Tempus AI (TEM): Comprehensive Investment Analysis, Valuation, and Strategic Outlook
TEM: Precision medicine data flywheel creating AI-powered oncology monopoly. Q3 2025 hit +$1.5M adj EBITDA milestone, 140% NRR proves pharma data stickiness. Ambry acquisition adds germline testing scale. DCF fair value ~$88 vs $70-85 trading range. High SBC dilution risk but fortress $764M cash balance.
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