Personalis holders receive Tempus shares worth $16.25 each under the pending merger Summary
Piper cited the Personalis MRD platform, a positive INTerpath-001 readout, and FDA approval of the tumor-only xT CDx test.
Tempus AI TEM rose 2.46% premarket after Piper Sandler upgraded the stock to Overweight from Neutral and raised its price target to $76 from $56. The firm had held a Neutral rating on the view that the valuation was tracking AI sentiment rather than the diagnostics and data businesses underneath it.
Piper pointed to three drivers: the tumor-informed minimal residual disease platform Tempus picks up through the pending Personalis acquisition, a positive readout from the INTerpath-001 study, and FDA approval of the tumor-only xT CDx test, which the firm said clears a hurdle toward unified ADLT pricing. Piper said the xF product could follow in the second half of 2027.
The S-4 filed August 31 lays out the terms. The deal values each Personalis share at $16.25, paid in Tempus Class A stock at a ratio set against the Tempus share price, with Tempus able to elect cash for up to half the shares. Canaccord Genuity reiterated Buy at $80 after the filing.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Tempus AI v pondělí klesá o 6,78 % na 67,76 USD po zhruba 20% růstu za minulý týden. Zároveň získal souhlas FDA 510(k) pro ECG-PH, nástroj s AI pro detekci plicní hypertenze z běžného EKG.
Tempus AI Inc (NASDAQ:TEM) stock is trading lower on Monday as the stock is pulling back from an approximately 20% surge over the last week.
Personalis Deal Draws AttentionThe recent surge in the stock was driven by momentum from Phase 3 INTerpath-001 results from Merck & Co. Inc. (NYSE:MRK) and Moderna Inc. (NASDAQ:MRNA) of intismeran autogene (a custom mRNA neoantigen therapy) paired with Keytruda for advanced melanoma.
The data puts a spotlight on the company’s $1.5 billion Personalis Inc. (NASDAQ:PSNL) deal.
Moderna uses Personalis’ sequencing platform to analyze tumor tissue and identify specific neoantigens needed to manufacture individualized doses.
Tempus AI Gets FDA Clearance For Pulmonary Hypertension ToolOn Monday, Tempus received FDA 510(k) clearance for ECG-PH, an AI product intended to detect signs of pulmonary hypertension from a standard ECG.
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The clearance adds pulmonary hypertension to the company’s FDA-cleared AI products alongside atrial fibrillation and low ejection fraction.
Analyst Consensus & Recent ActionsThe stock carries a Hold rating with an average price forecast of $61.27. Recent analyst moves include:
BTIG: Buy (Raises Forecast to $80.00) (August 20) Piper Sandler: Neutral (Lowers Forecast to $56.00) (August 4) BTIG: Buy (Lowers Forecast to $70.00) (August 3) Top ETFs Holding Tempus AI (TEM) ARK Innovation ETF (NYSE:ARKK): 4.94% Weight ARK Genomic Revolution ETF (BATS:ARKG): 6.86% Weight Wisdomtree BioRevolution Fund (NASDAQ:WDNA): 2.52% Weight How Tempus AI Ranks On Momentum Versus The MarketBelow is the Benzinga Edge scorecard for Tempus AI, highlighting its strengths and weaknesses compared to the broader market:
Momentum: Bullish (Score: 83.09) — The stock is still screening as a momentum name despite today’s sharp pullback. The Verdict: Tempus AI’s Benzinga Edge signal reveals a momentum-driven story, with the scorecard emphasizing trend strength more than fundamentals.
For longer-term traders, that typically means risk management around support/resistance matters more than trying to “average” the move on volatile days.
TEM Stock Price Activity: Tempus AI shares were down 6.78% to $67.76 at the time of publication on Monday, according to Benzinga Pro data.
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Photo courtesy: Piotr Swat via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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CEO společnosti Tempus AI Eric P. Lefkofsky prodal 132 591 akcií za 6,6 milionu USD, šlo však o rutinní prodej kvůli daňovým povinnostem. Akcie pak následující den vyskočily o 24 %.
Eric P. Lefkofsky, the chairman and CEO of Tempus AI, Inc. (TEM +9.06%), disposed of about 133,000 shares of Class A Common Stock on August 18, according to an SEC Form 4 filing
Transaction summaryMetricValueTransaction value$6.6 millionShares sold (directly held)132,591Post-transaction shares (directly held)2,098,130Transaction value based on SEC Form 4 weighted average sale price ($49.61); post-transaction value based on the August 18 market close ($49.36).
Key questionsWhat was the structural nature of this share disposition?
The sale was non-discretionary, executed to cover tax obligations, and does not reflect the insider's view on the stock. This "sell to cover" mechanism is a standard arrangement used by the company to fund minimum statutory tax withholdings upon the vesting of equity awards.What is the current scale of the CEO's equity exposure?
