How Investors Are Reacting To Tempus AI (TEM) Earnings Surge and New Lymphoma Research Partnership
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Tempus AI recently reported third quarter 2025 earnings, highlighted by revenue of US$334.21 million, up from US$180.93 million a year ago, and an improved net loss, while also announcing a new multi-year research collaboration with the Institute for Follicular Lymphoma Innovation focused on multi-omic data and precision medicine in lymphoma.
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These developments underscore Tempus AI’s growing influence at the intersection of healthcare AI and biomedical research, as continued growth in both clinical partnerships and advanced data analytics reinforce the company’s position in a highly competitive market.
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We’ll explore how Tempus AI’s new follicular lymphoma partnership supports its investment narrative, particularly regarding the expansion of real-world data capabilities.
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Tempus AI Investment Narrative Recap
To be a Tempus AI shareholder today, you have to believe that advanced data analytics and AI-driven diagnostics will achieve widespread adoption in healthcare, and that Tempus can continue securing research partnerships to reinforce its data repository leadership. While the new follicular lymphoma collaboration strengthens Tempus AI’s positioning and real-world dataset, it does not materially shift the near-term catalyst, which remains accelerating clinical test reimbursement. Intensifying competition among genomics and AI players is still the clearest risk, as pressure on pricing could weigh on profitability.
Among recent announcements, Tempus AI’s acceptance of six abstracts at the Society for Immunotherapy of Cancer Annual Meeting spotlights the breadth of its research and ongoing innovation in oncology. These scientific advances can support future revenue catalysts, but highlight the importance of Tempus’s ability to monetize analytics and new testing offerings at sustainable margins.
Yet, in contrast, investors should be aware that margin pressure from competitive pricing remains a persistent concern when assessing…
Tempus AI’s narrative projects $2.1 billion in revenue and $295.0 million in earnings by 2028. This requires 29.7% yearly revenue growth and a $495 million increase in earnings from the current level of -$199.7 million.
Exploring Other Perspectives
Thirty-three individuals in the Simply Wall St Community estimate Tempus AI’s fair value between US$24.88 and US$151.92, reflecting broad disagreement on the company’s growth potential. With reimbursement progress still a critical catalyst, you’ll find contrasting outlooks that can help inform your own view.