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. Investors will be looking for improvements or surprises compared to previous quarters.

N/A

Revenue Growth

Revenue growth is critical for assessing the company's ability to expand its market share and sustain operations. Any growth or decline will be closely scrutinized.

N/A

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 AI reported an EPS of -$0.13, significantly beating estimates by 72.1%. However, there was no revenue figure reported, which leaves some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic heading into the earnings report, especially given the company's strong EPS surprises in recent quarters. However, the lack of revenue guidance raises concerns about future growth.

Bull Case

If Tempus AI continues its trend of beating EPS estimates and provides positive commentary on revenue growth, the stock could see a strong rally.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue figure for Q2-2026?

Revenue will be a critical indicator of the company's growth trajectory and its ability to convert strong EPS performance into actual sales.

Will management provide guidance for the next quarter?

Guidance is essential for setting investor expectations and can significantly impact stock performance post-earnings.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Tempus AI to leverage its AI capabilities for significant revenue growth, despite current uncertainties.

Supporting Evidence

The company's history of beating EPS estimates suggests it has the potential to outperform expectations again.

Options pricing indicates a higher-than-average expected move, which may reflect underlying confidence in the company's performance.

Key Risk

If revenue comes in significantly below expectations, it could undermine the positive EPS narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on whether Tempus AI can translate its positive EPS surprises into tangible revenue growth.

Bull Confirmed If

A revenue growth rate of at least 20% year-over-year would confirm the bullish case.

Bear Confirmed If

If revenue declines or fails to meet expectations, it would support the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±13.59%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a substantial move, indicating that investors expect significant volatility around the earnings announcement.

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 AI beats expectations and raises guidance, history suggests the stock could rise by about 0.28% on the first day.

In-Line / Cautious

If results are in line but management is cautious, the stock may experience muted movement as investors digest the commentary.

Miss

If the company misses expectations, history suggests a potential drop of around 7.47% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any specific revenue figures for Q2-2026.
2Management's guidance for future quarters.
3Updates on new product launches or partnerships.
4Comments on market conditions and competitive landscape.
5Insights into customer adoption rates of their AI solutions.

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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. Investors will be looking for improvements or surprises compared to previous quarters.

N/A

Revenue Growth

Revenue growth is critical for assessing the company's ability to expand its market share and sustain operations. Any growth or decline will be closely scrutinized.

N/A

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 AI reported an EPS of -$0.13, significantly beating estimates by 72.1%. However, there was no revenue figure reported, which leaves some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Tempus AI continues its trend of beating EPS estimates and provides positive commentary on revenue growth, the stock could see a strong rally.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue figure for Q2-2026?

Revenue will be a critical indicator of the company's growth trajectory and its ability to convert strong EPS performance into actual sales.

Will management provide guidance for the next quarter?

Guidance is essential for setting investor expectations and can significantly impact stock performance post-earnings.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Tempus AI to leverage its AI capabilities for significant revenue growth, despite current uncertainties.

Supporting Evidence

The company's history of beating EPS estimates suggests it has the potential to outperform expectations again.

Options pricing indicates a higher-than-average expected move, which may reflect underlying confidence in the company's performance.

Key Risk

If revenue comes in significantly below expectations, it could undermine the positive EPS narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on whether Tempus AI can translate its positive EPS surprises into tangible revenue growth.

Bull Confirmed If

A revenue growth rate of at least 20% year-over-year would confirm the bullish case.

Bear Confirmed If

If revenue declines or fails to meet expectations, it would support the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±13.59%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a substantial move, indicating that investors expect significant volatility around the earnings announcement.

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 AI beats expectations and raises guidance, history suggests the stock could rise by about 0.28% on the first day.

In-Line / Cautious

If results are in line but management is cautious, the stock may experience muted movement as investors digest the commentary.

Miss

If the company misses expectations, history suggests a potential drop of around 7.47% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any specific revenue figures for Q2-2026.
2Management's guidance for future quarters.
3Updates on new product launches or partnerships.
4Comments on market conditions and competitive landscape.
5Insights into customer adoption rates of their AI solutions.