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Tempus AI earnings, Personalis acquisition, and pricing news

Updated 5 times since CLSTR started tracking revisions of this situation.

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2026-09-19 04:15 UTC → 2026-09-19 04:15 UTC · added removed

In early August 2026, Tempus AI reported a 22% year-over-year increase in second-quarter revenue to $382.5 million. million, driven by growth in diagnostics and data-applications. While the company posted its first quarterly profit of $5.64 million, the net income result was primarily driven by approximately $103 million in “other income”—largely consisting of $98.47 million in unrealized gains from stock holdings—which holdings like Recursion and Personalis—which offset an operating loss of $75.91 million. Investor sentiment shifted upward following a $1.5 billion agreement to acquire Personalis, a move intended to integrate advanced genetic analysis sequencing capabilities for personalized cancer vaccines being developed by Moderna and Merck. This acquisition, expected to close between late 2024 and early 2027, led BTIG Research to upgrade the stock with an $80 price target. By late August, shares surged 39.5% in a single week following positive Phase 3 clinical trial results for the Merck and Moderna mRNA cancer vaccine. vaccine, which showed a reduction in cancer return when used with Keytruda. In mid-September, shares rose 14.85% to $80.36 after CEO Eric Lefkofsky announced plans at the Morgan Stanley Global Healthcare Conference to transition solid tumor testing to an ADLT pricing structure by 2027. This transition could increase xT tumor test prices from $2,923 to $4,500, with a projected potential annual revenue impact of $80 million to $100 million. Potential Additionally, potential price increases for xF liquid biopsy products could further impact annual revenue by $250 million to $300 million by late 2027. Throughout these periods, various executives, including Ryan Fukushima and Nadja West, conducted share sales under pre-arranged Rule 10b5-1 trading plans.

Versions

  1. 2026-09-19 04:15 UTC Tempus AI earnings, Personalis acquisition, and pricing news
  2. 2026-09-19 04:15 UTC Tempus AI earnings, Personalis acquisition, and pricing news
  3. 2026-08-23 11:55 UTC Tempus AI earnings, Personalis acquisition, and market shift
  4. 2026-08-20 18:53 UTC Tempus AI earnings, Personalis acquisition, and market shift
  5. 2026-08-17 10:03 UTC Tempus AI earnings, insider sales, and profit drivers
  6. 2026-08-05 21:43 UTC Tempus AI earnings and insider sales

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