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Some selloffs reflect broken businesses. Others reflect broken expectations. TempusAI $TEM ( ▲ 12.25% ) currently sits in the second category. The stock has fallen over 50% from its recent highs, resetting sentiment at a time when the underlying business continues to scale.
$TEM ( ▲ 12.25% ) has given up gains over the past twelve months
That divergence is what makes the current setup interesting. The market has shifted its focus toward near-term profitability and capital intensity, while largely ignoring what Tempus is quietly building underneath — one of the most valuable datasets in healthcare. This is a data story, and in healthcare, data is the moat. Let’s take a deeper dive.
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