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Tempus AI Posts Solid Q3, Expands Data Deals with BMY and Pathos

Nov 2, 2026, 12:59 PM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong Q3 beat and higher revenue visibility from BMY/Pathos deals likely support multiple expansion; historical precedent shows stock rallies on durable earnings beats and tangible collaboration-driven revenue ramps.

AI summary

What happened, with direct paths to the underlying reporting

Tempus AI reported a solid Q3 with adjusted EPS of $0.07 and revenue of $411.5 million, surpassing estimates. The company highlighted 32% oncology revenue growth and robust Data & Applications momentum, plus multi-year collaborations with Bristol Myers Squibb and Pathos that add up to $192.5 million in future data revenue. The stock rose about 10% on the news, pointing to a data-driven growth path with meaningful longer-term revenue visibility.

Q3 adjusted EPS $0.07 vs prior-year loss $0.08; beats $0.11 loss consensus.
Revenue $411.54m, up 23% YoY; beat consensus $409.35m.
Oncology revenue +32%; Data & Applications +33%; Insights +29% growth.
Multi-year deals: BMY up to $137.5m; Pathos adds $55m over five years.
Over ~5 years, expected $192.5m additional data & applications revenue; stock +10.6%.

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