Lefkofsky continues to control a small but meaningful percentage of the company through his direct and indirect holdings. The insider also holds derivative securities. As of the August 19 market close, the stock was priced at $61.25, following a one-year total return of -37%.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a comprehensive healthcare technology platform that integrates clinical diagnostic capabilities with advanced analytics and multimodal data repositories, generating revenue through its Tempus platform and Hub clinical application for next-generation sequencing testing.The company operates a closed-loop, full-stack business model that establishes bi-directional integrations between clinician workflows and laboratory diagnostic services, enabling end-to-end solutions for healthcare providers and diagnostic testing.The company serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities and data-driven clinical decision support, with a primary focus on oncology and precision medicine applications.Tempus AI is a healthcare technology company based in Chicago with a $10.7 billion market capitalization and approximately 3,800 employees. The company has achieved TTM revenue of $1.4 billion while investing heavily in research and development, reflected in a TTM net loss of $254.4 million. The company's competitive advantage stems from its integrated platform architecture, which combines diagnostic capabilities, advanced analytics, and proprietary multimodal data repositories to deliver differentiated clinical decision support solutions.
What this transaction means for investorsLefkofsky's sale itself is routine, a sell-to-cover on vested equity, but the timing is nevertheless interesting for Tempu stock. He disposed of about 133,000 shares on August 18, at a weighted average price of $49.61. The very next day, Tempus stock jumped 24% to $61.25, then another 9% the day after that, to $66.65, after Moderna and Merck reported Phase 3 melanoma trial results that validate the genomic sequencing technology behind Tempus's pending $1.5 billion Personalis acquisition. Of course, Lefkofsky sold the day before, not after, so there's no story here despite how it looks on a chart.
The business context makes clear why investors are excited regardless of one CEO's tax bill. Tempus posted its first GAAP profit in the second quarter, with revenue up 22% to $382.5 million and oncology volume growth of 31%. The company raised full-year guidance to roughly $1.6 billion, about 25% annual growth. Lefkofsky described the quarter plainly, saying "Q2 was another exceptional quarter for us." None of that was priced in before this week. For long-term investors, whether Tempus can turn a single trial readout into durable testing volume is the real question now, not a routine Form 4 filed a day too early to matter.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
Šéf diagnostiky společnosti Tempus AI Thomas Edward Schoenherr prodal 17 314 akcií v rámci předem stanoveného plánu 10b5-1. Po transakci drží přímo 89 715 akcií.
Thomas Edward Schoenherr, the CEO of diagnostics at Tempus AI, Inc. (TEM +9.06%), sold 17,314 shares of Class A Common Stock on August 18 and August 19, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$930,000Shares sold17,314Post-transaction shares (directly held)89,715Post-transaction value$5.5 millionTransaction value based on SEC Form 4 weighted average sale price ($53.71); post-transaction value based on the August 19 market close ($61.25).
Key questionsWhat was the primary driver behind this share disposition?
The sales were conducted under a Rule 10b5-1 trading plan adopted on March 3 and included non-discretionary transactions required to cover statutory tax withholding obligations resulting from the vesting of restricted stock units.How does this move align with the company's recent financial scale?
The roughly $930,000 transaction occurred within a company that reported trailing twelve-month revenue of $1.4 billion and a net income of -$254.4 million as of the most recent reporting period.What is the insider's remaining exposure to the company's valuation?
Schoenherr continues to hold 89,715 shares directly, representing a 0.05% ownership stake in the $10.7 billion healthcare technology firm.What has been the recent performance context for the stock?
The shares were priced at $53.71 for this transaction as the stock has generated a -16% total return over the 12 months ending August 19.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue through its Tempus platform and Hub clinical application for next-generation sequencing (NGS) testing.The company operates a software-as-a-service and diagnostic services business model, monetizing through platform subscriptions, clinical application licensing, and laboratory testing services delivered to healthcare providers and medical institutions.Tempus AI primarily serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities and data-driven clinical decision support tools for oncology and precision medicine applications.Tempus AI is a healthcare technology company with a $10.7 billion market capitalization and 3,800 employees headquartered in Chicago. The company has established a vertically integrated platform that combines clinical software, diagnostic analytics, and laboratory services to address the precision medicine market, though it remains unprofitable on a TTM basis, with negative net income of $254.4 million, as it invests in platform expansion and market penetration.
What this transaction means for investorsAs noted, this sale was on a 10b5-1 plan Schoenherr adopted back in March, so the mechanics were locked in long before anyone knew Moderna and Merck would report trial results that revalued Tempus's pending Personalis deal by massively boosting the stock's price. The sale straddled both August 18 and August 19, catching some shares before the stock jumped and some after, which is exactly what a pre-set plan looks like when news breaks in the middle of it.
