We might have a squeeze on our hands boy and girls…
WorJackie
2 miesiące temu
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
2 miesiące temu
Trump & Pelosi
NoRiskNoFun
2 miesiące temu
Tempus AI Q2 2026 earnings 📊
WorJackie
4 miesiące temu
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
4 miesiące temu
What we thinking?
4theLongRun
4 miesiące temu
Finally take off from this "AI is a bubble" fear since November 2025:
MaTy5G
5 miesięcy temu
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
5 miesięcy temu
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
5 miesięcy temu
Tempus AI Q1 2026 earnings 📊
NoRiskNoFun
5 miesięcy temu
Tempus earnings released
LazyEyeStonk
6 miesięcy temu
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
6 miesięcy temu
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
6 miesięcy temu
Started small position
TradingHT
7 miesięcy temu
Tempus AI crash explained
NoRiskNoFun
7 miesięcy temu
Tempus AI Q4 2025 earnings 📊
NoRiskNoFun
7 miesięcy temu
Tempus earnings released.
Jeevan12101
7 miesięcy temu
Good day oppurtunity?
Boight in mid 70s not sure if I should buy before earnings
Kirat
8 miesięcy temu
$100+
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Często zadawane pytania
Jaka jest cena akcji Tempus AI?
Aktualna cena Tempus AI wynosi 70,93 $.
Jaki jest 52-tygodniowy szczyt Tempus AI?
52-tygodniowe maksimum dla Tempus AI wynosi 97,3 $.
Jaki jest 52-tygodniowy poziom minimalny Tempus AI?
52-tygodniowe minimum dla Tempus AI wynosi 40,77 $.
Jaki jest tygodniowy wynik Tempus AI?
W ciągu ostatniego tygodnia cena Tempus AI zmieniła się o -7,44%.
Jaka jest miesięczna wydajność Tempus AI?
W ciągu ostatniego miesiąca cena Tempus AI zmieniła się o 10,33%.
Jaka jest 3-miesięczna wydajność Tempus AI?
W ciągu ostatnich trzech miesięcy cena Tempus AI zmieniła się o 23,85%.
Jaka jest 6-miesięczna wydajność Tempus AI?
W ciągu ostatnich sześciu miesięcy cena Tempus AI zmieniła się o 49,33%.
Jaka jest roczna wydajność Tempus AI?
W ciągu ostatniego roku cena Tempus AI zmieniła się o -31,3%.