Andriy Onufriyenko / Moment via Getty Images Tempus AI (NASDAQ:TEM) isn't an AI stock that immediately comes to mind when one thinks of machine-learning-driven technological innovators with disruptive potential. Undoubtedly, the AI revolution has made a lot of investors a lot of money, but beyond generative AI are some even more profound technologies that could take investor euphoria to the next level. Of course, it's always smart to gauge for bubbliness whenever there's a new technological theme that's po ...

Tempus AI (NASDAQ:TEM) isn't an AI stock that immediately comes to mind when one thinks of machine-learning-driven technological innovators with disruptive potential. ...

Key Takeaways Tempus AI's Genomics revenues jumped 115% year over year, driven by testing growth and acquisitions. Exact Sciences' genomics advances include Oncotype DX and Oncodetect validation in colorectal cancer. EXAS offers a stronger earnings outlook and valuation appeal, while TEM leads in share performance. Per multiple sources, the integration of genomics into cancer care has transformed treatment approaches, moving away from uniform therapies to precision medicine, where clinical decisions are tai ...

Oct 28, 2025 8:30 AM Eastern Daylight Time Tempus to Participate in the Stifel 2025 Healthcare Conference Share CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a leader in artificial intelligence and precision medicine, today announced that it will participate in the Stifel 2025 Healthcare Conference on Thursday, November 13 in New York City. Jim Rogers, Chief Financial Officer at Tempus, will participate in a fireside chat at 10:00 AM ET. The live webcast will be available through the events page ...

Tempus AI, Inc. (NASDAQ:TEM) is one of the AI Stocks Making Waves on Wall Street. On October 20, Canaccord Genuity analyst Kyle Mikson reiterated a Buy rating on the stock with a $110.00 price target. The firm is bullish on the stock, considering how AI deployment at scale in clinical practice is likely to drive robust long-term revenue growth for Tempus AI. The research note by the firm particularly highlighted Tempus AI’s acquisition strategy, including the Ambry deal, which it believes has the potenti ...

Key Takeaways Tempus AI gained FDA clearance for its RNA-based Tempus xR IVD device aiding drug development. The updated Tempus Pixel earned FDA nod for new T1 and T2 mapping in cardiac MR image analysis. Tempus AI received approval for ECG-Low EF, its second FDA-cleared ECG-AI tool for heart diagnostics.In the first nine months of 2025, Tempus AI Inc. (TEM) achieved several key regulatory milestones that strengthened its position in AI-driven diagnostics. In September 2025, the company received FDA 510(k) ...

升级评级摘要 - 美国银行将Eversource评级从中性上调至买入，目标价从73美元上调至85美元，认为其关键管辖区监管基调改善，预计到2029年每股收益增长率约为6% [2] - Leerink将Exelixis评级从市场表现上调至跑赢大盘，目标价从38美元上调至48美元，认为其STELLAR-303试验为长期投资论点确立了重要基础，尽管数据公布后股价下跌12% [3] - 花旗将Nextracker评级从中性上调至买入，目标价从66美元大幅上调至114美元，认为公司已在跟踪器销售领域占据全球主导地位，收购的相邻业务到2030财年可能贡献三分之一的收入 [4] - 花旗将Sunrun评级从中性上调至买入，目标价从11美元上调至26美元，认为公司一方面受益于电价上涨的顺风，另一方面市场向第三方所有权模式转变带来的对供应商的更强议价能力将提供第二增长动力 [5] - Raymond James将Capri Holdings评级从市场表现上调至跑赢大盘，目标价为25美元，认为在经历数年挑战后公司定位好转，需求信号改善、2026财年指引保守以及2027财年预期存在上行潜力 [6] 下调评级摘要 - 摩根大通将高盛评级从增持下调至中性，目标价从625美元上调至750美元，认为基于其2027年预测，高盛14倍和摩根士丹利15.2倍的估值相对于欧洲投行约80%的溢价过高 [7] - 法国巴黎银行Exane将Verizon评级从跑赢大盘下调至中性，目标价为44美元，公司此前策略为看好无线业务胜过有线业务，但近期首席执行官变更引发对其战略和捍卫市场份额力度的质疑 [7] - 法国巴黎银行Exane将NuScale Power评级从中性下调至表现不佳，目标价从41美元下调至25美元，公司估计到2040年累计出货量约4吉瓦时，根据里程碑协议，NuScale在未来15年将向ENTRA1支付超过60亿美元 [7] - 花旗将NuScale Power评级从中性下调至卖出，目标价从46美元下调至37.50美元，担忧包括Fluor可能进一步出售股份、估值过高以及与TVA的合同在中短期内不太可能达成 [7] - TD Cowen将Tempus AI评级从买入下调至持有，目标价从72美元上调至88美元，认为该股在年内上涨160%后估值已合理 [7] - 富国银行将Cleveland-Cliffs评级从持股观望下调至减持，目标价维持在11美元不变，认为该股周一22%的上涨是过度兴奋 [7]

Key Points One analyst tracking the niche artificial intelligence (AI) specialist restated his take on its future. He reiterated his buy recommendation on the shares. 10 stocks we like better than Tempus AI › There was nothing artificial about the share price boost enjoyed by artificial intelligence (AI) specialist Tempus AI (NASDAQ: TEM). The company, which concentrates on applying AI functionalities to drug discovery, saw the value of its shares increase by 5% on an analyst update that was optimi ...

