Bristol Myers Squibb partnership expansion: Social media erupted with enthusiasm over Tempus AI's deepened collaboration with Bristol Myers Squibb across five oncology and neuroscience programs. Participants praised the integration of Tempus Lens, multimodal real-world data, and AI analytics to pinpoint optimal patient segments and boost trial outcomes. The move underscores growing faith in AI's transformative role in pharmaceuticals.
Bullish technical outlook: Traders on social media spotlighted Tempus AI's stock chart, noting a retest of its breakout level and potential inverse head-and-shoulders formation. Many view the healthcare AI sector's rebound as imminent, positioning the company advantageously for efficiency and personalized care gains. Optimism prevails amid broader sector tailwinds.
Institutional interest and earnings: Alphabet's recent 13F filing revealed a stake in Tempus AI, fueling speculation on big-tech validation. Coupled with solid first-quarter results, discussions reflect confidence in the firm's precision medicine advancements. Users anticipate further catalysts from upcoming events like the ASCO presentation.
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 86 times in the past 6 months. Of those trades, 0 have been purchases and 86 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 51 sales selling 1,194,166 shares for an estimated $73,227,543.
- ANDREW POLOVIN (EVP, Chief Legal Officer) has made 0 purchases and 10 sales selling 43,558 shares for an estimated $2,882,519.
- JAMES WILLIAM ROGERS (Chief Financial Officer) has made 0 purchases and 6 sales selling 37,307 shares for an estimated $2,532,550.
- RYAN FUKUSHIMA (Chief Executive Officer, Data) has made 0 purchases and 7 sales selling 29,691 shares for an estimated $1,928,198.
- ERIK PHELPS (EVP, Chief Admin. Officer) has made 0 purchases and 5 sales selling 14,299 shares for an estimated $881,800.
- RYAN M BARTOLUCCI (Chief Accounting Officer) has made 0 purchases and 3 sales selling 4,736 shares for an estimated $291,559.
- WAYNE A.I. FREDERICK sold 3,675 shares for an estimated $283,820
- JENNIFER A DOUDNA sold 676 shares for an estimated $51,071
- DAVID R EPSTEIN has made 0 purchases and 2 sales selling 620 shares for an estimated $40,869.
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 $348.1M in Q1 2026. This is an increase of 36.12% 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 Congressional Stock Trading
Members of Congress have traded $TEM stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TEM stock by members of Congress over the last 6 months:
- REPRESENTATIVE NANCY PELOSI purchased up to $100,000 on 01/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Tempus AI Hedge Fund Activity
We have seen 256 institutional investors add shares of Tempus AI stock to their portfolio, and 233 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GC WEALTH MANAGEMENT RIA, LLC added 6,761,507 shares (+inf%) to their portfolio in Q4 2025, for an estimated $399,266,988
- 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
- BANK OF AMERICA CORP /DE/ removed 1,268,004 shares (-52.6%) from their portfolio in Q4 2025, for an estimated $74,875,636
- BAILLIE GIFFORD & CO removed 950,999 shares (-9.8%) from their portfolio in Q4 2025, for an estimated $56,156,490
- AQR CAPITAL MANAGEMENT LLC removed 888,879 shares (-98.2%) from their portfolio in Q4 2025, for an estimated $52,488,304
- CITADEL ADVISORS LLC added 885,025 shares (+5044.3%) to their portfolio in Q4 2025, for an estimated $52,260,726
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 $20,963,166 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 Analyst Ratings
Wall Street analysts have issued reports on $TEM in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 12/22/2025
- BTIG issued a "Buy" rating on 11/25/2025
To track analyst ratings and price targets for Tempus AI, check out Quiver Quantitative's $TEM forecast page.
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 $68.0.
Here are some recent targets:
- Yi Chen from HC Wainwright & Co. set a target price of $64.0 on 05/11/2026
- Mark Massaro from BTIG set a target price of $80.0 on 05/08/2026
- 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
- Ryan MacDonald from Needham set a target price of $75.0 on 03/11/2026
- Tejas Savant from Morgan Stanley set a target price of $70.0 on 03/03/2026
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.