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Tempus to Participate in the Morgan Stanley 24th Annual Global Healthcare Conference Tempus AI, Inc. (NASDAQ: TEM) today announced that Founder and CEO Eric Lefkofsky will participate in a fireside chat at the Morgan Stanley 24th Annual Global Healthcare Conference on Tuesday, September 15, 2026, at 8:30 a.m. ET in New York City.

A live audio webcast of the conversation will be available here.

About Tempus

Tempus AI is a technology company advancing precision medicine through the practical application of artificial intelligence in healthcare. With one of the world’s largest libraries of multimodal data, and an operating system to make that data accessible and useful, Tempus provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and in parallel facilitates discovery, development and delivery of optimal therapeutics. The goal is for each patient to benefit from the treatment of others who came before by providing physicians with tools that learn as the company gathers more data. For more information, visit tempus.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260904660798/en/

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

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Nadja West, Director at Tempus AI, Inc. (TEM -1.24%), sold 3,000 shares of Class A Common Stock on Aug. 28, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$207,000Shares sold3,000Post-transaction shares (directly held)31,981Post-transaction value$2.05 millionTransaction value based on SEC Form 4 weighted average sale price ($69.00); post-transaction value based on Aug. 28, 2026, market close ($64.04).

Key questionsWhat was the stated intent behind this transaction?
The sale was non-discretionary and executed pursuant to a Rule 10b5-1 trading plan established on May 15, 2026. These plans allow insiders to set up a pre-determined schedule for selling stock to avoid concerns regarding material non-public information.How does this sale compare to the insider's remaining equity position?
The 3,000 shares sold represent 9.00% of Nadja West's direct equity stake before the transaction. Following the sale, the insider retains 31,981 shares of Class A Common Stock.What has the equity's performance trend been leading up to this filing?
Shares of the healthcare technology company returned -13% over the one-period ending on the Aug. 28, 2026, the transaction date. The stock was priced at $63.05 as of the Aug. 31, 2026, market close.Company OverviewMetricValueShare Price (as of market close 2026-08-31)$63.05Market Capitalization$11.5 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue through diagnostic testing services and platform licensing to healthcare providers.The company's business model centers on providing end-to-end next-generation sequencing (NGS) testing solutions and clinical applications through its Tempus platform and Hub product, enabling healthcare providers to deliver precision diagnostics while capturing value from data analytics.The company serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities, with primary customers including hospital systems, oncology centers, and diagnostic laboratories across the United States.

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Tempus AI is a healthcare technology company with a $11.5 billion market capitalization, generating $1.4 billion in TTM revenue through its integrated diagnostic and analytics platform.

The company operates at scale with 3,800 employees. It maintains a competitive position through its bi-directional clinical integration capabilities and proprietary multimodal data repository. However, it remains in an investment phase with TTM net losses of $254 million as it scales its platform adoption and expands its diagnostic service offerings.

What this transaction means for investorsThis sale shouldn't concern investors. It was executed under a Rule 10b5-1 plan, which insiders commonly use to execute planned transactions without appearing to act on material non-public information.

Moreover, it represented a small percentage of the director's stake. Following the sale, the director still retains over 90% of the previous stake in the company's stock.

Importantly, Tempus AI continues to see rapid growth. TTM revenue surged 50% year over year. It's still primarily focused on scaling revenue, as it hasn't reported a profit yet. TTM operating loss was $283 million.

The stock trades at 8 times trailing revenue. That valuation implies more robust top-line growth and the expectation that Tempus AI will significantly improve its profitability as the business scales.

John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.

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CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM) today announced it has received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for Tempus ECG-PH (pulmonary hypertension), an AI-enabled software device that analyzes standard 12-lead electrocardiograms (ECGs) for signs associated with pulmonary hypertension. Tempus ECG-PH is the third FDA-cleared device in Tempus' growing cardiovascular portfolio, expanding the company's suite of next-generation AI products aimed at ide.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TEM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Ryan Fukushima, CEO, Data at Tempus AI, Inc. (TEM +9.06%), reported the disposition of 41,095 shares of common stock on August 18, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$2.0 millionShares sold41,095Post-transaction shares624,169Post-transaction shares (directly held)562,463Post-transaction shares (indirectly held)61,706Post-transaction value$30.81 millionTransaction value based on SEC Form 4 weighted average sale price ($49.61); post-transaction value based on the August 18 market close ($49.36).

Key questionsWhat was the specific context for this share disposition?
The transaction was a non-discretionary "sell to cover" event required to satisfy statutory tax withholding obligations triggered by the vesting of restricted stock units.How does this impact the insider's remaining investment in the firm?
Following this transaction, Fukushima continues to hold about 562,000 direct shares and 61,706 indirect shares, ensuring significant remaining alignment with the company's equity performance.What is the company's current financial standing?
Tempus AI maintains a market capitalization of $10.7 billion as of the August 19 market close, supported by trailing twelve-month revenue of $1.4 billion and a net loss of $254.4 million.What has been the recent trajectory for the stock?
At the time of the August 18 transaction, the stock was priced at $49.36 per share, reflecting a one-year return of -37% as of that date.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop, full-stack healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, advanced analytics, and a comprehensive repository of multimodal data to support precision medicine applications.The company generates revenue through its proprietary Tempus platform and Hub clinical application, which provide next-generation sequencing (NGS) tests and diagnostic services to healthcare providers, with a business model centered on enabling data-driven clinical decision-making.Tempus AI serves physicians, healthcare providers, and clinical laboratories as primary customers, targeting the oncology and precision medicine markets where genomic testing and advanced analytics drive improved patient outcomes.Tempus AI is a healthcare technology company with a market capitalization of $10.7 billion and TTM revenue of $1.4 billion, operating as a leading provider of AI-enabled diagnostic and analytics platforms for precision medicine. The company's integrated platform architecture creates a competitive advantage by combining clinical workflow optimization with proprietary laboratory capabilities and advanced data analytics. With 3,800 employees and headquarters in Chicago, Tempus AI is positioned at the intersection of genomics, artificial intelligence, and clinical diagnostics, though the company is currently in a growth investment phase with negative net income of -$254.4 million TTM.

What this transaction means for investorsFukushima's sell-to-cover happened the same day as Tempus' CEO and other execs, tied to the same kind of RSU vesting, and it landed the day before Tempus stock jumped 24% on the Moderna and Merck trial news that revalued the pending Personalis deal. Of course, that's basically just a coincidence given the type of non-discretionary sale, but it's still notable given the rapid surge in prices. He still holds roughly 562,000 shares directly plus another 61,706 indirect, so 41,095 shares is a small piece of a much bigger position.

