Tempus AI (TEM) Earnings Analysis

Tempus AI (TEM) delivered mixed results in Q1 FY2026 on revenue of $382.5M versus the $379.7M estimate (+21.6% YoY) and EPS of $-0.04. The next Tempus AI (TEM) earnings date is Nov 3, 2026. Below is the full Tempus AI earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Tempus AI (TEM) Earnings Analysis — key stats

Next earnings dateNov 3, 2026
Latest reported quarterQ1 FY2026
Earnings verdictMixed
EPS beat rate7 of last 8 (quarters above estimate)
Avg next-day move±6.5% (over the last 8 reports)
Post-earnings directionUp 3 / Down 5 (of the last 8 reports)
Implied move (next report)±50.7% (options-derived · into Nov 3, 2026)
Institutional ownership62.2% (13F as of 2026-06-30)
Top 10 holders34.2% (of shares outstanding)
Insider activity0 buys / 12 sells (recent Form 4 filings)
Revenue$382.5M (vs $379.7M est · +0.7% surprise · +21.6% YoY)
EPS$-0.04 (vs $-0.14 est · +72.0% surprise · -112.0% YoY)
Share price$66.17 (-9.0%)
Market cap$11.6B

Tempus AI (TEM) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$382.5M vs $379.7M est$-0.04 vs $-0.14 est+72.0%+5.6%Mixed
Q2 FY2026$348.1M vs $345.4M est$-0.13 vs $-0.21 est+38.1%-4.1%Mixed
Q1 FY2026$367.2M vs $362.6M est$-0.04 vs $-0.04 est+8.8%-6.2%Mixed
Q4 FY2025$334.2M vs $328.7M est$-0.11 vs $-0.17 est+36.2%-7.3%Mixed
Q3 FY2025$314.6M vs $297.7M est$-0.22 vs $-0.23 est+4.3%+3.5%Beat
Q2 FY2025$255.7M vs $248.1M est$-0.24 vs $-0.26 est+7.7%+8.7%Beat
Q1 FY2025$200.7M vs $248.8M est$-0.18 vs $-0.15 est-20.0%-13.2%Miss
Q4 FY2024$180.9M vs $179.5M est$-0.25 vs $-0.27 est+6.0%-3.4%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Ark Investment Management LLC5.6%10.0M$580.6M+4.3%
Blackrock, INC.4.6%8.3M$480.3M-7.6%
Baillie Gifford & CO4.6%8.2M$474.5M-5.3%
Softbank Group Corp.3.0%5.4M$313.1M+0.0%
Susquehanna International Group, Llp3.0%5.3M$309.1M+23.3%
Jpmorgan Chase & CO2.8%5.0M$291.2M+1.1%
Vanguard Capital Management LLC2.8%5.0M$289.0M+1.4%
Vanguard Portfolio Management LLC2.7%4.9M$284.7M+5.0%
Jane Street Group, LLC2.7%4.9M$282.8M+107.9%
Sumitomo Mitsui Trust Group, INC.2.3%4.1M$236.9M-5.5%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Fukushima Ryanofficer: CEO, Data2026-08-18Sell41K$2.0M
LEFKOFSKY ERIC Pdirector, 10 percent owner, officer: CEO and Chairman2026-08-18Sell133K$6.6M
Schoenherr Thomas Edwardofficer: CEO, Diagnostics2026-08-18Sell9K$458000
Schoenherr Thomas Edwardofficer: CEO, Diagnostics2026-08-19Sell3K$173171
Schoenherr Thomas Edwardofficer: CEO, Diagnostics2026-08-19Sell100$5647
Schoenherr Thomas Edwardofficer: CEO, Diagnostics2026-08-19Sell500$28970
Schoenherr Thomas Edwardofficer: CEO, Diagnostics2026-08-19Sell3K$179550
Schoenherr Thomas Edwardofficer: CEO, Diagnostics2026-08-19Sell900$54405

What you'll find

Frequently asked questions

When is Tempus AI's next earnings date?
Tempus AI's (TEM) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Tempus AI (TEM) beat or miss earnings?
In Q1 FY2026, Tempus AI (TEM) posted mixed results — revenue of $382.5M versus the $379.7M estimate (+0.7% surprise) and EPS of $-0.04 versus $-0.14 expected (+72.0% surprise). Magnisto decodes every Tempus AI (TEM) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Tempus AI beat earnings estimates?
Over its last 8 reported quarters, Tempus AI (TEM) beat Wall Street EPS estimates 7 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Tempus AI (TEM) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Tempus AI stock move after earnings?
Over its last 8 quarterly reports, Tempus AI (TEM) moved an average of ±6.5% the day after earnings — ranging from -13.2% (Q1 FY2025) to +8.7% (Q2 FY2025). The stock rose after 3 of those 8 reports and fell after 5. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±50.7% (derived). Magnisto tracks the realized post-earnings move for every Tempus AI (TEM) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Tempus AI?
Institutions hold about 62.2% of Tempus AI's (TEM) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Ark Investment Management LLC (5.6%), Blackrock, INC. (4.6%), Baillie Gifford & CO (4.6%). Magnisto lists Tempus AI's (TEM) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Tempus AI (TEM)?
In the most recent Form 4 filings Magnisto tracks, Tempus AI (TEM) insiders recorded 0 purchases and 12 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Tempus AI (TEM) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Tempus AI (TEM), anchored to the current $66.17 share price, so you can weigh the bull, base and bear cases for Tempus AI side by side.
Is Tempus AI (TEM) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Tempus AI fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.