Tempus AI's Q4 revenue up 83%, beating estimates

Tempus AI

24/02/2026 21:13

Overview

AI precision medicine firm's Q4 revenue grew 83% yr/yr, beating analyst expectations

Adjusted loss per share for Q4, in line with expectations

Company projects 2026 revenue of $1.59 bln and adjusted EBITDA of $65 mln

Outlook

Tempus AI projects 2026 revenue of $1.59 bln, reflecting ~25% annual growth

Company expects 2026 Adjusted EBITDA to be ~$65 million

Tempus AI anticipates network effects from AI investments to drive growth

Result Drivers

DIAGNOSTICS GROWTH - Diagnostics revenue surged 121.6% year-over-year, driven by oncology and hereditary testing volume growth

DATA AND APPLICATIONS - Data and applications revenue grew 25.1% year-over-year, with significant growth in data licensing

STRATEGIC COLLABORATIONS - Collaborations with NYU Langone Health and Northwestern Medicine expanded genomic testing and AI-powered diagnostics

Company press release: ID:nBw89B6gTa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$367.21 mln
$362.29 mln (15 Analysts)
Q4 Adjusted EPS
Meet
-$0.04
-$0.04 (11 Analysts)
Q4 EPS
-$0.30
Q4 Net Income
-$54.17 mln
Q4 Adjusted EBITDA
Miss
$12.89 mln
$21.37 mln (10 Analysts)
Q4 Income from Operations
-$61.41 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 8 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the biotechnology & medical research peer group is "buy"

Wall Street's median 12-month price target for Tempus AI Inc is $85.00, about 48.4% above its February 23 closing price of $57.29

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)