TLDR
- Tempus AI named to TIME’s 10 Most Influential Health and Life Science Companies of 2026
- Stock was trading at $56.78 as of April 20th, with a year-to-date decline of 15.29%
- Q1 2026 earnings due May 5 are adding to investor optimism
- New oncology partnerships announced with Merck and Predicta Biosciences
- 41 hedge fund portfolios held TEM at end of Q4, up from 32 the prior quarter
Tempus AI got a boost recently after TIME magazine named it one of the 10 Most Influential Health and Life Science Companies of 2026.
The stock was trading at $56.78 as of April 20th, though it remains down 15.29% year-to-date. The recognition from TIME appears to have lifted sentiment around the stock.
Investors are also looking ahead to Q1 2026 earnings, due May 5. That report will be closely watched to see if the company’s momentum can hold.
New partnerships with Merck and Predicta Biosciences in oncology have added to the positive mood. Both deals sit within TEM’s core focus on AI-powered precision medicine.
TEM’s market cap currently sits at $8.97 billion. The trailing P/E stands at 39.30, reflecting expectations for future growth rather than current profitability.
The Data Flywheel Model
The company runs a two-sided business model. Its genomics unit generates revenue while feeding data into a high-margin licensing platform — meaning the same data gets monetized twice.
Tempus holds over 200 petabytes of data and has connections to a large portion of U.S. oncologists. That scale is hard to replicate and forms the backbone of its competitive position.
Its Lens platform and AI-driven trial matching tools serve pharmaceutical clients. These are the higher-margin parts of the business that investors are keying in on.
The company recently moved to positive adjusted EBITDA. That’s a shift analysts have been waiting for, and it adds some credibility to the long-term growth story.
Hedge Fund and Analyst Positioning
Hedge fund interest has been growing. At the end of Q4, 41 funds held TEM — up from 32 the quarter before.
One bullish thesis from Gannon Capital highlights TEM’s data flywheel and AI infrastructure positioning. A prior thesis from April 2025 flagged the stock at 6.0x NTM sales — since then, the stock has gained roughly 31%.
TEM was founded in 2015 by Eric Lefkofsky, originally focused on bringing structure to fragmented cancer care data. It went public in 2024 and has since acquired Ambry Genetics and Paige.AI.
Those acquisitions helped build a closed-loop dataset covering genetic, clinical, and imaging data. The company sees itself less as a diagnostics firm and more as AI infrastructure for healthcare.
Average daily trading volume sits at around 5.36 million. Technical sentiment is currently rated as a sell signal, a reminder that near-term price action doesn’t always match the longer-term narrative.
The May 5 earnings report will be the next major test for the stock.
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