Schoenherr runs diagnostics, the larger of Tempus's two segments, and it had a solid quarter on its own terms. Diagnostics revenue grew 20% year over year to $289.3 million, driven by oncology volume growth of 31%, and MRD testing volume rose to 9,000 cases from 6,500 the prior quarter. That's the business actually generating the reimbursement dollars, as opposed to the Personalis deal getting all the attention this week. CEO Eric Lefkofsky summed up the underlying quarter by simply saying, it "was another exceptional quarter for us." Schoenherr still holds 89,715 shares, and ultimately, a scheduled plan crossing a volatile week isn't a signal in either direction, so long-term investors should stay focused on performance and execution.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
CFO společnosti Tempus AI James William Rogers prodal 48 842 akcií třídy A za 2,7 milionu USD v rámci plánu 10b5-1 kvůli srážkové dani. Po transakci drží 106 000 akcií.
James William Rogers, the chief financial officer of Tempus AI, Inc. (TEM +9.06%), sold 48,842 shares of Class A Common Stock on August 18 and August 19, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$2.7 millionShares sold (direct)48,842Post-transaction shares (directly held)106,024Post-transaction value$6.49 millionTransaction value based on SEC Form 4 weighted average sale price ($55.21); post-transaction value based on the August 19 market close ($61.25).
Key questionsWhat was the primary driver of this transaction?
The disposition was a non-discretionary sell-to-cover event intended to satisfy statutory tax withholding requirements upon the vesting of restricted stock units. The activity was conducted under a Rule 10b5-1 trading plan adopted on September 11, 2025, and does not reflect a change in the insider's fundamental outlook on the company.How much direct equity does the CFO retain?
Following this sale, James William Rogers retains direct ownership of 106,000 shares of Class A Common Stock. This position represents an insider ownership stake of roughly 0.06% of the company's outstanding equity.What is the recent performance context for the stock?
As of the August 19 transaction date, the one-year total return for the stock was -16%. The transaction was executed at a weighted-average price of $55.21 per share, while the stock finished the August 19 session at $61.25.What is the company's current financial profile?
Tempus AI, based in Chicago, operates in the healthcare information services industry with approximately 3,800 employees. The company reported trailing twelve-month revenue of $1.4 billion and a net loss of $254.4 million, maintaining a total market capitalization of $10.7 billion as of the latest data.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop, full-stack healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue primarily through its diagnostic testing services and platform licensing.The company employs a technology-enabled laboratory services model that combines next-generation sequencing (NGS) testing with artificial intelligence-driven analytics to deliver actionable clinical insights to healthcare providers.Tempus AI serves physicians, healthcare systems, and diagnostic laboratories seeking advanced genomic testing and data analytics solutions, with particular focus on oncology and precision medicine applications.Tempus AI is a healthcare technology company headquartered in Chicago, with approximately 3,800 employees, that has achieved $1.4 billion in TTM revenue while building a comprehensive platform integrating clinical diagnostics with AI-powered analytics. The company's competitive differentiation lies in its proprietary multimodal data repository and closed-loop integration between clinician workflows and laboratory capabilities, positioning it as a full-stack solution provider in precision medicine. Despite current net losses of $254.4 million TTM, the company maintains significant market valuation of $10.7 billion, reflecting investor confidence in its technology platform and market opportunity within healthcare information services.
What this transaction means for investorsRogers's sale seems to run on the same 10b5-1 plan structure as the diagnostics chief's, adopted back in September 2025, and it split across August 18 and August 19 the same way, catching shares on both sides of the Moderna and Merck trial news that sent Tempus stock up 24% in a single session.
As CFO, Rogers is the one who effectively delivered the number that mattered most this quarter, Tempus's first GAAP profit. Net income came in at $5.6 million for the second quarter, helped by $98.5 million in unrealized gains on marketable securities, alongside revenue growth of 22% to $382.5 million. The company also raised full-year guidance to $1.6 billion and closed a $460 million convertible note offering during the quarter, fortifying the kind of balance sheet that funds a $1.5 billion acquisition without straining cash. That's what long-term investors should ultimately be paying more attention to than routine transactions like this one.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
EVP a hlavní právní zástupce Tempus AI Andrew Polovin prodal 30 075 akcií za 51,29 USD za akcii, celkem za 1,5 milionu USD, v rámci plánu 10b5-1 kvůli povinnému zadržení daně při vestingu RSU. Prodej nesouvisí s jeho pohledem na akcii.
Andrew Polovin, the firm's EVP and chief legal officer, sold 30,075 shares of Tempus AI, Inc. (TEM +9.06%) at $51.29 per share in a transaction totaling $1.5 million, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$1.5 millionShares sold30,075Post-transaction shares (directly held)138,140Post-transaction value$8.5 millionTransaction value based on SEC Form 4 weighted average sale price ($51.29); post-transaction value based on the August 19 market close ($61.25).
Key questionsWhat was the primary driver for this share disposition?
