Tempus AI (TEM) reported second-quarter 2026 revenue of $382.5 million, up 22% year over year, and GAAP net income of $5.6 million, compared with a net loss of $42.8 million in Q2 2025.
The company increased its full-year 2026 revenue guidance to $1.595 billion to $1.605 billion and said it continues to expect full-year adjusted EBITDA of about $65 million. Tempus also announced an agreement to acquire Personalis for $16.25 per share, representing about $1.5 billion in enterprise value.
- Diagnostics revenue was $289.3 million, up 20% year over year.
- Data and Applications revenue was $93.2 million, up 28% year over year.
- Oncology volume grew 31% year over year, while MRD volume reached 9,000 tests.
- GAAP net income per share was $0.03 on both a basic and diluted basis.
- Cash and marketable securities totaled $820.7 million as of June 30, 2026.
- Tempus completed a $460 million offering of 0.0% convertible senior notes due 2032.
$TEM Insider Trading Activity
$TEM insiders have traded $TEM stock on the open market 54 times in the past 6 months. Of those trades, 0 have been purchases and 54 have been sales.
Here’s a breakdown of recent trading of $TEM stock by insiders over the last 6 months:
- ERIC P LEFKOFSKY (CEO and Chairman) has made 0 purchases and 32 sales selling 867,172 shares for an estimated $45,105,695.
- RYAN FUKUSHIMA (CEO, Data) has made 0 purchases and 7 sales selling 66,426 shares for an estimated $3,673,678.
- JAMES WILLIAM ROGERS (Chief Financial Officer) has made 0 purchases and 3 sales selling 32,466 shares for an estimated $1,707,846.
- ANDREW POLOVIN (EVP, Chief Legal Officer) has made 0 purchases and 4 sales selling 27,795 shares for an estimated $1,524,677.
- ERIK PHELPS (EVP, Chief Admin. Officer) has made 0 purchases and 2 sales selling 9,464 shares for an estimated $562,472.
- RYAN M BARTOLUCCI (Chief Accounting Officer) has made 0 purchases and 2 sales selling 7,018 shares for an estimated $352,755.
- JENNIFER A DOUDNA sold 2,673 shares for an estimated $147,015
- THOMAS EDWARD SCHOENHERR (CEO, Diagnostics) sold 1,580 shares for an estimated $69,630
- DAVID R EPSTEIN has made 0 purchases and 2 sales selling 620 shares for an estimated $34,331.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$TEM Hedge Fund Activity
We have seen 226 institutional investors add shares of $TEM stock to their portfolio, and 199 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GC WEALTH MANAGEMENT RIA, LLC removed 4,199,843 shares (-63.5%) from their portfolio in Q2 2026, for an estimated $243,296,904
- UBS GROUP AG added 1,750,525 shares (+118.0%) to their portfolio in Q1 2026, for an estimated $79,158,740
- BLACKROCK, INC. added 1,452,220 shares (+19.3%) to their portfolio in Q1 2026, for an estimated $65,669,388
- AMOVA ASSET MANAGEMENT AMERICAS, INC. added 821,490 shares (+23.4%) to their portfolio in Q1 2026, for an estimated $37,147,777
- TWO SIGMA INVESTMENTS, LP removed 792,083 shares (-49.8%) from their portfolio in Q1 2026, for an estimated $35,817,993
- BANK OF AMERICA CORP /DE/ removed 725,709 shares (-63.6%) from their portfolio in Q1 2026, for an estimated $32,816,560
- FRANKLIN RESOURCES INC added 719,862 shares (+38.7%) to their portfolio in Q1 2026, for an estimated $32,552,159
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
