Tempus AI, Inc. Class A (TEM) AI Stock Analysis

Tempus AI, Inc. Class A

(BMV:TEM)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Revenue Growth and Gross MarginRapid revenue expansion combined with approximately 70% gross margin indicates strong demand and attractive underlying unit economics. If maintained, this combination gives Tempus increasing gross profit to fund product investment, expand its data platform, and move operating results toward sustainable profitability.

Negative Factors

Persistent Losses and Cash BurnTempus remains dependent on external financing capacity because operations are still consuming cash and producing losses. Continued negative free cash flow can constrain investment flexibility, increase the importance of reaching profitability, and reduce the company’s ability to absorb execution setbacks without additional capital.

Tempus AI, Inc. Class A (TEM) vs. SPDR S&P 500 ETF (SPY)

Market Cap: MXN 12.80B
Dividend Yield: ―
Average Volume (3M): 1,238
Price to Earnings (P/E): -50.5
Beta (1Y): 1.55
Revenue Growth: ―
EPS Growth: ―
Country: Mexico
Employees: 3,800
Sector: Healthcare
Sector Strength: 51
Industry: Medical - Healthcare Information Services

Tempus AI, Inc. Class A Business Overview & Revenue Model

Company Description

Tempus AI, Inc. operates as a healthcare technology company in the United States. It offers the Tempus platform, a closed-loop, full-stack, bi-directional integrations between a clinician's desktop and its laboratory diagnostic capabilities, analytic...

Tempus AI, Inc. Class A Earnings Call Summary

Earnings Call Date:Nov 01, 2026(Q3-2026)|Next Earnings Date:Mar 01, 2027

Earnings Call SentimentPositive

The call was strongly positive, led by 23% total revenue growth, 33% data and applications growth, 32% oncology volume growth, major multiyear collaborations, positive adjusted EBITDA, raised revenue guidance, and expanding data-platform scale. The principal challenges were the hereditary business lapping unusually high prior growth, reimbursement dependence, Personalis' current losses and delayed MRD sales-force expansion, and the limited scale expected from the clinical trial matching and CRO businesses. Highlights significantly outweighed the lowlights.

Positive Updates

Strong Q3 Revenue Growth

Q3 total revenue was $412 million, increasing 23% year over year, with broad-based growth across diagnostics and data and applications.

Negative Updates

Hereditary Business Lapping an Exceptional Prior Period

Hereditary growth had previously jumped to approximately 30% after volume shifted from a financially challenged market participant, compared with the historical near-15% growth rate. Tempus is now lapping that elevated growth, although September and October unit growth returned to low double digits.

Company Guidance

Management increased guidance to $1.60 to $1.6 billion in 2026 and continues to expect 2026 adjusted EBITDA to be approximately $65 million; it said long term 25% growth is achievable, hereditary unit growth rates have returned to low double digits, oncology ASP is expected to receive about $80 million of uplift in 2027, and the BMS agreements are expected to generate $193 million of additional data and applications revenue over the next approximately 5 years.

Tempus AI, Inc. Class A Risk Analysis

Tempus AI, Inc. Class A disclosed 108 risk factors in its most recent earnings report. Tempus AI, Inc. Class A reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

3 New Risks

1.Failure to complete the proposed acquisition could negatively impact the price of shares of our Class A common stock, as well as our business and results of operations.Q2, 2026

2.Our stockholders may not realize a benefit from the proposed acquisition commensurate with the ownership dilution they will experience in connection with the proposed acquisition.Q2, 2026

3.The proposed acquisition may not be completed, and the merger agreement may be terminated in accordance with its terms.Q2, 2026

Tempus AI, Inc. Class A Peers Comparison

Overall Rating

UnderperformOutperform

Sector (51)

Financial Indicators

MX:TEM against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CERT	62Neutral	$1.68B	-24.85	-6.66%	―	0.66%	-134.07%
HTFL	59Neutral	$5.13B	-41.58	-42.25%	―	―	―
SOPH	59Neutral	$649.53M	-6.63	-136.71%	―	23.65%	-4.80%
Sector *	51Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%
HCAT	44Neutral	$127.18M	-0.46	-129.70%	―	-7.54%	-143.41%

* Healthcare Sector Average

Performance Comparison

MX:TEM and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
MX:TEM	Tempus AI, Inc. Class A	1357.98	-261.31	-16.14%
HCAT	Health Catalyst	1.69	-1.34	-44.22%
CERT	Certara, Inc.	11.02	-0.53	-4.59%
SOPH	Sophia Genetics Sa	7.63	2.95	63.03%
BFRG	BullFrog AI Holdings, Inc.	0.49	-0.60	-55.32%
HTFL	HeartFlow, Inc.	59.05	25.16	74.24%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Tempus AI, Inc. Class A AI Stock Analysis