Tempus AI, Inc. (TEM) shares climbed Monday after the company dropped some impressive preliminary numbers and announced two major healthcare partnerships that could significantly expand its reach in cancer genomics.
The company released preliminary fourth-quarter and full-year 2025 results Sunday that showed serious momentum. For the full year, Tempus AI reported revenue of approximately $1.27 billion, representing about 83% year-over-year growth. Strip out the Ambry acquisition, and you're still looking at roughly 30% organic growth, which is nothing to sneeze at.
Fourth-quarter revenue came in at around $367 million, also up 83% from the prior year period. But the real story here might be the partnerships announced alongside these results.
NYU Langone Health Partnership
Tempus AI entered into a multi-year strategic collaboration with NYU Langone Health aimed at advancing cancer care through molecular profiling and data-driven insights. The partnership focuses on generating actionable intelligence about how cancers respond to treatment, develop resistance, and progress over time.
"Our research is focused on generating actionable insights through better understanding of cancer response, resistance, and trajectory that will not only refine and enhance current assays, but also drive the creation of innovative diagnostic tools and algorithms that can empower clinicians to deliver truly individualized care to their patients," said Ezra Cohen, MD, Chief Medical Officer, Oncology at Tempus.
Northwestern Medicine Deal
The company also announced that Northwestern Medicine selected Tempus to expand genomic testing access for cancer patients across its system. The initiative aims to make testing available to nearly all patients across cancer types, including those with early-stage diagnoses. That's significant because broader testing means clinicians get deeper insights into each patient's specific cancer, enabling more personalized and potentially more effective treatment approaches.
Price Action: Tempus AI shares were up 3.86% at $68.83 at the time of publication on Monday.
