Equity Profile

TEM

Tempus AI, Inc.

Health CareLife Sciences Tools & Services$9.8B

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

EPS (Earnings Per Share)

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and revenue generation.

N/A

Revenue Growth

Revenue growth is essential to assess the company's ability to expand its market share and sustain operations.

N/A

1 more metrics, 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 advanced technology and data analytics to improve patient outcomes and streamline healthcare processes, making it a key player in the growing field of personalized medicine.

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 analyst expectations of -$0.47, which surprised the market positively. However, the stock fell by 3.12% the following day, indicating mixed investor sentiment despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations are mixed ahead of the earnings report, with investors looking for signs of continued improvement in profitability and revenue growth. The company's ability to maintain its positive EPS surprise trend will be closely watched.

Bull Case

If Tempus AI continues to beat EPS estimates and shows strong revenue growth, it could signal robust demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of increasing costs, it could lead to a negative market reaction, especially given the recent volatility in its stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

The EPS figure will be crucial in determining the company's profitability and could influence investor sentiment significantly.

How are operating expenses trending compared to revenue?

Understanding the relationship between operating expenses and revenue growth will help investors gauge the company's efficiency and cost management.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Tempus AI's ability to manage costs effectively, given its recent EPS surprises. The consistent outperformance in EPS suggests a stronger operational foundation than analysts anticipate.

Supporting Evidence

The company has beaten EPS estimates in 88% of the last eight quarters, indicating strong operational performance.

Despite recent stock price volatility, the company's fundamentals may be stronger than reflected in current market sentiment.

Key Risk

If the EPS comes in better than -$0.05, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to sustain profitability against rising operational costs, making these thresholds critical.

Bull Confirmed If

An EPS of -$0.05 or better would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS of -$0.20 or worse would confirm the bear case, suggesting deteriorating financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±13.59%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant move of about 13.59%, suggesting that traders expect notable volatility following the earnings report.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 13 of 29 (45%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 5.5%, with a raw directional average of +2.9% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Tempus AI beats expectations, history suggests the stock could rise by an average of 0.28% on the first day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

If the company misses expectations, history suggests a potential drop of around 7.47%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or partnerships that could drive revenue growth.
2Insights into cost management strategies and how they are impacting profitability.
3Comments on market demand for Tempus AI's services and any shifts in customer behavior.
4Guidance on future revenue expectations and any changes in operational strategy.
5Responses to questions about competitive pressures in the life sciences tools sector.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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More Earnings This Week

5 Reports

Astera Labs, Inc.

Company Snapshot

Tempus AI, Inc. operates in the health care sector, focusing on life sciences tools and services....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and revenue generation.

N/A

Revenue Growth

Revenue growth is essential to assess the company's ability to expand its market share and sustain operations.

N/A

1 more metrics, 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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Tempus AI continues to beat EPS estimates and shows strong revenue growth, it could signal robust demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of increasing costs, it could lead to a negative market reaction, especially given the recent volatility in its stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

The EPS figure will be crucial in determining the company's profitability and could influence investor sentiment significantly.

How are operating expenses trending compared to revenue?

Understanding the relationship between operating expenses and revenue growth will help investors gauge the company's efficiency and cost management.

Edge

What the Street Is Missing

Why consensus could be wrong

Supporting Evidence

The company has beaten EPS estimates in 88% of the last eight quarters, indicating strong operational performance.

Despite recent stock price volatility, the company's fundamentals may be stronger than reflected in current market sentiment.

Key Risk

If the EPS comes in better than -$0.05, it could challenge the current cautious consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to sustain profitability against rising operational costs, making these thresholds critical.

Bull Confirmed If

An EPS of -$0.05 or better would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS of -$0.20 or worse would confirm the bear case, suggesting deteriorating financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±13.59%

Historical Avg

±4.0%

Pricing rich

The options market is pricing in a significant move of about 13.59%, suggesting that traders expect notable volatility following the earnings report.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Health Care

n=30

Fade rate: 13 of 29 (45%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Tempus AI beats expectations, history suggests the stock could rise by an average of 0.28% on the first day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

If the company misses expectations, history suggests a potential drop of around 7.47%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or partnerships that could drive revenue growth.
2Insights into cost management strategies and how they are impacting profitability.
3Comments on market demand for Tempus AI's services and any shifts in customer behavior.
4Guidance on future revenue expectations and any changes in operational strategy.
5Responses to questions about competitive pressures in the life sciences tools sector.