Market CompetitionAs investors look for upside to estimates over the next several quarters, other peers in the space may offer more relative upside to numbers and trade at similar valuations.
Profitability ConcernsOperating expenses increased sequentially from 1Q25 to 3Q25, potentially impacting future profitability.
Valuation ChallengesIt remains difficult for investors to analyze and value TEM's Data segment due to the lack of tangible R&D proof points.