The transaction was non-discretionary, executed to cover minimum statutory tax withholding obligations tied to the vesting of restricted stock units, and does not reflect the insider's discretionary view on the stock.How significant is the remaining equity stake?
Following the disposition, Polovin retains 138,140 shares with an estimated market value of $8.5 million as of the August 19 close.Does this transaction follow a pre-established strategy?
The sale was conducted under a Rule 10b5-1 trading plan established on August 12, 2025, which provides for systematic liquidity while ensuring compliance with securities regulations regarding material non-public information.Company OverviewMetricValueShare Price (as of market close 2026-08-19)$61.25Market Capitalization$10.7 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue through its Tempus platform and Hub clinical application for next-generation sequencing (NGS) testing.The company operates a software-as-a-service and diagnostic services business model, monetizing through platform subscriptions, clinical application licensing, and laboratory testing services delivered to healthcare providers and medical institutions.Tempus AI primarily serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities and data-driven clinical decision support tools for oncology and precision medicine applications.Tempus AI is a healthcare technology company headquartered in Chicago, with a $10.7 billion market capitalization and 3,800 employees. The company has established a vertically integrated platform combining clinical software, diagnostic analytics, and laboratory services to address the precision medicine market, though it remains unprofitable on a TTM basis with negative net income of $254.4 million as it invests in platform expansion and market penetration.
What this transaction means for investorsPolovin's sale is a routine sell-to-cover on a 10b5-1 plan he set up back in August 2025, executing on schedule the same week Tempus stock happened to explode, which says nothing about his read on the company.
The more useful question, and the one investors should be watching for, is whether Tempus is worth buying after the swing it just had. The stock is down roughly 10% over the past year, but it's rallied about 75% since late last month, and even after that run, it's still sitting something like 30% below its all-time high near $104. Notably, the staggering run higher this past week wasn't driven by anything Tempus itself announced. It came from a Moderna and Merck cancer vaccine trial hitting its endpoints, which validates the genomic sequencing technology behind Tempus's pending $1.5 billion Personalis deal. The business backed that up with real numbers too, revenue up 22% to $382.5 million last quarter and its first GAAP profit, a quarter CEO Eric Lefkofsky called "another exceptional quarter for us." Whether that combination justifies the current price, or whether the rally has already priced in more than one trial readout confirms, is the real debate here rather than Polovin's tax bill.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
Akcie Tempus AI během pátečního obchodování vzrostly o 8,3 % poté, co BTIG Research zvýšila cílovou cenu z 70 na 80 USD a potvrdila doporučení koupit. Akcie se obchodovaly až na 72,62 USD.
Tempus AI, Inc. (NASDAQ:TEM – Get Free Report) shares traded up 8.3% during mid-day trading on Friday after BTIG Research raised their price target on the stock from $70.00 to $80.00. BTIG Research currently has a buy rating on the stock. Tempus AI traded as high as $72.62 and last traded at $72.21. Approximately 9,425,782 shares were traded during trading, an increase of 58% from the average daily volume of 5,961,162 shares. The stock had previously closed at $66.65.
A number of other brokerages have also recently weighed in on TEM. HC Wainwright reduced their price target on shares of Tempus AI from $64.00 to $56.00 and set a “buy” rating on the stock in a research report on Monday, August 3rd. Wall Street Zen upgraded Tempus AI from a “sell” rating to a “hold” rating in a research report on Saturday, July 25th. Lake Street Capital lowered shares of Tempus AI to a “hold” rating in a research report on Monday, July 20th. Needham & Company LLC reiterated a “buy” rating and issued a $75.00 target price on shares of Tempus AI in a report on Friday, July 31st. Finally, TD Cowen restated a “buy” rating on shares of Tempus AI in a research report on Wednesday, July 15th. Nine analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $65.69.
