Tempus AI vyřešila obavy ohledně vlastnictví MRD a peněžních toků; upravená EBITDA dosáhla kladných hodnot. Akvizice Personalis posiluje její schopnosti v oblasti MRD.
SummaryTempus AI is now a higher-conviction Buy after resolving prior concerns on MRD ownership and cash flow, with adjusted EBITDA turning positive.The Personalis acquisition secures MRD capabilities, integrating high-demand data and supporting pharma partnerships, while xT CDx FDA approval enables significant pricing uplift from 2027.The Data and Applications segment maintains robust ~28% growth, with a growing backlog and margins stabilizing despite headline deceleration and compute cost pressures.At ~6.5x 2027 EV/revenue, TEM offers a de-risked thesis, and the recent ~20% pullback presents an attractive accumulation opportunity ahead of Q3 free cash flow milestones. Rockaa/E+ via Getty Images
A Buy call issued in June as “accumulate on dips” on Tempus AI, Inc. (TEM) now looks like a higher-conviction Buy after running up by ~39% since then. In June, I had two things on
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Společnost Tempus AI uvedla, že její AI panel pro předběžné vyšetření pokročilého nemalobuněčného karcinomu plic dosáhl citlivosti přes 80 % u 12 biomarkerů.
Tempus AI, Inc. (NASDAQ: TEM) today announced results from a study evaluating an AI-enabled pre-screening panel for patients with advanced non-small cell lung cancer (NSCLC). The panel achieved greater than 80% sensitivity across all 12 biomarkers assessed, with sensitivity exceeding 90% for several biomarkers, supporting its potential to identify patients who may need confirmatory biomarker testing. Results from the study will be presented at the European Society for Medical Oncology (ESMO) Congress 2026 in Madrid.
As the number of biomarker-driven therapies for advanced NSCLC continues to grow, identifying the right biomarkers can require multiple, time-consuming tests and sufficient tumor tissue. AI-enabled pre-screening is designed to help clinicians prioritize diagnostic testing, increase the number of patients who receive appropriate biomarker testing, accelerate access to clinically actionable results and preserve limited tissue samples.
“Precision medicine only works when clinicians have the right information at the right time,” said Ezra Cohen, MD, Chief Medical Officer of Oncology at Tempus. “These findings demonstrate the potential for AI to extract meaningful information from a pathology image that is already part of routine care and help clinicians determine what testing may be most important next. This builds on our efforts to apply AI to routine diagnostic data to help more patients benefit from precision medicine.”
Results are from a multi-center analysis of 60,459 advanced NSCLC cases across 56,969 patients. The AI-enabled panel analyzes routinely generated hematoxylin and eosin (H&E) pathology whole slide images (WSI) to predict potentially clinically relevant genomic and IHC biomarker status, supporting more timely access to personalized therapies. The study was conducted through an ongoing collaboration between Tempus and Pfizer focused on addressing diagnostic barriers and supporting biomarker testing across the broader treatment landscape, regardless of therapy.
The research also builds on Tempus’ broader work in AI-enabled biomarker prediction, including Paige Predict and Tempus Preview. Paige Predict, used as part of clinical laboratory testing, analyzes H&E WSI to predict the likelihood of 123 biomarkers across multiple cancer types when tissue is insufficient for sequencing. Tempus Preview provides early predictions of clinically relevant biomarkers approximately 24 hours after sample receipt in the clinical laboratory.
The H&E pre-screening panel remains in development and is not intended to replace established molecular or immunohistochemistry testing. It is being evaluated as a tool to help inform and prioritize subsequent diagnostic testing.
About Tempus
Tempus is a technology company leading the adoption of AI to advance precision medicine. With one of the world’s largest libraries of multimodal data and an operating system to make that data accessible and useful, Tempus provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and facilitates discovery, development and delivery of optimized therapeutics. The goal is for each patient to benefit from the treatment of others who came before by providing physicians with tools that learn as Tempus gathers more data. For more information, visit tempus.com.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended, about Tempus and Tempus’ industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this press release are forward-looking statements, including, but not limited to, statements regarding the quality of Tempus’ research and publications; the contributions of Tempus’ research and findings to the larger scientific community and the use of Tempus’ products and services to advance clinical care for patients. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “going to,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would” or the negative of these words or other similar terms or expressions. Tempus cautions you that the foregoing may not include all of the forward-looking statements made in this press release.
You should not rely on forward-looking statements as predictions of future events. Tempus has based the forward-looking statements contained in this press release primarily on its current expectations and projections about future events and trends that it believes may affect Tempus’ business, financial condition, results of operations and prospects. These forward-looking statements are subject to risks and uncertainties related to: Tempus’ financial performance; the ability to attract and retain customers and partners; managing Tempus’ growth and future expenses; competition and new market entrants; compliance with new laws, regulations and executive actions, including any evolving regulations in the artificial intelligence space; the ability to maintain, protect and enhance Tempus’ intellectual property; the ability to attract and retain qualified team members and key personnel; the ability to repay or refinance outstanding debt, or to access additional financing; future acquisitions, divestitures or investments; the potential adverse impact of climate change, natural disasters, health epidemics, macroeconomic conditions, and war or other armed conflict, as well as risks, uncertainties, and other factors described in the section titled “Risk Factors” in Tempus’ Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission (“SEC”) on February 24, 2026, as well as in other filings Tempus may make with the SEC in the future. In addition, any forward-looking statements contained in this press release are based on assumptions that Tempus believes to be reasonable as of this date. Tempus undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261019198806/en/
Key Takeaways Tempus AI's Q2 revenues rose 22% to $382.5M, while adjusted EBITDA improved $13.6M to a positive $8M.
Tempus AI expects its $460M convertible notes offering to cut annual interest expenses by more than $30M.
Tempus AI raised its 2026 revenue outlook to $1.595-$1.605B, maintaining adjusted EBITDA guidance of $65M.
Tempus AI (TEM - Free Report) demonstrates improving operating leverage as revenues scaled in the second quarter of 2026. Second-quarter revenues increased 22% year over year to $382.5 million. Meanwhile, adjusted EBITDA reached $8 million, marking a $13.6 million improvement from a loss of $5.6 million in the year-ago quarter. GAAP net income was $5.6 million and cash used in operating activities narrowed to $7.5 million.
The company ended the quarter with $820.7 million in cash, cash equivalents and marketable securities. It also completed a $460 million offering of 0.0% convertible senior notes due 2032, using part of the proceeds to repay its outstanding loan from Ares Capital. It expects the transaction to reduce annual interest expense by more than $30 million and support its goal of achieving positive free cash flow by year-end 2026.
Against this backdrop, Tempus raised its full-year 2026 revenue guidance to $1.595-$1.605 billion, implying approximately 25% growth, while maintaining adjusted EBITDA guidance of about $65 million.
Additionally, this combination of stronger revenue growth, positive quarterly adjusted EBITDA and lower expected interest costs supports the company’s progress toward positive free cash flow. However, achieving its year-end target remains a key execution milestone.
Peer UpdateInspire Medical (INSP - Free Report) exited the second quarter of 2026 with cash and cash equivalents and short-term investments of $320.7 million compared with $283.8 million at the end of first-quarter 2026. INSP does not have any debt on its balance sheet. Therefore, there appears to be no near-term threat to Inspire Medical’s solvency.
Cumulative net cash provided by operating activities at the end of second-quarter 2026 was $36.1 million compared to the cumulative net cash used in operating activities of $4 million a year ago.
iRhythm Holdings (IRTC - Free Report) exited the second quarter of 2026 with cash and cash equivalents and marketable securities of $591 million compared with $550 million at the end of the first quarter of 2026. IRTC does not have any current-year payable debt. Therefore, there appears to be no near-term threat to iRhythm’s solvency. However, the balance sheet is somewhat leveraged. Total debt of $651 million at the end of second-quarter 2026 has remained unchanged sequentially.
Key Takeaways TEM expands collaborations to strengthen its precision medicine presence and drive future revenue growth.
TEM's expanded collaboration supports potential commercialization of Moderna and Merck's cancer therapy.
Tempus extends its Recursion data deal through 2029, securing $42M in payments and access to its RNA model.
Tempus AI (TEM - Free Report) is expanding its presence in precision medicine through collaborations, which may support future revenue growth. In line with this, Tempus entered an expanded multi-year collaboration to support the potential commercialization of intismeran autogene (V940/mRNA-4157), an individualized neoantigen therapy developed by Moderna and Merck and evaluated with KEYTRUDA in patients with resected stage IIB-IV melanoma and other cancers. Under the collaboration, Tempus will coordinate the collection and transfer of tumor tissue and blood samples for next-generation sequencing (NGS) and, subject to regulatory approvals, provide NGS services to support therapy design and manufacturing.
Tempus extended its data partnership with Recursion Pharmaceuticals, Inc. (RXRX - Free Report) through November 2029. As part of the extension, the companies amended the original agreement’s annual license fees, replacing discretionary payments of up to $84 million over the next two years with committed payments totaling $42 million over the next three years. Under a separate agreement, Recursion also granted Tempus a non-exclusive, worldwide license to its proprietary RNA Foundation Model, TxFM.
Tempus partnered with Angiosarcoma Awareness, Inc. to advance data-driven research into angiosarcoma, a rare and aggressive cancer. The collaboration will leverage Tempus’ analytical resources and approximately 600 de-identified patient records with paired DNA and RNA sequencing data and available clinical information to deepen understanding of the disease.
Peer UpdateDoximity (DOCS - Free Report) announced an integration with Aledade, a physician-led leader in value-based care. The agreement will integrate Doximity’s HIPAA-compliant Clinical AI Suite, including its Scribe ambient notetaking tool and Ask clinical AI assistant, into Aledade Assist, an EHR overlay that provides clinical insights at the point of care.
Natera (NTRA - Free Report) entered a national partnership with Susan G. Komen, the world’s leading breast cancer organization. Together, the companies aim to accelerate breast cancer awareness and education, including efforts to increase understanding of MRD. Natera will serve as the 2026 Premier National Series Sponsor of the Susan G. Komen Race for the Cure and MORE THAN PINK Walk events. Through this, Natera will help raise awareness of breast health, support patients and survivors and advance Komen’s mission to save lives.
TEM’s Stock Price PerformanceIn the past year, Tempus’ shares have lost 24.9% compared with the industry’s 5.7% decline.
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Expensive ValuationTEM currently trades at a forward 12-month Price-to-Sales (P/S) of 6.73X compared with the industry average of 4.90X.
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TEM Stock Estimate TrendIn the past 30 days, Tempus’ loss per share estimate for 2026 has remained unchanged.
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TEM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Tempus rozšířil víceletou spolupráci se společnostmi Moderna a Merck v rámci příprav na možnou komercializaci personalizované protinádorové terapie intismeran autogene v kombinaci s přípravkem Keytruda.
