TLDR
- Tempus AI contract value reached $1.1 billion in preliminary 2025 results
- Diagnostics revenue jumped 111% to $955 million with testing volumes up 26-29%
- Company secured 70 data agreements with Pfizer, Merck, AstraZeneca, and other pharma giants
- Data segment revenue hit $316 million, growing 31% from prior year
- Analysts maintain Moderate Buy rating with $87 median target price
Tempus AI contract value topped $1.1 billion in preliminary 2025 results. The figure marks the highest level in company history.
Diagnostics revenue reached $955 million for 2025, up 111% from the prior year. Oncology testing increased 26% while hereditary testing grew 29%.
Data and Applications segment generated $316 million in revenue. The 31% year-over-year growth reflects rising demand for AI healthcare tools.
The Insights unit posted 38% growth. This division focuses on data licensing for pharmaceutical research.
TEM stock gained 6% last week. The company ranked as the third most-searched ticker on Quiver Quantitative.
Pharmaceutical Company Partnerships
Tempus AI signed over 70 data agreements in 2025. Major pharmaceutical partners include Pfizer, Merck, AstraZeneca, GSK, Bristol Myers Squibb, Novartis, AbbVie, and Eli Lilly.
These companies use the multimodal dataset for drug discovery. The platform combines genomic data, clinical information, and imaging.
CEO Eric Lefkofsky said both main businesses are accelerating. AI serves as a catalyst across all products, he added.
Wall Street Price Targets
Five analysts rate TEM stock as Buy. Six analysts recommend Hold, creating a Moderate Buy consensus.
The average price target is $86, implying 29.77% upside. Eight analysts issued targets in the past six months with a median of $87.
BTIG set the highest target at $105 in November. Canaccord Genuity and JP Morgan both established $80 targets in December. Morgan Stanley issued an $85 target.
Recent analyst ratings include Buy recommendations from Canaccord Genuity, BTIG, HC Wainwright, and Guggenheim. Morgan Stanley issued an Overweight rating.
Institutional Trading Activity
BlackRock added 2.6 million shares in Q3 2025, increasing its position 62.8%. Vanguard Group expanded holdings by 22.1% with 1.7 million additional shares.
D.E. Shaw boosted its stake 380.8% by adding 1.6 million shares. Bank of America increased holdings 112.9% with 1.3 million shares.
Goldman Sachs reduced its position 94.7%, selling 4 million shares. Baillie Gifford cut holdings 19.9%, removing 2.4 million shares.
Insider Transactions
Company insiders completed 120 sales over six months with no purchases. CEO Eric Lefkofsky sold 1.7 million shares for $127 million.
COO Ryan Fukushima sold 57,559 shares for $4.3 million. CFO James William Rogers sold 34,751 shares for $2.5 million.
Tempus AI will release complete Q4 and full-year 2025 results in February 2026.