View Our Latest Research Report on TEM
Insider Activity at Tempus AI In other news, CFO James William Rogers sold 26,313 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $60.00, for a total transaction of $1,578,780.00. Following the completion of the sale, the chief financial officer owned 106,024 shares in the company, valued at $6,361,440. The trade was a 19.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Andrew Polovin sold 7,927 shares of the company’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $56.00, for a total value of $443,912.00. Following the transaction, the executive vice president directly owned 138,140 shares in the company, valued at $7,735,840. This trade represents a 5.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 943,202 shares of company stock valued at $46,417,587 over the last quarter. 24.26% of the stock is currently owned by corporate insiders. Tempus AI News Summary Here are the key news stories impacting Tempus AI this week:
Positive Sentiment: BTIG raised its price target for Tempus AI to $80 from $70 and maintained a “Buy” rating. The higher target strengthens the bullish case and provides a near-term catalyst for the stock. BTIG raises Tempus AI price target Positive Sentiment: Investor attention is building around Tempus AI’s planned approximately $1.5 billion all-stock acquisition of Personalis. The deal could expand Tempus’ genomic-data, cancer-testing and drug-development capabilities, potentially increasing its strategic value in precision medicine. Tempus AI biotech deal attracts investor attention Positive Sentiment: Merck and Moderna’s cancer-vaccine trial developments have heightened interest in oncology data and genomic testing. The connection to Tempus is indirect, but the news reinforces the company’s cancer-data and personalized-treatment growth narrative. Tempus AI stock move and Merck-Moderna trial news Positive Sentiment: Trading activity in TEM call options was unusually high, with reported volume roughly 57% above normal. This indicates bullish speculation and may be amplifying the stock’s momentum, though options activity can also increase volatility. Neutral Sentiment: The stock has moved above its 50-day and 200-day moving averages, raising the possibility of momentum buying or a short squeeze. That technical strength could support further gains, but it also increases the risk of a sharp reversal. Negative Sentiment: Tempus AI’s CEO, CFO, EVP and chief accounting officer sold shares, with the largest reported transaction involving CEO Eric Lefkofsky. The sales reduced executives’ holdings and may concern investors, but they were conducted under pre-arranged Rule 10b5-1 plans to cover tax withholding on vested equity awards, making them a weaker bearish signal than discretionary selling. Institutional Inflows and Outflows Hedge funds have recently modified their holdings of the business. Royal Bank of Canada grew its position in shares of Tempus AI by 201.2% during the 1st quarter. Royal Bank of Canada now owns 25,988 shares of the company’s stock worth $1,253,000 after buying an additional 17,359 shares during the period. Rhumbline Advisers acquired a new position in Tempus AI in the first quarter valued at approximately $116,000. Prudential Financial Inc. acquired a new position in Tempus AI in the second quarter valued at approximately $276,000. Russell Investments Group Ltd. boosted its stake in Tempus AI by 21.3% in the second quarter. Russell Investments Group Ltd. now owns 6,527 shares of the company’s stock valued at $415,000 after acquiring an additional 1,146 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in Tempus AI by 2,926.6% in the second quarter. Invesco Ltd. now owns 211,621 shares of the company’s stock valued at $13,446,000 after acquiring an additional 204,629 shares during the last quarter. Institutional investors own 24.22% of the company’s stock.
Tempus AI Stock Up 9.1% The business’s fifty day simple moving average is $52.93 and its 200 day simple moving average is $51.36. The company has a current ratio of 3.30, a quick ratio of 3.16 and a debt-to-equity ratio of 3.06. The stock has a market cap of $13.12 billion, a price-to-earnings ratio of -50.48 and a beta of 3.58.
Tempus AI (NASDAQ:TEM – Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported ($0.04) EPS for the quarter, beating the consensus estimate of ($0.14) by $0.10. The company had revenue of $382.49 million during the quarter, compared to analysts’ expectations of $379.69 million. Tempus AI had a negative net margin of 17.77% and a negative return on equity of 50.28%. The business’s revenue for the quarter was up 21.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($0.22) EPS. Equities analysts forecast that Tempus AI, Inc. will post -1.38 earnings per share for the current fiscal year.
About Tempus AI (Get Free Report)
Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.
The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.
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Bank of America Corp DE lessened its holdings in shares of Tempus AI, Inc. (NASDAQ:TEM – Free Report) by 63.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 414,780 shares of the company’s stock after selling 725,709 shares during the quarter. Bank of America Corp DE owned approximately 0.23% of Tempus AI worth $18,756,000 at the end of the most recent quarter.
A number of other large investors also recently made changes to their positions in TEM. JPL Wealth Management LLC acquired a new stake in shares of Tempus AI during the third quarter worth approximately $26,000. Los Angeles Capital Management LLC purchased a new stake in Tempus AI in the 4th quarter worth approximately $27,000. Harvest Fund Management Co. Ltd purchased a new stake in Tempus AI in the 3rd quarter worth approximately $38,000. Danske Bank A S acquired a new stake in shares of Tempus AI during the 3rd quarter valued at $48,000. Finally, Sunbelt Securities Inc. acquired a new stake in shares of Tempus AI during the 3rd quarter valued at $52,000. Institutional investors and hedge funds own 24.22% of the company’s stock.
Tempus AI Price Performance Shares of NASDAQ:TEM opened at $61.25 on Thursday. Tempus AI, Inc. has a fifty-two week low of $40.77 and a fifty-two week high of $104.32. The business has a 50-day moving average of $52.10 and a two-hundred day moving average of $51.16. The stock has a market capitalization of $11.05 billion, a P/E ratio of -42.53 and a beta of 3.58. The company has a debt-to-equity ratio of 3.06, a current ratio of 3.30 and a quick ratio of 3.16.
