Tempus AI Inc
TEMBuild a strategy around TEM
Tempus AI Inc AI Insights
Informational only. Not investment advice.Snapshot
- Revenue TTM 1.1B growing 85% YoY vs industry median 7% - 12x faster growth rate signals rapid market capture in AI diagnostics[Total Revenue 1Y Growth]
- Gross margin 62% TTM with 98% YoY gross profit growth - operating leverage emerging as scale increases[Gross Margin TTM]
- Tangible book value -330M with goodwill 92% of equity (465M/508M) - balance sheet quality risk if growth stalls[Goodwill]
Watch Triggers
- Total Revenue 1Y Growth: Falls below 50% — Current valuation assumes hyper-growth; deceleration invalidates premium multiple
- Gross Margin TTM: Falls below 55% — Margin compression signals pricing pressure or mix shift away from high-margin genomics
- Cash and Equivalents: Falls below 400M — At -249M FCF burn, triggers dilutive financing or strategic pivot concerns
Bull Case
Hyper-growth at scale: 85% revenue growth TTM at 1.1B run-rate with 62% gross margins creates clear path to profitability as R&D leverage kicks in
656M cash with 442M recent debt issuance provides 2+ years runway at current burn (-249M FCF TTM) to reach scale
Bear Case
P/S 11.2x vs industry median 1.7x requires sustained 85%+ growth to justify - any deceleration triggers multiple compression
Debt/equity 2.6x with 68M interest expense TTM on -242M operating income - refinancing risk if growth capital markets tighten
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
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Forward Thesis
Path to profitability within 18-24 months as gross margins scale against fixed R&D base
- R&D 290M is 26% of revenue - will decline as % with growth
- Gross profit grew 98% vs opex grew slower
- Operating leverage inflection visible in margin trajectory
Valuation Context
Caveats
Public Strategies Rankings
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TEM Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$8.38B | — | ||
$9.1B | — | ||
0.00 | — | ||
$1.27B | +83.4% | — | |
$-1.41 | — | ||
-19.9% | +79.8% | — | |
-19.3% | +82.5% | — | |
$-245.35M | — | ||
-89.5% | — | ||
Beta 5Y (Monthly) | unknown | — |
TEM Dividend History
TEM Stock Splits
TEM SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
02/24/26 | 12/31/25 | Unknown | |
11/04/25 | 09/30/25 | 10-Q | |
08/08/25 | 06/30/25 | 10-Q | |
05/06/25 | 03/31/25 | 10-Q | |
02/24/25 | 12/31/24 | Unknown | |
11/04/24 | 09/30/24 | 10-Q | |
08/06/24 | 06/30/24 | 10-Q | |
06/17/24 | 03/31/24 | 424B4 | |
06/17/24 | 12/31/23 | 424B4 | |
12/15/23 | 09/30/23 | DRS/A | |
08/06/24 | 06/30/23 | 10-Q | |
06/17/24 | 03/31/23 | 424B4 | |
12/15/23 | 12/31/22 | DRS/A | |
01/17/23 | 09/30/22 | DRS/A | |
01/17/23 | 12/31/21 | DRS/A | |
12/03/21 | 09/30/21 | DRS/A | |
06/30/21 | 06/30/21 | DRS/A | |
12/03/21 | 12/31/20 | DRS/A | |
09/30/20 | 09/30/20 | Unknown | -- |