Tempus AI, Inc. made a timely move to acquire the Personalis cancer monitoring tests to advance AI-driven precision medicine. Recent cancer vaccine developments from Merck and Moderna reinforce the strategic relevance and growth runway for TEM's platform. The company already had strong momentum with higher test ASPs, with the cancer tests a huge bonus.
Tempus AI reported its first GAAP profit, accelerated data business growth, and raised 2026 revenue guidance to $1.595B–$1.605B (+25% Y/Y). Operating leverage from oncology volume and a mix shift to high-margin Data & Apps (72%-75% GM) drove profitability improvement and narrowed cash outflows. FDA approval for xT CDx and higher xF liquid biopsy ASPs is expected to add ~$400M incremental revenue by 2028, with the Personalis acquisition targeting MRD leadership.
TEM's FDA approval for xT could unlock $85 million in annual revenue from higher pricing, with bigger gains tied to xF.
TEM's faster growth, rising data demand and reimbursement potential strengthen the bull case, but high valuation and cash burn keep risks in focus.
TEM raises its 2026 revenue outlook as oncology testing, data demand and FDA-linked pricing gains support growth and cash flow improvement.
Tempus AI climbs 6.6% after its second-quarter loss narrows, revenues beat estimates and 2026 sales guidance rises on diagnostics and data growth.
Tempus AI, Inc. (TEM) Q2 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Tempus (TEM) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Tempus AI (TEM) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to a loss of $0.22 per share a year ago.
TEM heads into Q2 earnings with 21.3% expected revenue growth, strong diagnostics demand and AI deals, but near-term margin pressure remains.
Tempus (TEM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Tempus AI, Inc. earns a Strong Buy rating due to its transformation into a healthcare data giant with high-margin, rapidly growing data services. TEM's Q1 2026 data segment revenue surged 40% YoY to $87M, with robust bookings and visibility, positioning the segment for $500M+ revenue in 2026. MRD testing volume rose 500% YoY, driven by a highly sensitive, reimbursed test partnership with Personalis, fueling valuable data acquisition for pharma clients.