TEM
Tempus AI Inc
Position levels
Currenttoday
USD 43.87
Buy <=wait / entry
USD 40.67
Trim >=take some off
USD 58.00
Thesis breakA material cut to full-year 2026 revenue or Adjusted EBITDA guidance, a renewed ...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- USC multi-faceted collaboration embedding AI-enabled molecular diagnostics and clinical trial matching across 1.5 million annual patient visits
- Raised full-year 2026 revenue guidance to $1.59-1.60 billion with expected Adjusted EBITDA of approximately $65 million
- Q2 2026 earnings beat: EPS of -$0.04 vs consensus -$0.14 and revenue of $382.49 million