Tempus AI Stock Analysis 2026: What’s Driving the Surge and What Comes Next

Tempus AI Stock Just Posted 83% Growth—Here's What Smart Investors Are Doing Next

Tempus AI Stock Analysis 2026: Growth, Market Momentum & What Investors Should Watch

Tempus AI stock surged 83% revenue growth in 2025. Discover if TEM stock is a buy in 2026, earnings forecasts, analyst targets & investment risks explained.

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Your portfolio might be missing one of healthcare’s most disruptive forces—and it just posted 83% revenue growth.

Tempus AI stock (NASDAQ: TEM) has become the talk of Wall Street’s healthcare sector, and honestly, the numbers are getting harder to ignore. If you’re researching whether Tempus AI stock deserves a spot in your investment strategy, you’ve landed in the right place. This isn’t your typical surface-level Tempus AI stock analysis. We’re going deep into the data, the risks, and the opportunities that could define Tempus AI stock through 2026 and beyond.

Here’s what you’ll discover: current Tempus AI stock price trends, revenue projections, analyst ratings, competitive positioning, and whether this precision medicine pioneer is actually profitable yet. Whether you’re a seasoned investor or just discovering TEM for the first time, this comprehensive guide delivers the insights you need. Let’s dig in.

What Is Tempus AI and Why Does TEM Stock Matter?

Before we analyze the Tempus AI stock opportunity, let’s understand what makes this company tick. For anyone evaluating Tempus AI stock as a potential investment, grasping the fundamentals is essential.

Tempus AI Inc. isn’t just another tech company slapping “AI” onto its name for investor appeal. Founded in 2015 by Eric Lefkofsky—the same entrepreneur behind Groupon—Tempus emerged from a deeply personal mission. After his wife’s breast cancer diagnosis, Lefkofsky was stunned by how little data-driven decision-making existed in oncology. This origin story explains why Tempus AI stock represents something more than typical healthcare investment—it’s a mission-driven enterprise.

Fast forward to today. Tempus AI operates one of the world’s largest libraries of clinical and molecular data, housing over 200 petabytes of healthcare information. This data powers AI-enabled precision medicine solutions for physicians, pharmaceutical companies, and researchers worldwide. For Tempus AI stock investors, this data moat represents the company’s core competitive advantage.

The company generates revenue through three interconnected pillars:

  • Genomics: Next-generation sequencing tests for oncology and hereditary conditions
  • Data and Applications: Licensing de-identified datasets to pharma giants
  • AI Solutions: Clinical trial matching, analytics platforms, and diagnostic algorithms

Actionable insight: Understanding Tempus AI’s business model is crucial before evaluating Tempus AI stock as an investment. This isn’t a pure software play—it’s a hybrid technology-laboratory-data company with multiple revenue streams.

Tempus AI Stock Price Today: Where Does TEM Stand? Tempus AI Stock TEM stock price chart showing 52-week performance here

As of January 2026, Tempus AI stock trades around $66-70 per share on NASDAQ. The Tempus AI stock price has experienced significant volatility, swinging between a 52-week low of $31.36 and a high of $104.32. For investors monitoring Tempus AI stock price movements, understanding this range provides crucial context.

Here’s a snapshot of current Tempus AI stock metrics:

MetricValue
Current Price~$66-69
Market Cap~$12 billion
52-Week Low$31.36
52-Week High$104.32
P/E RatioNegative (not profitable)
Next Earnings DateFebruary 2026

The Tempus AI stock price today reflects investor uncertainty balanced against undeniable growth momentum. Year-to-date, TEM stock has significantly outperformed the broader Medical sector’s 4.4% decline and the S&P 500’s modest gains.

Why this matters: Tempus AI stock’s volatility presents both risk and opportunity. Understanding the price range helps investors identify potential entry points.

Tempus AI Revenue and Earnings: The 2025 Performance Breakdown

Here’s where things get genuinely impressive for Tempus AI stock bulls. The Tempus AI stock narrative just got significantly stronger with the latest financial results.

The company just announced preliminary 2025 results that exceeded expectations. Full-year Tempus AI revenue reached approximately $1.27 billion, representing a staggering 83% growth year-over-year. Organic growth—excluding the Ambry Genetics acquisition—still clocked in at roughly 30%. For Tempus AI stock analysts, these numbers exceeded consensus expectations.

