Google Portfolio Spotlight: Social media buzz highlights Tempus AI's inclusion in Google's top holdings at a 2% weighting, drawing attention to the company's positioning alongside other growth names.
Analyst Adjustments: Recent notes from H.C. Wainwright lowered the price target to $56 while maintaining a buy rating, citing solid revenue growth tempered by potential deceleration and longer timelines for positive cash flow.
Market Momentum: Price surges of over $10 have reignited conversations, pulling in broader commentary on Tempus AI's data and AI applications in healthcare amid fluctuating investor focus.
Note: This discussion summary was generated from an AI condensation of post data.
Tempus AI Insider Trading Activity
Tempus AI insiders have traded $TEM stock on the open market 71 times in the past 6 months. Of those trades, 0 have been purchases and 71 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 44 sales selling 1,117,172 shares for an estimated $55,620,610.
- RYAN FUKUSHIMA (CEO, Data) has made 0 purchases and 12 sales selling 90,244 shares for an estimated $4,773,755.
- 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 $28,408.
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.
Tempus AI Revenue
Tempus AI had revenues of $382.5M in Q2 2026. This is an increase of 21.56% from the same period in the prior year.
You can track TEM financials on Quiver Quantitative's TEM stock page.
You can access data on TEM stock through the Quiver Quantitative API.
Tempus AI Hedge Fund Activity
We have seen 244 institutional investors add shares of Tempus AI stock to their portfolio, and 208 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
- 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
- CAPITAL IMPACT ADVISORS, LLC added 770,707 shares (+inf%) to their portfolio in Q2 2026, for an estimated $44,647,056
- 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.
Tempus AI Government Contracts
We have seen $29,358,042 of award payments to $TEM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- ADAPT CRO SUPPORT SERVICES SOLICITATION: $12,741,975
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Tempus AI Price Targets
Multiple analysts have issued price targets for $TEM recently. We have seen 11 analysts offer price targets for $TEM in the last 6 months, with a median target of $64.0.
Here are some recent targets:
- Gene Mannheimer from Freedom Capital Markets set a target price of $59.0 on 07/01/2026
- Ryan MacDonald from Needham set a target price of $75.0 on 06/01/2026
- Mark Massaro from BTIG set a target price of $80.0 on 06/01/2026
- Yi Chen from HC Wainwright & Co. set a target price of $64.0 on 05/11/2026
- Dan Brennan from TD Cowen set a target price of $68.0 on 05/06/2026
- Tycho Peterson from Jefferies set a target price of $35.0 on 04/13/2026
- Subbu Nambi from Guggenheim set a target price of $60.0 on 03/30/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
