Equity Profile

TEM

Tempus AI, Inc.

Health CareLife Sciences Tools & Services$8.3B

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, especially as it continues to invest in growth.

N/A

Revenue Growth

Revenue growth will indicate how well the company is expanding its market presence and whether its products are gaining traction.

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 reported an EPS of -$0.13, significantly beating expectations by 72%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to expanding product offerings in AI-driven health solutions.
Plans to enhance customer engagement and retention strategies.

Expectations

Wall Street Expectations

Overall, the market is cautiously optimistic about Tempus' upcoming earnings, given its history of beating EPS estimates. However, the lack of revenue guidance raises some concerns.

Bull Case

If Tempus continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price, especially given the high implied move in options.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue for Q2-2026?

Revenue figures will be crucial in assessing the company's growth trajectory and market demand for its services.

How many new customers has Tempus acquired in the last quarter?

Customer acquisition rates will provide insight into the effectiveness of Tempus' marketing and sales strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Tempus' ability to leverage AI advancements for revenue growth, particularly given its recent operational improvements.

Supporting Evidence

Tempus has consistently beaten EPS estimates, indicating stronger-than-expected performance.

The options market is pricing a significant move, suggesting that investors anticipate a surprise.

Historical data shows that the company has a high EPS beat rate, which could lead to a positive reaction.

Key Risk

If revenue growth comes in below 10%, it could challenge the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well Tempus can translate its operational improvements into tangible revenue growth.

Bull Confirmed If

Revenue growth of 20% year-over-year or better would confirm strong market demand and operational efficiency.

Bear Confirmed If

Revenue growth below 5% would raise concerns about the company's competitive position and market strategy.

Pre-Earnings Positioning

Options Market

Implied Move

±13.59%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors are anticipating 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 a potential stock increase of around +0.28%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline of around -7.47%, as the market reacts negatively to unmet expectations.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in AI-driven health solutions.
2Details on customer acquisition strategies and success rates.
3Insights into operational efficiencies and cost management.
4Management's outlook on market trends and competitive landscape.
5Any commentary on partnerships or collaborations that could drive growth.

See the full picture

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

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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, especially as it continues to invest in growth.

N/A

Revenue Growth

Revenue growth will indicate how well the company is expanding its market presence and whether its products are gaining traction.

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

In Q1-2026, Tempus reported an EPS of -$0.13, significantly beating expectations by 72%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to expanding product offerings in AI-driven health solutions.
Plans to enhance customer engagement and retention strategies.

Expectations

Wall Street Expectations

Overall, the market is cautiously optimistic about Tempus' upcoming earnings, given its history of beating EPS estimates. However, the lack of revenue guidance raises some concerns.

Bull Case

If Tempus continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price, especially given the high implied move in options.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue for Q2-2026?

Revenue figures will be crucial in assessing the company's growth trajectory and market demand for its services.

How many new customers has Tempus acquired in the last quarter?

Customer acquisition rates will provide insight into the effectiveness of Tempus' marketing and sales strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Tempus' ability to leverage AI advancements for revenue growth, particularly given its recent operational improvements.

Supporting Evidence

Tempus has consistently beaten EPS estimates, indicating stronger-than-expected performance.

The options market is pricing a significant move, suggesting that investors anticipate a surprise.

Historical data shows that the company has a high EPS beat rate, which could lead to a positive reaction.

Key Risk

If revenue growth comes in below 10%, it could challenge the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well Tempus can translate its operational improvements into tangible revenue growth.

Bull Confirmed If

Revenue growth of 20% year-over-year or better would confirm strong market demand and operational efficiency.

Bear Confirmed If

Revenue growth below 5% would raise concerns about the company's competitive position and market strategy.

Pre-Earnings Positioning

Options Market

Implied Move

±13.59%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors are anticipating 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 a potential stock increase of around +0.28%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline of around -7.47%, as the market reacts negatively to unmet expectations.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in AI-driven health solutions.
2Details on customer acquisition strategies and success rates.
3Insights into operational efficiencies and cost management.
4Management's outlook on market trends and competitive landscape.
5Any commentary on partnerships or collaborations that could drive growth.