Revenue Breakdown by Segment

Segment2025 RevenueYoY Growth
Diagnostics~$955 million~111%
Data & Applications~$316 million~31%
Q4 Revenue~$367 million~83%

The Diagnostics segment drove most of this Tempus AI revenue growth, powered by oncology volume increases of approximately 26% and hereditary testing volume growth of 29%. Meanwhile, the Insights (data licensing) business grew 38%—demonstrating that pharmaceutical companies are increasingly hungry for Tempus’s multimodal data.

CEO Eric Lefkofsky called 2025 “an exceptional year” and emphasized that both core product lines are entering 2026 with accelerating growth and improving financial leverage.

Key question to consider: Can Tempus AI stock sustain this growth trajectory, or is this a one-time acquisition-fueled spike?

Is Tempus AI Profitable Yet? The Profitability Question

Let’s address the elephant in the room for Tempus AI stock investors. This is perhaps the most common question when evaluating Tempus AI stock: when will the company turn profitable?

No, Tempus AI is not yet GAAP profitable. The company reported net losses in 2025, including substantial stock compensation expenses and amortization costs from acquisitions. This reality weighs on Tempus AI stock valuation discussions.

However—and this is important—Tempus achieved a significant milestone: slightly positive Adjusted EBITDA for full-year 2025. In Q3 2025, Adjusted EBITDA reached $1.5 million compared to negative $21.8 million in Q3 2024. That’s a $23.3 million year-over-year improvement. For Tempus AI stock watchers, this inflection point signals operational progress.

For Tempus AI stock analysis, this distinction matters. Many high-growth technology companies operate at GAAP losses while demonstrating operational improvement through adjusted metrics. The path to profitability appears visible, even if the destination remains several quarters away.

Analysts project GAAP EPS trending toward breakeven by late 2026. For investors evaluating Tempus AI stock, the question isn’t whether profitability will arrive, but when—and whether the valuation already prices in that expectation.

Tempus AI Stock Forecast 2026: What Analysts Predict

analyst price target chart here ... (Tempus AI Inc) high CTR Thumnbnail and Best UX

Wall Street’s view on Tempus AI stock is decidedly mixed, which creates an interesting dynamic for investors considering Tempus AI stock positions. The Tempus AI stock forecast landscape shows significant disagreement among professionals.

Current Analyst Price Targets for TEM Stock

FirmRatingPrice Target
BTIGBuy$105
TD CowenHold$76
Canaccord GenuityBuy$80
Morgan StanleyOverweight$80
Piper SandlerHold$80
Bank of AmericaHold$80
NeedhamBuy
JP MorganNeutral

The average analyst price target for Tempus AI stock sits around $80-92, suggesting modest upside from current levels. However, price targets range from a low of approximately $76 to a high of $105—demonstrating significant disagreement about TEM stock’s fair value.

What’s driving the divergence? Bulls point to Tempus AI’s unmatched data asset, accelerating growth, and AI-driven product pipeline. Bears worry about premium valuation multiples, ongoing losses, and competitive pressures from established diagnostic players.

For your Tempus AI stock forecast 2026, consider that consensus points toward continued revenue growth, potential EBITDA improvements, and a gradual path toward breakeven EPS. Execution risk remains the swing factor.

TEM NASDAQ Performance: The Competitive Landscape

Investing in Tempus AI stock means investing in a company navigating intense competition across multiple fronts. Understanding the competitive dynamics is essential for any Tempus AI stock investment decision. The Tempus AI stock thesis partially depends on the company’s ability to fend off well-funded rivals.

Direct Competitors

Guardant Health (GH): Perhaps Tempus’s most direct rival, Guardant specializes in liquid biopsy and early cancer detection. The two companies are currently locked in patent infringement lawsuits—a legal battle that Tempus AI stock investors should monitor closely. Guardant commands higher per-test reimbursement rates and recently achieved positive gross margins for its core products.

Exact Sciences (EXAS): Known primarily for Cologuard colorectal cancer screening, Exact Sciences represents a formidable competitor in oncology diagnostics with a broader testing footprint.

Foundation Medicine (Roche): This Roche subsidiary offers comprehensive genomic profiling tests similar to Tempus’s xT and xF products.

Indirect Competitors

Flatiron Health (Roche): Competes in oncology data and real-world evidence generation.

Quest Diagnostics & LabCorp: Traditional laboratory giants with massive scale and deep provider relationships, though lacking Tempus’s “tech-first” approach.

What gives Tempus an edge? The company’s multimodal approach—combining clinical notes, molecular data, imaging, and pathology—creates a differentiated offering that single-focus competitors can’t easily replicate. With data covering approximately 50% of all practicing U.S. oncologists, Tempus AI stock represents exposure to a genuine competitive moat.

