Healthcare Technology / Precision Medicine / AI Diagnostics
Strategic Profile
Tempus operates a comprehensive platform including Next (oncology algorithms), Hub (test ordering and results platform), and Lens (data analytics platform), with strategic collaborations with AstraZeneca, Pathos AI, Personalis, and Whitehawk Therapeutics to develop therapeutic programs. The company reported record Total Contract Value exceeding $1.1 billion as of December 31, 2025, with Data and applications revenue of approximately $316 million (31% YoY growth) and net revenue retention of approximately 126%.
Cyborg Score Rationale
Despite a $9.25B market cap with a negative P/E ratio of -43.89, indicating current unprofitability, the company demonstrates strong growth momentum with 126% net revenue retention. Recent clinical validation of its AI-driven Immune Profile Score shows superior prognostic utility in predicting immunotherapy outcomes compared to conventional biomarkers. However, path to profitability remains uncertain.
Top Insights
Record Total Contract Value of $1.1B+ as of December 2025 demonstrates strong pharmaceutical and biotech customer adoption
Tempus Immune Profile Score validated to outperform conventional biomarkers in predicting immunotherapy benefit across multiple cancer cohorts with HR=0.45
Expanded partnerships (Northwestern Medicine) targeting broad genomic testing access for cancer care, including DNA/RNA profiling, liquid biopsy, and MRD assays
Stock down 22.28% in February 2026 and 32.68% over the past year despite strong operational metrics, suggesting market concerns about profitability
Named Competitors
Guardant Health — Liquid biopsy and genomic sequencing for cancer detection
Foundation Medicine — Comprehensive genomic profiling for precision oncology
Paige — AI-powered digital pathology analytics
Quest Diagnostics — Clinical laboratory and diagnostic testing services
Recent Developments
(February 2026) Earnings report scheduled for February 24, 2026 with Q4 2025 and full-year results
(January 2026) Eight abstracts accepted for ASCO Gastrointestinal Cancers Symposium demonstrating research impact
(January 2026) Launch of Paige Predict AI-powered digital pathology suite and Northwestern Medicine collaboration expansion
(January 2026) Clinical validation of Immune Profile Score showing superior immunotherapy outcome prediction
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