Tempus AI Q3 revenue slightly beats estimates; raises guidance

What happened

Tempus AI said third-quarter revenue rose 23% and slightly beat analyst expectations, while adjusted earnings per share turned positive and also beat expectations. It raised full-year 2026 revenue guidance and maintained its adjusted EBITDA outlook. The company cited oncology testing growth, Data & Applications momentum, and new collaborations with Merck, Moderna, and BMS.

Confirmed

Global impact / market context

Higher oncology testing volumes and growth in Data & Applications helped lift revenue, while new collaborations with Merck, Moderna and BMS may support future sales. Raising revenue guidance signals management expects stronger income, but the unchanged adjusted EBITDA outlook suggests it is not forecasting a higher adjusted operating result.

Analyst inference

Revenue growth and positive adjusted earnings point to improving operating performance, but the article also reports a net loss and a loss from operations. Investors may assess whether oncology testing and data-product growth, supported by new collaborations, can increase revenue enough to improve profitability and cash available over time.

Analyst inference

What to watch

1. Check whether oncology test volumes continue growing after the reported 32% increase, since sustained testing activity would support diagnostics revenue beyond this quarter. Analyst inference
2. Watch whether Data & Applications growth continues after reaching 33%, including Insights growth of 29%, as these businesses may contribute to future revenue. Analyst inference
3. Look for evidence that the announced collaborations with Merck, Moderna and BMS lead to measurable revenue, while comparing results with the raised 2026 guidance. Analyst inference

Evidence

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