Equity Profile

TEM

Tempus AI, Inc.

Health CareLife Sciences Tools & Services$8.3B

May5Tue

Post-Earnings Recap

ReportedQ1-2026After Close4:01 PM EDT

Tempus AI, Inc. Beats on EPS, Stock Down 3.12%

Metric	Actual	Expected	Surprise
EPS	$-0.13	$-0.20	+72.10%
Revenue	—	$345M	—

management commentary, guidance changes, and full analysis available with Pro.

Tempus AI, Inc. Beats on EPS, Stock Down 3.12%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.13	$-0.20	+72.10%
Revenue	—	$345M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Tempus AI, Inc. reported a narrower loss than analysts expected, which is a positive sign for the company's performance. However, the stock fell by 3.12% in reaction, possibly due to the lack of revenue information and guidance. Investors may be cautious as they await more details from future communications.

Company Snapshot

Tempus AI, Inc. operates in the health care sector, focusing on life sciences tools and services....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

-$0.20

Revenue

Revenue growth is crucial for assessing the company's market demand and overall health.

$345M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Tempus AI, Inc. operates in the health care sector, focusing on life sciences tools and services. The company leverages advanced technologies, including artificial intelligence, to improve patient care and streamline research processes, making it a significant player in the evolving health tech landscape.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+53.62%

Avg Stock Reaction

+1.18%

Last Quarter Recap

In the last quarter, Tempus reported an EPS of -$0.04, significantly beating expectations of -$0.27. The stock reacted positively, gaining 1.15% the following day.

Management Promises & Guidance

Continued focus on expanding AI capabilities in health care.
Commitment to improving operational efficiencies.
Plans to enhance partnerships with research institutions.

Expectations

Wall Street Expectations

Analysts expect Tempus to report a loss this quarter, but there is optimism about potential revenue growth. The company has a history of beating EPS estimates, which could lead to a positive market reaction.

Bull Case

If Tempus can exceed revenue expectations and show a smaller loss than anticipated, it could signal strong operational performance and growth potential.

Bear Case

Conversely, if the company fails to meet revenue expectations or reports a larger loss, it may raise concerns about its market position and financial health.

Key Metrics to Watch

EPS

-$0.20

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

Revenue

$345M

Revenue growth is crucial for assessing the company's market demand and overall health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the revenue exceed the consensus estimate of $345M?

Revenue performance is critical for assessing the company's growth trajectory and market demand.

Can Tempus reduce its EPS loss to better than the consensus of -$0.20?

A smaller loss than expected could indicate improved cost management and operational efficiency.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Tempus's ability to leverage AI advancements for revenue growth, which could lead to better-than-expected results this quarter.

Supporting Evidence

Historically, Tempus has a strong track record of beating EPS estimates, with an 86% beat rate.

The options market is pricing a larger move than the historical average, indicating heightened expectations.

Recent operational improvements may not be fully reflected in analyst estimates.

Key Risk

If revenue comes in below $340M, it could significantly undermine the positive growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will hinge on the company's ability to manage costs while driving revenue growth in a competitive market.

Bull Confirmed If

Revenue growth exceeding $345M with an EPS loss smaller than -$0.20 would confirm the bull case.

Bear Confirmed If

An EPS loss greater than -$0.20 and revenue below $345M would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±10.15%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±10.2% while TEM has averaged ±4.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.2%

30d HV

77.5%

Calls (1.3M)P/C Ratio: 0.47Puts (621K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Tempus beats expectations, history suggests a potential stock increase of around 0.85%, confirming positive market sentiment.

In-Line / Cautious

An in-line report might lead to a muted reaction, reflecting cautious investor sentiment.

Miss

If the company misses expectations, history suggests a potential decline of about 7.47%, indicating significant market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on AI integration in product offerings.
2Details on partnerships with research institutions.
3Any commentary on cost management strategies.
4Insights into market demand for Tempus's services.
5Future guidance on revenue expectations.

See the full picture

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Company Snapshot

Tempus AI, Inc. operates in the health care sector, focusing on life sciences tools and services....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

-$0.20

Revenue

Revenue growth is crucial for assessing the company's market demand and overall health.

$345M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+53.62%

Avg Stock Reaction

+1.18%

Last Quarter Recap

In the last quarter, Tempus reported an EPS of -$0.04, significantly beating expectations of -$0.27. The stock reacted positively, gaining 1.15% the following day.

Management Promises & Guidance

Continued focus on expanding AI capabilities in health care.
Commitment to improving operational efficiencies.
Plans to enhance partnerships with research institutions.

Expectations

Wall Street Expectations

Bull Case

If Tempus can exceed revenue expectations and show a smaller loss than anticipated, it could signal strong operational performance and growth potential.

Bear Case

Conversely, if the company fails to meet revenue expectations or reports a larger loss, it may raise concerns about its market position and financial health.

Key Metrics to Watch

EPS

-$0.20

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

Revenue

$345M

Revenue growth is crucial for assessing the company's market demand and overall health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the revenue exceed the consensus estimate of $345M?

Revenue performance is critical for assessing the company's growth trajectory and market demand.

Can Tempus reduce its EPS loss to better than the consensus of -$0.20?

A smaller loss than expected could indicate improved cost management and operational efficiency.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Tempus's ability to leverage AI advancements for revenue growth, which could lead to better-than-expected results this quarter.

Supporting Evidence

Historically, Tempus has a strong track record of beating EPS estimates, with an 86% beat rate.

The options market is pricing a larger move than the historical average, indicating heightened expectations.

Recent operational improvements may not be fully reflected in analyst estimates.

Key Risk

If revenue comes in below $340M, it could significantly undermine the positive growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will hinge on the company's ability to manage costs while driving revenue growth in a competitive market.

Bull Confirmed If

Revenue growth exceeding $345M with an EPS loss smaller than -$0.20 would confirm the bull case.

Bear Confirmed If

An EPS loss greater than -$0.20 and revenue below $345M would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±10.15%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.

Options are pricing ±10.2% while TEM has averaged ±4.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.2%

30d HV

77.5%

Calls (1.3M)P/C Ratio: 0.47Puts (621K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Tempus beats expectations, history suggests a potential stock increase of around 0.85%, confirming positive market sentiment.

In-Line / Cautious

An in-line report might lead to a muted reaction, reflecting cautious investor sentiment.

Miss

If the company misses expectations, history suggests a potential decline of about 7.47%, indicating significant market disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on AI integration in product offerings.
2Details on partnerships with research institutions.
3Any commentary on cost management strategies.
4Insights into market demand for Tempus's services.
5Future guidance on revenue expectations.