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 key indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and attract more clients, crucial for long-term success.

N/A

1 more metrics, 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 enhance data-driven decision-making in medical research and patient care, which is increasingly important in today's health 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 AI reported an EPS of -$0.13, significantly beating analyst expectations of -$0.47. However, the stock fell by 3.12% the following day, indicating mixed market reactions despite the positive surprise.

Management Promises & Guidance

Commitment to improving AI integration in health care services.
Plans to enhance customer engagement and retention strategies.
Focus on expanding partnerships with research institutions.

Expectations

Wall Street Expectations

Overall, expectations for Tempus AI's upcoming earnings are cautious, given the lack of analyst estimates and management guidance. Investors are looking for any signs of sustained improvement in financial performance.

Bull Case

If Tempus AI continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand for its services, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of stagnation in revenue growth, it could lead to a significant drop in stock price, especially given the high implied volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of beating EPS estimates, this figure will be crucial for assessing ongoing operational performance.

How is Tempus AI addressing customer adoption of its AI solutions?

Understanding customer engagement and adoption rates will provide insights into future revenue growth and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Tempus AI's ability to leverage its AI technology effectively, leading to higher-than-expected adoption rates.

Supporting Evidence

Historically, the company has consistently beaten EPS estimates, suggesting operational strength.

The options market is pricing a larger move than the historical average, indicating potential for significant surprises.

Past performance shows that positive surprises have often led to stock gains, despite initial reactions.

Key Risk

If the adoption rates for AI solutions exceed expectations, it could significantly alter the market's perception of Tempus AI's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Tempus AI can maintain its trend of beating EPS estimates while also demonstrating growth in customer adoption.

Bull Confirmed If

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

Bear Confirmed If

An EPS worse than -$0.20 would confirm the bear case, suggesting ongoing challenges in 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 approximately 13.6%, 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 AI beats expectations, history suggests a potential stock increase of around 0.28%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors assess management's commentary.

Miss

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

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on partnerships with research institutions.
2Details on customer feedback regarding AI solutions.
3Insights into cost management strategies.
4Expectations for future revenue growth.
5Management's view on competitive landscape changes.

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 key indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and attract more clients, crucial for long-term success.

N/A

1 more metrics, 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

Management Promises & Guidance

Commitment to improving AI integration in health care services.
Plans to enhance customer engagement and retention strategies.
Focus on expanding partnerships with research institutions.

Expectations

Wall Street Expectations

Bull Case

If Tempus AI continues its trend of beating EPS estimates, it could signal strong operational efficiency and market demand for its services, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of stagnation in revenue growth, it could lead to a significant drop in stock price, especially given the high implied volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's history of beating EPS estimates, this figure will be crucial for assessing ongoing operational performance.

How is Tempus AI addressing customer adoption of its AI solutions?

Understanding customer engagement and adoption rates will provide insights into future revenue growth and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Tempus AI's ability to leverage its AI technology effectively, leading to higher-than-expected adoption rates.

Supporting Evidence

Historically, the company has consistently beaten EPS estimates, suggesting operational strength.

The options market is pricing a larger move than the historical average, indicating potential for significant surprises.

Past performance shows that positive surprises have often led to stock gains, despite initial reactions.

Key Risk

If the adoption rates for AI solutions exceed expectations, it could significantly alter the market's perception of Tempus AI's growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Tempus AI can maintain its trend of beating EPS estimates while also demonstrating growth in customer adoption.

Bull Confirmed If

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

Bear Confirmed If

An EPS worse than -$0.20 would confirm the bear case, suggesting ongoing challenges in 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 approximately 13.6%, 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 AI beats expectations, history suggests a potential stock increase of around 0.28%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors assess management's commentary.

Miss

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

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on partnerships with research institutions.
2Details on customer feedback regarding AI solutions.
3Insights into cost management strategies.
4Expectations for future revenue growth.
5Management's view on competitive landscape changes.