Tempus AI TEM is slowly becoming one of the most vertically integrated data and diagnostics platforms in healthcare, bringing together genomics, multimodal real-world data and clinical AI into a unified system. As its financial performance improves and more FDA-cleared diagnostic tools enter the portfolio, the company is shifting from a heavy investment phase toward a more scalable and mature AI-driven healthcare model.
Its growth is being driven by several reinforcing pillars. The genomics segment remains strong, with rising test volumes in oncology and hereditary disease, supported by ongoing test-menu expansion that enables higher-value clinical insights. Tempus also emphasizes the increasing importance of its Insights and Data & Services business, which is becoming a higher-margin and more scalable revenue stream beyond traditional genomic testing.
During the first nine months of 2025, Tempus achieved notable regulatory milestones that strengthened its position in AI-powered diagnostics. The company also continues to build strategic partnerships that support long-term growth. Most recently, it entered a multi-year collaboration with Whitehawk Therapeutics, an oncology company focused on advancing antibody-drug conjugate treatments.
In addition, the acquisition of Paige has significantly expanded Tempus’ digital-pathology capabilities by adding millions of digitized, clinically annotated slides along with deep computational-pathology expertise, further enhancing the breadth and value of its multimodal data platform.
Peer Update
Hims & Hers Health, Inc.’s HIMS recent expansions underscore its health-centered scope. The company has broadened its clinical portfolio with launches in low testosterone care and menopause/perimenopause, offering individualized treatment pathways supported by at-home lab testing. Hims & Hers also moved into more proactive health management with the introduction of comprehensive lab-testing services and plans for a longevity-focused specialty in 2026. Internationally, HIMS is extending healthcare access beyond the United States via its planned acquisition of ZAVA in Europe and a 2026 expansion into Canada aimed at widening the availability of affordable weight-loss treatments as generic semaglutide enters the market.
Medifast, Inc. MED operates across the health and wellness space through three core pillars. Its OPTAVIA program delivers coach-supported lifestyle and weight-management guidance, while Medifast’s nutrition portfolio focuses on products that promote sustainable, long-term healthy habits. Medifast also offers GLP-1 companion support in partnership with LifeMD clinicians. The company is expanding further into metabolic health, highlighting Metabolic Synchronization results that show reductions in visceral fat while maintaining lean muscle.
TEM’s Stock Price Performance
In the past year, Tempus’ shares have rallied 43.6% against the industry’s 0.4% decline. The S&P 500 composite has improved 15.6% in the same time.
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Expensive Valuation
TEM currently trades at a forward 12-month Price-to-Sales (P/S) of 8.82X compared with the industry average of 5.77X.
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TEM Stock Estimate Trend
In the past 30 days, Tempus AI's loss per share estimate for 2025 has narrowed 9 cents.
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TEM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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MEDIFAST INC (MED): Free Stock Analysis Report Hims & Hers Health, Inc. (HIMS): Free Stock Analysis Report Tempus AI, Inc. (TEM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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