Tempus AI: Strong 2025 Outperformance and Data-Driven Growth Catalysts Underpin Reiterated Buy and $80 Target

Canaccord Genuity analyst Kyle Mikson CFA has maintained their bullish stance on TEM stock, giving a Buy rating on January 12.

Kyle Mikson CFA has given his Buy rating due to a combination of factors tied to Tempus AI’s robust operating and financial performance. He highlights that the company delivered preliminary fourth-quarter and full-year 2025 results that surpassed expectations, with especially strong growth in diagnostics volumes across oncology and hereditary testing. In addition, the data and applications segment showed accelerating expansion, particularly within the Insights business, and the company reported a record contract value pipeline of more than $1.1 billion alongside very strong net revenue retention, signaling deepening relationships with existing customers.

Mikson also underscores that Tempus reached positive EBITDA for 2025 and outlined a solid 2026 outlook, including guided revenue of about $1.59 billion and continued earnings improvement, which supports a credible path to sustained profitability. His updated model assumes healthy double-digit growth in test volumes and data-related revenues over the coming years, yielding attractive long-term revenue and margin trajectories in his discounted cash flow framework. He further points to multiple anticipated catalysts in 2026—such as expansion in data and applications, pediatric rare disease testing, additional FDA approvals and reimbursement wins, and growth in partnerships—as drivers that could unlock additional value. In his view, the current share price does not adequately capture Tempus AI’s long-term growth prospects in AI-enabled precision medicine, justifying the reiterated Buy rating and $80 price target.

In another report released on January 12, H.C. Wainwright also reiterated a Buy rating on the stock with a $89.00 price target.

Based on the recent corporate insider activity of 104 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of TEM in relation to earlier this year.