Tempus Inc. (NASDAQ:TEM) on Wednesday expanded its multi-year collaboration for intismeran autogene (V940/mRNA-4157) individualized neoantigen therapy (INT) combined with Keytruda (pembrolizumab) for completely resected stage IIB-IV melanoma and other cancer types.
Intismeran autogene is jointly developed by Moderna Inc. (NASDAQ:MRNA) and Merck & Co. Inc. (NYSE:MRK).
• Tempus AI shares are experiencing downward pressure. Why are TEM shares declining?
Expanded Precision Oncology AlliancesThe collaboration builds on joint efforts initiated last year and will support preparations for the potential commercialization of intismeran autogene.
As part of the collaboration, Tempus will manage the timely collection and transfer of tumor tissue and blood samples required for next-generation sequencing (NGS).
Subject to applicable regulatory approvals, Tempus will also provide NGS services to support the intismeran autogene design and manufacturing process.
Financial terms of the collaboration were not disclosed.
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Enhancing Clinical Trial Design with Bristol Myers SquibbIn May, Tempus AI announced a new collaboration initiative with Bristol Myers Squibb Co. (NYSE:BMY) aimed at improving clinical trial design and increasing the Probability of Technical & Regulatory Success across five initial development programs.
The companies plan to use artificial intelligence, multimodal real-world data, and advanced data science tools to refine drug development strategies in oncology and neuroscience.
Strategic M&A and AI Infrastructure ExpansionIn July, Tempus AI agreed to acquire Personalis, Inc. (NASDAQ:PSNL), aiming to advance cancer monitoring through enhanced minimal residual disease (MRD) capabilities.
Tempus AI shares erased early losses and recovered after an initial sell off tied to the company’s acquisition of Personalis.
The acquisition, valued at $1.5 billion, is set to expand Tempus’ reach in the MRD market. Tempus claims it presents a $20 billion opportunity.
Bristol Myers Squibb in July said it is significantly upgrading its computational capabilities by deploying an Nvidia DGX SuperPOD equipped with DGX Vera Rubin NVL72 systems.
The strategic deployment establishes the most robust and energy-efficient single-owned artificial intelligence infrastructure currently operating within the life sciences sector.
TEM Price Action: Tempus AI shares were down 1.94% to $70.58 at the time of publication on Wednesday, according to Benzinga Pro data.
Image via Shutterstock
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Tempus AI získala od FDA povolení 510(k) pro nástroje ECG-MR a ECG-PH, které z klidového 12svodového EKG odhalují příznaky středně těžké nebo těžké mitrální regurgitace a plicní hypertenze.
Key Takeaways TEM is expanding its cardiovascular portfolio with next-generation AI products for cardiac risk detection. TEM's ECG-MR uses standard 12-lead ECGs to flag signs tied to moderate or severe mitral regurgitation. TEM's ECG-PH analyzes 12-lead ECG data for pulmonary hypertension signs and provides a binary output. Recent advancements in Artificial Intelligence (AI) have revolutionized the application of electrocardiography (ECG) in cardiovascular diagnostics. The AI-ECG analysis market size is expected to grow from $2.01 billion in 2025 to $2.40 billion in 2026 at a compound annual growth rate (CAGR) of 19.3% (per the Business Research report).
Against this backdrop, Tempus AI (TEM - Free Report) is expanding its cardiovascular portfolio with a suite of next-generation AI products designed to identify patients at risk for complex cardiac conditions.
Tempus received 510(k) clearance from the Food and Drug Administration (FDA) for its Tempus ECG-MR, an AI product that analyzes standard 12-lead resting electrocardiograms (ECGs) to detect signs associated with undiagnosed moderate or severe mitral regurgitation (MR).
Additionally, Tempus AI received 510(k) clearance from the FDA for Tempus ECG-PH (pulmonary hypertension), an AI-enabled software device that analyzes standard 12-lead ECGs for signs associated with pulmonary hypertension. Tempus ECG-PH only analyzes ECG data and provides a binary output for interpretation.
Peer UpdateGE HealthCare’s (GEHC - Free Report) new Advanced Imaging Solutions (AIS) segment combines the former Imaging and AVS businesses, linking CT, MR, molecular imaging, interventional systems, ultrasound, software and services under one operating structure. In second-quarter 2026, AIS generated $3.77 billion in revenues, up 5.0% organically, while segment EBIT margin rose 90 basis points to 13.9%. GEHC expects higher-margin AI-enabled new products in MR and CT, together with deeper clinical and commercial alignment, to support growth as the innovation cycle progresses.
iRhythm Holdings’ (IRTC - Free Report) platform is supported by more than 3 billion hours of curated ECG data, more than 12 million patient reports and an expanding clinical evidence base. During the second quarter of 2026, iRhythm expanded work with Desert Oasis Healthcare and signed two commercial agreements through Luum that combine predictive workflows with monitoring. Early pilot programs have shown more than 85% accuracy in identifying patients with clinically relevant arrhythmias before diagnosis. The productivity case also advanced after FDA clearance of iRhythm’s third-generation algorithm.
TEM’s Stock Price PerformanceIn the past year, Tempus’ shares have declined 17.7% compared with the industry’s 10.4% decline.
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Expensive ValuationTEM currently trades at a forward 12-month Price-to-Sales (P/S) of 7.30X compared with the industry average of 4.82X.
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TEM Stock Estimate TrendIn the past 30 days, Tempus’ loss per share estimate for 2026 has moved north.
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TEM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Tempus AI, Inc. (NASDAQ:TEM – Get Free Report) CEO Eric Lefkofsky sold 250,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $77.47, for a total value of $19,367,500.00. Following the sale, the chief executive officer directly owned 100,000 shares of the company’s stock, valued at $7,747,000. This represents a 71.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Tempus AI Stock Up 3.4% TEM stock opened at $85.01 on Friday. Tempus AI, Inc. has a twelve month low of $40.77 and a twelve month high of $104.32. The company has a quick ratio of 3.16, a current ratio of 3.30 and a debt-to-equity ratio of 3.06. The stock’s 50 day moving average is $59.62 and its 200-day moving average is $53.86. The firm has a market capitalization of $15.34 billion, a PE ratio of -59.03 and a beta of 3.72.
Tempus AI (NASDAQ:TEM – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported ($0.04) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.14) by $0.10. Tempus AI had a negative return on equity of 50.28% and a negative net margin of 17.77%.The business had revenue of $382.49 million during the quarter, compared to the consensus estimate of $379.69 million. During the same quarter in the prior year, the company posted ($0.22) earnings per share. Tempus AI’s revenue was up 21.6% compared to the same quarter last year. Sell-side analysts expect that Tempus AI, Inc. will post -1.38 EPS for the current fiscal year.
Tempus AI News Summary Here are the key news stories impacting Tempus AI this week: Positive Sentiment: Leica Biosystems added Tempus pathology products to its Aperio AI Store, making Tempus’ AI-powered pathology capabilities available through Leica’s digital pathology ecosystem. The collaboration could improve distribution and adoption of Tempus tools among oncology researchers and healthcare providers, reinforcing the company’s precision-medicine growth story. Leica Biosystems brings Tempus pathology products to Aperio AI Store Positive Sentiment: Investor enthusiasm remained strong around TEM’s artificial-intelligence and healthcare exposure, with the stock rising even as reports highlighted the CEO’s share sale. Tempus has also been featured in investment articles focused on AI-powered medical companies, supporting its growth narrative. Tempus AI stock rises despite CEO share sale Neutral Sentiment: Recent analyst commentary is mixed. Several firms maintain buy or overweight ratings and price targets near or above recent trading levels, but the reported consensus rating remains “Hold,” with an average target below the stock’s latest quoted level. Tempus also remains unprofitable, although its latest reported revenue increased year over year and earnings exceeded expectations. Negative Sentiment: CEO Eric Lefkofsky sold 250,000 shares for approximately $19.4 million, reducing his direct ownership by 71.43%. The sale was conducted under a pre-arranged Rule 10b5-1 plan, which makes it less indicative of a discretionary bearish view, but the size of the transaction may still weigh on sentiment. Tempus AI CEO sells 250,000 shares Negative Sentiment: The chief accounting officer also reportedly sold approximately $529,650 of TEM stock, adding to concerns about insider selling during a period of elevated valuation. Tempus AI chief accounting officer sells stock Wall Street Analyst Weigh In A number of research firms recently weighed in on TEM. Wolfe Research began coverage on shares of Tempus AI in a research report on Tuesday, June 2nd. They set a “peer perform” rating on the stock. Weiss Ratings raised shares of Tempus AI from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Friday, September 11th. Stifel Nicolaus decreased their price objective on shares of Tempus AI from $60.00 to $50.00 and set a “hold” rating for the company in a research note on Monday, August 3rd. Needham & Company LLC reissued a “buy” rating and set a $75.00 target price on shares of Tempus AI in a research report on Friday, July 31st. Finally, Roth Capital started coverage on Tempus AI in a research note on Tuesday, September 8th. They issued a “neutral” rating and a $67.00 target price on the stock. Eleven investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Tempus AI currently has a consensus rating of “Hold” and a consensus target price of $69.63.
View Our Latest Analysis on Tempus AI
Institutional Investors Weigh In On Tempus AI Several large investors have recently added to or reduced their stakes in TEM. Main Management ETF Advisors LLC raised its stake in Tempus AI by 1.0% in the fourth quarter. Main Management ETF Advisors LLC now owns 26,622 shares of the company’s stock valued at $1,572,000 after purchasing an additional 272 shares in the last quarter. Arkadios Wealth Advisors grew its stake in Tempus AI by 9.6% in the 1st quarter. Arkadios Wealth Advisors now owns 4,963 shares of the company’s stock worth $224,000 after buying an additional 435 shares in the last quarter. EMC Capital Management bought a new position in shares of Tempus AI in the 2nd quarter worth $29,000. NewEdge Advisors LLC increased its holdings in shares of Tempus AI by 1.3% in the 1st quarter. NewEdge Advisors LLC now owns 42,996 shares of the company’s stock worth $1,944,000 after buying an additional 536 shares during the last quarter. Finally, SteelPeak Wealth LLC raised its position in shares of Tempus AI by 6.2% during the 1st quarter. SteelPeak Wealth LLC now owns 9,245 shares of the company’s stock valued at $418,000 after buying an additional 538 shares in the last quarter. Hedge funds and other institutional investors own 24.22% of the company’s stock.
Tempus AI Company Profile (Get Free Report)
Tempus AI, Inc is a healthcare technology company focused on applying artificial intelligence and data analytics to precision medicine. The company combines molecular testing, clinical data and machine learning to help physicians make more informed treatment decisions and support the development of new therapies.
Tempus provides genomic and diagnostic testing services, including testing intended to identify clinically relevant mutations and other biomarkers. Its technology platform also organizes and analyzes clinical and molecular data, while its AI-enabled tools are designed to assist healthcare professionals with patient care, research and workflow management.
The company serves healthcare providers, patients, pharmaceutical companies and biotechnology researchers, primarily in the United States.
