IQVIA vs Tempus AI, Inc. Class A Common Stock: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

IQVIA Holdings Inc (IQV)

Q3 202628 Jul – 12 Aug 2026

▲4

IQVIA beats Q2, raises 2026 outlook on record bookings

Q2 beat and raised 2026 guidance IQVIA reported Q2 revenue of $4.37 billion (up 8.7%) and earnings of $3.15 per share, beating estimates. Management raised full-year 2026 revenue and profit guidance, pushing shares up 5% after hours and nearly 14% the next day. This directly lifts the stock because future profits are now expected to be higher.
The earnings beat and guidance raise are the core new event that moved the stock this period.
Record $3.15B bookings and $34.2B backlog IQVIA's R&D Solutions unit signed a record $3.15 billion in new contracts in Q2, up 19% from a year ago. Its total contracted backlog hit a record $34.2 billion, with $9.2 billion expected to convert to revenue within 12 months. This signals strong future demand and supports the stock.
Record bookings and backlog are new, concrete evidence of future revenue growth that investors care about.
Medera collaboration expands gene therapy reach IQVIA announced a partnership with Medera to combine its clinical trial and commercialization network with Medera's cardiac gene therapy and human-based drug discovery platforms. This expands IQVIA's presence in cell and gene therapy, a high-growth area, and supports its long-term R&D pipeline.
This is a new strategic partnership that broadens IQVIA's technology and service offerings.
Stock up 42% in three months on strong results IQVIA shares have rallied 41.5% over the past three months, far outpacing the industry and the S&P 500. The run reflects the strong bookings, raised guidance, and $950 million of share buybacks in the first half of 2026. Momentum can attract more buyers, but also means the stock is no longer cheap.
This summarizes the market's reaction to the new fundamentals and highlights the strong momentum, while noting valuation risk.

August 202628 Jul – 12 Aug 2026

▲4

IQVIA beats Q2, raises 2026 outlook on record bookings

Q2 beat and raised 2026 guidance IQVIA reported Q2 revenue of $4.37 billion (up 8.7%) and earnings of $3.15 per share, beating estimates. Management raised full-year 2026 revenue and profit guidance, pushing shares up 5% after hours and nearly 14% the next day. This directly lifts the stock because future profits are now expected to be higher.
The earnings beat and guidance raise are the core new event that moved the stock this period.
Record $3.15B bookings and $34.2B backlog IQVIA's R&D Solutions unit signed a record $3.15 billion in new contracts in Q2, up 19% from a year ago. Its total contracted backlog hit a record $34.2 billion, with $9.2 billion expected to convert to revenue within 12 months. This signals strong future demand and supports the stock.
Record bookings and backlog are new, concrete evidence of future revenue growth that investors care about.
Medera collaboration expands gene therapy reach IQVIA announced a partnership with Medera to combine its clinical trial and commercialization network with Medera's cardiac gene therapy and human-based drug discovery platforms. This expands IQVIA's presence in cell and gene therapy, a high-growth area, and supports its long-term R&D pipeline.
This is a new strategic partnership that broadens IQVIA's technology and service offerings.
Stock up 42% in three months on strong results IQVIA shares have rallied 41.5% over the past three months, far outpacing the industry and the S&P 500. The run reflects the strong bookings, raised guidance, and $950 million of share buybacks in the first half of 2026. Momentum can attract more buyers, but also means the stock is no longer cheap.
This summarizes the market's reaction to the new fundamentals and highlights the strong momentum, while noting valuation risk.

Latest28 Jul – 12 Aug 2026

▲4

IQVIA beats Q2, raises 2026 outlook on record bookings

Q2 beat and raised 2026 guidance IQVIA reported Q2 revenue of $4.37 billion (up 8.7%) and earnings of $3.15 per share, beating estimates. Management raised full-year 2026 revenue and profit guidance, pushing shares up 5% after hours and nearly 14% the next day. This directly lifts the stock because future profits are now expected to be higher.
The earnings beat and guidance raise are the core new event that moved the stock this period.
Record $3.15B bookings and $34.2B backlog IQVIA's R&D Solutions unit signed a record $3.15 billion in new contracts in Q2, up 19% from a year ago. Its total contracted backlog hit a record $34.2 billion, with $9.2 billion expected to convert to revenue within 12 months. This signals strong future demand and supports the stock.
Record bookings and backlog are new, concrete evidence of future revenue growth that investors care about.
Medera collaboration expands gene therapy reach IQVIA announced a partnership with Medera to combine its clinical trial and commercialization network with Medera's cardiac gene therapy and human-based drug discovery platforms. This expands IQVIA's presence in cell and gene therapy, a high-growth area, and supports its long-term R&D pipeline.
This is a new strategic partnership that broadens IQVIA's technology and service offerings.
Stock up 42% in three months on strong results IQVIA shares have rallied 41.5% over the past three months, far outpacing the industry and the S&P 500. The run reflects the strong bookings, raised guidance, and $950 million of share buybacks in the first half of 2026. Momentum can attract more buyers, but also means the stock is no longer cheap.
This summarizes the market's reaction to the new fundamentals and highlights the strong momentum, while noting valuation risk.