Fukushima's title is the more interesting thread here. As CEO of Tempus's data business, Fukushima runs the segment that grew fastest last quarter. Data and applications revenue rose 28% year over year to $93.2 million, with the Insights product specifically up 36%, and the company signed close to $200 million in new data and application licenses during the quarter. That's the part of Tempus that doesn't depend on lab volume or reimbursement rates, and it's growing faster than the diagnostics side that gets most of the attention.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.

James William Rogers, the chief financial officer of Tempus AI, Inc. (TEM +9.06%), sold 48,842 shares of Class A Common Stock on August 18 and August 19, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$2.7 millionShares sold (direct)48,842Post-transaction shares (directly held)106,024Post-transaction value$6.49 millionTransaction value based on SEC Form 4 weighted average sale price ($55.21); post-transaction value based on the August 19 market close ($61.25).

Key questionsWhat was the primary driver of this transaction?
The disposition was a non-discretionary sell-to-cover event intended to satisfy statutory tax withholding requirements upon the vesting of restricted stock units. The activity was conducted under a Rule 10b5-1 trading plan adopted on September 11, 2025, and does not reflect a change in the insider's fundamental outlook on the company.How much direct equity does the CFO retain?
Following this sale, James William Rogers retains direct ownership of 106,000 shares of Class A Common Stock. This position represents an insider ownership stake of roughly 0.06% of the company's outstanding equity.What is the recent performance context for the stock?
As of the August 19 transaction date, the one-year total return for the stock was -16%. The transaction was executed at a weighted-average price of $55.21 per share, while the stock finished the August 19 session at $61.25.What is the company's current financial profile?
Tempus AI, based in Chicago, operates in the healthcare information services industry with approximately 3,800 employees. The company reported trailing twelve-month revenue of $1.4 billion and a net loss of $254.4 million, maintaining a total market capitalization of $10.7 billion as of the latest data.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop, full-stack healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue primarily through its diagnostic testing services and platform licensing.The company employs a technology-enabled laboratory services model that combines next-generation sequencing (NGS) testing with artificial intelligence-driven analytics to deliver actionable clinical insights to healthcare providers.Tempus AI serves physicians, healthcare systems, and diagnostic laboratories seeking advanced genomic testing and data analytics solutions, with particular focus on oncology and precision medicine applications.Tempus AI is a healthcare technology company headquartered in Chicago, with approximately 3,800 employees, that has achieved $1.4 billion in TTM revenue while building a comprehensive platform integrating clinical diagnostics with AI-powered analytics. The company's competitive differentiation lies in its proprietary multimodal data repository and closed-loop integration between clinician workflows and laboratory capabilities, positioning it as a full-stack solution provider in precision medicine. Despite current net losses of $254.4 million TTM, the company maintains significant market valuation of $10.7 billion, reflecting investor confidence in its technology platform and market opportunity within healthcare information services.

What this transaction means for investorsRogers's sale seems to run on the same 10b5-1 plan structure as the diagnostics chief's, adopted back in September 2025, and it split across August 18 and August 19 the same way, catching shares on both sides of the Moderna and Merck trial news that sent Tempus stock up 24% in a single session.

As CFO, Rogers is the one who effectively delivered the number that mattered most this quarter, Tempus's first GAAP profit. Net income came in at $5.6 million for the second quarter, helped by $98.5 million in unrealized gains on marketable securities, alongside revenue growth of 22% to $382.5 million. The company also raised full-year guidance to $1.6 billion and closed a $460 million convertible note offering during the quarter, fortifying the kind of balance sheet that funds a $1.5 billion acquisition without straining cash. That's what long-term investors should ultimately be paying more attention to than routine transactions like this one.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.

Andrew Polovin, the firm's EVP and chief legal officer, sold 30,075 shares of Tempus AI, Inc. (TEM +9.06%) at $51.29 per share in a transaction totaling $1.5 million, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$1.5 millionShares sold30,075Post-transaction shares (directly held)138,140Post-transaction value$8.5 millionTransaction value based on SEC Form 4 weighted average sale price ($51.29); post-transaction value based on the August 19 market close ($61.25).

Key questionsWhat was the primary driver for this share disposition?
The transaction was non-discretionary, executed to cover minimum statutory tax withholding obligations tied to the vesting of restricted stock units, and does not reflect the insider's discretionary view on the stock.How significant is the remaining equity stake?
Following the disposition, Polovin retains 138,140 shares with an estimated market value of $8.5 million as of the August 19 close.Does this transaction follow a pre-established strategy?
The sale was conducted under a Rule 10b5-1 trading plan established on August 12, 2025, which provides for systematic liquidity while ensuring compliance with securities regulations regarding material non-public information.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue through its Tempus platform and Hub clinical application for next-generation sequencing (NGS) testing.The company operates a software-as-a-service and diagnostic services business model, monetizing through platform subscriptions, clinical application licensing, and laboratory testing services delivered to healthcare providers and medical institutions.Tempus AI primarily serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities and data-driven clinical decision support tools for oncology and precision medicine applications.Tempus AI is a healthcare technology company headquartered in Chicago, with a $10.7 billion market capitalization and 3,800 employees. The company has established a vertically integrated platform combining clinical software, diagnostic analytics, and laboratory services to address the precision medicine market, though it remains unprofitable on a TTM basis with negative net income of $254.4 million as it invests in platform expansion and market penetration.

What this transaction means for investorsPolovin's sale is a routine sell-to-cover on a 10b5-1 plan he set up back in August 2025, executing on schedule the same week Tempus stock happened to explode, which says nothing about his read on the company.

The more useful question, and the one investors should be watching for, is whether Tempus is worth buying after the swing it just had. The stock is down roughly 10% over the past year, but it's rallied about 75% since late last month, and even after that run, it's still sitting something like 30% below its all-time high near $104. Notably, the staggering run higher this past week wasn't driven by anything Tempus itself announced. It came from a Moderna and Merck cancer vaccine trial hitting its endpoints, which validates the genomic sequencing technology behind Tempus's pending $1.5 billion Personalis deal. The business backed that up with real numbers too, revenue up 22% to $382.5 million last quarter and its first GAAP profit, a quarter CEO Eric Lefkofsky called "another exceptional quarter for us." Whether that combination justifies the current price, or whether the rally has already priced in more than one trial readout confirms, is the real debate here rather than Polovin's tax bill.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.

Tempus AI, Inc. (NASDAQ:TEM – Get Free Report) shares traded up 8.3% during mid-day trading on Friday after BTIG Research raised their price target on the stock from $70.00 to $80.00. BTIG Research currently has a buy rating on the stock. Tempus AI traded as high as $72.62 and last traded at $72.21. Approximately 9,425,782 shares were traded during trading, an increase of 58% from the average daily volume of 5,961,162 shares. The stock had previously closed at $66.65.

A number of other brokerages have also recently weighed in on TEM. HC Wainwright reduced their price target on shares of Tempus AI from $64.00 to $56.00 and set a “buy” rating on the stock in a research report on Monday, August 3rd. Wall Street Zen upgraded Tempus AI from a “sell” rating to a “hold” rating in a research report on Saturday, July 25th. Lake Street Capital lowered shares of Tempus AI to a “hold” rating in a research report on Monday, July 20th. Needham & Company LLC reiterated a “buy” rating and issued a $75.00 target price on shares of Tempus AI in a report on Friday, July 31st. Finally, TD Cowen restated a “buy” rating on shares of Tempus AI in a research report on Wednesday, July 15th. Nine analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $65.69.

View Our Latest Research Report on TEM

Insider Activity at Tempus AI In other news, CFO James William Rogers sold 26,313 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $60.00, for a total transaction of $1,578,780.00. Following the completion of the sale, the chief financial officer owned 106,024 shares in the company, valued at $6,361,440. The trade was a 19.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Andrew Polovin sold 7,927 shares of the company’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $56.00, for a total value of $443,912.00. Following the transaction, the executive vice president directly owned 138,140 shares in the company, valued at $7,735,840. This trade represents a 5.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 943,202 shares of company stock valued at $46,417,587 over the last quarter. 24.26% of the stock is currently owned by corporate insiders. Tempus AI News Summary Here are the key news stories impacting Tempus AI this week:

Positive Sentiment: BTIG raised its price target for Tempus AI to $80 from $70 and maintained a “Buy” rating. The higher target strengthens the bullish case and provides a near-term catalyst for the stock. BTIG raises Tempus AI price target Positive Sentiment: Investor attention is building around Tempus AI’s planned approximately $1.5 billion all-stock acquisition of Personalis. The deal could expand Tempus’ genomic-data, cancer-testing and drug-development capabilities, potentially increasing its strategic value in precision medicine. Tempus AI biotech deal attracts investor attention Positive Sentiment: Merck and Moderna’s cancer-vaccine trial developments have heightened interest in oncology data and genomic testing. The connection to Tempus is indirect, but the news reinforces the company’s cancer-data and personalized-treatment growth narrative. Tempus AI stock move and Merck-Moderna trial news Positive Sentiment: Trading activity in TEM call options was unusually high, with reported volume roughly 57% above normal. This indicates bullish speculation and may be amplifying the stock’s momentum, though options activity can also increase volatility. Neutral Sentiment: The stock has moved above its 50-day and 200-day moving averages, raising the possibility of momentum buying or a short squeeze. That technical strength could support further gains, but it also increases the risk of a sharp reversal. Negative Sentiment: Tempus AI’s CEO, CFO, EVP and chief accounting officer sold shares, with the largest reported transaction involving CEO Eric Lefkofsky. The sales reduced executives’ holdings and may concern investors, but they were conducted under pre-arranged Rule 10b5-1 plans to cover tax withholding on vested equity awards, making them a weaker bearish signal than discretionary selling. Institutional Inflows and Outflows Hedge funds have recently modified their holdings of the business. Royal Bank of Canada grew its position in shares of Tempus AI by 201.2% during the 1st quarter. Royal Bank of Canada now owns 25,988 shares of the company’s stock worth $1,253,000 after buying an additional 17,359 shares during the period. Rhumbline Advisers acquired a new position in Tempus AI in the first quarter valued at approximately $116,000. Prudential Financial Inc. acquired a new position in Tempus AI in the second quarter valued at approximately $276,000. Russell Investments Group Ltd. boosted its stake in Tempus AI by 21.3% in the second quarter. Russell Investments Group Ltd. now owns 6,527 shares of the company’s stock valued at $415,000 after acquiring an additional 1,146 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in Tempus AI by 2,926.6% in the second quarter. Invesco Ltd. now owns 211,621 shares of the company’s stock valued at $13,446,000 after acquiring an additional 204,629 shares during the last quarter. Institutional investors own 24.22% of the company’s stock.

Tempus AI Stock Up 9.1% The business’s fifty day simple moving average is $52.93 and its 200 day simple moving average is $51.36. The company has a current ratio of 3.30, a quick ratio of 3.16 and a debt-to-equity ratio of 3.06. The stock has a market cap of $13.12 billion, a price-to-earnings ratio of -50.48 and a beta of 3.58.

Tempus AI (NASDAQ:TEM – Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported ($0.04) EPS for the quarter, beating the consensus estimate of ($0.14) by $0.10. The company had revenue of $382.49 million during the quarter, compared to analysts’ expectations of $379.69 million. Tempus AI had a negative net margin of 17.77% and a negative return on equity of 50.28%. The business’s revenue for the quarter was up 21.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($0.22) EPS. Equities analysts forecast that Tempus AI, Inc. will post -1.38 earnings per share for the current fiscal year.

About Tempus AI (Get Free Report)

Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.

The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.

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Bank of America Corp DE lessened its holdings in shares of Tempus AI, Inc. (NASDAQ:TEM – Free Report) by 63.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 414,780 shares of the company’s stock after selling 725,709 shares during the quarter. Bank of America Corp DE owned approximately 0.23% of Tempus AI worth $18,756,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in TEM. JPL Wealth Management LLC acquired a new stake in shares of Tempus AI during the third quarter worth approximately $26,000. Los Angeles Capital Management LLC purchased a new stake in Tempus AI in the 4th quarter worth approximately $27,000. Harvest Fund Management Co. Ltd purchased a new stake in Tempus AI in the 3rd quarter worth approximately $38,000. Danske Bank A S acquired a new stake in shares of Tempus AI during the 3rd quarter valued at $48,000. Finally, Sunbelt Securities Inc. acquired a new stake in shares of Tempus AI during the 3rd quarter valued at $52,000. Institutional investors and hedge funds own 24.22% of the company’s stock.

Tempus AI Price Performance Shares of NASDAQ:TEM opened at $61.25 on Thursday. Tempus AI, Inc. has a fifty-two week low of $40.77 and a fifty-two week high of $104.32. The business has a 50-day moving average of $52.10 and a two-hundred day moving average of $51.16. The stock has a market capitalization of $11.05 billion, a P/E ratio of -42.53 and a beta of 3.58. The company has a debt-to-equity ratio of 3.06, a current ratio of 3.30 and a quick ratio of 3.16.

Tempus AI (NASDAQ:TEM – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported ($0.04) EPS for the quarter, beating the consensus estimate of ($0.14) by $0.10. The company had revenue of $382.49 million for the quarter, compared to the consensus estimate of $379.69 million. Tempus AI had a negative return on equity of 50.28% and a negative net margin of 17.77%.The company’s revenue for the quarter was up 21.6% compared to the same quarter last year. During the same quarter last year, the company posted ($0.22) earnings per share. On average, equities research analysts predict that Tempus AI, Inc. will post -1.38 EPS for the current fiscal year. Analysts Set New Price Targets A number of equities analysts have recently weighed in on TEM shares. Freedom Capital raised shares of Tempus AI to a “hold” rating in a research note on Tuesday, June 30th. Stifel Nicolaus reduced their price objective on Tempus AI from $60.00 to $50.00 and set a “hold” rating for the company in a research report on Monday, August 3rd. Wolfe Research initiated coverage on Tempus AI in a research report on Tuesday, June 2nd. They set a “peer perform” rating for the company. Wall Street Zen upgraded Tempus AI from a “sell” rating to a “hold” rating in a research note on Saturday, July 25th. Finally, Guggenheim upped their target price on Tempus AI from $60.00 to $65.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Nine analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Tempus AI presently has an average rating of “Hold” and a consensus target price of $64.92.

Read Our Latest Report on TEM

Insiders Place Their Bets In other news, CFO James William Rogers sold 11,529 shares of the firm’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $55.00, for a total value of $634,095.00. Following the sale, the chief financial officer owned 114,866 shares in the company, valued at approximately $6,317,630. This trade represents a 9.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jennifer A. Doudna sold 2,673 shares of the business’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $55.00, for a total transaction of $147,015.00. Following the transaction, the director directly owned 25,942 shares in the company, valued at $1,426,810. This trade represents a 9.34% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 684,424 shares of company stock valued at $33,255,565. 24.26% of the stock is owned by company insiders.

Tempus AI Profile (Free Report)

Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.

The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Key Takeaways Tempus AI's xT approval clears a path to unified ADLT pricing for its solid-tumor DNA portfolio.Tempus expects xT pricing changes to add about $85 million in annual revenue starting in 2027.xF could add further upside, with Tempus targeting roughly $400 million of combined uplift in 2028. Tempus AI, Inc. (TEM - Free Report) has moved an important reimbursement catalyst closer to realization after receiving FDA approval for its tumor-only xT companion diagnostic. The approval gives the company a clearer route to higher pricing across its solid-tumor DNA portfolio.

The opportunity is meaningful, but much of the benefit is still ahead. Tempus must complete pricing transitions, secure additional regulatory approvals and broaden payer coverage before the full economics are reflected in results.

Year to date, Tempus AI shares have declined 7.8%, underperformed its industry.

Image Source: Zacks Investment Research

Tempus AI's FDA Approval Changes the Pricing PathThe xT approval enables Tempus to migrate its entire solid-tumor DNA portfolio to unified Advanced Diagnostic Laboratory Test, or ADLT, pricing. That materially improves visibility into a reimbursement thesis that previously depended on several separate steps.

Management expects the transition to lift average selling price by about $200 per test beginning in 2027. The approval therefore shifts part of the opportunity from regulatory possibility toward pricing execution.

TEM Could Gain $85 Million in Annual RevenueTempus estimates the xT pricing transition could add roughly $85 million in annual revenues beginning in 2027. That potential uplift is meaningful relative to a diagnostics business that generated $289.3 million of revenues in the second quarter of 2026.

The size of the opportunity raises the importance of implementation timing. Tempus still needs the ADLT migration to translate into realized reimbursement across its testing mix.

Tempus AI's xF Opportunity Adds Longer-Term UpsideThe larger pricing opportunity may come from xF, Tempus' liquid biopsy assay now before the FDA. Management anticipates approval in the latter half of 2027 and assumes a $7,500 ADLT price, with roughly $550 of incremental average selling price uplift after approval and commercialization.

Guardant Health, Inc. (GH - Free Report) provides relevant industry context. In May 2026, Guardant received FDA approval for its expanded Guardant360 Liquid CDx, reinforcing the regulatory momentum around blood-based comprehensive genomic profiling.

TEM's Reimbursement Timeline Still Carries RiskMost of the expected economics remain future-dated. Delays in xF approval, ADLT implementation or broader payer coverage could push revenue and margin benefits into later periods.

Reimbursement execution also matters in molecular residual disease testing. Natera, Inc. (NTRA - Free Report) , another oncology diagnostics company, reported continued growth in clinical MRD testing in the second quarter of 2026, underscoring both the demand opportunity and the competitive pace in this market.

Tempus AI's 2028 Upside Depends on ExecutionManagement anticipates approximately $400 million of combined revenue uplift from xT CDx and xF in 2028. Reaching that level requires Tempus to complete pricing transitions while commercializing xF and continuing to scale oncology, MRD and other growth initiatives.

The company is already balancing several priorities. Oncology volumes increased 31% year over year in the second quarter, while Data and Applications revenues rose 28%, so reimbursement gains would need to arrive without disrupting broader execution.

TEM's Hold Signal Keeps the FDA Upside in ContextThe FDA approval improves Tempus' reimbursement visibility, but it does not remove timing, valuation or execution risk. The central question is whether the company can convert regulatory progress into durable pricing gains over the next two years.

Image Source: Zacks Investment Research

TEM currently carries a Zacks Rank #3 (Hold). It also has a VGM Score of F, Value Score of F, Growth Score of F and Momentum Score of D. A Zacks Rank #3 can support maintaining an existing position, while the weak Style Scores indicate less favorable value, growth and momentum characteristics than stocks with higher grades. Together, those signals keep the reimbursement upside in perspective rather than turning the FDA catalyst into a stand-alone investment case.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

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Anthropic is preparing what could be the largest IPO of 2026, and it’s telling investors the pitch goes well beyond chatbots. According to the Wall Street Journal, “Anthropic is targeting a public debut in September or early October, people familiar with its plans said.” In those same meetings, the company told some investors that it plans to push further into healthcare and biology AI use cases and that the work could help mitigate some of the negative sentiment around AI.

If the marquee AI listing of the year plants a flag in drug discovery, the rally in AI-adjacent healthcare could front-run the deal. Twist Bioscience is up 387.05% over the past year. Below are the five AI-native biotech and synthetic biology names best positioned if capital rotates into the theme, ranked by execution, catalyst density, and clarity of path to profitability.

No. 5: Absci Absci (NASDAQ:ABSI) is the smallest revenue story on the list but the loudest catalyst story. Q1 revenue was just $1.8 million on a trailing basis, yet analysts carry a $13.78 target with 10 of 11 ratings at Buy or Strong Buy. CEO Sean McClain called “2026 is going to be a data-rich year for Absci with multiple readouts ahead.” Cash sits at $125.7 million with runway into 1H 2028, and shares are up 224.5% over the past year on pipeline anticipation.

No. 4: Recursion Pharmaceuticals Recursion Pharmaceuticals (NASDAQ:RXRX) delivered Q2 revenue of $7.67 million, down from $19.2 million YoY. On the flip side, its net loss narrowed to -$131.00 million from -$171.90 million, a 23.79% improvement. Cash of $545.68 million funds operations into early 2028, and 2026 cash opex guidance was lowered by $15 million to $375 million. CEO Najat Khan said “Recursion has reached a pivotal point where our AI-native platform is translating unique data into potential first-in-class therapeutic opportunities.” Multiple clinical readouts land in 2H26.

No. 3: Schrodinger Schrodinger (NASDAQ:SDGR) posted Q1 revenue of $58.59 million, beating consensus estimates by 23%, with drug discovery revenue more than doubling to $22.9 million. Annual contract value grew 12% to $28.4 million. The company’s Bunsen agentic AI co-scientist launches this summer, and Eli Lilly’s acquisition of Ajax Therapeutics, which Schrodinger co-founded, values the deal at up to $2.3 billion. CEO Ramy Farid highlighted “strong growth in both ACV and drug discovery revenue.” Shares are up 22.68% in the past week.

No. 2: Twist Bioscience Twist Bioscience (NASDAQ:TWST) delivered Q3 revenue of $118.38 million, up 23.2%, marking its 14th consecutive quarter of sequential growth. Gross margin expanded to 52.8%, and management raised full-year guidance to $456 to $457 million. CEO Emily M. Leproust said the adjusted EBITDA breakeven milestone “is not the destination. It’s the foundation for delivering disciplined execution and profitable growth as we move through fiscal 2027.” A strategic AWS partnership for AI-powered drug discovery reinforces the thesis.

No. 1: Tempus AI Tempus AI (NASDAQ:TEM | TEM Price Prediction) is the cleanest execution story in the group. Q2 revenue hit $382.49 million, up 21.6%, with EPS of -$0.04 topping the -$0.1517 estimate for a 73.63% surprise, the fifth consecutive EPS beat. Oncology volumes grew 31%, gross margin expanded to 62.6%, and roughly $200 million in new data licenses were signed with BioNTech, Daiichi Sankyo, Level Set Bio and Incyte. Management raised full-year guidance to $1.595 to $1.605 billion with adjusted EBITDA of ~$65 million. CEO Eric Lefkofsky said “Q2 was another exceptional quarter for us. Our strategy is working.” A pending $1.5 billion Personalis acquisition adds ultrasensitive MRD technology. Shares jumped 16.5% in the past week as the AI-healthcare rotation accelerated.

What to Watch Next If Anthropic uses its listing to reframe AI around healthcare and biology, capital will hunt for public-market proxies that sit outside the mega-cap tech tier. The five above stocks carry the narrative: Tempus AI compounds beats and raises, Twist Bioscience nears breakeven on 14 straight quarters of growth, Schrodinger ships an agentic AI co-scientist, Recursion narrows losses into a data-rich second half, and Absci lines up multiple 2026 readouts. Whether the Anthropic deal prints in September or slips to October, this cohort is where the AI-biotech trade currently sits.

Contact [email protected] for any questions or corrections.

Tempus joins as a second commercial laboratory partnership to support oncology-focused access within CellCarta's CDx Accelerator Model.

, /PRNewswire/ -- CellCarta, a global CRO laboratory supporting the biopharmaceutical industry, today announced a strategic collaboration with Tempus AI, Inc. (NASDAQ: TEM). Under the agreement, CellCarta will include Tempus in its CDx Commercialization Lab Network as the network's second commercial laboratory partner, strengthening oncology-focused companion diagnostics offerings to biopharma sponsors.

Within the CellCarta network, the collaboration gives biopharma sponsors a more direct route from companion diagnostic development and regulatory approval to commercial use in U.S. oncology practice. CellCarta develops and validates the CDx, generates the analytical and clinical evidence package, supports regulatory submissions, and performs centralized immunohistochemistry (IHC) and tissue-based testing. For sponsors within the CellCarta CDx Commercialization Lab Network, Tempus will support provider test ordering through Tempus Hub, routing sample testing to CellCarta and transmitting results back to ordering healthcare providers.

Tempus joins Sonic Healthcare USA as the second member of CellCarta's CDx Commercialization Lab Network, expanding the network's specialized oncology capabilities alongside Sonic's broad clinical and anatomic pathology reach across multiple disease areas. The Lab Network is part of CellCarta's CDx Accelerator Model, a flexible and modular framework organized around four stages: Build, Validate, Launch, and Transfer. Sponsors can engage CellCarta at the stage that fits their program—from assay development and validation through clinical deployment and regulatory submission. Following approval, CellCarta activates its Commercialization Lab Network partners, such as Tempus and Sonic, to support commercial launch strategies.

"Tempus materially strengthens the oncology dimension of our commercialization model," said Ehab A. El-Gabry, MD, Chief Medical Officer and Head of Companion Diagnostics at CellCarta. "Sponsors can develop and validate a companion diagnostic at CellCarta, pursue a single-site approval strategy through our flexible and modular CDx Accelerator Model, and then use an established oncology diagnostics platform to support physician access and ordering. This connects regulatory execution with the realities of commercial launch."

"Biopharma sponsors should not have to choose between the speed and control of a centralized CDx strategy and a credible path to physicians and patients," said Christopher Ung, Chief Scientific Business Officer of CellCarta. "Adding Tempus to our network creates a powerful route into U.S. oncology practice. It gives sponsors a practical commercialization channel from a company that oncologists already know and use, while CellCarta maintains continuity from development and regulatory approval through testing."

CellCarta launched its CDx Commercialization Lab Network to address a common gap in companion diagnostic programs: securing regulatory approval does not by itself create the commercial infrastructure required for physicians to order a test and for patients to access it. The network connects CellCarta's development, regulatory, and testing capabilities with commercial laboratory partners that have established provider relationships and ordering channels.

CellCarta intends to continue expanding the network by geography, therapeutic area, and commercial capability. The company's objective is to give sponsors multiple pathways for launching centralized companion diagnostics while retaining flexibility for later expansion through additional laboratories or an IVD kitted solution.

To learn more about CellCarta's companion diagnostic capabilities, visit https://cellcarta.com/cdx-services/ 

About CellCarta

CellCarta is a global CRO laboratory supporting the biopharmaceutical industry. With CAP accreditations and CLIA certifications for specific testing methods and facilities in Canada, USA, Belgium, Australia, and China, CellCarta provides biomarker testing services and customized solutions to pharmaceutical and biotechnology companies. By integrating analytical platforms in immunology, histopathology, proteomics, and genomics, along with sample management and logistics services, CellCarta supports the drug development cycle from discovery to late-stage clinical trials. Visit cellcarta.com and connect with us on LinkedIn and X.

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NEW YORK, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Julie & Holleman LLP, a nationally recognized shareholder rights firm, is investigating the proposed acquisition of Personalis, Inc. (Nasdaq: PSNL) by Tempus AI, Inc. (Nasdaq: TEM), an existing Personalis shareholder and strategic partner.

For a free consultation, please visit https://julieholleman.com/personalis-inc/. You may also contact partner Scott Holleman at (929) 415-1020 or by email at [email protected].

Personalis is a precision oncology company that develops advanced genomic tests designed to detect and monitor cancer. The company has established itself as a leader in molecular residual disease ("MRD") testing, a rapidly growing market with significant long-term potential.

On July 20, 2026, Personalis announced that it had agreed to be acquired by Tempus for consideration valued at $16.25 per share. Tempus, however, is not a typical third-party acquirer. The company already owns a significant equity stake in Personalis through an existing strategic relationship that began in 2023 and has worked closely with Personalis in commercializing its MRD technology.

Julie & Holleman is investigating whether Personalis' public shareholders are receiving fair value for their shares. The firm is particularly concerned that Tempus' preexisting ownership position and strategic relationship with Personalis may have created conflicts of interest during the sale process. The firm is also evaluating whether the merger consideration adequately reflects Personalis' long-term value as demand for MRD testing continues to grow.

FIRM INFORMATION

Julie & Holleman is a boutique law firm that focuses on shareholder litigation, including derivative actions, mergers and acquisitions cases, securities fraud class actions, and corporate investigations. The firm’s attorneys litigate in state and federal courts across the nation and have helped secure hundreds of millions of dollars for aggrieved companies and their shareholders. For more information about the firm, please visit www.julieholleman.com. This notice may constitute attorney advertising.

Julie & Holleman LLP
W. Scott Holleman, Esq.
157 East 86th Street
4th Floor
New York, NY 10028
(929) 415-1020
www.julieholleman.com

Eric P. Lefkofsky, CEO and Chairman of Tempus AI (TEM -2.38%), reported a sale of 250,000 shares of Class A Common Stock on July 28, 2026, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$10.5 millionShares sold (indirectly held)250,000Post-transaction shares (directly held)2,230,721Post-transaction shares (indirectly held)4,284,797Post-transaction value$279.52 millionTransaction value based on SEC Form 4 weighted average sale price ($42.06); post-transaction value based on July 28, 2026 market close ($42.90).

Key questionsWhat was the structural nature of this transaction?
The disposition involved Class A Common Stock held indirectly through a network of entities, including Blue Media, LLC, Black Media, LLC, and Gray Media, LLC, as well as the Lefkofsky Family Foundation and the Vas.org Foundation. Following the sale, Eric P. Lefkofsky maintains direct ownership of 2,230,721 shares.Does this sale reflect a shift in executive sentiment?
As the transaction was pre-scheduled under a Rule 10b5-1 plan established in March 2026, it likely reflects long-term liquidity planning rather than a reaction to immediate market conditions or the company's -31% one-year return as of the July 28, 2026 transaction date.What is the insider's remaining exposure?
The executive maintains significant equity interest with approximately 6.5 million shares remaining, valued at $279.52 million based on the July 28, 2026 market close. This concentration ensures substantial alignment with shareholder interests despite the recent 4% reduction in total holdings.How did the execution price compare to recent market levels?
The weighted average sale price of $42.06 per share was achieved on July 28, 2026, a date on which the stock eventually closed at $42.90. The shares were priced at $41.55 as of the July 29, 2026 market close, representing a modest decline following the reported activity.Company OverviewMetricValueShare Price (as of market close 2026-07-29)$41.55Market Capitalization$7.8 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue primarily through its Tempus platform and Hub clinical application for next-generation sequencing (NGS) testing.The company monetizes its healthcare information services through a technology-enabled diagnostic platform that facilitates bi-directional integration between healthcare providers and its laboratory infrastructure, enabling clinicians to access advanced analytics and diagnostic insights directly from their clinical workflows.Tempus AI serves physicians, healthcare providers, and clinical laboratories as primary customers, targeting the oncology and precision medicine markets where advanced diagnostic testing and data analytics drive clinical decision-making and patient outcomes.Tempus AI is a healthcare technology company with a market capitalization of $7.8 billion and approximately 3,800 employees based in Chicago. The company operates a full-stack platform that combines clinical software, laboratory diagnostics, and artificial intelligence-driven analytics to deliver precision medicine solutions. Despite achieving $1.4 billion in TTM revenue, the company is currently unprofitable with a net loss of $254.4 million, reflecting significant investments in platform development and market expansion within the high-growth precision diagnostics sector.

What this transaction means for investorsWhen a founder-CEO sells shares, it tends to attract attention. But the structure of this transaction tells a more measured story.

Lefkofsky, Tempus AI’s CEO and Chairman, trimmed an indirect position by 250,000 shares in late July through a pre-scheduled trading plan adopted in March. It’s routine portfolio management that reduced his total stake by roughly 4%, leaving him with approximately 6.5 million shares across direct and indirect holdings.

The more compelling story is the company's momentum. Tempus reported Q2 2026 revenue up 20% year over year, driven by oncology volume growth of 31%. And the company just made a bold strategic move: a $1.5 billion agreement to acquire Personalis, a leader in cancer-recurrence monitoring technology, targeting what management sees as a $20 billion market opportunity.

For growth-oriented investors comfortable with a company still working toward profitability, Tempus AI is well-positioned at the intersection of AI and precision oncology. Watch for whether the Personalis deal closes smoothly, and look for continued oncology volume growth for the company.

Sara Appino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.

Tempus AI (TEM - Free Report) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to a loss of $0.22 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +69.23%. A quarter ago, it was expected that this health care technology company would post a loss of $0.21 per share when it actually produced a loss of $0.13, delivering a surprise of +38.1%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Tempus, which belongs to the Zacks Medical Info Systems industry, posted revenues of $382.49 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.40%. This compares to year-ago revenues of $314.64 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Tempus shares have lost about 29.6% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Tempus?While Tempus has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Tempus was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.09 on $413.24 million in revenues for the coming quarter and -$0.35 on $1.59 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Info Systems is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Evolent Health (EVH - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This health care software and consulting services provider is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents a year-over-year change of +90%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Evolent Health's revenues are expected to be $611.13 million, up 37.5% from the year-ago quarter.

Tempus AI, Inc. (TEM) Q2 2026 Earnings Call Transcript

Tempus AI (NASDAQ:TEM) reported second-quarter financial results Thursday after market close.

Here are the key highlights.

• Tempus AI stock is facing resistance. Why are TEM shares declining?

Tempus AI revenue was $382.5 million in the second quarter, up 22% year-over-year. The revenue total beat a Street consensus estimate of $379.7 million, according to data from Benzinga Pro.

Revenue for the Diagnostics segment was $289.3 million, up 20% year-over-year. Data and Applications revenue was $93.2 million in the quarter, up 28% year-over-year.

The company reported a loss of four cents per share in the quarter, beating a Street consensus estimate of a loss of 14 cents per share.

Oncology volume growth was up 31% year-over-year in the quarter.

Data Licensing & Modeling revenue was up 36% year-over-year in the quarter.

The company said it signed around $200 million in new data and applications licenses in the quarter.

"Q2 was another exceptional quarter for us," Tempus CEO Eric Lefkofsky said. "Our strategy is working given the investments we have made in AI over the past several years are driving some of the best growth rates we have seen in our two largest businesses — Oncology Diagnostics and Data Licensing."

What’s Next for TempusThe company raised its full-year revenue guidance from a prior range of $1.59 billion to $1.60 billion to a new range of $1.595 billion to $1.605 billion. The new range represents around 25% year-over-year growth.

Guidance from the company is for adjusted EBITDA to be around $65 million.

The guidance does not include any impact from the acquisition of Personalis, which is expected to close in late fourth quarter of 2026 or early 2027.

Shares are trading lower, likely due to revenue growth being lower in the second quarter than in recent quarters and the raised guidance being minimal after the beat, which could indicate slower growth in the next two quarters.

The stock is owned by Rep. Nancy Pelosi (D-Calif) and is a favorite of Ark Invest CEO Cathie Wood.

Tempus AI Stock Price ActionTempus AI stock is down 2.4% to $43.25 in after-hours trading Thursday versus a 52-week trading range of $40.77 to $104.32.

Image via Shutterstock

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Tempus AI (TEM - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis health care technology company is expected to post quarterly loss of $0.12 per share in its upcoming report, which represents a year-over-year change of +45.5%.

Revenues are expected to be $381.58 million, up 21.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.59% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Tempus?For Tempus, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +21.74%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Tempus will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Tempus would post a loss of$0.21 per share when it actually produced a loss of -$0.13, delivering a surprise of +38.10%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Tempus appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Posted by Defense World Staff on Jul 22nd, 2026

Tempus AI (NASDAQ:TEM) executives said the company’s planned acquisition of Personalis is intended to strengthen its position in minimal residual disease, or MRD, testing, while expanding its biopharma data and profiling capabilities.

On a call with analysts, Tempus said it agreed to acquire all outstanding shares of Personalis not already owned by Tempus at $16.25 per share. The company said the price represents a 6% premium to Personalis’ Friday closing price and a 28% premium to its unaffected 30-day volume-weighted average price.

The consideration is structured as 100% stock, though Tempus has the option to pay up to 50% in cash. Personalis shareholders would receive a floating exchange ratio of Tempus common stock for each Personalis share held at closing, subject to a maximum exchange ratio of 0.3356. Tempus said any cash portion could be financed with cash on hand and additional borrowing procured between signing and closing. The companies expect the transaction to close in late 2026 or early 2027.

Tempus Points to MRD Growth and Reimbursement Momentum Tempus said Personalis’ NeXT Personal offering has seen strong adoption, with quarter-over-quarter growth of 38%. The company said volumes could become “even more material and higher” as additional sales representatives are equipped to sell the offering and as more indications secure reimbursement.

In response to a question from Kallum Titchmarsh of Morgan Stanley, an executive identified as Eric said Tempus is “quickly gaining market adoption,” citing both overall growth in the MRD market and the performance of Personalis’ assay. He said Tempus expects to embed more of its technology into the MRD offering over time, including hospital connectivity, AI-enabled ordering tools and AI-derived insights.

Eric said Tempus has so far been selective in allowing its sales force to carry the MRD product, with roughly 10% of sales representatives currently involved. He said the company expects to expand that access as more indications receive reimbursement.

Why Tempus Says the Timing Is Right Asked by Kyle Mikson of Canaccord Genuity why Tempus is pursuing the acquisition now, Eric said the company had reviewed Personalis in 2023 but opted at that time for a commercial agreement because Personalis still faced several years of heavy investment. He said Personalis has since advanced the assay and is entering a phase in which coverage and reimbursement should improve the economics of the tests.

Eric said MRD assays can move from generating little or no revenue in certain uses to producing significant revenue after analytic validity, clinical validity, publication and MolDX approval requirements are met. He said Personalis is now entering that part of the cycle, and Tempus expects its financial profile to improve.

