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finance.yahoo.comNOV 22 min read$TEM

What Tempus AI (TEM) Said on Its Q3 Earnings Call

Tempus AI (TEM) reported Q3 earnings, highlighting a 33% year-over-year increase in data-and-applications revenue to $108.1M. The company expects $80M oncology pricing uplift in 2027 and $192.5M from new collaborations. Tempus raised 2026 revenue guidance to $1.60B-$1.605B, maintaining $65M adjusted EBITDA. Management anticipates long-term 25%+ growth, with continued reinvestment in growth over near-term profitability.

Original reporting
finance.yahoo.com
Published Nov 2, 2026, 4:14 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 2, 2026, 4:31 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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What Tempus AI (TEM) Said on Its Q3 Earnings Call — source image
Source · finance.yahoo.com
Decision brief

The 30-second read

$TEMBullishHigh
01

Why it matters

The combined $192.5M data‑licensing deals and $80M pricing uplift provide a clear revenue catalyst, while the Personalis acquisition adds short‑term loss but long‑term MRD potential.

02

Market read

The earnings beat, guidance raise, and multi‑hundred‑million partnership announcements create immediate upside potential for TEM and signal broader momentum in the health‑tech data sector.

03

What to watch

Potential reimbursement risk for MRD assay could temper near‑term profitability.

Relevance 8/10Novelty 8/10Timing: post‑earnings today

Background

Tempus AI (NASDAQ:TEM) reported Q3 results, raised guidance, and disclosed new multi‑year collaborations with Bristol Myers Squibb, Moderna, Merck, and a pending Personalis acquisition.

Company-level read

Ticker impact

$TEMBullishHigh confidence
Context

Tempus AI raised 2026 revenue guidance to $1.60‑$1.605B and announced $192.5M in new data collaborations plus pricing uplift of $80M.

Expected impact

likely upward pressure as market prices in higher revenue outlook and new partnership cash flow.

Evidence & confidence

Guidance lift and multi‑hundred‑million partnership announcements are fresh, material facts that can move the stock immediately.

Market effects

Sector

Strengthens outlook for AI‑enabled precision‑medicine and data‑licensing sector.

Regional

Positive for US biotech and health‑tech investors.

Global

Highlights growing pharma‑tech collaborations worldwide.

Counterpoint

What could challenge this read

If integration of Personalis stalls, the anticipated revenue upside may be delayed.

Key entities

  • company
    Tempus AI

    Healthcare AI and data‑analytics firm.

  • partner
    Bristol Myers Squibb

    Pharma partner in oncology and Alzheimer data collaborations.

  • partner
    Moderna

    Collaborator on neoantigen therapy commercialization.

  • partner
    Merck

    Collaborator on neoantigen therapy with KEYTRUDA.

Read at source← All news

StoryTempus AI posts record Q3 revenue, first adjusted profit and raises full‑year outlook

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