Tempus AI, Inc. Class A (TEM)

Over the past six months, Tempus AI's stock price has declined significantly. In November 2024, Tempus agreed to acquire Ambry Genetics. In Q3 2025, Tempus AI reported substantial revenue growth and positive adjusted EBITDA. In January 2026, the company's total contract value surpassed $1.1 billion. Tempus reported its Q4 and full year 2025 financial results in February 2026. In March 2026, Tempus expanded its collaboration with Merck, collaborated with Blood Cancer United, and partnered with Daiichi Sankyo. Analyst ratings were adjusted, and significant insider selling was reported.

The provided information does not explicitly detail demand seasonality for Tempus AI's products and services. Demand is influenced by research and development budgets, government funding, and macroeconomic conditions rather than seasonal fluctuations. The company has reported strong year-over-year revenue growth, indicating consistent and increasing demand.

Tempus AI, Inc. is a health technology company founded in 2015 that uses data and AI to advance precision medicine. It operates in the Healthcare sector, focusing on Medical - Healthcare Information Services and Health Technology. The company aims to make healthcare more data-driven by providing "Intelligent Diagnostics" through AI. Its major product lines include Genomics, Data and Services, and AI Applications. The business model is subscription-based for software, with revenue from genomic testing, data licensing, and clinical trial solutions.

Tempus AI is headquartered in Chicago, Illinois, and its services are used by over 7,000 physicians across numerous provider networks, including over 65% of US academic medical centers. In June 2024, Tempus and SoftBank created SB Tempus, an AI healthcare joint venture in Japan, to develop personalized treatment recommendations using AI analysis of medical data. The United States is the primary revenue source.

Tempus AI has a reputation for innovation in precision medicine through AI. Strategic partnerships with pharmaceutical companies, achieving a record total contract value, and the publication of a study in JCO Precision Oncology have positively impacted its reputation. No negative events impacting the brand were found.

Tempus AI has a diverse ownership structure, including institutional, retail, and individual investors. Institutional investors own approximately 51.15% of the company's stock, insiders own 22.93%, and public companies and individual investors own 25.92%. Major institutional owners include Vanguard Group Inc., Baillie Gifford & Co., and ARK Investment Management LLC. Eric Lefkofsky, the founder and CEO, owns the most shares among individual investors.