Key Tempus AI Products Driving TEM Stock Value

Understanding the products behind Tempus AI stock performance helps evaluate the investment thesis. For Tempus AI stock investors, revenue growth ultimately depends on product adoption and market penetration.

Diagnostics Products

  • xT CDx: Tissue-based next-generation sequencing for companion diagnostics
  • xF CDx: Liquid biopsy NGS for non-invasive tumor profiling
  • xR: RNA sequencing panel for fusion detection in solid tumors
  • Tempus ECG-AF: FDA-cleared AI for atrial fibrillation detection
  • Tempus ECG-Low EF: FDA-approved AI tool for heart failure screening

Data and AI Solutions

  • Lens: Enterprise AI analytics platform for pharmaceutical research
  • Insights: Curated datasets powering AI model training
  • Olivia: AI clinical trial matching application
  • Tempus One: Voice-enabled AI assistant for physicians

Strategic Partnerships

Tempus has secured multi-year collaborations with pharmaceutical giants that directly impact Tempus AI stock fundamentals:

  • AstraZeneca: $200+ million AI data collaboration deal
  • GSK: $180 million multi-year commitment
  • Boehringer Ingelheim: AI-driven cancer biomarker discovery partnership
  • Whitehawk Therapeutics: Biomarker-driven oncology research agreement

These partnerships demonstrate that the world’s largest pharmaceutical companies view Tempus’s data as valuable enough to commit substantial capital—a validation point for Tempus AI stock investors.

Why Did Tempus AI Stock Drop? Understanding the Risks

No Tempus AI stock analysis would be complete without examining the risks that have triggered sell-offs. Every Tempus AI stock investor needs to understand what could go wrong. Here are the key factors that have caused Tempus AI stock price volatility.

Valuation Concerns

Tempus AI stock trades at elevated multiples relative to peers. With a forward price-to-sales ratio around 8.5x—higher than competitors like Guardant Health—Tempus AI stock prices in significant growth expectations. Any execution missteps could trigger multiple compression in Tempus AI stock.

Profitability Timeline

While adjusted metrics improve, GAAP losses persist. Tempus AI stock faces the classic growth company dilemma: how long will investors remain patient waiting for profits?

Competitive Pressures

The precision medicine space is increasingly crowded. Guardant’s lawsuit creates legal uncertainty, while larger players like Roche and pharmaceutical companies could develop competing data capabilities.

Reimbursement Challenges

Average reimbursement per oncology test significantly trails competitors like Guardant. While Tempus has improved this metric—from $916 to $1,452 between 2022-2023—achieving parity remains challenging.

Short Report Impact

Earlier short-seller reports have targeted Tempus AI stock, questioning certain accounting practices and growth sustainability. While management has addressed these concerns, such reports often create lingering investor skepticism.

Actionable takeaway: Tempus AI stock’s risk profile suits investors comfortable with volatility and multi-year investment horizons. Position sizing should reflect this elevated risk.

Is Tempus AI Stock a Good Buy in 2026?

Let’s synthesize everything into an actionable framework for your investment decision. This is the ultimate question facing anyone researching TEM stock today: should you buy, hold, or avoid?

The Bull Case for Buying Tempus AI Stock

  1. Unmatched data moat: 200+ petabytes of multimodal healthcare data that competitors would require years to replicate
  2. Revenue acceleration: 83% growth in 2025 with both business segments firing on all cylinders
  3. AI tailwinds: Positioned perfectly to benefit from healthcare’s AI transformation
  4. Strategic partnerships: Validation from major pharmaceutical companies willing to commit hundreds of millions
  5. Path to profitability: Adjusted EBITDA turning positive signals improving unit economics

The Bear Case Against Tempus AI Stock

  1. Premium valuation: The stock prices in substantial growth, leaving little margin for error
  2. Continued losses: GAAP profitability remains elusive
  3. Legal uncertainty: Patent disputes with Guardant create headline risk
  4. Competition intensifying: Established players are investing heavily in precision medicine
  5. Execution dependency: Growth requires sustained operational excellence

My Take

Tempus AI stock represents a fascinating intersection of healthcare transformation and artificial intelligence. The company has built something genuinely differentiated—not just slick technology, but a data asset that pharmaceutical companies are demonstrably willing to pay for.

However, today’s Tempus AI stock price reflects much of this optimism. For investors considering TEM stock, dollar-cost averaging into positions makes more sense than going all-in at current levels. The next earnings report in February 2026 will provide crucial clarity on whether Q4’s momentum continues.

