"The stock burst into investor consciousness in January 2025 after Nancy Pelosi disclosed a position, ran past $100, and has since shed nearly half its value."
"Q4 2025 revenue jumped 83% YoY to $367.21 million, the Diagnostics segment grew 121.6%, and adjusted EBITDA flipped positive at $12.89 million."
"Three things matter most. First, adjusted EBITDA. Q4 was the first positive quarter, and Q3 2025 was a slim $1.48 million."
"Tempus ran ~4,700 MRD tests in Q4, up 56% sequentially, with management noting only about 5% of the sales force is selling it."
Tempus AI's stock gained attention after Nancy Pelosi's investment, peaking over $100 before losing nearly half its value. Despite a strong Q4 2025 with 83% revenue growth and positive adjusted EBITDA, shares fell significantly post-release. Key indicators for Q1 2026 include adjusted EBITDA, data business growth, and MRD test volumes. Management anticipates continued growth in Insights and contract value, while oncology unit growth and ASP progression are also important metrics to watch.
Read at 24/7 Wall St.
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