Coverage / TEM / Trade Card

TEM

Tempus AI Inc

OPPORTUNISTIC BUY 2026-08-09 Data 34 days old USD 52.05 Technology - Software - ApplicationAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 52.05
Buy <=wait / entry
USD 44.00
Trim >=take some off
USD 60.00
Thesis breakThe thesis would be invalidated by a failure to close the Personalis acquisition...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • M&A activity: Tempus agreed to acquire Personalis on July 20 2026
  • Strategic licensing deals: Signed approximately USD200 million of new Data and Applications licences
  • Earnings or guidance changes: Raised 2026 revenue guidance to USD1.595-1.605 billion
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.