Equity Profile

TEM

Tempus AI, Inc.

Health CareLife Sciences Tools & Services$9.8B

Aug7Fri

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and investors will be keen to see if Tempus can continue to beat expectations.

N/A

Revenue Growth

While specific revenue estimates are not available, growth in this area is essential for validating the company's business model and market position.

N/A

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

TEM Q2-2026 Earnings Preview

Context

Company Snapshot

Tempus AI, Inc. operates in the health care sector, focusing on life sciences tools and services. The company leverages artificial intelligence to improve patient care and streamline medical research, 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 Q1-2026, Tempus reported an EPS of -$0.13, significantly beating estimates by 72.1%. However, the stock fell 3.12% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given the company's strong track record of beating EPS estimates. However, the lack of revenue guidance raises concerns.

Bull Case

If Tempus can maintain its trend of positive EPS surprises, it could signal strong operational momentum and potentially lead to a stock price increase.

Bear Case

On the other hand, if the company fails to provide clear revenue growth or guidance, it may lead to a negative market reaction, particularly given the recent stock performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given Tempus's history of beating EPS estimates, this figure will be crucial for investor confidence and market reaction.

What guidance will Tempus provide for revenue growth?

Clear revenue guidance is essential for assessing the company's future prospects and could significantly impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Tempus's ability to leverage AI for operational efficiencies, which could lead to better-than-expected earnings.

Supporting Evidence

Tempus has consistently beaten EPS estimates, suggesting operational strength.

The options market is pricing in a significant move, indicating expectations of volatility that may not align with historical performance.

The recent drop in stock price despite strong EPS surprises may indicate an overreaction to broader market trends rather than company fundamentals.

Key Risk

If the EPS comes in better than -$0.10, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued EPS surprises against the backdrop of uncertain revenue growth.

Bull Confirmed If

An EPS of -$0.10 or better would confirm the bull case, indicating continued operational strength.

Bear Confirmed If

An EPS worse than -$0.20 could confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±13.6%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant move of about 13.6% in either direction, suggesting that traders expect volatility around the earnings report.

Options are pricing ±13.6% while TEM has averaged ±4.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

59.5%

Calls (3.9M)P/C Ratio: 0.29Puts (525K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Tempus beats expectations and raises guidance, history suggests the stock could rise by an average of 0.28% the next day.

In-Line / Cautious

If results are in line but management is cautious, the stock may react neutrally or slightly down as investors digest the commentary.

Miss

If the company misses expectations, history suggests a potential drop of around 7.47%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on AI integration in Tempus's services.
2Details on cost management and operational efficiency improvements.
3Insights into customer acquisition and retention strategies.
4Comments on competitive positioning within the health tech sector.
5Any new partnerships or collaborations that could impact growth.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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More Earnings This Week

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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

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and investors will be keen to see if Tempus can continue to beat expectations.

N/A

Revenue Growth

While specific revenue estimates are not available, growth in this area is essential for validating the company's business model and market position.

N/A

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

TEM Q2-2026 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 Q1-2026, Tempus reported an EPS of -$0.13, significantly beating estimates by 72.1%. However, the stock fell 3.12% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of the earnings report, given the company's strong track record of beating EPS estimates. However, the lack of revenue guidance raises concerns.

Bull Case

If Tempus can maintain its trend of positive EPS surprises, it could signal strong operational momentum and potentially lead to a stock price increase.

Bear Case

On the other hand, if the company fails to provide clear revenue growth or guidance, it may lead to a negative market reaction, particularly given the recent stock performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given Tempus's history of beating EPS estimates, this figure will be crucial for investor confidence and market reaction.

What guidance will Tempus provide for revenue growth?

Clear revenue guidance is essential for assessing the company's future prospects and could significantly impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Tempus's ability to leverage AI for operational efficiencies, which could lead to better-than-expected earnings.

Supporting Evidence

Tempus has consistently beaten EPS estimates, suggesting operational strength.

The options market is pricing in a significant move, indicating expectations of volatility that may not align with historical performance.

The recent drop in stock price despite strong EPS surprises may indicate an overreaction to broader market trends rather than company fundamentals.

Key Risk

If the EPS comes in better than -$0.10, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the potential for continued EPS surprises against the backdrop of uncertain revenue growth.

Bull Confirmed If

An EPS of -$0.10 or better would confirm the bull case, indicating continued operational strength.

Bear Confirmed If

An EPS worse than -$0.20 could confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±13.6%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant move of about 13.6% in either direction, suggesting that traders expect volatility around the earnings report.

Options are pricing ±13.6% while TEM has averaged ±4.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

59.5%

Calls (3.9M)P/C Ratio: 0.29Puts (525K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Tempus beats expectations and raises guidance, history suggests the stock could rise by an average of 0.28% the next day.

In-Line / Cautious

If results are in line but management is cautious, the stock may react neutrally or slightly down as investors digest the commentary.

Miss

If the company misses expectations, history suggests a potential drop of around 7.47%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on AI integration in Tempus's services.
2Details on cost management and operational efficiency improvements.
3Insights into customer acquisition and retention strategies.
4Comments on competitive positioning within the health tech sector.
5Any new partnerships or collaborations that could impact growth.