We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Tempus AI, Inc.
Health Care · Health Care Technology
Structural: vertically integrated precision-medicine stack - proprietary multimodal library (~250PB of de-identified clinical+molecular data), in-house CLIA/CAP labs, and an AI applications layer (Tempus One, ECG-AF, Next) that sits on top.
Two reported segments: Genomics (sequencing tests, ~60-65% of revenue) and Data and Services (pharma R&D licensing + AI apps, higher margin, growing faster). Ambry Genetics acquisition (Feb 2025) added hereditary cancer + cardiology testing scale.
data-network moat compounds as test volume grows feedback loop (every test enriches library, library improves AI, AI sells next pharma deal); pharma contract backlog >$1B run-rate gives multi-year revenue visibility; cardiology + radiology line extensions open beyond-oncology TAM; AI apps layer is the high-margin tail if attach rates climb; Lefkofsky owns >30% post-IPO - aligned operator.
$GH (Guardant), $NTRA (Natera), $EXAS (Exact Sciences), $ILMN (Illumina-on-Illumina sequencers), and academic labs all compete on overlapping tests; Genomics segment gross margin still mid-teens to low-20s - reimbursement-pressured; cash burn high (operating losses ~$200-300M/qtr cadence in 2025) with dilution risk; AI/data segment growth is contract-lumpy not subscription; valuation prices in a clean transition from sequencing-services co.
to AI/data platform that has not yet shown up in gross-margin mix; Ambry integration execution risk.
Each weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.
No major news in the last 7 days for TEM - only listicles and opinion pieces, which we filter out by default. See everything anyway.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.