Frequently Asked Questions About Tempus AI Stock

What is the current stock price of Tempus AI (TEM)?

As of mid-January 2026, Tempus AI stock trades around $66-69 per share on NASDAQ. The price fluctuates daily, and investors should check real-time quotes before making decisions. TEM stock has experienced significant volatility, ranging from $31.36 to $104.32 over the past 52 weeks.

What is Tempus AI’s market cap?

Tempus AI’s market capitalization currently sits around $12 billion, placing TEM stock in the large-cap category. This valuation reflects investor expectations for continued growth in the precision medicine sector.

When is Tempus AI’s next earnings report?

Tempus AI’s next earnings report is scheduled for February 2026, when the company will announce complete fourth quarter and full-year 2025 financial results. This report will provide important insights for Tempus AI stock investors evaluating the company’s trajectory.

What are Tempus AI’s revenue projections for 2026?

While official 2026 guidance hasn’t been released, analysts expect Tempus AI revenue to continue growing significantly, potentially approaching or exceeding $1.5 billion. The company’s strong preliminary 2025 results and accelerating growth in both business segments support optimistic projections.

Who are Tempus AI’s major competitors?

Tempus AI stock competes with Guardant Health in liquid biopsy, Exact Sciences in cancer diagnostics, Foundation Medicine (Roche) in genomic profiling, and Flatiron Health in oncology data. Traditional labs like Quest and LabCorp also compete, though with different technological approaches.

Has Tempus AI stock split recently?

No, Tempus AI has not announced any stock splits. TEM stock has traded on NASDAQ since its June 2024 IPO without any split activity. Investors should monitor company announcements for any future corporate actions.

What is Tempus AI’s P/E ratio?

Tempus AI stock currently has a negative P/E ratio because the company isn’t profitable on a GAAP basis. The P/E ratio sits around -55 to -56, reflecting ongoing net losses despite strong revenue growth.

What are analyst price targets for TEM stock?

Analyst price targets for Tempus AI stock range from approximately $76 to $105, with an average target around $80-92. Ratings are mixed between Buy, Hold, and Overweight recommendations, reflecting disagreement about valuation and growth sustainability.

How does Tempus AI use AI in healthcare?

Tempus AI leverages artificial intelligence across its entire platform—from analyzing genomic sequencing data for treatment recommendations, to matching patients with clinical trials, to generating real-world evidence for pharmaceutical development. The company’s AI algorithms process multimodal data including clinical notes, molecular profiles, imaging, and pathology.

Is Tempus AI profitable yet?

Tempus AI is not yet GAAP profitable but achieved slightly positive Adjusted EBITDA in 2025—a significant milestone. Analysts expect the company to trend toward breakeven EPS by late 2026 as operational leverage improves.

The Bottom Line: Making Your Tempus AI Stock Decision

Tempus AI stock represents one of healthcare’s most compelling—and complex—investment opportunities in 2026.

The company has built a genuinely differentiated platform combining diagnostics, data, and artificial intelligence. Revenue growth of 83% and a path to profitability demonstrate real business momentum. Strategic partnerships with pharmaceutical giants validate the data asset’s value.

Yet Tempus AI stock isn’t without risk. Premium valuations, ongoing losses, competitive pressures, and legal uncertainties create meaningful downside scenarios. This isn’t a stock for risk-averse investors or those uncomfortable with volatility.

Here’s your action plan:

  1. If you’re bullish: Consider building a position gradually through dollar-cost averaging, using any pullbacks toward the $55-60 range as potential entry points
  2. If you’re skeptical: Wait for the February 2026 earnings report to assess whether momentum sustains before committing capital
  3. If you’re undecided: Add TEM stock to your watchlist and track key metrics—test volume growth, data licensing renewals, and margin progression

Tempus AI stock offers exposure to healthcare’s AI transformation. Whether that potential justifies today’s price depends entirely on your investment timeline, risk tolerance, and conviction in precision medicine’s future.

What’s your take on Tempus AI stock? The conversation continues in the comments.

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About the Author:-


Animesh Sourav Kullu AI news and market analyst

Animesh Sourav Kullu is an international tech correspondent and AI market analyst known for transforming complex, fast-moving AI developments into clear, deeply researched, high-trust journalism. With a unique ability to merge technical insight, business strategy, and global market impact, he covers the stories shaping the future of AI in the United States, India, and beyond. His reporting blends narrative depth, expert analysis, and original data to help readers understand not just what is happening in AI — but why it matters and where the world is heading next.

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