New York, Jan 12, 2026, 07:52 EST — Premarket
- Tempus AI shares jumped roughly 12% in pre-market trading following the release of preliminary 2025 forecasts and a record contract-value report
- The filing revealed roughly $1.27 billion in revenue for 2025, driven by faster growth in diagnostics and a boost in data licensing.
- Investors are eyeing Tempus’ appearance at the J.P. Morgan Healthcare Conference and Tuesday’s U.S. inflation report for fresh insights
Tempus AI shares climbed roughly 12%, reaching $74.34 in Monday’s premarket session. (Investing)
The bid emerged amid a volatile morning for growth stocks, with Nasdaq 100 futures slipping close to 1% as investors digested fresh doubts over the Federal Reserve’s independence and prepared for earnings season to begin. (Reuters)
Tempus projected full-year 2025 revenue around $1.27 billion in an SEC filing, marking an 83% jump from the previous year. That includes roughly 30% organic growth without Ambry. Diagnostics revenue hit about $955 million, soaring 111%, while data and applications brought in $316 million, up 31%. Fourth-quarter revenue came in near $367 million, also up roughly 83%. “We enter 2026 in an exceptionally strong position,” said founder and CEO Eric Lefkofsky. (SEC)
Tempus reported total contract value (TCV) exceeding $1.1 billion as of Dec. 31. The company calculates TCV as the potential worth of signed contracts, including options, before revenue hits the books. It highlighted a net revenue retention rate of roughly 126%, indicating strong customer spending growth year over year. In 2025, Tempus inked data agreements with over 70 clients, naming major players like AstraZeneca, GlaxoSmithKline, Bristol Myers Squibb, Pfizer, Novartis, and Merck. “2025 was a record year for our Data and applications business,” said CFO Jim Rogers. (SEC)
On Monday, Northwestern Medicine announced a partnership with Tempus to expand genomic testing for cancer patients throughout its system, including those with earlier-stage diagnoses. Tempus will supply tests like next-generation sequencing, which speeds up DNA analysis, along with liquid biopsies—a blood-based test—and MRD testing to detect minimal residual disease after treatment. “Northwestern Medicine will now offer next-generation sequencing to patients with earlier-stage cancers,” said Dr. Howard Chrisman, president and CEO of Northwestern Memorial HealthCare. (Stock Titan)
Tempus took a distinct path from the mega-cap AI names Monday morning. Nvidia and Alphabet slipped in premarket action, Barron’s reported. (Barron’s)
There’s a catch. Tempus’ numbers are preliminary and unaudited, with the company cautioning they might shift as the close wraps up. Any slip in final results, a drop in testing volume, or weaker data-licensing demand could quickly sour the narrative—especially with rate volatility reentering the picture.
Investors will be tuned into the tone as Tempus faces questions at the J.P. Morgan Healthcare Conference on Monday. Management usually faces tough scrutiny on 2026 demand, pricing, and margins.
Macro remains a hurdle. Tuesday kicks off with the U.S. consumer price index for December at 8:30 a.m. ET—a single data point that could quickly shift rate expectations and send high-multiple AI stocks tumbling or soaring. (Bls)
