Tempus AI (NasdaqGS:TEM) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsBradley Bowers - Managing DirectorCasey Woodring - VP of Equity ResearchDan Brennan - Managing DirectorEric Lefkofsky - CEOJames William Rogers - CFOJesse Case - Managing DirectorLiz Quattruccio - VP of Investor RelationsMark Massaro - DirectorMark Schappel - Managing DirectorSubbu Nambi - Senior Managing DirectorConference Call ParticipantsAndrew Brackmann - Equity Research AnalystColleen Kusy - Research Analys ...

Here's a look at the details from the report   TEM stock is moving. Watch the price action here.The Details: Tempus AI reported quarterly losses of four cents per share, in line with the consensus estimate, according to data from Benzinga Pro.Quarterly revenue came in at $367.21 million, which beat the Street estimate of $362.29 million and was up from $200.68 million in the year-ago period.Tempus AI reported the following fourth quarter highlights:“In 2025, Tempus continued to set the standard for what it ...

Tempus AI (NasdaqGS:TEM) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Speaker12day, and thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Tempus AI Fourth Quarter 2025 Fiscal Results Conference Call. At this time, all lines are in a listen-only mode to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. We respectfully request that you limit questions to on ...

Tempus AI, Inc. Investor Presentation Q4 2025 and Full Year 2025 FEBRUARY 2026 Disclaimer This presentation contains forward-looking statements that reflect Tempus AI, Inc.'s (the "Company" or "Tempus") current expectations and projections with respect to, among other things, its financial condition, results of operations, plans, objectives, future performance and business. Forward-looking statements include all statements that are not historical facts. Such forward-looking statements are subject to various ...

Commission File Number 001-42130 Tempus AI, Inc. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO (Exact name of Registrant as specified in its Charter) Nevada 47-4903308 (State or other jurisdiction of incorp ...

Financial Results - Tempus AI, Inc. reported preliminary financial results for Q4 and full year 2025 on January 11, 2026[6] - The total remaining contract value as of December 31, 2025, was disclosed in a press release on January 11, 2026[8] Corporate Communication - The company made an updated corporate presentation available on its investor relations website on January 11, 2026[9]

Core Viewpoint - Tempus AI achieved positive adjusted EBITDA for the first time in Q3 at $1.5 million, with Q4 revenue reaching $367 million, an 83% year-over-year increase. Despite beating revenue consensus, shares declined 22% since January due to widening net losses [1]. Financial Performance - Q4 revenue was pre-announced at $367 million, reflecting an 83% year-over-year growth, with diagnostics revenue at $266 million, up 121% year-over-year [1]. - Data and Applications segment contributed $100 million, a 25% increase, while the Insights segment grew by 68% [1]. - Total contract value exceeded $1.1 billion, and net revenue retention was 126%, indicating strong customer base expansion [1]. Profitability and Guidance - Q3 net loss widened to $80 million from $75.8 million a year earlier, despite higher revenue [1]. - Management guided for slightly positive adjusted EBITDA for the full year, absorbing integration costs from the Paige acquisition [1]. - 2026 guidance is crucial, with expectations for the foundation model to produce its first versions in Q1 2026 and ongoing MRD reimbursement progress [1]. Market Reaction and Stock Performance - Tempus shares have underperformed, down approximately 22% since the preliminary filing, despite strong revenue growth and achieving a key profitability milestone [1]. - Analyst consensus includes 7 Buy ratings and 7 Hold ratings, with an average price target of $86.71, suggesting potential upside if execution remains strong [1].

Tempus AI Inc. (NASDAQ:TEM) is set to release its quarterly earnings with an anticipated EPS of approximately -$0.04 and projected revenue of $362.6 million.The company's stock price has risen following an Outperform rating from Mizuho, with a price target of $100, despite a negative P/E ratio of -49.16.Tempus AI announced a new HRD-RNA algorithm aimed at improving tumor detection, potentially enhancing its market position in healthcare AI.Tempus AI Inc. (NASDAQ:TEM), a healthcare-focused artificial intelli ...

Core Insights - A study by the American Cancer Society indicates that only about 20% of eligible individuals in the U.S. underwent lung cancer screening in 2024, suggesting a significant opportunity to improve early detection and potentially prevent approximately 62,110 lung cancer deaths over five years [1] Company Developments - Tempus AI, Inc. has partnered with Median Technologies to integrate the eyonis LCS solution into the Tempus Pixel platform, enhancing lung cancer screening capabilities with AI-based software [2] - The company received FDA 510(k) clearance for its Tempus ECG-Low EF software, which identifies patients with low left ventricular ejection fraction [3] - Tempus strengthened its imaging capabilities through the acquisition of Arterys in 2022, integrating AI-driven imaging tools into its ecosystem [4] Peer Updates - GE HealthCare launched the Voluson Performance series and acquired icometrix to enhance its AI-powered brain imaging analysis capabilities [5] - NANO-X IMAGING LTD received CE mark certification for its Nanox.ARC system, which generates tomographic images from a single sweep [6] Stock Performance - Tempus' shares have declined by 14.3% over the past year, while the industry has seen a 33.6% decline, contrasting with a 17.7% increase in the S&P 500 [7] - The company currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 6.45X, above the industry average of 5.66X [11] Earnings Estimates - Tempus AI's loss per share estimate for 2025 has remained unchanged over the past 30 days, with current estimates at -$0.59 for the current year and -$0.21 for the next year [12][13]

Core Insights - AppLovin shares surged 11.2% last week, driven by Bank of America's defense of the stock after a post-earnings sell-off [1] - Tempus AI also saw an 11% increase, attributed to a preliminary Q4 report showing an 83% year-over-year revenue growth [1] - Micron Technology gained 4.01% as Bank of America raised its price target due to increasing AI memory demand [1] AppLovin - AppLovin's stock price increased significantly after Morgan Stanley raised its price target to $800, maintaining an Overweight rating [1] - The company reported Q4 2025 revenue of $1.66 billion, a 66% increase year-over-year, with an adjusted EBITDA margin of 84% [1] - Despite the recent gains, AppLovin is still down approximately 38% year-to-date from January highs, leading to discussions about its valuation among investors [1] Tempus AI - Tempus AI's stock rose following a preliminary Q4 2025 report indicating revenue of $367 million, an 83% increase year-over-year, and a record total contract value exceeding $1.1 billion [1] - The diagnostics segment experienced a remarkable growth of 121% year-over-year [1] - CEO Eric Lefkofsky expressed confidence in the company's strong position entering 2026, with a net revenue retention rate of 126% [1] Micron Technology - Micron's stock price increased after Bank of America raised its price target, citing accelerating demand for high-bandwidth memory in AI infrastructure [1] - The company reported cloud memory revenue of $5.28 billion in fiscal Q1 2026, nearly doubling year-over-year, with a gross margin of 66% [1] - Micron is recognized as one of the few companies capable of supplying high-bandwidth memory at scale, with 37 out of 43 analysts rating the stock as a buy or strong buy [1] AI Sector Overview - The VanEck Semiconductor ETF rose 1.8%, indicating a positive trend in the AI sector, particularly in semiconductors [1] - Software stocks are struggling, while segments like memory and networking are experiencing strong gains [1] - The broader AI market is characterized by significant divergence, with semiconductors leading the performance [1]