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TempraMed rozšířila exkluzivní distribuci s TEM do Argentiny, Venezuely, Kolumbie a Kostariky a přidala VIVI Med. Firma zároveň oznámila soukromé umístění až za C$1 000 000.
TempraMed and TEM Consulting International S.A. execute amendment expanding the distribution relationship beyond Panama to additional Latin American markets.The amended framework adds VIVI Med™ to the covered product portfolio, alongside VIVI Cap™ and VIVI Epi™.TempraMed received an additional commercial order from TEM, expected to be fulfilled by the end of September 2026.Initial extended-territory framework contemplates minimum units across the added countries, with additional annual commitments tied to exclusivity.Once required registrations are completed, TempraMed products are expected to be available through distribution relationships covering seven Latin American countries representing a substantial majority of the region's population.TempraMed expects to raise up toC$1,000,000 through non-brokered private placement of UnitsToronto, Ontario--(Newsfile Corp. - September 24, 2026) - TempraMed Technologies Ltd. (CSE: VIVI) (OTCQB: TMPTF) (FSE: 9DY) ("TempraMed" or the "Company"), a medical-technology innovator transforming how temperature-sensitive medications are stored and managed, is pleased to announce that it has entered into an amendment dated September 23, 2026 (the "Amended Agreement") to its definitive exclusive distribution agreement with TEM Consulting International S.A. ("TEM"), expanding the relationship beyond Panama into additional Latin American markets and adding VIVI Med™ to the distribution framework.
In connection with the amendment, TempraMed has received an additional commercial order from TEM, which the Company expects to fulfill by the end of September 2026. The additional order follows the previously announced transition of the parties' relationship from a non-binding LOI into a definitive exclusive distribution agreement for Panama and reflects TEM's continued market-development activity for TempraMed products across the region.
The amendment extends the distribution territory to include Argentina, Venezuela, Colombia and Costa Rica, in addition to TEM's existing Panama relationship. Separately, TempraMed has previously announced distribution initiatives in Brazil and Mexico. Once required registrations and launch activities are completed in the applicable markets, TempraMed products are expected to be available through distribution relationships covering seven Latin American countries: Panama, Argentina, Venezuela, Colombia, Costa Rica, Mexico and Brazil.
Expanded Commercial Framework
The Amended Agreement includes an initial commercial extended-territory order across the added countries. Units under the initial extended-territory order may consist of any combination of VIVI Cap™, VIVI Epi™ and VIVI Med™, at TEM's election.
The amendment also adds VIVI Med™ to the products covered under the agreement. VIVI Med™ is designed to expand TempraMed's temperature-protection platform beyond standard insulin pens to include vials, biologics, and other temperature-sensitive medications and supplies, supporting the Company's broader portfolio strategy in Latin America.
TEM will be responsible, at its sole cost, for obtaining required governmental licenses, registrations, approvals, importation authorizations, customs clearance, labeling compliance and other regulatory or commercial requirements necessary to commercialize the products in each applicable country.
Seven-Country Latin American Coverage Opportunity
With the existing Panama agreement, the expanded territory under the Amended Agreement, and TempraMed's separate Brazil and Mexico initiatives, the Company is building a distribution footprint that is expected to cover seven countries in South and Central America once products are registered in each applicable market.
Management believes this represents an important regional scale opportunity. Based on World Bank population data, Latin America and the Caribbean had approximately 666.6 million people in 2025. The seven countries covered by TempraMed's current and contemplated distribution initiatives collectively represent more than 70% of that regional population.
Latin America is an important growth region for TempraMed because many patients use temperature-sensitive medications in hot climates and in settings where daily travel, pharmacy-to-home transport, outdoor work, power interruptions and fragmented healthcare access can increase the risk of medication temperature exposure. TempraMed's product portfolio is designed to provide practical, passive, reusable protection for insulin, GLP-1 therapies, biologics, epinephrine auto-injectors, vials and other temperature-sensitive medications without batteries, charging or external power.
The expanded relationship with TEM supports TempraMed's strategy to build a scalable international distribution network through established healthcare distributors, clinics, pharmacies and medical channels. Management believes the addition of VIVI Med™ further broadens the commercial opportunity by extending the Company's product offering to additional medication formats and higher-value therapeutic categories.
"The expansion of our relationship with TEM marks another important step in converting our international distribution strategy into commercial execution," said Ron Nagar, Chief Executive Officer of TempraMed. "We began with Panama, moved into a definitive agreement, fulfilled an initial commercial order, and are now expanding the relationship into additional Latin American markets while receiving another commercial order expected to be fulfilled by the end of September. This is exactly the type of execution progress we want to demonstrate to investors."
"Once required registrations are completed, this relationship and our broader Latin American initiatives are expected to provide access to seven countries representing a substantial majority of the region's population," added Nagar. "The addition of VIVI Med is also significant because it expands our addressable opportunity beyond insulin pens to vials, biologics and other temperature-sensitive medications. We believe this creates a stronger, more diversified platform for long-term growth in Latin America."
Private Placement
TempraMed also announces a non-brokered private placement (the "Offering") of up to 2,000,000 units of the Company (each, a "Unit") at a price of C$0.50 per Unit for aggregate gross proceeds of up to C$1,000,000. Each Unit will consist of one common share of the Company (each, a "Share") and one Share purchase warrant of the Company (each, a "Warrant"). Each Warrant will entitle the holder thereof to purchase one additional Share at a price of C$1.00 at any time on or before the date which is 18 months after the closing date of the Offering.
The proposed use of proceeds from the Offering is to fund new inventory, product development, and to scale the sales and marketing division globally, as well as general working capital.
In accordance with applicable securities laws, the Shares, Warrants and any additional Shares issued upon exercise of the Warrants will be subject to a four-month and one day hold period in Canada from the date of closing of the Offering. The Warrants issued to certain of the investors will be subject to a restriction preventing their exercise if such exercise would result in the holder holding over 9.99% of the issued and outstanding Shares of the Company. Accordingly, it is anticipated that there will be no new insiders as a result of the Offering.
Closing of the Offering is anticipated to occur on or before September 30, 2026 or such other date or dates as may be determined by the Company, subject to the receipt of investor documentation, funds and compliance with the requirements of the Canadian Securities Exchange ("CSE").
In connection with the Offering, the Company may pay a finder's fee to certain qualified arm's length parties a cash finder's fee equal to 7% of the gross proceeds raised and a number of common shares ("Finder's Shares") equal to 7% of the number of Units placed by such finder.
The securities of the Company referred to in this press release have not been and will not be registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or any state securities laws. Accordingly, the securities of the Company may not be offered or sold within the United States unless registered under the U.S. Securities Act and applicable state securities laws or pursuant to an exemption from the registration requirements of the U.S. Securities Act and applicable state securities laws. This news release does not constitute an offer to sell or a solicitation of any offer to buy any securities of the Company in any jurisdiction in which such offer, solicitation or sale would be unlawful.
About TEM Consulting International S.A.
Since 2014, TEM Consulting International S.A. has established itself as a Panamanian specialist in the import and distribution of high-quality surgical and medical disposables. With expertise in government tenders and as a partner to Panama's public and private healthcare systems, including the Caja de Seguro Social and Ministerio de Salud, TEM provides nationwide reach across hospitals, clinics and pharmacy networks throughout Panama.
TEM maintains strategic distribution agreements with leading international manufacturers including Dynarex, Medline, MedPride, Reach Surgical, Texpol, IHT and Prim. By leveraging Panama City's strategic role as a regional logistics gateway and its established distribution network, TEM offers a platform for international suppliers seeking to enter and scale within Latin American healthcare markets.
About TempraMed Technologies Ltd.
TempraMed Technologies Ltd. is a global medical-device company with a portfolio of innovative, temperature-controlled medication storage solutions. Founded with the mission to safeguard the effectiveness of life-saving medications, TempraMed develops patented, FDA-registered thermal insulation devices that work 24/7 without batteries or external power. With a product line already in market including VIVI Cap™, VIVI Cap Smart™, VIVI Epi™ and VIVI Med™, TempraMed enables patients and healthcare providers to confidently manage temperature-sensitive medications anywhere, anytime. With operations in North America, Europe and Asia, TempraMed continues to expand globally with solutions for medication protection and adherence.
Sources
TempraMed press release: "TempraMed Signs LOI for Distribution Agreement in Panama, Expanding Central American Exposure," Newsfile Corp., March 30, 2026.TempraMed press release: "TempraMed Executes Definitive Exclusive Distribution Agreement with TEM in Panama, Advancing Commercial Expansion Across Clinics and Pharmacies," Newsfile Corp., August 18, 2026.Amendment to Distribution Agreement between TempraMed Israel Ltd. and TEM Consulting International S.A., August/September 2026.World Bank, World Development Indicators: Population, total - Latin America & Caribbean, 2025.World Bank, World Development Indicators: Population, total - Argentina, Brazil, Colombia, Costa Rica, Mexico, Panama and Venezuela, latest available 2025 data.Cautionary Statements
THE CANADIAN SECURITIES EXCHANGE HAS NOT REVIEWED AND DOES NOT ACCEPT RESPONSIBILITY FOR THE ACCURACY OR ADEQUACY OF THIS RELEASE, NOR HAS OR DOES THE CSE'S REGULATION SERVICES PROVIDER.
This press release contains "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian securities legislation (collectively, "forward-looking statements"). Forward-looking statements may be identified by words such as "anticipate," "believe," "expect," "intend," "may," "plan," "will," "should," "strategy," "future," "potential," and similar expressions, or statements about events or conditions that may occur in the future.
Forward-looking statements in this press release include, without limitation, statements regarding: the expected fulfillment of the additional TEM commercial order by the end of September 2026; the anticipated scope and effectiveness of the amended distribution relationship with TEM; the Company's ability to obtain or support product registrations in the applicable Latin American markets; the timing and success of commercial launch activities in any country; the anticipated availability of TempraMed products across seven Latin American countries; expected demand for the Company's products in Latin America; the Company's ability to expand through clinics, pharmacies, distributors and medical channels; the Company's ability to commercialize VIVI Med™ and other products in the region; the completion of the Offering, including the number of Units to be issued and the aggregate gross proceeds to be raised; the anticipated closing date of the Offering; the receipt of all necessary approvals, including the approval of the CSE; the anticipated use of proceeds from the Offering; the payment of any finder's fees and issuance of any Finder's Shares in connection with the Offering; and the expectation that there will be no new insiders as a result of the Offering.
Forward-looking statements are based on the opinions, expectations and assumptions of management as of the date of this press release, including but not limited to: that TEM will have the capacity and resources to effectively distribute the Company's products in the expanded territory; that the Company will have sufficient inventory and manufacturing capacity to fulfill current and future orders; that regulatory, import and registration requirements in the applicable markets will not materially impede commercialization; that market conditions in Latin America will support demand for the Company's products; that the Company will complete the Offering on the terms and within the timeframe anticipated; that the Company will receive all required regulatory and CSE approvals in connection with the Offering; and that the proceeds of the Offering will be used as currently anticipated.
Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied, including but not limited to: risks associated with entering new geographic markets; the Company's ability to secure additional financing; the risk that the Offering may not be completed on the terms or within the timeframe anticipated, or at all; the risk that the Company raises less than the maximum gross proceeds under the Offering; the risk that the Company does not receive the approval of the CSE or other required approvals for the Offering; the risk that the Company reallocates the proceeds of the Offering for business reasons or otherwise does not use the proceeds as currently anticipated; dilution to existing shareholders resulting from the Offering and any exercise of the Warrants; volatility in the market price of the Company's Shares and general conditions in the capital markets; delays in manufacturing or delivery; changes in regulatory requirements or government policy; the ability to obtain required registrations, licenses or approvals; the ability of distributors to execute commercial launch plans; competitive developments in temperature-controlled medication storage; general economic, market and business conditions; and other risks described in the Company's public filings available on SEDAR+ at www.sedarplus.ca.
The forward-looking statements contained in this press release are made as of the date hereof. Except as required by applicable securities laws, the Company does not undertake any obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/315793
Source: TempraMed Technologies Ltd.
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Tempus AI uvedla, že růst byl podpořen silnou poptávkou po genomickém profilování a datovém byznysu. Firma čeká minimálně 25% růst v nadcházejících letech.
MarketBeat Week in Review – 02/23 - 02/27Tempus AI NASDAQ: TEM Founder and CEO Eric Lefkofsky said the company’s second-quarter performance was supported by continued demand for comprehensive genomic profiling and growth in its data-licensing business.
Speaking at Morgan Stanley’s Global Healthcare Conference, Lefkofsky said the diagnostics business, particularly solid-tumor profiling and liquid biopsy testing used for therapy selection, remained the company’s largest business line. He said demand has been durable while average selling prices have increased.
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After a Near 50% Drop, Tempus AI Could Be Ripe for a ReboundTempus’ data-licensing business also continued to expand, according to Lefkofsky. He said the business grew about 36% in the most recent quarter and recorded roughly $200 million in total contract value additions. Lefkofsky attributed demand in part to biopharmaceutical companies’ increasing investments in artificial intelligence and related computing infrastructure.
Growth outlook tied to diagnostics pricing and data demand Lefkofsky reiterated Tempus’ expectation for at least 25% growth over the next several years, saying the company was designed to pursue sustained long-term growth rather than a shorter period of faster expansion.
Tempus AI Sold Off After a Beat—But the Rebound Case Is BuildingIn diagnostics, he highlighted expected pricing changes for Tempus’ core oncology assays. The company’s solid-tumor test received FDA approval for both tumor-normal and tumor-only testing, which Lefkofsky said will allow the platform to transition to Advanced Diagnostic Laboratory Test, or ADLT, pricing. He said the shift is expected to provide an estimated $80 million to $100 million of incremental annual average selling price, profit and free-cash-flow benefit beginning next year if the company does not reinvest the proceeds.
Tempus’ liquid-biopsy assay is also before the FDA, Lefkofsky said. If approved, he expects the test to receive ADLT pricing and enter the market in the second half of 2027. He said the expected pricing could rise from about $3,200 currently to the mid- to high-$7,000 range, potentially producing $250 million to $300 million in annual uplift.
Lefkofsky also cited faster unit growth and rising prices in molecular residual disease, or MRD, testing. He said the company expects its hereditary testing business, acquired through Ambry Genetics, to return to mid-teens growth toward the end of the year after lapping volume gains associated with Invitae’s bankruptcy.
Personalis acquisition to expand MRD presence Tempus’ planned acquisition of Personalis is centered on what Lefkofsky described as a best-in-class, whole-genome-based MRD assay with strong sensitivity and specificity. Tempus had previously served as Personalis’ exclusive U.S. distributor.
He said the timing of the acquisition accelerated after Personalis received MolDX reimbursement approvals in lung, breast and immuno-oncology applications and another party expressed interest in buying the company. Lefkofsky expects Personalis’ average selling prices to rise to $1,000 and above as reimbursement expands.
Lefkofsky said Tempus separately won a request-for-proposal process to support the potential national rollout of Merck and Moderna’s V940 personalized melanoma vaccine program if the product receives FDA approval. Personalis has provided sequencing for the clinical trial, while Tempus would manage a significant portion of the expected rollout volume and revenue, he said.
He characterized the program as distinct from a traditional companion diagnostic because sequencing is part of the product’s manufacturing process. The final division of sequencing work between Tempus and Personalis remains under discussion, according to Lefkofsky.
Data licensing seen as long-term opportunity Lefkofsky said Tempus has licensed oncology data since 2018 and has signed long-term data agreements exceeding $100 million with companies including AstraZeneca, Bristol Myers Squibb, GSK, Merck and BioNTech.
He said biopharma customers use Tempus data for applications including synthetic controls, clinical-trial design, site selection and commercialization planning. Tempus’ data business could grow at roughly 30% annually in oncology under current trends, he said, with further opportunity from expansion into other diseases and potential demand from large technology companies.
The company’s data repository includes de-identified information from approximately 50 million patients, including 10 million cancer patients and 40 million patients outside oncology, Lefkofsky said. He argued that Tempus’ network of hospital connections, data agreements, molecular testing, imaging data and data-harmonization infrastructure creates a competitive advantage, though he acknowledged that customers can license healthcare data from other providers.
On reimbursement, Lefkofsky said Medicare and Medicaid payment for solid-tumor profiling and liquid biopsy has remained stable, while MRD reimbursement is currently led by MolDX and could expand to other Medicare administrative contractors over time.
About Tempus AI (NASDAQ:TEM)Tempus AI, Inc is a healthcare technology company focused on applying artificial intelligence and data analytics to precision medicine. The company combines molecular testing, clinical data and machine learning to help physicians make more informed treatment decisions and support the development of new therapies.
Tempus provides genomic and diagnostic testing services, including testing intended to identify clinically relevant mutations and other biomarkers. Its technology platform also organizes and analyzes clinical and molecular data, while its AI-enabled tools are designed to assist healthcare professionals with patient care, research and workflow management.
The company serves healthcare providers, patients, pharmaceutical companies and biotechnology researchers, primarily in the United States.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Tempus AI je na nejvyšší úrovni od loňského listopadu a od letošního minima přidal 95 %. Trh sleduje rezistenci na 100 USD, zatímco firma čeká celoroční výnosy 1,59 až 1,6 miliardy USD.
Tempus AI stock continues its strong bull run and is now trading at its highest level since November last year. TEM jumped to $80, up 95% from its lowest level this year, with market capitalization above $14 billion. This rally may continue as bulls target the key resistance level of $100.
The daily chart shows that the TEM stock bottomed at $41.47 in April, May, and August this year. It formed a triple-bottom pattern, a common bullish reversal sign in technical analysis.
The stock has now soared above the important resistance level of $63.25, the triple-bottom’s neckline. After that, the stock formed a bullish flag pattern, which is made up of a vertical line and a descending channel. This pattern normally leads to more gains over time.
The stock has now moved above the crucial resistance level of $72.90, its highest point in August. It also formed a golden cross on September 3, as the 50-day and 200-day moving averages crossed. This pattern is one of the most highly bullish rate in years.
Tempus AI will likely continue rising as bulls target the key resistance level of $100, up by about 25% above the current level. A drop below the key support level of $72.90 will invalidate the bullish outlook.
TEM stock chart | Source: TradingView
Tempus AI stock has been in a strong bullish breakout in the past few months, helped by the ongoing demand of software companies. It also delivered relatively strong financial results, which showed that its business did well.
Its revenue rose by 22% in the second quarter, helped by its oncology business, whose revenue jumped by 31%. The company’s Molecular residual disease volume rose to 9,000 from 6,500 in the previous quarter.
READ MORE: Tempus AI stock is soaring and it has Moderna to thank
Tempus AI’s management believes that the revenue growth will continue as demand for its solutions rise. It now expects that its full-year revenue will jump to between $1.59 billion and $1.6 billion, representing a 25% annual growth.
As part of these growth plans, the company announced a big buyout. It is in the process of buying Personalis for an enterprise value of $ 1.5 billion. Personalis provides minimal residual disease (MRD) testing. This is a process that uses DNA sequencing and algorithms to look for tiny traces of tumor DNA after a patient has had surgery, chemotherapy, and radiation.
Yahoo Finance data shows that Tempus AI’s revenue will continue rising, potentially to $1.91 billion next year. Excluding Personalis, the figure may hit $2 billion in that year.
The challenge, however, is that some large acquisitions tend to backfire. A good example of this is when Teladoc spent over $18 billion acquiring Livongo Health. A few years later, it issued a big non-goodwill charge.
Analysts have maintained a fairly bullish outlook. Cathie Wood has maintained a buy rating, and made it one of the biggest companies in her portfolio. HC Wainwright boosted the target from $56 to $66, while UBS, Rothschild, and Roth Capital have a neutral outlook and a target of over $67.
Morgan Stanley just reframed the revenue story for Tempus AI in a way that management's own guidance never fully captured, and the market is now scrambling to catch up with what reimbursement clarity actually means for the bottom line.
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Tempus AI (NASDAQ:TEM | TEM Price Prediction) is having a breakout week after Morgan Stanley remarks on September 15 spotlighted fresh reimbursement-driven revenue lifts for the AI-powered diagnostics company. Shares have rallied 29.98% over the past week, extending into a 13.83% surge in Thursday’s session to $79.65. For long-term investors, the commentary reframes the near-term revenue trajectory well beyond management’s prior guidance.
Ticker Company Firm Action Focus TEM Tempus AI Morgan Stanley Revenue outlook boost Reimbursement upgrades on xT and xF Inside the Analyst’s Revenue Case The Morgan Stanley discussion centered on how newly clarified reimbursement pricing translates directly into incremental revenue. CEO Eric Lefkofsky estimated that xT pricing adds $80 million to $100 million next year, while xF approval and pricing could add $250 million to $300 million annually. Lefkofsky also signaled that Tempus should over-deliver on its stated 25% multiyear growth target.
Those figures line up with prepared remarks from the Q2 call, where management guided to approximately $400 million of revenue uplift in 2028 across the XT CDx and XF approvals, and pegged the minimal residual disease opportunity from the pending Personalis deal at a $20 billion plus market.
Tempus AI Snapshot Tempus is a Chicago-based precision medicine platform with two segments: Diagnostics and Data and Applications. Q2 FY2026 revenue reached $382.49 million, up 21.6% year over year, with oncology testing volumes accelerating 31%. The company raised full-year guidance to $1.595 to $1.605 billion, or roughly 25% annual growth, and reaffirmed adjusted EBITDA of about $65 million. Market capitalization sits near $14.0 billion.
Data licensing bookings totaled approximately $200 million in the quarter, with named customers including AstraZeneca, GlaxoSmithKline, Bristol-Myers Squibb, Merck, Daiichi Sankyo, Levelset Bio, and Insight Pharmaceuticals. Lefkofsky said “The data business is just on fire.”
