-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：Tempus AI公布了2026年第一季度财报，营收为3.481亿美元（同比增长36.1%），超出市场预期的3.45亿美元。其中，诊断业务（2.611亿美元，同比增长34.7%）和数据与应用业务（8700万美元，同比增长40.5%）均实现了强劲增长。调整后每股亏损0.13美元，显著优于市场预期的0.20美元和上年同期的0.24美元。调整后EBITDA改善1330万美元至亏损280万美元，调整后毛利率达到65.0%（同比增长360个基点）。强劲的销量增长包括肿瘤检测业务增长28%，遗传检测业务在2025年第一季度完成对Ambry Genetics的收购后增长54%（其中7%为内生增长），以及微小残留病灶（MRD）检测业务增长500%，达到6500例。鉴于业绩远超预期，TEM将2026年营收预期上调至15.9亿美元至16亿美元（约增长25%），同时维持调整后EBITDA预期为6500万美元。我们相信，TEM定于2026年5月29日举行的首次投资者日活动将提供更多关于市场动态和长期增长预期的信息，从而支持公司实现持续盈利的目标。
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