Why Tempus AI Stock Rose Today

Core Insights - Tempus AI's stock experienced a significant increase, rising over 4% by the end of trading after a positive sales forecast was issued [1] Financial Performance - Tempus expects a revenue growth of 83% year over year, projecting $367 million in revenue for Q4, driven by a 121% increase in diagnostics sales to $266 million and a 25% rise in data and applications revenue to $100 million [3] - For the full year, the company forecasts sales growth of 83% to $1.27 billion, with organic sales projected to grow by 30% excluding the acquisition of Ambry Genetics in early 2025 [3] Business Development - The company reported a record total contract value exceeding $1.1 billion as of December 31, with over 70 clients, including major pharmaceutical companies like Pfizer, Novartis, and Eli Lilly, integrating Tempus' datasets into their drug development programs [5] - Tempus demonstrated strong customer retention with a net revenue retention rate of approximately 126% in 2025, indicating that existing customers are increasing their spending on Tempus' data offerings [6] Strategic Positioning - CEO Eric Lefkofsky stated that the company enters 2026 in a strong position, with both main business segments accelerating in growth and leveraging the financial advantages of their platform [4]