Tempus AI has a data moat no one has replicated: a multimodal, patient-linked genomic, clinical and imaging dataset at scale. It holds over 8 million imaging files, 1.5 million matched clinical and molecular profiles and 4.5 million sequencing samples, which drug companies leaning on AI increasingly need. It is expanding from oncology into cardiology, neuropsychiatry and radiology. Revenue grows 25% and gross margin rose from 32% in 2021 to 64%, though last quarter's profit was a one-time item. … Show more

Tempus AI is still undervalued because its data business alone may be worth a large share of the company. Data and Applications revenue of about $400 million in FY26, growing at management's roughly 30% long-term rate, reaches about $676 million by FY28; at a conservative 12-14x sales that is $8.1-9.5 billion. That leaves the diagnostics business, with about $1.2 billion of revenue, valued at only about $4.5 billion. x.com 

Tempus AI may go lower near term because of valuation, leadership reputation and insider selling, despite an amazing business. With about 25% growth expected and profitability uncertain, it is not obviously cheap. Glassdoor reviews matter in medicine's high-trust setting, and ongoing insider sales echo founder patterns that ended badly. The data piece, about 5% of market cap, can earn a high multiple, so the stock looks reasonably priced if adoption continues. x.com 

Hims & Hers' compounding direct-to-consumer distribution makes it stupidly undervalued next to Tempus AI. Hims has $2.6B in trailing revenue at a $6.7B market cap, with 66.5% annual revenue growth from Q3 2021 to Q2 2026; Tempus has $1.4B in revenue, a $14.9B market cap and 40.4% annual growth. x.com 

Tempus AI is applying Palantir's playbook to US healthcare. Proprietary data from more than 5,000 hospitals and two-thirds of US academic centers let it train a healthcare AI no one else can. At 4x sales it is priced like a lab, though it is an AI company. x.com 

Tempus AI is a second- or third-tier genomic lab whose AI story is marketing mumbo jumbo, and its management team are promoters. x.com 

Tempus AI is proving its real thesis: diagnostics is the data acquisition engine and data and applications is the high-multiple business, turning a clinical data network into an AI platform. In Q1, revenue grew 36%, data and apps 40.5%, insights 44.1% and MRD volume 500%. x.com 

Tempus AI's selloff after it beat and raised guidance looks like a great deal, and a further drop would be a chance to buy more. x.com 

Tempus AI is a short idea because the stock is being pumped on recent FDA clearances for its EKG-AI tools, while the revenue from them is far off and may never materialize. x.com 

Tempus AI's Moderna and Merck collaboration puts its oncology data and algorithms to work on cancer vaccines and immuno-oncology drugs, supporting the commercial value of its pharma data platform. The multiyear agreement adds to its licensing case; Q2 revenue rose more than 21.6% to $382 million, and the EPS loss of $0.04 beat the expected $0.20 loss. Sustained profitability remains prospective. Tempus AI could reach $145. x.com