Why the Rally Is Landing Now The setup matters because analyst sentiment was already turning. Forward EPS estimates for fiscal 2027 have swung from -$0.1067 ninety days ago to $0.0040 today, with eight upward revisions in the past 30 days. Wall Street’s consensus revenue estimate for FY2027 sits at $1.97 billion. Shares trade at roughly 9x sales, and the stock remains below its 52-week high of $104.32 despite a 54.24% one-month gain. The consensus analyst target price of $68.18 now trails the market price, suggesting further target revisions may follow.
What It Means for Your Portfolio Retirement-focused readers should weigh Tempus AI stock as a high-beta growth story: beta of 3.7, ongoing GAAP losses, and heavy stock-based compensation of $54.1 million in Q2. Yet the reimbursement clarity, accelerating data licensing, and pending Personalis MRD platform sharpen a credible path to positive free cash flow by year end. The price target raised commentary from Morgan Stanley reframes the setup, though position sizing should reflect the volatility that comes with it (we studied what the early traits of the biggest tech winners looked like and put them in a free playbook here).
Contact [email protected] for any questions or corrections.
Personalis holders receive Tempus shares worth $16.25 each under the pending merger Summary
Piper cited the Personalis MRD platform, a positive INTerpath-001 readout, and FDA approval of the tumor-only xT CDx test.
Tempus AI TEM rose 2.46% premarket after Piper Sandler upgraded the stock to Overweight from Neutral and raised its price target to $76 from $56. The firm had held a Neutral rating on the view that the valuation was tracking AI sentiment rather than the diagnostics and data businesses underneath it.
Piper pointed to three drivers: the tumor-informed minimal residual disease platform Tempus picks up through the pending Personalis acquisition, a positive readout from the INTerpath-001 study, and FDA approval of the tumor-only xT CDx test, which the firm said clears a hurdle toward unified ADLT pricing. Piper said the xF product could follow in the second half of 2027.
The S-4 filed August 31 lays out the terms. The deal values each Personalis share at $16.25, paid in Tempus Class A stock at a ratio set against the Tempus share price, with Tempus able to elect cash for up to half the shares. Canaccord Genuity reiterated Buy at $80 after the filing.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Tempus AI v pondělí klesá o 6,78 % na 67,76 USD po zhruba 20% růstu za minulý týden. Zároveň získal souhlas FDA 510(k) pro ECG-PH, nástroj s AI pro detekci plicní hypertenze z běžného EKG.
Tempus AI Inc (NASDAQ:TEM) stock is trading lower on Monday as the stock is pulling back from an approximately 20% surge over the last week.
Personalis Deal Draws AttentionThe recent surge in the stock was driven by momentum from Phase 3 INTerpath-001 results from Merck & Co. Inc. (NYSE:MRK) and Moderna Inc. (NASDAQ:MRNA) of intismeran autogene (a custom mRNA neoantigen therapy) paired with Keytruda for advanced melanoma.
The data puts a spotlight on the company’s $1.5 billion Personalis Inc. (NASDAQ:PSNL) deal.
Moderna uses Personalis’ sequencing platform to analyze tumor tissue and identify specific neoantigens needed to manufacture individualized doses.
Tempus AI Gets FDA Clearance For Pulmonary Hypertension ToolOn Monday, Tempus received FDA 510(k) clearance for ECG-PH, an AI product intended to detect signs of pulmonary hypertension from a standard ECG.
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The clearance adds pulmonary hypertension to the company’s FDA-cleared AI products alongside atrial fibrillation and low ejection fraction.
Analyst Consensus & Recent ActionsThe stock carries a Hold rating with an average price forecast of $61.27. Recent analyst moves include:
BTIG: Buy (Raises Forecast to $80.00) (August 20) Piper Sandler: Neutral (Lowers Forecast to $56.00) (August 4) BTIG: Buy (Lowers Forecast to $70.00) (August 3) Top ETFs Holding Tempus AI (TEM) ARK Innovation ETF (NYSE:ARKK): 4.94% Weight ARK Genomic Revolution ETF (BATS:ARKG): 6.86% Weight Wisdomtree BioRevolution Fund (NASDAQ:WDNA): 2.52% Weight How Tempus AI Ranks On Momentum Versus The MarketBelow is the Benzinga Edge scorecard for Tempus AI, highlighting its strengths and weaknesses compared to the broader market:
Momentum: Bullish (Score: 83.09) — The stock is still screening as a momentum name despite today’s sharp pullback. The Verdict: Tempus AI’s Benzinga Edge signal reveals a momentum-driven story, with the scorecard emphasizing trend strength more than fundamentals.
For longer-term traders, that typically means risk management around support/resistance matters more than trying to “average” the move on volatile days.
TEM Stock Price Activity: Tempus AI shares were down 6.78% to $67.76 at the time of publication on Monday, according to Benzinga Pro data.
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Photo courtesy: Piotr Swat via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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CEO společnosti Tempus AI Eric P. Lefkofsky prodal 132 591 akcií za 6,6 milionu USD, šlo však o rutinní prodej kvůli daňovým povinnostem. Akcie pak následující den vyskočily o 24 %.
Eric P. Lefkofsky, the chairman and CEO of Tempus AI, Inc. (TEM +9.06%), disposed of about 133,000 shares of Class A Common Stock on August 18, according to an SEC Form 4 filing
Transaction summaryMetricValueTransaction value$6.6 millionShares sold (directly held)132,591Post-transaction shares (directly held)2,098,130Transaction value based on SEC Form 4 weighted average sale price ($49.61); post-transaction value based on the August 18 market close ($49.36).
Key questionsWhat was the structural nature of this share disposition?
The sale was non-discretionary, executed to cover tax obligations, and does not reflect the insider's view on the stock. This "sell to cover" mechanism is a standard arrangement used by the company to fund minimum statutory tax withholdings upon the vesting of equity awards.What is the current scale of the CEO's equity exposure?
Lefkofsky continues to control a small but meaningful percentage of the company through his direct and indirect holdings. The insider also holds derivative securities. As of the August 19 market close, the stock was priced at $61.25, following a one-year total return of -37%.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a comprehensive healthcare technology platform that integrates clinical diagnostic capabilities with advanced analytics and multimodal data repositories, generating revenue through its Tempus platform and Hub clinical application for next-generation sequencing testing.The company operates a closed-loop, full-stack business model that establishes bi-directional integrations between clinician workflows and laboratory diagnostic services, enabling end-to-end solutions for healthcare providers and diagnostic testing.The company serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities and data-driven clinical decision support, with a primary focus on oncology and precision medicine applications.Tempus AI is a healthcare technology company based in Chicago with a $10.7 billion market capitalization and approximately 3,800 employees. The company has achieved TTM revenue of $1.4 billion while investing heavily in research and development, reflected in a TTM net loss of $254.4 million. The company's competitive advantage stems from its integrated platform architecture, which combines diagnostic capabilities, advanced analytics, and proprietary multimodal data repositories to deliver differentiated clinical decision support solutions.
What this transaction means for investorsLefkofsky's sale itself is routine, a sell-to-cover on vested equity, but the timing is nevertheless interesting for Tempu stock. He disposed of about 133,000 shares on August 18, at a weighted average price of $49.61. The very next day, Tempus stock jumped 24% to $61.25, then another 9% the day after that, to $66.65, after Moderna and Merck reported Phase 3 melanoma trial results that validate the genomic sequencing technology behind Tempus's pending $1.5 billion Personalis acquisition. Of course, Lefkofsky sold the day before, not after, so there's no story here despite how it looks on a chart.
The business context makes clear why investors are excited regardless of one CEO's tax bill. Tempus posted its first GAAP profit in the second quarter, with revenue up 22% to $382.5 million and oncology volume growth of 31%. The company raised full-year guidance to roughly $1.6 billion, about 25% annual growth. Lefkofsky described the quarter plainly, saying "Q2 was another exceptional quarter for us." None of that was priced in before this week. For long-term investors, whether Tempus can turn a single trial readout into durable testing volume is the real question now, not a routine Form 4 filed a day too early to matter.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
Šéf diagnostiky společnosti Tempus AI Thomas Edward Schoenherr prodal 17 314 akcií v rámci předem stanoveného plánu 10b5-1. Po transakci drží přímo 89 715 akcií.
Thomas Edward Schoenherr, the CEO of diagnostics at Tempus AI, Inc. (TEM +9.06%), sold 17,314 shares of Class A Common Stock on August 18 and August 19, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$930,000Shares sold17,314Post-transaction shares (directly held)89,715Post-transaction value$5.5 millionTransaction value based on SEC Form 4 weighted average sale price ($53.71); post-transaction value based on the August 19 market close ($61.25).
Key questionsWhat was the primary driver behind this share disposition?
The sales were conducted under a Rule 10b5-1 trading plan adopted on March 3 and included non-discretionary transactions required to cover statutory tax withholding obligations resulting from the vesting of restricted stock units.How does this move align with the company's recent financial scale?
The roughly $930,000 transaction occurred within a company that reported trailing twelve-month revenue of $1.4 billion and a net income of -$254.4 million as of the most recent reporting period.What is the insider's remaining exposure to the company's valuation?
Schoenherr continues to hold 89,715 shares directly, representing a 0.05% ownership stake in the $10.7 billion healthcare technology firm.What has been the recent performance context for the stock?
The shares were priced at $53.71 for this transaction as the stock has generated a -16% total return over the 12 months ending August 19.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue through its Tempus platform and Hub clinical application for next-generation sequencing (NGS) testing.The company operates a software-as-a-service and diagnostic services business model, monetizing through platform subscriptions, clinical application licensing, and laboratory testing services delivered to healthcare providers and medical institutions.Tempus AI primarily serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities and data-driven clinical decision support tools for oncology and precision medicine applications.Tempus AI is a healthcare technology company with a $10.7 billion market capitalization and 3,800 employees headquartered in Chicago. The company has established a vertically integrated platform that combines clinical software, diagnostic analytics, and laboratory services to address the precision medicine market, though it remains unprofitable on a TTM basis, with negative net income of $254.4 million, as it invests in platform expansion and market penetration.
What this transaction means for investorsAs noted, this sale was on a 10b5-1 plan Schoenherr adopted back in March, so the mechanics were locked in long before anyone knew Moderna and Merck would report trial results that revalued Tempus's pending Personalis deal by massively boosting the stock's price. The sale straddled both August 18 and August 19, catching some shares before the stock jumped and some after, which is exactly what a pre-set plan looks like when news breaks in the middle of it.
