Earnings Pre-Announcement: Tempus AI disclosed Q4 revenue of about $367 million, exceeding the $360 million consensus estimate, with total contract value hitting a record over $1.1 billion. Social media buzz highlights the 126% net revenue retention as evidence of robust demand from pharmaceutical partners.
Institutional Interest: Funds including Ark Invest and Catalytic Wealth have ramped up holdings in TEM, with the latter allocating 14.6% of its portfolio to the stock. Participants point to the firm's proprietary AI models trained on petabytes of oncology data as a unique competitive edge.
Dip Buying Momentum: Amid a post-IPO pullback where shares lost significant value, active traders are accumulating positions ahead of full-year results. Optimism centers on catalysts like AI reimbursement and platform scale, though some voices express caution on volatility.
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 115 times in the past 6 months. Of those trades, 0 have been purchases and 115 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 62 sales selling 1,696,787 shares for an estimated $127,452,760.
- THEODORE LEONSIS has made 0 purchases and 2 sales selling 64,000 shares for an estimated $4,592,200.
- RYAN FUKUSHIMA (Chief Operating Officer) has made 0 purchases and 20 sales selling 57,559 shares for an estimated $4,330,040.
- JAMES WILLIAM ROGERS (Chief Financial Officer) has made 0 purchases and 7 sales selling 34,751 shares for an estimated $2,499,084.
- ANDREW POLOVIN (EVP and General Counsel) has made 0 purchases and 9 sales selling 29,864 shares for an estimated $2,144,365.
- ERIK PHELPS (EVP & Chief Admin & Legal Off) has made 0 purchases and 5 sales selling 8,499 shares for an estimated $592,859.
- WAYNE A.I. FREDERICK sold 3,675 shares for an estimated $283,820
- RYAN M BARTOLUCCI (Chief Accounting Officer) has made 0 purchases and 4 sales selling 3,738 shares for an estimated $262,337.
- JENNIFER A DOUDNA has made 0 purchases and 2 sales selling 2,602 shares for an estimated $188,684.
- DAVID R EPSTEIN has made 0 purchases and 3 sales selling 870 shares for an estimated $70,597.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Tempus AI Revenue
Tempus AI had revenues of $334.2M in Q3 2025. This is an increase of 84.72% from the same period in the prior year.
You can track TEM financials on Quiver Quantitative's TEM stock page.
Tempus AI Hedge Fund Activity
We have seen 268 institutional investors add shares of Tempus AI stock to their portfolio, and 172 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
- GOLDMAN SACHS GROUP INC removed 4,030,697 shares (-94.7%) from their portfolio in Q3 2025, for an estimated $325,317,554
- BLACKROCK, INC. added 2,597,838 shares (+62.8%) to their portfolio in Q3 2025, for an estimated $209,671,504
- D. E. SHAW & CO., INC. added 1,605,757 shares (+380.8%) to their portfolio in Q3 2025, for an estimated $129,600,647
- BANK OF AMERICA CORP /DE/ added 1,277,244 shares (+112.9%) to their portfolio in Q3 2025, for an estimated $103,086,363
- GEODE CAPITAL MANAGEMENT, LLC added 1,079,410 shares (+166.2%) to their portfolio in Q3 2025, for an estimated $87,119,181
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 1,039,176 shares (+183.0%) to their portfolio in Q3 2025, for an estimated $83,871,894
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Tempus AI Government Contracts
We have seen $18,051,934 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.
Tempus AI Analyst Ratings
Wall Street analysts have issued reports on $TEM in the last several months. We have seen 5 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
- Morgan Stanley issued a "Overweight" rating on 11/11/2025
- HC Wainwright & Co. issued a "Buy" rating on 11/07/2025
- Guggenheim issued a "Buy" rating on 09/26/2025
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 8 analysts offer price targets for $TEM in the last 6 months, with a median target of $87.0.
Here are some recent targets:
- Kyle Mikson from Canaccord Genuity set a target price of $80.0 on 12/22/2025
- Casey Woodring from JP Morgan set a target price of $80.0 on 12/15/2025
- Tejas Savant from Morgan Stanley set a target price of $85.0 on 12/02/2025
- Mark Massaro from BTIG set a target price of $105.0 on 11/25/2025
- David Westenberg from Piper Sandler set a target price of $80.0 on 11/11/2025
- Yi Chen from HC Wainwright & Co. set a target price of $89.0 on 11/07/2025
- Ryan MacDonald from Needham set a target price of $100.0 on 11/05/2025
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.
