Tempus AI, Inc.

The stock is still in a corrective regime after a major run, sitting well below its 200-day moving average and far under the 52-week high. The setup is more rebound than breakout until it can reclaim longer-term trend levels; the 52-week low remains the key downside reference.

Street sentiment stays constructive, with a Buy consensus and a $71.33 average target versus a $48 share price. That said, the tone has softened recently: Needham and Lake Street both moved to Hold on July 20, even as Guggenheim lifted its target to $65 on July 16.

The company has a strong recent beat pattern, topping EPS estimates in 6 of the last 7 quarters. Next quarter is modeled at -$0.41 EPS, so shareholders should watch whether revenue growth and margin discipline keep the loss trajectory improving rather than just meeting a negative bar.

Recent insider activity is heavily bearish, led by repeated open-market selling from the CEO of Data and the CEO/Chairman. There were 15 sells and no buys, with the largest cluster on June 29 from Eric P. Lefkofsky and additional sales from Ryan Fukushima on July 6 and July 8.

Growth remains strong, with revenue up 36.1% year over year, but profitability is still negative. Gross margin is 63.4%, while operating margin is -24.33% and free cash flow was -$197.0 million, so the story still hinges on scaling revenue faster than losses.

TEM stands out as a higher-beta healthcare information services name with AI and diagnostics exposure, but it is still priced like a growth story rather than a cash generator. At 3.46 beta, it should trade with sharper swings than steadier life-science tools peers, and the valuation remains elevated versus mature healthcare software names.