Schoenherr runs diagnostics, the larger of Tempus's two segments, and it had a solid quarter on its own terms. Diagnostics revenue grew 20% year over year to $289.3 million, driven by oncology volume growth of 31%, and MRD testing volume rose to 9,000 cases from 6,500 the prior quarter. That's the business actually generating the reimbursement dollars, as opposed to the Personalis deal getting all the attention this week. CEO Eric Lefkofsky summed up the underlying quarter by simply saying, it "was another exceptional quarter for us." Schoenherr still holds 89,715 shares, and ultimately, a scheduled plan crossing a volatile week isn't a signal in either direction, so long-term investors should stay focused on performance and execution.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
CFO společnosti Tempus AI James William Rogers prodal 48 842 akcií třídy A za 2,7 milionu USD v rámci plánu 10b5-1 kvůli srážkové dani. Po transakci drží 106 000 akcií.
James William Rogers, the chief financial officer of Tempus AI, Inc. (TEM +9.06%), sold 48,842 shares of Class A Common Stock on August 18 and August 19, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$2.7 millionShares sold (direct)48,842Post-transaction shares (directly held)106,024Post-transaction value$6.49 millionTransaction value based on SEC Form 4 weighted average sale price ($55.21); post-transaction value based on the August 19 market close ($61.25).
Key questionsWhat was the primary driver of this transaction?
The disposition was a non-discretionary sell-to-cover event intended to satisfy statutory tax withholding requirements upon the vesting of restricted stock units. The activity was conducted under a Rule 10b5-1 trading plan adopted on September 11, 2025, and does not reflect a change in the insider's fundamental outlook on the company.How much direct equity does the CFO retain?
Following this sale, James William Rogers retains direct ownership of 106,000 shares of Class A Common Stock. This position represents an insider ownership stake of roughly 0.06% of the company's outstanding equity.What is the recent performance context for the stock?
As of the August 19 transaction date, the one-year total return for the stock was -16%. The transaction was executed at a weighted-average price of $55.21 per share, while the stock finished the August 19 session at $61.25.What is the company's current financial profile?
Tempus AI, based in Chicago, operates in the healthcare information services industry with approximately 3,800 employees. The company reported trailing twelve-month revenue of $1.4 billion and a net loss of $254.4 million, maintaining a total market capitalization of $10.7 billion as of the latest data.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop, full-stack healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue primarily through its diagnostic testing services and platform licensing.The company employs a technology-enabled laboratory services model that combines next-generation sequencing (NGS) testing with artificial intelligence-driven analytics to deliver actionable clinical insights to healthcare providers.Tempus AI serves physicians, healthcare systems, and diagnostic laboratories seeking advanced genomic testing and data analytics solutions, with particular focus on oncology and precision medicine applications.Tempus AI is a healthcare technology company headquartered in Chicago, with approximately 3,800 employees, that has achieved $1.4 billion in TTM revenue while building a comprehensive platform integrating clinical diagnostics with AI-powered analytics. The company's competitive differentiation lies in its proprietary multimodal data repository and closed-loop integration between clinician workflows and laboratory capabilities, positioning it as a full-stack solution provider in precision medicine. Despite current net losses of $254.4 million TTM, the company maintains significant market valuation of $10.7 billion, reflecting investor confidence in its technology platform and market opportunity within healthcare information services.
What this transaction means for investorsRogers's sale seems to run on the same 10b5-1 plan structure as the diagnostics chief's, adopted back in September 2025, and it split across August 18 and August 19 the same way, catching shares on both sides of the Moderna and Merck trial news that sent Tempus stock up 24% in a single session.
As CFO, Rogers is the one who effectively delivered the number that mattered most this quarter, Tempus's first GAAP profit. Net income came in at $5.6 million for the second quarter, helped by $98.5 million in unrealized gains on marketable securities, alongside revenue growth of 22% to $382.5 million. The company also raised full-year guidance to $1.6 billion and closed a $460 million convertible note offering during the quarter, fortifying the kind of balance sheet that funds a $1.5 billion acquisition without straining cash. That's what long-term investors should ultimately be paying more attention to than routine transactions like this one.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
EVP a hlavní právní zástupce Tempus AI Andrew Polovin prodal 30 075 akcií za 51,29 USD za akcii, celkem za 1,5 milionu USD, v rámci plánu 10b5-1 kvůli povinnému zadržení daně při vestingu RSU. Prodej nesouvisí s jeho pohledem na akcii.
Andrew Polovin, the firm's EVP and chief legal officer, sold 30,075 shares of Tempus AI, Inc. (TEM +9.06%) at $51.29 per share in a transaction totaling $1.5 million, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$1.5 millionShares sold30,075Post-transaction shares (directly held)138,140Post-transaction value$8.5 millionTransaction value based on SEC Form 4 weighted average sale price ($51.29); post-transaction value based on the August 19 market close ($61.25).
Key questionsWhat was the primary driver for this share disposition?
The transaction was non-discretionary, executed to cover minimum statutory tax withholding obligations tied to the vesting of restricted stock units, and does not reflect the insider's discretionary view on the stock.How significant is the remaining equity stake?
Following the disposition, Polovin retains 138,140 shares with an estimated market value of $8.5 million as of the August 19 close.Does this transaction follow a pre-established strategy?
The sale was conducted under a Rule 10b5-1 trading plan established on August 12, 2025, which provides for systematic liquidity while ensuring compliance with securities regulations regarding material non-public information.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue through its Tempus platform and Hub clinical application for next-generation sequencing (NGS) testing.The company operates a software-as-a-service and diagnostic services business model, monetizing through platform subscriptions, clinical application licensing, and laboratory testing services delivered to healthcare providers and medical institutions.Tempus AI primarily serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities and data-driven clinical decision support tools for oncology and precision medicine applications.Tempus AI is a healthcare technology company headquartered in Chicago, with a $10.7 billion market capitalization and 3,800 employees. The company has established a vertically integrated platform combining clinical software, diagnostic analytics, and laboratory services to address the precision medicine market, though it remains unprofitable on a TTM basis with negative net income of $254.4 million as it invests in platform expansion and market penetration.
What this transaction means for investorsPolovin's sale is a routine sell-to-cover on a 10b5-1 plan he set up back in August 2025, executing on schedule the same week Tempus stock happened to explode, which says nothing about his read on the company.
The more useful question, and the one investors should be watching for, is whether Tempus is worth buying after the swing it just had. The stock is down roughly 10% over the past year, but it's rallied about 75% since late last month, and even after that run, it's still sitting something like 30% below its all-time high near $104. Notably, the staggering run higher this past week wasn't driven by anything Tempus itself announced. It came from a Moderna and Merck cancer vaccine trial hitting its endpoints, which validates the genomic sequencing technology behind Tempus's pending $1.5 billion Personalis deal. The business backed that up with real numbers too, revenue up 22% to $382.5 million last quarter and its first GAAP profit, a quarter CEO Eric Lefkofsky called "another exceptional quarter for us." Whether that combination justifies the current price, or whether the rally has already priced in more than one trial readout confirms, is the real debate here rather than Polovin's tax bill.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
Akcie Tempus AI během pátečního obchodování vzrostly o 8,3 % poté, co BTIG Research zvýšila cílovou cenu z 70 na 80 USD a potvrdila doporučení koupit. Akcie se obchodovaly až na 72,62 USD.
Tempus AI, Inc. (NASDAQ:TEM – Get Free Report) shares traded up 8.3% during mid-day trading on Friday after BTIG Research raised their price target on the stock from $70.00 to $80.00. BTIG Research currently has a buy rating on the stock. Tempus AI traded as high as $72.62 and last traded at $72.21. Approximately 9,425,782 shares were traded during trading, an increase of 58% from the average daily volume of 5,961,162 shares. The stock had previously closed at $66.65.
A number of other brokerages have also recently weighed in on TEM. HC Wainwright reduced their price target on shares of Tempus AI from $64.00 to $56.00 and set a “buy” rating on the stock in a research report on Monday, August 3rd. Wall Street Zen upgraded Tempus AI from a “sell” rating to a “hold” rating in a research report on Saturday, July 25th. Lake Street Capital lowered shares of Tempus AI to a “hold” rating in a research report on Monday, July 20th. Needham & Company LLC reiterated a “buy” rating and issued a $75.00 target price on shares of Tempus AI in a report on Friday, July 31st. Finally, TD Cowen restated a “buy” rating on shares of Tempus AI in a research report on Wednesday, July 15th. Nine analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $65.69.
View Our Latest Research Report on TEM
Insider Activity at Tempus AI In other news, CFO James William Rogers sold 26,313 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $60.00, for a total transaction of $1,578,780.00. Following the completion of the sale, the chief financial officer owned 106,024 shares in the company, valued at $6,361,440. The trade was a 19.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Andrew Polovin sold 7,927 shares of the company’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $56.00, for a total value of $443,912.00. Following the transaction, the executive vice president directly owned 138,140 shares in the company, valued at $7,735,840. This trade represents a 5.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 943,202 shares of company stock valued at $46,417,587 over the last quarter. 24.26% of the stock is currently owned by corporate insiders. Tempus AI News Summary Here are the key news stories impacting Tempus AI this week:
Positive Sentiment: BTIG raised its price target for Tempus AI to $80 from $70 and maintained a “Buy” rating. The higher target strengthens the bullish case and provides a near-term catalyst for the stock. BTIG raises Tempus AI price target Positive Sentiment: Investor attention is building around Tempus AI’s planned approximately $1.5 billion all-stock acquisition of Personalis. The deal could expand Tempus’ genomic-data, cancer-testing and drug-development capabilities, potentially increasing its strategic value in precision medicine. Tempus AI biotech deal attracts investor attention Positive Sentiment: Merck and Moderna’s cancer-vaccine trial developments have heightened interest in oncology data and genomic testing. The connection to Tempus is indirect, but the news reinforces the company’s cancer-data and personalized-treatment growth narrative. Tempus AI stock move and Merck-Moderna trial news Positive Sentiment: Trading activity in TEM call options was unusually high, with reported volume roughly 57% above normal. This indicates bullish speculation and may be amplifying the stock’s momentum, though options activity can also increase volatility. Neutral Sentiment: The stock has moved above its 50-day and 200-day moving averages, raising the possibility of momentum buying or a short squeeze. That technical strength could support further gains, but it also increases the risk of a sharp reversal. Negative Sentiment: Tempus AI’s CEO, CFO, EVP and chief accounting officer sold shares, with the largest reported transaction involving CEO Eric Lefkofsky. The sales reduced executives’ holdings and may concern investors, but they were conducted under pre-arranged Rule 10b5-1 plans to cover tax withholding on vested equity awards, making them a weaker bearish signal than discretionary selling. Institutional Inflows and Outflows Hedge funds have recently modified their holdings of the business. Royal Bank of Canada grew its position in shares of Tempus AI by 201.2% during the 1st quarter. Royal Bank of Canada now owns 25,988 shares of the company’s stock worth $1,253,000 after buying an additional 17,359 shares during the period. Rhumbline Advisers acquired a new position in Tempus AI in the first quarter valued at approximately $116,000. Prudential Financial Inc. acquired a new position in Tempus AI in the second quarter valued at approximately $276,000. Russell Investments Group Ltd. boosted its stake in Tempus AI by 21.3% in the second quarter. Russell Investments Group Ltd. now owns 6,527 shares of the company’s stock valued at $415,000 after acquiring an additional 1,146 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in Tempus AI by 2,926.6% in the second quarter. Invesco Ltd. now owns 211,621 shares of the company’s stock valued at $13,446,000 after acquiring an additional 204,629 shares during the last quarter. Institutional investors own 24.22% of the company’s stock.
