Tempus AI's healthcare data segment revenue jumps 40% YoY, targeting $500M+ in 2026.

Tempus AI, Inc. reported a 40% year-over-year increase in its healthcare data segment revenue for Q1 2026, reaching $87 million. This growth is driven by a surge in MRD testing volume, which rose 500% YoY due to a partnership with Personalis for a reimbursed, highly sensitive test. The company aims to exceed $500 million in data segment revenue in 2026 and projects scaling data services to $950 million with 30% net margins by 2029. This positions Tempus AI as a strong buy with significant upside potential beyond its current $10.3 billion market cap.