We might have a squeeze on our hands boy and girls…
WorJackie
prieš 2 mėnesius
Moderna deal
Fantastic news, and to think we were over 100$ recently without this news. Erics recent tweet actually says ...'We are proud to partner with Moderna...'
While Merck and Moderna lead the drug development, the underlying engine powering the personalized vaccine is Personalis Inc’s advanced genomic tumor-profiling technology. Moderna utilizes Personalis’s sequencing platform to analyze each patient’s unique tumor tissue and identify specific neoantigens needed to manufacture custom doses.
That technological link directly benefits Tempus AI, which previously partnered with Personalis to commercialize minimal residual disease tests and agreed to acquire Personalis for $1.5 billion last month
WorJackie
prieš 2 mėnesius
Trump & Pelosi
NoRiskNoFun
prieš 2 mėnesius
Tempus AI Q2 2026 earnings 📊
WorJackie
prieš 4 mėnesius
Will fly one day.
Tempus AI founder and CEO Eric Lefkofsky famously stated that Tempus will have its massive "Nvidia moment" and see exponential revenue growth when reimbursement pathways open for their diagnostic algorithms. Once these AI algorithms are approved and paid for by insurers, they can rapidly scale across the company's entire hospital ecosystem
Dflinx
prieš 4 mėnesius
What we thinking?
4theLongRun
prieš 4 mėnesius
Finally take off from this "AI is a bubble" fear since November 2025:
MaTy5G
prieš 5 mėnesius
Tempus AI - Q1 2026 results
Tempus reported a week ago and the headline numbers were solid, but the EPS miss was impossible to ignore. Revenue came in at $348.1M, up 36% YoY. EPS was -$0.71 versus an expected -$0.10 -> a massive miss that spooked a lot of people on first glance.
The EPS miss needs context though. The net loss of $125.9M includes $56.3M in stock compensation and employer payroll taxes, plus $32.3M in unrealized losses on marketable securities. Strip those out and the picture looks much less alarming. Adjusted EBITDA was -$2.8M, which is basically breakeven and a significant improvement from -$16.2M in Q1 2025.
The actual business underneath is performing well:
- Diagnostics revenue $261.1M, up 34.7% YoY, driven by oncology volume growth of 28%. MRD test volume hit ~6,500, up 500% YoY.
- Data and Applications revenue $87M, up 40.5% YoY, with the Insights segment growing 44%.
- Full year 2026 revenue guidance raised to $1.59–1.60B, with full year adjusted EBITDA expected around $65M.
The EBITDA story is important to understand here. The Q1 EBITDA loss is expected to flip to a $65M gain for the full year as high-margin data contracts shift from prepayments to quarterly revenue recognition in the back half of the year. So Q1 seasonality is a real factor, not just an excuse.
Management also flagged roughly $350M in TCV linked to 2026 revenue in their pipeline, with continued TCV growth despite significant revenue already recognized in Q1.
The cash position is fine.. $643.8M in cash and marketable securities at end of March. This isn't a company in financial trouble.
The bear case is still real though. Tempus is not profitable, stock based compensation is heavy, and the MRD volume numbers sound impressive at 500% growth but 6,500 tests is still a small absolute number. This is a company you own on faith in the long term AI in healthcare thesis, not on near term fundamentals.
If you believe the data licensing business keeps compounding and the diagnostics side scales, the setup is interesting. If you need near term profitability, this isn't your stock yet.
Jeevan12101
prieš 5 mėnesius
What is driving Tempus today 😭
Been holding tempus since 70 range and I thought it was starting to look bullish whats caused it to reach 46??
NoRiskNoFun
prieš 5 mėnesius
Tempus AI Q1 2026 earnings 📊
NoRiskNoFun
prieš 5 mėnesius
Tempus earnings released
LazyEyeStonk
prieš 6 mėnesius
The next best growth stock ?
Im in heavy on tempus, the likelyhood of the next BIG thing imo should be this one, monopoly-style stock in healthcare if it succeeds and is backed by big money. Risk is always there for these kind of projects but its the least risky risk taking leap 😆.
What other stocks do you think fall in this category ?
WorJackie
prieš 6 mėnesius
Nancy & Cathie
2 fine lasses that are happy to invest in TEM.
W'or Nancy bought her portion (100k worth) and Ark continue to fill their bags. Be nice to see a turnaround, I'm sure there are a few who have suffered last couple months. A run up would be mighty fine!
ZiomalPanszczyzniany
prieš 6 mėnesius
Started small position
TradingHT
prieš 7 mėnesius
Tempus AI crash explained
NoRiskNoFun
prieš 7 mėnesius
Tempus AI Q4 2025 earnings 📊
NoRiskNoFun
prieš 7 mėnesius
Tempus earnings released.
Jeevan12101
prieš 7 mėnesius
Good day oppurtunity?
Boight in mid 70s not sure if I should buy before earnings
Kirat
prieš 8 mėnesius
$100+
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Pakviestas
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Kokia yra Tempus AI akcijos kaina?
Dabartinė Tempus AI kaina yra 70,93 $.
Koks yra Tempus AI52 savaičių maksimumas?
52 savaičių maksimumas Tempus AI yra 97,3 $.
Koks yra Tempus AI 52 savaičių žemiausias lygis?
52 savaičių žemiausias Tempus AI kursas yra 40,77 $.
Koks yra Tempus AI savaitės rezultatas?
Per pastarąją savaitę Tempus AI kaina pasikeitė −7,44 %.
Koks yra Tempus AI mėnesio našumas?
Per pastarąjį mėnesį Tempus AI kaina pasikeitė 10,33 %.
Koks yra Tempus AI 3 mėnesių rezultatas?
Per pastaruosius tris mėnesius Tempus AI kaina pasikeitė 23,85 %.
Koks yra Tempus AI 6 mėnesių rezultatas?
Per pastaruosius šešis mėnesius Tempus AI kaina pasikeitė 49,33 %.
Koks yra Tempus AImetinis našumas?
Per pastaruosius metus Tempus AI kaina pasikeitė −31,3 %.