Tempus AI Posts Its First Adjusted Profit in Q3 2026
Tempus AI reported its first adjusted profit with Q3 2026 EPS of $0.07, beating expectations. Revenue grew 23% YoY to $411.5M, and adjusted EBITDA was $25.6M. The company raised full-year revenue guidance to $1.60-$1.605B. GAAP net loss was $14.9M, and a shareholder vote on the Personalis acquisition is scheduled for November 30, 2026.
How this was made
The 30-second read
Why it matters
The earnings beat and guidance raise expectations for revenue growth, but GAAP losses and pending acquisition risk add uncertainty.
Market read
First adjusted profit and raised guidance make this a notable earnings event for traders focused on AI‑enabled biotech data firms.
What to watch
Potential dilution from the upcoming Personalis merger and execution risk may weigh on the stock.
Background
Tempus AI is a data‑driven precision medicine company that provides AI‑based analytics for oncology and other therapeutic areas.
Market effects
Boosts sentiment for AI‑driven biotech data firms and may lift peers with similar data licensing models.
U.S. biotech sector may see modest gains in after‑hours trading.
Limited to investors tracking AI‑enabled healthcare data companies.
Counterpoint
Profitability remains limited; GAAP loss persists and integration risk of Personalis acquisition could offset upside.
Key entities
- partnerBMS
Multi‑year collaboration contributing to data licensing bookings.
- partnerMerck
Multi‑year collaboration contributing to data licensing bookings.
- partnerModerna
Multi‑year collaboration contributing to data licensing bookings.