业绩预期与发布信息 - 公司预计于2025年11月3日发布2025年第三季度财报 [1] - 第三季度营收共识预期为3.269亿美元，暗示较去年同期增长80.7% [2] - 第三季度每股亏损共识预期为0.16美元，在过去30天内保持不变 [2] - 在过去四个季度中，公司有三个季度的调整后亏损低于市场预期，平均负面盈利差异为0.72% [1] 近期股价表现与行业对比 - 公司在2025年第三季度股价表现强劲，涨幅达48% [3] - 公司股价表现远超同期仅上涨6%的行业整体水平，也超过了同期上涨9.8%的标普500指数 [4] - 公司表现优于同业，如同期10x Genomics (TXG) 上涨2.8%，SOPHiA GENETICS (SOPH) 上涨35.3% [4] 战略发展与监管进展 - 公司在第三季度完成了对数字病理学AI公司Paige的收购，交易价值8125万美元，此举为公司带来近700万张数字化病理切片图像及相关临床和分子数据 [8] - Paige已创建了首个获得FDA批准的病理学AI工具，此次收购将助力公司在数字病理学领域建立强大的影响力 [8] - 在报告季度内，公司在其产品组合中获得了多项FDA 510(k)许可，包括用于识别低左心室射血分数患者的AI软件Tempus ECG-Low EF，以及更新版的心脏成像平台Tempus Pixel [10] - 公司的RNA诊断设备Tempus xR IVD也获得了FDA批准，将作为生命科学工具支持药物开发项目 [10] 业务板块表现预期 - 预计公司基因组学部门销售额将因肿瘤检测量加速增长和遗传测序持续强劲而改善 [9] - 数据与服务业务预计将因公司专有数据许可和AI解决方案的强劲需求而表现良好 [9] - 近期与阿斯利康和Pathos的合作突显了制药行业对公司大规模分子和临床数据集日益增长的兴趣 [9] 财务表现与估值 - 公司第二季度毛利润增长超过一倍，调整后EBITDA亏损收窄，使其接近盈利 [11] - 公司预计2025年全年调整后EBITDA为500万美元 [11] - 公司当前估值较高，其远期12个月市销率为10.26倍，远高于行业平均的5.83倍，也高于10x Genomics的2.53倍和SOPHiA GENETICS的3.59倍 [13] 行业前景与战略定位 - 随着AI市场预计在未来几年快速扩张，公司在AI驱动的精准医疗领域具有战略定位，能够抓住新兴机遇 [14] - 公司拥有坚实的财务前景，并专注于改善医疗成果，为投资者在AI和医疗保健领域提供了具有吸引力的高回报前景 [14]

上周表现最差的大型股名单 - Astera Labs Inc (ALAB) 股价下跌23.85% [2] - Nebius Group N.V. (NBIS) 股价下跌16.10% [2] - Kratos Defense & Security Solutions Inc (KTOS) 股价下跌14.56% [2] - IonQ Inc (IONQ) 股价下跌17.69% [2] - AeroVironment Inc (AVAV) 股价下跌9.87% [2] - F5 Inc (FFIV) 股价下跌11.69% [2] - Klarna Group (KLAR) 股价下跌8.64% [2] - Leonardo DRS Inc (DRS) 股价下跌9.15% [2] - Tempus AI Inc (TEM) 股价下跌5.89% [2] - First Horizon Corporation (FHN) 股价下跌10.42% [2] 国防军工行业股价下跌原因 - 美国财政部长Bessent建议政府可能要求国防公司削减股票回购以解决交付短缺问题 导致国防类股票走低 [2][2] - 受此评论影响 Kratos Defense & Security Solutions Inc (KTOS) 和 AeroVironment Inc (AVAV) 股价分别下跌14.56%和9.87% [2][2] 量子计算行业表现疲软 - 量子计算行业在近期反弹后持续回调 板块出现普遍疲软 [2] - IonQ Inc (IONQ) 股价因此下跌17.69% [2] 个股特定事件影响 - F5 Inc (FFIV) 股价下跌11.69% 原因是一家国家级威胁行为者未经授权访问了其某些系统 有报告指公司将该漏洞归咎于中国支持的黑客 [2] - Tempus AI Inc (TEM) 宣布与Whitehawk Therapeutics Inc (WHWK) 达成多年合作 将利用其真实世界数据和AI能力推进生物标志物驱动的癌症研究 但股价仍下跌5.89% [2] - First Horizon Corporation (FHN) 在公布季度业绩后 股价下跌10.42% [2]