Tempus AI Reports Strong Q2 Results, Achieves GAAP Net Income, and Raises Full-Year Revenue Guidance
TEM is trading near its 52-week low of $40.77 (8.6% above the low).
Summary
Tempus AI reported robust Q2 2026 financial results, including a 22% year-over-year revenue increase, a shift to GAAP net income, and positive Adjusted EBITDA, leading to an upward revision of its full-year revenue guidance.
Key Events · Earnings and Guidance · TEM
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Strong Q2 Financial Performance
Total revenue increased 22% year-over-year to $382.5 million. The company achieved GAAP net income of $5.6 million and Adjusted EBITDA of $8.0 million, a significant turnaround from losses in the prior year.
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Raised Full-Year Revenue Guidance
Tempus AI increased its full-year 2026 revenue guidance to $1.595 to $1.605 billion, representing approximately 25% annual growth, while reaffirming Adjusted EBITDA guidance of ~$65 million.
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Strategic Operational Wins
Key highlights include 31% year-over-year oncology volume growth, $200 million in new Data and Applications licenses, FDA approval for its xT Tumor Only assay, and the successful delivery of its first oncology foundation model to AstraZeneca.
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Cash Position
The company reported a healthy cash and marketable securities balance of $820.7 million as of June 30, 2026.
Analysis · TEM · Technology
Tempus AI's second-quarter 2026 results show significant financial improvement, moving from a net loss to GAAP net income and achieving positive Adjusted EBITDA. The company also raised its full-year revenue guidance, indicating strong operational momentum and successful execution of its AI-driven precision medicine strategy. This positive performance provides a strong financial backdrop following the recently announced Personalis acquisition.
How filings like this one have moved
In the 30 days to Oct 26, 2026, 36.2% of the 898 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.75%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, TEM was trading at $44.29 on NASDAQ in the Technology sector, with a market capitalization of approximately $8B. The 52-week trading range was $40.77 to $104.32. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.