Tempus AI, Inc. Class A Common Stock (TEM)

Q3 202618 Jun – 11 Sep 2026

▲4

Tempus swings to profit, raises outlook, expands cancer data reach

Q2 profit and raised 2026 revenue guidance Tempus reported Q2 2026 net income of $5.64 million, a swing from a $42.84 million loss a year earlier, and lifted full-year revenue guidance to $1.60–$1.61 billion. Turning profitable and raising the outlook supports the growth story and helps justify a higher stock price.
This is the period's clearest fundamental shift, directly improving earnings and forward revenue expectations.
Personalis acquisition deepens cancer recurrence testing Tempus agreed to buy Personalis for $16.25 per share, a $1.5 billion enterprise value, adding minimal residual disease testing to its oncology platform. The deal expands its cancer genomics and data offerings, though the initial market reaction was slightly negative on cost concerns.
The acquisition is a major strategic move that broadens Tempus's technology and data moat, affecting long-term growth.
mRNA melanoma trial win lifts oncology data demand A phase 3 trial showed a customized mRNA melanoma treatment improved recurrence-free survival, sending Tempus shares up 39.5%. The result highlights how Tempus's data and AI tools are embedded in cutting-edge oncology, potentially boosting demand for its data and testing services.
This event directly drove a large price move and validates Tempus's role in advanced cancer research.
100,000-genome dataset expands AI research platform Tempus launched an initiative to build a 100,000 whole-genome dataset linked to clinical outcomes, with a long-term goal of one million genomes. This expands its data platform for AI-driven research, strengthening its competitive position and future data revenue potential.
The new dataset initiative is a fresh expansion of Tempus's core data asset, supporting long-term growth.

July 202618 Jun – 11 Sep 2026

▲4

Tempus swings to profit, raises outlook, expands cancer data reach

Q2 profit and raised 2026 revenue guidance Tempus reported Q2 2026 net income of $5.64 million, a swing from a $42.84 million loss a year earlier, and lifted full-year revenue guidance to $1.60–$1.61 billion. Turning profitable and raising the outlook supports the growth story and helps justify a higher stock price.
This is the period's clearest fundamental shift, directly improving earnings and forward revenue expectations.
Personalis acquisition deepens cancer recurrence testing Tempus agreed to buy Personalis for $16.25 per share, a $1.5 billion enterprise value, adding minimal residual disease testing to its oncology platform. The deal expands its cancer genomics and data offerings, though the initial market reaction was slightly negative on cost concerns.
The acquisition is a major strategic move that broadens Tempus's technology and data moat, affecting long-term growth.
mRNA melanoma trial win lifts oncology data demand A phase 3 trial showed a customized mRNA melanoma treatment improved recurrence-free survival, sending Tempus shares up 39.5%. The result highlights how Tempus's data and AI tools are embedded in cutting-edge oncology, potentially boosting demand for its data and testing services.
This event directly drove a large price move and validates Tempus's role in advanced cancer research.
100,000-genome dataset expands AI research platform Tempus launched an initiative to build a 100,000 whole-genome dataset linked to clinical outcomes, with a long-term goal of one million genomes. This expands its data platform for AI-driven research, strengthening its competitive position and future data revenue potential.
The new dataset initiative is a fresh expansion of Tempus's core data asset, supporting long-term growth.

Latest18 Jun – 11 Sep 2026

▲4

Tempus swings to profit, raises outlook, expands cancer data reach

Q2 profit and raised 2026 revenue guidance Tempus reported Q2 2026 net income of $5.64 million, a swing from a $42.84 million loss a year earlier, and lifted full-year revenue guidance to $1.60–$1.61 billion. Turning profitable and raising the outlook supports the growth story and helps justify a higher stock price.
This is the period's clearest fundamental shift, directly improving earnings and forward revenue expectations.
Personalis acquisition deepens cancer recurrence testing Tempus agreed to buy Personalis for $16.25 per share, a $1.5 billion enterprise value, adding minimal residual disease testing to its oncology platform. The deal expands its cancer genomics and data offerings, though the initial market reaction was slightly negative on cost concerns.
The acquisition is a major strategic move that broadens Tempus's technology and data moat, affecting long-term growth.
mRNA melanoma trial win lifts oncology data demand A phase 3 trial showed a customized mRNA melanoma treatment improved recurrence-free survival, sending Tempus shares up 39.5%. The result highlights how Tempus's data and AI tools are embedded in cutting-edge oncology, potentially boosting demand for its data and testing services.
This event directly drove a large price move and validates Tempus's role in advanced cancer research.
100,000-genome dataset expands AI research platform Tempus launched an initiative to build a 100,000 whole-genome dataset linked to clinical outcomes, with a long-term goal of one million genomes. This expands its data platform for AI-driven research, strengthening its competitive position and future data revenue potential.
The new dataset initiative is a fresh expansion of Tempus's core data asset, supporting long-term growth.