model rates TEM "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:01 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 42.56 (neutral) |
| vs SMA50 | Below (USD 68.72) |
| MACD | -1.43 (negative) |
Analyst Ratings (TEM)
Wall Street analysts rate TEM "Buy" based on 20 analysts, with a mean price target of USD 74.94 (range USD 35–100), per Nexqual as of October 23, 2026 at 10:01 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 20 |
| Mean Target | USD 74.94 |
| High Target | USD 100 |
| Low Target | USD 35 |
| Buy / Hold / Sell | 10 / 9 / 1 |
Earnings (TEM)
| Next Earnings Date | 2026-11-02 |
|---|---|
| EPS Estimate | USD -0.08 |
| Revenue Estimate | $409.36M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.04 vs est -0.15 ▲ beat |
| 2026-03-31 | USD -0.13 vs est -0.2 ▲ beat |
| 2025-12-31 | USD -0.04 vs est -0.05 ▲ beat |
| 2025-09-30 | USD -0.11 vs est -0.18 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Financials & Fundamentals (TEM)
| Total Revenue | $1.43B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +21.60% |
| Gross Margin | +63.98% |
| Operating Margin | -19.59% |
| Profit Margin | -17.77% |
| ROE | -67.44% |
| Debt / Equity | 3.25 |
| Current Ratio | 3.3 |
| Total Cash | $815.99M |
| Total Debt | $1.44B |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Ownership (TEM)
| Insider Ownership | +36.13% |
|---|---|
| Institutional Ownership | +59.25% |
| Shares Outstanding | 175.39M |
| Float | 116.33M |
| Short % of Float | +24.87% |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
From Tempus AI, Inc.'s Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- Below is a timeline of our Platform's evolution, both within oncology and into different disease categories: The Tempus Platform combines multiple elements into a vertically integrated infrastructure that enables us to ingest data from providers, structure and harmonize the data into a common database, provide laboratory diagnostic testing, and deliver personalized results that provide clinical context by leveraging our data.
- Our Platform includes proprietary software and dedicated data pipelines that create a network of healthcare institutions through more than 700 unique data connections, many of which supply us with complex multimodal data in near real time, across more than 5,000 healthcare institution sites that order our products and services.
- Our proprietary technology has allowed us to amass what we consider to be one of the largest libraries of clinical and molecular oncology data in the world.
- We believe our unique data set enables us to bring the benefits of generative AI and large language models to healthcare, as our curated, multimodal database can be used as a proprietary training set to build a variety of AI based applications, which we intend to deploy through our existing network and distribution platform.
Partnerships
- Typically we receive identified data, either in our capacity as a covered entity under the Health Insurance Portability and Accountability Act, or HIPAA, or to the extent we have a business associate agreement with the provider.
- The following table lists our current oncology test offerings: In November 2023, we entered into a Commercialization and Reference Laboratory Agreement with Personalis, Inc., or Personalis, pursuant to which we began marketing Personalis' Personal Dx test in the United States initially in non-small cell lung cancer and breast cancer, as well as IO treatment response monitoring.
Legal & Regulatory Risks (Item 1A, quoted)
- We conduct business in a heavily regulated industry, and changes in regulations or violations of regulations may, directly or indirectly, reduce our revenue, adversely affect our business, financial condition and results of operations.
- Our products may in the future be subject to product recalls. A recall of our products, either voluntarily or at the direction of the FDA or another governmental authority or regulatory authority, or the discovery of serious safety issues with our products, could have a significant adverse impact on us.
- Our "research use only" and any potential "investigational use only" products could become subject to more onerous regulation by the FDA or other regulatory authorities in the future, which could increase our costs and delay our commercialization efforts, thereby materially and adversely affecting our business, financial condition and results of operations.
- Any of these sanctions could also result in higher than anticipated costs or lower than anticipated sales of our products and have a material adverse effect on our business, financial condition and results of operations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:01 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt