Revenue Momentum: Tempus AI continues to report robust growth in its core operations, with first-quarter revenue climbing 36 percent year over year to $348 million. The diagnostics segment expanded 35 percent while the data and AI platform grew more than 40 percent. Major pharmaceutical partners including Merck and AstraZeneca are increasingly relying on the company's multimodal data library.
Price Action Concerns: Market participants note the stock has pulled back sharply from its 52-week high near $104 and now trades around $55 despite the operational improvements. Technical observers highlight repeated rejections at the 200-day moving average and potential short-term support levels near $52. Some describe the divergence between fundamentals and valuation as a classic disconnect.
Broader AI Tailwinds: Recent FDA clearances for cardiovascular applications have reinforced views that Tempus's platform is expanding beyond oncology into additional disease areas. Discussions emphasize the company's partnerships with leading cancer centers and its role in personalized treatment matching. Overall commentary reflects steady interest tempered by volatility in the shares.
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 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 36 sales selling 1,033,422 shares for an estimated $56,004,902.
- 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.
- RYAN FUKUSHIMA (CEO, Data) has made 0 purchases and 3 sales selling 28,142 shares for an estimated $1,484,856.
- 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.
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 215 institutional investors add shares of Tempus AI stock to their portfolio, and 178 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- SUMITOMO MITSUI TRUST GROUP, INC. added 821,490 shares (+23.4%) to their portfolio in Q1 2026, for an estimated $37,147,777
- 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.
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 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.
