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Tempus AI, Inc. Class A (TEM)
NASDAQ:TEM
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.19Last Year’s EPS
-0.24Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized robust multi-year growth drivers: strong diagnostic unit growth (Oncology +29%, MRD +56% Q/Q), accelerating data business with >$1.1B in TCV and 126% net revenue retention, positive 2026 guidance ($1.59B) and a path to higher ASPs and adjusted EBITDA. Key near-term constraints are reimbursement gating for MRD, moderation and lumpiness in Hereditary growth, and one-time impacts to some reported data growth figures. Overall, the positive revenue, contract backlog, AI/foundation-model progress, and strong customer retention materially outweigh the execution and reimbursement risks highlighted.Company Guidance
Strong Overall Revenue and Positive Guidance
Core business total revenue up over 33% (factoring Ambry). Management guided 2026 revenue to $1.59 billion, consistent with a ~25% long-term growth expectation, and projected approximately $65 million of positive adjusted EBITDA.
Diagnostics: Oncology and Hereditary Unit Growth
Oncology unit growth of 29% in Q4 (accelerating throughout the year). Hereditary unit growth of 23% in Q4. Management expects Oncology to remain strong and core diagnostic growth to be in the ~30% range when excluding slower businesses.
MRD Traction and Upside
MRD tests ran ~4,700 in the quarter with quarter-over-quarter growth of 56%. Management stated the sales effort is highly constrained and estimated that if fully unblocked MRD volume could be up to ~20x higher, indicating substantial market opportunity pending reimbursement and go-to-market expansion.
Data Business Momentum and Contract Backlog
Data/licensing (Insights) revenue reported up 69% in the quarter when factoring a one-time AstraZeneca warrant impact, and management is projecting roughly 40% growth in the near quarter. Total contract value (TCV) is >$1.1 billion, and management emphasized bookings visibility for 2026 with strong in-year pipeline.
High Net Revenue Retention
Net revenue retention in the Data business was 126%, indicating existing customers are expanding spend and contributing to recurring revenue growth.
ASP Improvement and Path to Higher Pricing
Q4 average selling price (ASP) was approximately $1,640 (up ~$40 QoQ). Management outlined >$500 of potential upside to ASP over time driven primarily by migration from LDT xT to FDA-approved xT CDx (targeting majority of volume on FDA version by end of 2026) plus other product and payer improvements.
AI/Foundation Model Progress and Compute Investment
Foundation model deliverable for AstraZeneca hit internal benchmarks and was submitted for AZ testing. Tempus has deployed significant on-prem compute clusters (1000+ H200s for oncology model and an additional 500+ GB200s) and is scaling foundation-model work across radiology, pathology and other modalities to accelerate diagnostic and data product enhancements.
Product & Platform Enhancements
Launched Paige Predict (digitized pathology-derived predictive insights), developed Immune Profile Score, submitted xF (liquid biopsy) to the FDA, and announced a whole-genome heme offering going live this year—strengthening the multi-assay platform and multimodal data capture.
TEM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TEM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $57.95 | $53.71 | -7.32% |
Nov 04, 2025 | $84.49 | $82.26 | -2.64% |
Aug 08, 2025 | $58.74 | $60.87 | +3.63% |
May 06, 2025 | $52.19 | $58.76 | +12.59% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Tempus AI, Inc. Class A (TEM) report earnings?
Tempus AI, Inc. Class A (TEM) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Tempus AI, Inc. Class A (TEM) earnings time?
Tempus AI, Inc. Class A (TEM) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TEM EPS forecast?
TEM EPS forecast for the fiscal quarter 2026 (Q1) is -0.19.
