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TEM

Tempus AI Inc

BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 75.89 Technology - Software - ApplicationAWAIT ENTRY
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 75.89
Buy <=wait / entry
USD 61.33
Trim >=take some off
USD 88.00
Thesis breakThe thesis would be invalidated by a quarterly miss against the raised full-year...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Strategic licensing deals including ~$200M in new Data and Applications licenses and extension of data license agreement with Recursion Pharmaceuticals plus new RNA foundation model license
  • M&A activity with proposed $1.5B acquisition of Personalis (mostly stock)
  • FDA clearance for ECG-MR AI product and FDA approval for xT Tumor Only migrating to ADLT pricing
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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