Feed / TEM

Tempus AI, Inc.

TEM

Healthcare · 58.73 -4.2% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Tempus AI, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 28 directly disclosed connections are confirming.

Customer1
Partner2
Lender1
Company-4.2% todayVolume comparison unavailable
Market group0 of 9 activeHigh-Beta Growth · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • TEM's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if TEM's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Health Information Services

No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 28 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • TEM's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods4
Price observations327
Usable filing statements100
Verified relationships16
Evidence supporting the case
  • Latest annual revenue changed +83.4% year over year.
  • Operating margin changed +79.8 percentage points in the latest annual period.
  • Net margin changed +82.5 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 45.4% in the latest annual period.
  • Product pipeline and R&D has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

58.73
6m+11.5%12m-27.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-12-31$320.7M$-5.30
2023-12-31$531.8M+65.8%$-4.20+0.4%
2024-12-31$693.4M+30.4%$-6.23
2025-12-31$1.3B+83.4%$-1.41+45.4%

What management says matters

Persistent and emerging business drivers

Product pipeline and R&Dnegative · 4 filings
Technology Research and Development Three Months Ended March 31, 2026 2025 $ Change % Change (unaudited) (in thousands, except percentages) Technology research and development $ 45,921 $ 33,391 $ 12,530 38 % The increase in Technology research and development…
10-Q · May 5, 2026
Credit and interest ratesnegative · 3 filings
Interest Expense Three Months Ended March 31, 2026 2025 $ Change % Change (unaudited) (in thousands, except percentages) Interest expense $ (14,341 ) $ (18,003 ) $ 3,662 -20 % 40 The decrease in Interest expense for the three months ended March 31, 2026, comp…
10-Q · May 5, 2026
Foreign exchangemixed · 3 filings
We expect our foreign currency gains and losses to continue to fluctuate in the future due to changes in foreign currency exchange rates.
10-Q · May 5, 2026
Legal and regulatory exposurepositive · 2 filings
We expect that our selling, general and administrative expenses will continue to increase in absolute dollars after our IPO, primarily due to increased headcount and costs associated with operating as a public company, including expenses related to legal, acc…
10-Q · Nov 4, 2025

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

58.73-4.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for TEM. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for TEM. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind TEM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AZNAstraZeneca PLCcustomerFeb 24, 2026

We issued a warrant to our customer AstraZeneca in conjunction with the signing of the MSA in November 2021.

AZNAstraZeneca PLCpartnerMay 5, 2026

For a reconciliation of adjusted EBITDA to net loss, the most directly comparable financial measure stated in accordance with generally accepted accounting principles in the United States of America, or GAAP, and for additional information about adjusted EBIT…

Depended on by

PSNLPersonalis, Inc.partnerMay 7, 2026

We also have a collaboration with Tempus that enables Tempus to market our NeXT Personal ® Dx test to physicians for breast cancer, lung cancer, colorectal cancer and immuno-oncology monitoring, and to market and sell NeXT Personal to Tempus' pharmaceutical a…

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 25 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

TEM is currently a Follower in the organic co-movement group High-Beta Growth. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.