Tempus AI (NASDAQ:TEM – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported ($0.04) EPS for the quarter, beating the consensus estimate of ($0.14) by $0.10. The company had revenue of $382.49 million for the quarter, compared to the consensus estimate of $379.69 million. Tempus AI had a negative return on equity of 50.28% and a negative net margin of 17.77%.The company’s revenue for the quarter was up 21.6% compared to the same quarter last year. During the same quarter last year, the company posted ($0.22) earnings per share. On average, equities research analysts predict that Tempus AI, Inc. will post -1.38 EPS for the current fiscal year. Analysts Set New Price Targets A number of equities analysts have recently weighed in on TEM shares. Freedom Capital raised shares of Tempus AI to a “hold” rating in a research note on Tuesday, June 30th. Stifel Nicolaus reduced their price objective on Tempus AI from $60.00 to $50.00 and set a “hold” rating for the company in a research report on Monday, August 3rd. Wolfe Research initiated coverage on Tempus AI in a research report on Tuesday, June 2nd. They set a “peer perform” rating for the company. Wall Street Zen upgraded Tempus AI from a “sell” rating to a “hold” rating in a research note on Saturday, July 25th. Finally, Guggenheim upped their target price on Tempus AI from $60.00 to $65.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Nine analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, Tempus AI presently has an average rating of “Hold” and a consensus target price of $64.92.
Read Our Latest Report on TEM
Insiders Place Their Bets In other news, CFO James William Rogers sold 11,529 shares of the firm’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $55.00, for a total value of $634,095.00. Following the sale, the chief financial officer owned 114,866 shares in the company, valued at approximately $6,317,630. This trade represents a 9.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jennifer A. Doudna sold 2,673 shares of the business’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $55.00, for a total transaction of $147,015.00. Following the transaction, the director directly owned 25,942 shares in the company, valued at $1,426,810. This trade represents a 9.34% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 684,424 shares of company stock valued at $33,255,565. 24.26% of the stock is owned by company insiders.
Tempus AI Profile (Free Report)
Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.
The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.
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Anthropic míří na primární veřejnou nabídku akcií v září nebo začátkem října a chce rozšířit AI do zdravotnictví a biologie. To může podpořit akcie AI-biotech před samotným debutem.
Anthropic is preparing what could be the largest IPO of 2026, and it’s telling investors the pitch goes well beyond chatbots. According to the Wall Street Journal, “Anthropic is targeting a public debut in September or early October, people familiar with its plans said.” In those same meetings, the company told some investors that it plans to push further into healthcare and biology AI use cases and that the work could help mitigate some of the negative sentiment around AI.
If the marquee AI listing of the year plants a flag in drug discovery, the rally in AI-adjacent healthcare could front-run the deal. Twist Bioscience is up 387.05% over the past year. Below are the five AI-native biotech and synthetic biology names best positioned if capital rotates into the theme, ranked by execution, catalyst density, and clarity of path to profitability.
No. 5: Absci Absci (NASDAQ:ABSI) is the smallest revenue story on the list but the loudest catalyst story. Q1 revenue was just $1.8 million on a trailing basis, yet analysts carry a $13.78 target with 10 of 11 ratings at Buy or Strong Buy. CEO Sean McClain called “2026 is going to be a data-rich year for Absci with multiple readouts ahead.” Cash sits at $125.7 million with runway into 1H 2028, and shares are up 224.5% over the past year on pipeline anticipation.
No. 4: Recursion Pharmaceuticals Recursion Pharmaceuticals (NASDAQ:RXRX) delivered Q2 revenue of $7.67 million, down from $19.2 million YoY. On the flip side, its net loss narrowed to -$131.00 million from -$171.90 million, a 23.79% improvement. Cash of $545.68 million funds operations into early 2028, and 2026 cash opex guidance was lowered by $15 million to $375 million. CEO Najat Khan said “Recursion has reached a pivotal point where our AI-native platform is translating unique data into potential first-in-class therapeutic opportunities.” Multiple clinical readouts land in 2H26.
No. 3: Schrodinger Schrodinger (NASDAQ:SDGR) posted Q1 revenue of $58.59 million, beating consensus estimates by 23%, with drug discovery revenue more than doubling to $22.9 million. Annual contract value grew 12% to $28.4 million. The company’s Bunsen agentic AI co-scientist launches this summer, and Eli Lilly’s acquisition of Ajax Therapeutics, which Schrodinger co-founded, values the deal at up to $2.3 billion. CEO Ramy Farid highlighted “strong growth in both ACV and drug discovery revenue.” Shares are up 22.68% in the past week.
No. 2: Twist Bioscience Twist Bioscience (NASDAQ:TWST) delivered Q3 revenue of $118.38 million, up 23.2%, marking its 14th consecutive quarter of sequential growth. Gross margin expanded to 52.8%, and management raised full-year guidance to $456 to $457 million. CEO Emily M. Leproust said the adjusted EBITDA breakeven milestone “is not the destination. It’s the foundation for delivering disciplined execution and profitable growth as we move through fiscal 2027.” A strategic AWS partnership for AI-powered drug discovery reinforces the thesis.