Jim Rogers, CFO and Treasurer of Tempus AI, said the company’s core business has “good tailwinds” from therapy selection volume growth and average selling price improvements. He said Tempus is generating incremental gross profit dollars and had already intended to reinvest a portion of that into the business, with MRD as a major investment area.

Data and Biopharma Opportunities Tempus said the Personalis portfolio also enhances its biopharma offering through profiling and immuno-oncology capabilities. The company highlighted the potential value of de-identified longitudinal MRD data, saying serial measurements can reveal disease dynamics, treatment response, resistance and recurrence, which may support biomarker discovery, patient selection and trial optimization.

Eric said the prior relationship between the companies gave Tempus broad clinical distribution rights, while Personalis retained its own biopharma business and data rights. After closing, he said Tempus expects to more tightly combine those capabilities, which he said could be “catalytic” to both companies’ pharma businesses.

Rogers added that Tempus already has a large biopharma data business and does sequencing for biopharma customers. He said integrating Personalis’ biopharma business with Tempus’ current offering could help expand overall relationships with biopharma clients.

Financial Targets Remain in Place Tempus said it will provide more detail on the transaction’s financial impact and outlook during its second-quarter earnings call on July 30. Despite the acquisition, the company said it intends to be adjusted EBITDA and free cash flow positive in 2027.

Asked about margins and reimbursement by Mark Massaro of BTIG, Eric said Tempus was not ready to provide extensive detail on Personalis’ business before a future update, but said Personalis is collecting clinical-side reimbursement dollars. He added that Tempus would not have agreed to the acquisition if it did not believe the margin profile would become “super healthy.”

Elizabeth Krutoholow, Tempus AI’s Vice President of Investor Relations, closed the call by thanking participants and said the company expects to speak with investors again on its July 30 second-quarter call.

About Tempus AI (NASDAQ:TEM) Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.

The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.

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Tempus AI shares erased early losses and recovered after an initial selloff tied to the company’s acquisition of Personalis.

Tempus AI Targets $20 Billion MRD MarketThe acquisition, valued at $1.5 billion, is set to expand Tempus’ reach in the MRD market. Tempus claims it presents a $20 billion opportunity.

William Blair has a favorable view of the strategic fit and expects Personalis’ growth and profitability trajectory to be meaningfully different inside of Tempus than it would have been as a standalone company.

William Blair Sees Long-Term Growth But Flags Profitability QuestionsThe acquisition multiple is high at ~14 times 2027 consensus sales, though analyst Matt Larew wrote that the consensus likely understates Personalis’ 2027 revenue outlook given recent MolDX approvals and Tempus’ ability to further leverage its commercial infrastructure.

The other pressure point will be profitability given Personalis’ clear loss-making position (consensus adjusted EBITDA of -$90 million for 2027) and Tempus’s commitment to be EBITDA and FCF positive in 2027.

Management argued that the timing of the acquisition is coincident with Personalis reaching an inflection point, with several years of commercial and reimbursement investment likely to yield enhanced ASPs and margins moving forward.

William Blair rates Tempus AI shares Market Perform. For multiple expansion to materialize, analyst Larew expects investors will want to see additional positive proof points on recent M&A contributing to numbers and more clarity on the growth profile and durability of the data business.

BNP Paribas Says Deal Could Increase Pressure On NateraAnalyst Navann Ty wrote that Natera maintains a defensible, leadership position in the space, with a solid pipeline of ongoing clinical trials.

BNP Paribas maintains Neutral on Natera as the company continues to progress towards catalysts but views the current valuation as fair.

TEM Stock Price Activity: Tempus AI shares were up 1.96% at $49.36 at the time of publication on Tuesday, according to Benzinga Pro data.

Photo via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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The selloff has made one of Cathie Wood‘s highest-conviction holdings considerably cheaper. The question now is whether the decline represents a buying opportunity—or a warning sign.

Cathie Wood and Wall Street Still BelieveWall Street also remains firmly bullish.

According to consensus estimates from 19 analysts, Tempus carries an average price target of $66.50, implying roughly 37% upside from current levels. The three most recent analyst updates—from Guggenheim, Freedom Capital Markets and Needham—average $66.33, suggesting analysts have yet to meaningfully lower expectations despite the recent pullback.

That suggests the market’s reaction is centered more on the timing and structure of the Personalis acquisition than on Tempus’ long-term AI and precision medicine strategy.

TEM Stock Chart Says Something DifferentChart created using Benzinga Pro

The technical picture, however, has deteriorated.

Tempus shares are now trading below their eight-day, 20-day and 50-day simple moving averages, a sign that short- and intermediate-term momentum has turned negative.

The stock’s MACD (moving average convergence/divergence) has produced a bearish crossover, with the histogram continuing to weaken, indicating downside momentum remains in control.

Meanwhile, the Relative Strength Index (RSI) has slipped to around 40. While the reading isn’t yet in oversold territory, it suggests buying momentum has faded considerably as sellers continue to dominate trading.

Taken together, the chart suggests investors may not yet be finished digesting the recent selloff.

So, Should Investors Buy the Dip?The answer depends on which signal investors trust more.

Fundamentally, Tempus still enjoys strong support from both Wall Street analysts and Cathie Wood, whose flagship ETF continues to maintain the company as one of its largest positions. The Personalis acquisition also strengthens Tempus’s leadership in AI-powered precision oncology, even if investors are questioning the near-term impact of issuing stock to finance the deal.

Technically, however, the picture remains far less encouraging. Momentum indicators continue to point lower, and the stock has yet to show signs that buyers are stepping back in.

For investors looking to initiate or add to a position, the coming earnings report on July 30 could become the next major catalyst. Strong results—or a clearer roadmap for integrating Personalis while improving margins—could validate Wall Street’s optimism.

Until then, Tempus presents investors with a familiar dilemma: a company that analysts continue to like, a high-profile backer that hasn’t wavered, and a chart that still says patience may be the better trade.

Image via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

Tempus AI, a healthcare tech company, is a favorite of investor Cathie Wood. Personalis does cancer testing.

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ASML, Snowflake Lead Five Stocks Near Buy Points In Tough Market Tempus AI (TEM) pledged to buy cancer diagnostics outfit Personalis (PSNL) for $1.5 billion on Monday. But shares of both medtech companies skidded. The deal follows a rumor last week that Merck (MRK) and others, including potentially Tempus AI, had expressed interest in buying Personalis. Personalis makes a blood test called NeXT Personal that screens for circulating tumor DNA, a…

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