Tempus AI Stock Up 9.1% The business’s fifty day simple moving average is $52.93 and its 200 day simple moving average is $51.36. The company has a current ratio of 3.30, a quick ratio of 3.16 and a debt-to-equity ratio of 3.06. The stock has a market cap of $13.12 billion, a price-to-earnings ratio of -50.48 and a beta of 3.58.
Tempus AI (NASDAQ:TEM – Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported ($0.04) EPS for the quarter, beating the consensus estimate of ($0.14) by $0.10. The company had revenue of $382.49 million during the quarter, compared to analysts’ expectations of $379.69 million. Tempus AI had a negative net margin of 17.77% and a negative return on equity of 50.28%. The business’s revenue for the quarter was up 21.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($0.22) EPS. Equities analysts forecast that Tempus AI, Inc. will post -1.38 earnings per share for the current fiscal year.
About Tempus AI (Get Free Report)
Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.
The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.
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Bank of America Corp DE lessened its holdings in shares of Tempus AI, Inc. (NASDAQ:TEM – Free Report) by 63.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 414,780 shares of the company’s stock after selling 725,709 shares during the quarter. Bank of America Corp DE owned approximately 0.23% of Tempus AI worth $18,756,000 at the end of the most recent quarter.
A number of other large investors also recently made changes to their positions in TEM. JPL Wealth Management LLC acquired a new stake in shares of Tempus AI during the third quarter worth approximately $26,000. Los Angeles Capital Management LLC purchased a new stake in Tempus AI in the 4th quarter worth approximately $27,000. Harvest Fund Management Co. Ltd purchased a new stake in Tempus AI in the 3rd quarter worth approximately $38,000. Danske Bank A S acquired a new stake in shares of Tempus AI during the 3rd quarter valued at $48,000. Finally, Sunbelt Securities Inc. acquired a new stake in shares of Tempus AI during the 3rd quarter valued at $52,000. Institutional investors and hedge funds own 24.22% of the company’s stock.
Tempus AI Price Performance Shares of NASDAQ:TEM opened at $61.25 on Thursday. Tempus AI, Inc. has a fifty-two week low of $40.77 and a fifty-two week high of $104.32. The business has a 50-day moving average of $52.10 and a two-hundred day moving average of $51.16. The stock has a market capitalization of $11.05 billion, a P/E ratio of -42.53 and a beta of 3.58. The company has a debt-to-equity ratio of 3.06, a current ratio of 3.30 and a quick ratio of 3.16.
Tempus AI (NASDAQ:TEM – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported ($0.04) EPS for the quarter, beating the consensus estimate of ($0.14) by $0.10. The company had revenue of $382.49 million for the quarter, compared to the consensus estimate of $379.69 million. Tempus AI had a negative return on equity of 50.28% and a negative net margin of 17.77%.The company’s revenue for the quarter was up 21.6% compared to the same quarter last year. During the same quarter last year, the company posted ($0.22) earnings per share. On average, equities research analysts predict that Tempus AI, Inc. will post -1.38 EPS for the current fiscal year. Analysts Set New Price Targets A number of equities analysts have recently weighed in on TEM shares. Freedom Capital raised shares of Tempus AI to a “hold” rating in a research note on Tuesday, June 30th. Stifel Nicolaus reduced their price objective on Tempus AI from $60.00 to $50.00 and set a “hold” rating for the company in a research report on Monday, August 3rd. Wolfe Research initiated coverage on Tempus AI in a research report on Tuesday, June 2nd. They set a “peer perform” rating for the company. Wall Street Zen upgraded Tempus AI from a “sell” rating to a “hold” rating in a research note on Saturday, July 25th. Finally, Guggenheim upped their target price on Tempus AI from $60.00 to $65.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Nine analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Tempus AI presently has an average rating of “Hold” and a consensus target price of $64.92.
Read Our Latest Report on TEM
Insiders Place Their Bets In other news, CFO James William Rogers sold 11,529 shares of the firm’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $55.00, for a total value of $634,095.00. Following the sale, the chief financial officer owned 114,866 shares in the company, valued at approximately $6,317,630. This trade represents a 9.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jennifer A. Doudna sold 2,673 shares of the business’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $55.00, for a total transaction of $147,015.00. Following the transaction, the director directly owned 25,942 shares in the company, valued at $1,426,810. This trade represents a 9.34% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 684,424 shares of company stock valued at $33,255,565. 24.26% of the stock is owned by company insiders.
Tempus AI Profile (Free Report)
Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.
The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.
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Anthropic míří na primární veřejnou nabídku akcií v září nebo začátkem října a chce rozšířit AI do zdravotnictví a biologie. To může podpořit akcie AI-biotech před samotným debutem.
Anthropic is preparing what could be the largest IPO of 2026, and it’s telling investors the pitch goes well beyond chatbots. According to the Wall Street Journal, “Anthropic is targeting a public debut in September or early October, people familiar with its plans said.” In those same meetings, the company told some investors that it plans to push further into healthcare and biology AI use cases and that the work could help mitigate some of the negative sentiment around AI.
If the marquee AI listing of the year plants a flag in drug discovery, the rally in AI-adjacent healthcare could front-run the deal. Twist Bioscience is up 387.05% over the past year. Below are the five AI-native biotech and synthetic biology names best positioned if capital rotates into the theme, ranked by execution, catalyst density, and clarity of path to profitability.
No. 5: Absci Absci (NASDAQ:ABSI) is the smallest revenue story on the list but the loudest catalyst story. Q1 revenue was just $1.8 million on a trailing basis, yet analysts carry a $13.78 target with 10 of 11 ratings at Buy or Strong Buy. CEO Sean McClain called “2026 is going to be a data-rich year for Absci with multiple readouts ahead.” Cash sits at $125.7 million with runway into 1H 2028, and shares are up 224.5% over the past year on pipeline anticipation.
No. 4: Recursion Pharmaceuticals Recursion Pharmaceuticals (NASDAQ:RXRX) delivered Q2 revenue of $7.67 million, down from $19.2 million YoY. On the flip side, its net loss narrowed to -$131.00 million from -$171.90 million, a 23.79% improvement. Cash of $545.68 million funds operations into early 2028, and 2026 cash opex guidance was lowered by $15 million to $375 million. CEO Najat Khan said “Recursion has reached a pivotal point where our AI-native platform is translating unique data into potential first-in-class therapeutic opportunities.” Multiple clinical readouts land in 2H26.
No. 3: Schrodinger Schrodinger (NASDAQ:SDGR) posted Q1 revenue of $58.59 million, beating consensus estimates by 23%, with drug discovery revenue more than doubling to $22.9 million. Annual contract value grew 12% to $28.4 million. The company’s Bunsen agentic AI co-scientist launches this summer, and Eli Lilly’s acquisition of Ajax Therapeutics, which Schrodinger co-founded, values the deal at up to $2.3 billion. CEO Ramy Farid highlighted “strong growth in both ACV and drug discovery revenue.” Shares are up 22.68% in the past week.
No. 2: Twist Bioscience Twist Bioscience (NASDAQ:TWST) delivered Q3 revenue of $118.38 million, up 23.2%, marking its 14th consecutive quarter of sequential growth. Gross margin expanded to 52.8%, and management raised full-year guidance to $456 to $457 million. CEO Emily M. Leproust said the adjusted EBITDA breakeven milestone “is not the destination. It’s the foundation for delivering disciplined execution and profitable growth as we move through fiscal 2027.” A strategic AWS partnership for AI-powered drug discovery reinforces the thesis.
No. 1: Tempus AI Tempus AI (NASDAQ:TEM | TEM Price Prediction) is the cleanest execution story in the group. Q2 revenue hit $382.49 million, up 21.6%, with EPS of -$0.04 topping the -$0.1517 estimate for a 73.63% surprise, the fifth consecutive EPS beat. Oncology volumes grew 31%, gross margin expanded to 62.6%, and roughly $200 million in new data licenses were signed with BioNTech, Daiichi Sankyo, Level Set Bio and Incyte. Management raised full-year guidance to $1.595 to $1.605 billion with adjusted EBITDA of ~$65 million. CEO Eric Lefkofsky said “Q2 was another exceptional quarter for us. Our strategy is working.” A pending $1.5 billion Personalis acquisition adds ultrasensitive MRD technology. Shares jumped 16.5% in the past week as the AI-healthcare rotation accelerated.
What to Watch Next If Anthropic uses its listing to reframe AI around healthcare and biology, capital will hunt for public-market proxies that sit outside the mega-cap tech tier. The five above stocks carry the narrative: Tempus AI compounds beats and raises, Twist Bioscience nears breakeven on 14 straight quarters of growth, Schrodinger ships an agentic AI co-scientist, Recursion narrows losses into a data-rich second half, and Absci lines up multiple 2026 readouts. Whether the Anthropic deal prints in September or slips to October, this cohort is where the AI-biotech trade currently sits.
Contact [email protected] for any questions or corrections.
Tempus AI zvýšila výhled na tržby pro rok 2026 na 1,595–1,605 mld. USD po růstu tržeb ve 2. čtvrtletí o 22 % na 382,5 mil. USD. Firma čeká, že schválení FDA xT CDx přidá od roku 2027 asi 85 mil. USD ročních tržeb.
Key Takeaways TEM raised 2026 revenue guidance to $1.595B-$1.605B as Q2 sales rose 22% to $382.5M.TEM sees xT CDx pricing adding about $85M in annual revenues from 2027 after FDA approval.TEM's Data Licensing and Modeling revenues grew 36%, while MRD volume rose 38% sequentially to 9,000 tests. Tempus AI, Inc. (TEM - Free Report) used its second quarter of 2026 earnings call to frame growth around oncology testing, data demand and reimbursement-driven pricing while outlining a measured approach to molecular residual disease.
TEM’s second-quarter 2026 revenues of $382.49 million topped the Zacks Consensus Estimate of $380.95 million. The non-GAAP loss of 4 cents per share was narrower than the Zacks Consensus Estimate loss of 13 cents.
CEO Eric Lefkofsky and CFO James Rogers focused on visibility, FDA-linked pricing gains and cash generation.
TEM Raises 2026 Revenue OutlookTEM raised 2026 revenue guidance to $1.595 billion-$1.605 billion, representing about 25% growth, while maintaining adjusted EBITDA guidance at roughly $65 million. The forecast excludes the Personalis transaction.
TEM’s second-quarter Diagnostics revenues increased 20% to $289.3 million, while Data and Applications revenues climbed 28% to $93.2 million.
Lefkofsky cited accelerating comprehensive genomic profiling and data demand. Oncology volume grew 31% year over year, while hereditary revenues increased 5% against what he described as a strong comparison period.