No. 1: Tempus AI Tempus AI (NASDAQ:TEM | TEM Price Prediction) is the cleanest execution story in the group. Q2 revenue hit $382.49 million, up 21.6%, with EPS of -$0.04 topping the -$0.1517 estimate for a 73.63% surprise, the fifth consecutive EPS beat. Oncology volumes grew 31%, gross margin expanded to 62.6%, and roughly $200 million in new data licenses were signed with BioNTech, Daiichi Sankyo, Level Set Bio and Incyte. Management raised full-year guidance to $1.595 to $1.605 billion with adjusted EBITDA of ~$65 million. CEO Eric Lefkofsky said “Q2 was another exceptional quarter for us. Our strategy is working.” A pending $1.5 billion Personalis acquisition adds ultrasensitive MRD technology. Shares jumped 16.5% in the past week as the AI-healthcare rotation accelerated.
What to Watch Next If Anthropic uses its listing to reframe AI around healthcare and biology, capital will hunt for public-market proxies that sit outside the mega-cap tech tier. The five above stocks carry the narrative: Tempus AI compounds beats and raises, Twist Bioscience nears breakeven on 14 straight quarters of growth, Schrodinger ships an agentic AI co-scientist, Recursion narrows losses into a data-rich second half, and Absci lines up multiple 2026 readouts. Whether the Anthropic deal prints in September or slips to October, this cohort is where the AI-biotech trade currently sits.
Contact [email protected] for any questions or corrections.
Tempus AI zvýšila výhled na tržby pro rok 2026 na 1,595–1,605 mld. USD po růstu tržeb ve 2. čtvrtletí o 22 % na 382,5 mil. USD. Firma čeká, že schválení FDA xT CDx přidá od roku 2027 asi 85 mil. USD ročních tržeb.
Key Takeaways TEM raised 2026 revenue guidance to $1.595B-$1.605B as Q2 sales rose 22% to $382.5M.TEM sees xT CDx pricing adding about $85M in annual revenues from 2027 after FDA approval.TEM's Data Licensing and Modeling revenues grew 36%, while MRD volume rose 38% sequentially to 9,000 tests. Tempus AI, Inc. (TEM - Free Report) used its second quarter of 2026 earnings call to frame growth around oncology testing, data demand and reimbursement-driven pricing while outlining a measured approach to molecular residual disease.
TEM’s second-quarter 2026 revenues of $382.49 million topped the Zacks Consensus Estimate of $380.95 million. The non-GAAP loss of 4 cents per share was narrower than the Zacks Consensus Estimate loss of 13 cents.
CEO Eric Lefkofsky and CFO James Rogers focused on visibility, FDA-linked pricing gains and cash generation.
TEM Raises 2026 Revenue OutlookTEM raised 2026 revenue guidance to $1.595 billion-$1.605 billion, representing about 25% growth, while maintaining adjusted EBITDA guidance at roughly $65 million. The forecast excludes the Personalis transaction.
TEM’s second-quarter Diagnostics revenues increased 20% to $289.3 million, while Data and Applications revenues climbed 28% to $93.2 million.
Lefkofsky cited accelerating comprehensive genomic profiling and data demand. Oncology volume grew 31% year over year, while hereditary revenues increased 5% against what he described as a strong comparison period.
Tempus Quantifies FDA Pricing UpsideThe CEO said FDA approval for tumor-only xT CDx should lift average selling prices by an estimated $200, translating to about $85 million of annual revenue uplift beginning in 2027.
Lefkofsky said approval of the liquid biopsy test xF — expected in the latter half of 2027 — could add another $550 million of ASP uplift. He anticipates about $400 million of combined xT CDx and xF revenue uplift in 2028.
A BTIG analyst asked about xF pricing. CFO James Rogers said TEM is assuming a $7,500 ADLT price, while CEO Eric Lefkofsky linked the higher expectation to pricing for comparable liquid biopsy products.
TEM Deepens Data and AI EngagementData Licensing and Modeling revenues grew 36% year over year, and TEM signed roughly $200 million of new Data and Applications licenses. The company delivered the first version of its oncology foundation model to AstraZeneca.
Lefkofsky said the model met AstraZeneca's acceptance criteria on response prediction tasks, including blinded clinical-trial data. He said it can now serve as a foundation for broader research and development work.
A Mizuho analyst asked about AstraZeneca beyond 2026. The CEO said projects already extend into 2027 and expects the company to remain a large client, with a similar amount of data and revenue next year.
Tempus Sets a Measured MRD RampMRD volume reached about 9,000 tests in the second quarter, up 38% from roughly 6,500 in the first quarter, although only about 10% of TEM's sales force sells the Personalis test.
