Tempus AI Raises Revenue Guidance After Record $411.5 Million Quarter

Published November 2, 2026 at 9:15 AM EST

Tempus AI raised its full-year revenue guidance after a record third quarter, as oncology testing volume accelerated and its data licensing business grew 33%.

Revenue rose 23% to $411.5 million for the quarter ended Sept. 30, the precision-medicine company said in an 8-K Monday. The net loss narrowed to $14.9 million from $80.0 million a year earlier, and adjusted EBITDA improved to $25.6 million from $1.5 million.

Two engines

Diagnostics revenue grew 20% to $303.5 million, driven by 32% oncology volume growth, while hereditary testing revenue grew 3%. Data and Applications revenue rose 33% to $108.1 million, with its Insights business up 29%.

Founder and CEO Eric Lefkofsky said the results "reinforce the durability of our model." Gross profit increased 27% to $266.7 million.

The quarter's net loss included $50.8 million of stock-based compensation and related payroll taxes and $42.8 million of unrealized gains on marketable securities, according to the release.

Guidance and deals

Tempus raised its 2026 revenue guidance to $1.60 billion to $1.605 billion and expects full-year adjusted EBITDA of an estimated $65 million, the company said.

In October it announced a collaboration licensing oncology data and models to Bristol Myers Squibb for up to $137.5 million over five years, lifting year-to-date data licensing bookings above $550 million. Its pending Personalis acquisition has cleared regulatory review, with a Personalis shareholder vote planned for Nov. 30.

By the numbers

$411.5 million revenue, up 23%
$(14.9) million net loss vs. $(80.0) million
$25.6 million adjusted EBITDA
$1.60 billion to $1.605 billion 2026 revenue guidance
$854.4 million cash and marketable securities

Sources

Tempus AI Form 8-K with third-quarter 2026 results, filed Nov. 2, 2026 (accession 0001193125-26-442619)

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