Tempus Quantifies FDA Pricing UpsideThe CEO said FDA approval for tumor-only xT CDx should lift average selling prices by an estimated $200, translating to about $85 million of annual revenue uplift beginning in 2027.
Lefkofsky said approval of the liquid biopsy test xF — expected in the latter half of 2027 — could add another $550 million of ASP uplift. He anticipates about $400 million of combined xT CDx and xF revenue uplift in 2028.
A BTIG analyst asked about xF pricing. CFO James Rogers said TEM is assuming a $7,500 ADLT price, while CEO Eric Lefkofsky linked the higher expectation to pricing for comparable liquid biopsy products.
TEM Deepens Data and AI EngagementData Licensing and Modeling revenues grew 36% year over year, and TEM signed roughly $200 million of new Data and Applications licenses. The company delivered the first version of its oncology foundation model to AstraZeneca.
Lefkofsky said the model met AstraZeneca's acceptance criteria on response prediction tasks, including blinded clinical-trial data. He said it can now serve as a foundation for broader research and development work.
A Mizuho analyst asked about AstraZeneca beyond 2026. The CEO said projects already extend into 2027 and expects the company to remain a large client, with a similar amount of data and revenue next year.
Tempus Sets a Measured MRD RampMRD volume reached about 9,000 tests in the second quarter, up 38% from roughly 6,500 in the first quarter, although only about 10% of TEM's sales force sells the Personalis test.
A Morgan Stanley analyst asked about reimbursement economics. CFO James Rogers said additional covered indications should lift ASPs over time, while broader commercial access can expand volume.
CEO Eric Lefkofsky said TEM plans to accelerate selling once ASPs approach breakeven rather than maximize volume while margins are negative. He also said the company intends to use debt for a large portion of the Personalis consideration to limit dilution.
TEM Targets Cash Flow ImprovementTEM completed a $460 million offering of 0.0% convertible senior notes due 2032 and used proceeds to repay an Ares Capital loan. Lefkofsky said the refinancing should save more than $30 million in annual interest expense.
Adjusted EBITDA was $8 million, improving $13.6 million year over year, while operating cash use improved to negative $7.5 million. Cash, cash equivalents and marketable securities ended June at $820.7 million.
TEM's growing gross profit base gives it room to redirect variable spending toward commercial investment while maintaining progress toward positive EBITDA and free cash flow.
Tempus Keeps Focus on ExecutionCEO Eric Lefkofsky emphasized sustaining oncology and data growth, converting regulatory approvals into better pricing, broadening MRD as reimbursement supports the economics and continuing profitability improvement.
CFO James Rogers added specificity around the $7,500 xF pricing assumption and the path to better Personalis ASPs. Key operating milestones center on pricing implementation, xF approval, data-contract execution and MRD reimbursement.
TEM's Zacks Rank & Style ScoresTEM currently carries a Zacks Rank #3 (Hold). Under the Zacks Style Scores framework, a #3-ranked stock can be held, but stronger A or B scores are preferable when evaluating value, growth or momentum characteristics. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
TEM has an F grade for Value Score, Growth Score, Momentum Score and VGM Score, the weakest grade in the Style Score hierarchy. The Zacks Rank can change as earnings estimates are revised after the just-reported results.
CEO a předseda Tempus AI Eric P. Lefkofsky prodal 250 000 akcií Class A Common Stock za 10,5 milionu USD 28. července 2026. Šlo o předem naplánovaný obchod v rámci plánu Rule 10b5-1.
Eric P. Lefkofsky, CEO and Chairman of Tempus AI (TEM -2.38%), reported a sale of 250,000 shares of Class A Common Stock on July 28, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$10.5 millionShares sold (indirectly held)250,000Post-transaction shares (directly held)2,230,721Post-transaction shares (indirectly held)4,284,797Post-transaction value$279.52 millionTransaction value based on SEC Form 4 weighted average sale price ($42.06); post-transaction value based on July 28, 2026 market close ($42.90).
Key questionsWhat was the structural nature of this transaction?
The disposition involved Class A Common Stock held indirectly through a network of entities, including Blue Media, LLC, Black Media, LLC, and Gray Media, LLC, as well as the Lefkofsky Family Foundation and the Vas.org Foundation. Following the sale, Eric P. Lefkofsky maintains direct ownership of 2,230,721 shares.Does this sale reflect a shift in executive sentiment?
As the transaction was pre-scheduled under a Rule 10b5-1 plan established in March 2026, it likely reflects long-term liquidity planning rather than a reaction to immediate market conditions or the company's -31% one-year return as of the July 28, 2026 transaction date.What is the insider's remaining exposure?
The executive maintains significant equity interest with approximately 6.5 million shares remaining, valued at $279.52 million based on the July 28, 2026 market close. This concentration ensures substantial alignment with shareholder interests despite the recent 4% reduction in total holdings.How did the execution price compare to recent market levels?
The weighted average sale price of $42.06 per share was achieved on July 28, 2026, a date on which the stock eventually closed at $42.90. The shares were priced at $41.55 as of the July 29, 2026 market close, representing a modest decline following the reported activity.Company OverviewMetricValueShare Price (as of market close 2026-07-29)$41.55Market Capitalization$7.8 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue primarily through its Tempus platform and Hub clinical application for next-generation sequencing (NGS) testing.The company monetizes its healthcare information services through a technology-enabled diagnostic platform that facilitates bi-directional integration between healthcare providers and its laboratory infrastructure, enabling clinicians to access advanced analytics and diagnostic insights directly from their clinical workflows.Tempus AI serves physicians, healthcare providers, and clinical laboratories as primary customers, targeting the oncology and precision medicine markets where advanced diagnostic testing and data analytics drive clinical decision-making and patient outcomes.Tempus AI is a healthcare technology company with a market capitalization of $7.8 billion and approximately 3,800 employees based in Chicago. The company operates a full-stack platform that combines clinical software, laboratory diagnostics, and artificial intelligence-driven analytics to deliver precision medicine solutions. Despite achieving $1.4 billion in TTM revenue, the company is currently unprofitable with a net loss of $254.4 million, reflecting significant investments in platform development and market expansion within the high-growth precision diagnostics sector.
What this transaction means for investorsWhen a founder-CEO sells shares, it tends to attract attention. But the structure of this transaction tells a more measured story.
Lefkofsky, Tempus AI’s CEO and Chairman, trimmed an indirect position by 250,000 shares in late July through a pre-scheduled trading plan adopted in March. It’s routine portfolio management that reduced his total stake by roughly 4%, leaving him with approximately 6.5 million shares across direct and indirect holdings.
The more compelling story is the company's momentum. Tempus reported Q2 2026 revenue up 20% year over year, driven by oncology volume growth of 31%. And the company just made a bold strategic move: a $1.5 billion agreement to acquire Personalis, a leader in cancer-recurrence monitoring technology, targeting what management sees as a $20 billion market opportunity.
For growth-oriented investors comfortable with a company still working toward profitability, Tempus AI is well-positioned at the intersection of AI and precision oncology. Watch for whether the Personalis deal closes smoothly, and look for continued oncology volume growth for the company.
Sara Appino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
Tempus AI ve 2. čtvrtletí zvýšila tržby na 382,5 milionu USD a ztrátu snížila na 4 centy na akcii. Firma zároveň zvedla celoroční výhled na tržby na 1,595 až 1,605 miliardy USD.
Tempus AI (NASDAQ:TEM) reported second-quarter financial results Thursday after market close.
Here are the key highlights.
• Tempus AI stock is facing resistance. Why are TEM shares declining?
Tempus AI revenue was $382.5 million in the second quarter, up 22% year-over-year. The revenue total beat a Street consensus estimate of $379.7 million, according to data from Benzinga Pro.
Revenue for the Diagnostics segment was $289.3 million, up 20% year-over-year. Data and Applications revenue was $93.2 million in the quarter, up 28% year-over-year.
The company reported a loss of four cents per share in the quarter, beating a Street consensus estimate of a loss of 14 cents per share.
Oncology volume growth was up 31% year-over-year in the quarter.
Data Licensing & Modeling revenue was up 36% year-over-year in the quarter.
The company said it signed around $200 million in new data and applications licenses in the quarter.
"Q2 was another exceptional quarter for us," Tempus CEO Eric Lefkofsky said. "Our strategy is working given the investments we have made in AI over the past several years are driving some of the best growth rates we have seen in our two largest businesses — Oncology Diagnostics and Data Licensing."
What’s Next for TempusThe company raised its full-year revenue guidance from a prior range of $1.59 billion to $1.60 billion to a new range of $1.595 billion to $1.605 billion. The new range represents around 25% year-over-year growth.
Guidance from the company is for adjusted EBITDA to be around $65 million.
The guidance does not include any impact from the acquisition of Personalis, which is expected to close in late fourth quarter of 2026 or early 2027.
Shares are trading lower, likely due to revenue growth being lower in the second quarter than in recent quarters and the raised guidance being minimal after the beat, which could indicate slower growth in the next two quarters.
The stock is owned by Rep. Nancy Pelosi (D-Calif) and is a favorite of Ark Invest CEO Cathie Wood.
Tempus AI Stock Price ActionTempus AI stock is down 2.4% to $43.25 in after-hours trading Thursday versus a 52-week trading range of $40.77 to $104.32.
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Tempus AI koupí Personalis v akciové transakci za 1,5 miliardy USD a rozšíří tak nabídku testů pro sledování návratu rakoviny po léčbě. Akcionáři Personalis dostanou 16,25 USD za akcii.
Tempus AI (NASDAQ:TEM) will acquire Personalis (NASDAQ:PNSL) in a stock deal valued at $1.5 billion, expanding its reach in the market for tests that monitor cancer recurrence after treatment.
Personalis shareholders will receive $16.25 per share, a 6% premium to Friday's closing price and a 28% premium to the unaffected 30-day volume-weighted average price.
The deal is structured as an all-stock transaction, though Tempus has the option to pay up to 50% of the consideration in cash, with a maximum exchange ratio of 0.3356 Tempus shares for each Personalis share.
Shares of Tempus fell more than 8% Monday, while Personalis dropped 11.5%.
The acquisition builds on a partnership the companies established in November 2023, when Tempus invested in Personalis and began commercializing its NeXT Personal minimal residual disease (MRD) test.
Personalis' technology, which tracks circulating tumor DNA to detect cancer recurrence and monitor treatment response, has Medicare coverage in three indications.
"MRD is a large and rapidly growing market with the potential to truly transform how cancer patients are monitored, helping clinicians make faster and more informed decisions when cancer recurs," said Eric Lefkofsky, CEO of Tempus.
Personalis reported preliminary second-quarter revenue of $22.4 million, with 10,384 clinical tests delivered in the quarter, a 33% increase in volumes from the prior quarter.
The deal, approved by both companies' boards, is expected to close in late 2026 or early 2027, pending Personalis shareholder approval and regulatory clearance.
