Tempus AI has been upgraded to a higher-conviction Buy following resolution of concerns about MRD ownership and positive adjusted EBITDA. The acquisition of Personalis strengthens its MRD capabilities and pharma partnerships, while FDA approval of xT CDx is expected to enable significant pricing increases from 2027. The Data and Applications segment continues to grow robustly at around 28%, with stable margins despite cost pressures. Trading at about 6.5 times 2027 EV/revenue and after a recent 20% price pullback, Tempus AI presents a de-risked investment opportunity ahead of upcoming free cash flow milestones in Q3.
Tempus AI trades at USD 66.24 on Pluang as of Oct 23, 2026, 23:22 WIB, showing a 3.81% gain in one day. The stock's market cap is $11.63 billion, with an enterprise value of $12.26 billion. Pluang users split evenly between buying and selling, holding the stock for an average of 23 days.
