TEMPUS AI, INC. (TEM)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
$64.62-0.06%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
Intact: The reason to own it still holds.
Tempus aims to grow revenue to about $1.6 billion in 2026. It plans adjusted EBITDA near $65 million. The company has FDA clearance and a new partnership. These support its growth and profit goals.
Tempus is still losing money and faces risks from debt and equity sales. Growth may slow or profits may not improve as planned.
The price is about 25% below our fair value near $80. Analysts expect 27% revenue growth. We agree with this outlook but see risks.
Breaks if: Adjusted EBITDA falls below $5 million in FY26
Breaks if: New large debt or equity sales causing dilution or risk
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity. TEM is currently navigating through weak financial performance while aiming for significant revenue growth and improved profitability metrics over the next few years.
The market appears to have priced in a low expectations gap, indicating that investors are not overly optimistic about TEM's near-term performance. Valuation is considered cheap compared to peers, but the fundamentals suggest that the company is still loss-making.
Management is on track with revenue growth, having raised guidance for 2026. However, the adjusted EBITDA target shows mixed progress, and the overall financial performance remains weak, which could impact future results.
The thesis hinges on management's ability to meet revenue and EBITDA targets, as well as external factors like sector performance and economic conditions. Key triggers include guidance updates and earnings reports from sector peers, which could influence sentiment around TEM.
The most important moves since the prior daily snapshot.
Signal changed from 'favorable' to 'mild_favorable'.
Mixed, the news cuts both ways. The company raised its 2026 revenue guidance to about $1.6 billion. This suggests stronger future performance. However, concerns arose when the CEO sold over $16 million in stock. This raises questions about leadership commitment.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: Loss of FDA clearance or key partnerships
Breaks if: Revenue falls below $1.26B in FY26
Continue to grow revenue in 2026 with a raised guidance range reflecting approximately 25% annual growth.
In the next 1 to 3 years, TEM's performance will depend on its execution of growth strategies and the broader economic environment. Not investment advice.