Added to YB: 2026-06-16
Pitch date: 2026-06-12
TEM [bullish]
Tempus AI, Inc.
+4.66%
current return
Author Info
No bio for this author
Company Info
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, analytics platform, and repository of multimodal data; and Hub, a clinical application for physicians and other healthcare providers for use in the diagnostics product line as an end-to-end application for healthcare providers for NGS tests.
Market Cap
$8.6B
Pitch Price
$49.99
Price Target
95.00 (+82%)
Dividend
N/A
EV/EBITDA
-54.29
P/E
-27.75
EV/Sales
6.79
Sector
Life Sciences Tools and Services
Category
growth
Why Tempus AI Looks Different in 2026
TEM: Healthcare AI platform re-rating from diagnostics to data. 2025 rev ~$1.27B (+80%), first +adj EBITDA. Q1'26 rev >$360M (+36%), D&I 22% of rev growing 44%, 3 straight quarters >$100M bookings. Roche deal, $900M+ committed pharma. Risks: dilution (converts $84.19), reimbursement, lumpy pharma, new-vertical execution. Trades 6-7x sales; DCF base $95/share (assumes slowdown, gives data platform free), bull >$120.
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