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Tempus AI Stock Jumps 10.67% as AI Healthcare Beats Tech Selloff

BusinessWire2 min read6 sources

Why is Tempus AI stock up today?

Tempus AI (TEM) stock jumped 10.67% to $68.85 on Tuesday, driven by its 100,000-genome research platform launch and investors' rotation away from chip stocks, down 5.9% on AI safety concerns.

Key numbers

TEM 1-Day Gain+10.67%to $68.85 close; prior close ~$62.21
PHLX Semiconductor Index-5.9%same session; NASDAQ -0.56% to 26,186
Q2 2026 Revenue$382.5M+22% YoY; first quarterly net income $5.6M
FY 2026 Revenue Guidance$1.595–1.605B~25% YoY growth; raised from prior range
Whole-Genome Dataset Goal100,000 genomeslong-term target of 1 million; GA mid-2027
H.C. Wainwright Price Target$66raised from $56; Buy rating maintained

What happened

Tempus AI (TEM) stock jumped 10.67% to $68.85 on Tuesday, driven by its 100,000-genome research platform launch and investors' rotation away from chip stocks, down 5.9% on AI safety concerns. On September 11 the company unveiled plans to build the world's largest disease-specific whole-genome dataset — 100,000 genomes linked to clinical outcomes, eventually targeting one million — accessible through its Tempus Lens research platform. The same day, H.C. Wainwright raised its price target from $56 to $66, citing Tempus's first quarterly net profit of $5.6 million on Q2 revenue of $382.5 million, up 22% from a year earlier. The broader selloff was triggered by AI executives from Anthropic, OpenAI, and xAI publicly backing a slowdown in development, while the 10-year Treasury yield briefly touched 5%, pushing investors toward healthcare names seen as insulated from both pressures.

Why it matters

Tempus AI sits at the crossroads of two trends investors are now treating very differently: AI-driven research tools, which get punished when rate fears or AI-slowdown worries rise, and healthcare diagnostics data, which earns steady fees from hospitals and drug companies regardless of the economic cycle. For most of 2026 the stock sold off alongside pure-play AI names, so Tuesday's sharp outperformance against a 5.9% chip-index drop is the clearest sign yet that the market may be starting to price precision-medicine AI separately from semiconductor-dependent infrastructure bets.

Who this affects

Marketmixed
Medium impact
AI healthcare stocks rise; chip-sector names fall sharply.
Companybullish
High impact
TEM validates its model with first quarterly profit.
Competitorsmixed
Medium impact
Guardant Health gains 4.65%; Recursion Pharma falls 4.99%.
Industrybullish
Medium impact
AI-in-healthcare gains defensive appeal for rate-sensitive investors.

Tempus AI vs Guardant Health, Recursion Pharma, Veeva Systems

Tempus AITEM:NASDAQ$12.4B+10.67%+14.3%$1.43B+50.4%
Guardant HealthGH:NASDAQ$23.6B+4.65%+244.3%$1.18B—
Recursion PharmaRXRX:NASDAQ$1.74B-4.99%—$54.9M-15.1%
Veeva SystemsVEEV:NYSE$43.2B+0.36%—$3.46B+16.5%

As of 2026-09-15

How we got here

  1. Q2 results: $382.5M revenue, first quarterly net profit $5.6M

  2. Tempus announces 100,000-genome multimodal WGS dataset; GA mid-2027

  3. H.C. Wainwright raises price target to $66 from $56, Buy maintained

  4. Anthropic, OpenAI, xAI leaders warn publicly about AI development pace

  5. TEM +10.67% to $68.85; PHLX chip index -5.9%; 10-year yield hits 5%

What to watch

  • Fed rate decision Wednesday; hike would pressure growth-stock multiples.2026-09-17
  • Personalis acquisition needs antitrust clearance and shareholder vote.Q4 2026
  • Whole-genome dataset general availability targeted for mid-2027.2027-06-01

Educational content only. Not investment advice.

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