A Morgan Stanley analyst asked about reimbursement economics. CFO James Rogers said additional covered indications should lift ASPs over time, while broader commercial access can expand volume.
CEO Eric Lefkofsky said TEM plans to accelerate selling once ASPs approach breakeven rather than maximize volume while margins are negative. He also said the company intends to use debt for a large portion of the Personalis consideration to limit dilution.
TEM Targets Cash Flow ImprovementTEM completed a $460 million offering of 0.0% convertible senior notes due 2032 and used proceeds to repay an Ares Capital loan. Lefkofsky said the refinancing should save more than $30 million in annual interest expense.
Adjusted EBITDA was $8 million, improving $13.6 million year over year, while operating cash use improved to negative $7.5 million. Cash, cash equivalents and marketable securities ended June at $820.7 million.
TEM's growing gross profit base gives it room to redirect variable spending toward commercial investment while maintaining progress toward positive EBITDA and free cash flow.
Tempus Keeps Focus on ExecutionCEO Eric Lefkofsky emphasized sustaining oncology and data growth, converting regulatory approvals into better pricing, broadening MRD as reimbursement supports the economics and continuing profitability improvement.
CFO James Rogers added specificity around the $7,500 xF pricing assumption and the path to better Personalis ASPs. Key operating milestones center on pricing implementation, xF approval, data-contract execution and MRD reimbursement.
TEM's Zacks Rank & Style ScoresTEM currently carries a Zacks Rank #3 (Hold). Under the Zacks Style Scores framework, a #3-ranked stock can be held, but stronger A or B scores are preferable when evaluating value, growth or momentum characteristics. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
TEM has an F grade for Value Score, Growth Score, Momentum Score and VGM Score, the weakest grade in the Style Score hierarchy. The Zacks Rank can change as earnings estimates are revised after the just-reported results.
CEO a předseda Tempus AI Eric P. Lefkofsky prodal 250 000 akcií Class A Common Stock za 10,5 milionu USD 28. července 2026. Šlo o předem naplánovaný obchod v rámci plánu Rule 10b5-1.
Eric P. Lefkofsky, CEO and Chairman of Tempus AI (TEM -2.38%), reported a sale of 250,000 shares of Class A Common Stock on July 28, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$10.5 millionShares sold (indirectly held)250,000Post-transaction shares (directly held)2,230,721Post-transaction shares (indirectly held)4,284,797Post-transaction value$279.52 millionTransaction value based on SEC Form 4 weighted average sale price ($42.06); post-transaction value based on July 28, 2026 market close ($42.90).
Key questionsWhat was the structural nature of this transaction?
The disposition involved Class A Common Stock held indirectly through a network of entities, including Blue Media, LLC, Black Media, LLC, and Gray Media, LLC, as well as the Lefkofsky Family Foundation and the Vas.org Foundation. Following the sale, Eric P. Lefkofsky maintains direct ownership of 2,230,721 shares.Does this sale reflect a shift in executive sentiment?
As the transaction was pre-scheduled under a Rule 10b5-1 plan established in March 2026, it likely reflects long-term liquidity planning rather than a reaction to immediate market conditions or the company's -31% one-year return as of the July 28, 2026 transaction date.What is the insider's remaining exposure?
The executive maintains significant equity interest with approximately 6.5 million shares remaining, valued at $279.52 million based on the July 28, 2026 market close. This concentration ensures substantial alignment with shareholder interests despite the recent 4% reduction in total holdings.How did the execution price compare to recent market levels?
The weighted average sale price of $42.06 per share was achieved on July 28, 2026, a date on which the stock eventually closed at $42.90. The shares were priced at $41.55 as of the July 29, 2026 market close, representing a modest decline following the reported activity.Company OverviewMetricValueShare Price (as of market close 2026-07-29)$41.55Market Capitalization$7.8 billionRevenue (TTM)$1.4 billionNet Income (TTM)-$254.4 millionCompany SnapshotTempus AI operates a closed-loop healthcare technology platform that integrates clinician workflows with laboratory diagnostic capabilities, analytics, and multimodal data repositories, generating revenue primarily through its Tempus platform and Hub clinical application for next-generation sequencing (NGS) testing.The company monetizes its healthcare information services through a technology-enabled diagnostic platform that facilitates bi-directional integration between healthcare providers and its laboratory infrastructure, enabling clinicians to access advanced analytics and diagnostic insights directly from their clinical workflows.Tempus AI serves physicians, healthcare providers, and clinical laboratories as primary customers, targeting the oncology and precision medicine markets where advanced diagnostic testing and data analytics drive clinical decision-making and patient outcomes.Tempus AI is a healthcare technology company with a market capitalization of $7.8 billion and approximately 3,800 employees based in Chicago. The company operates a full-stack platform that combines clinical software, laboratory diagnostics, and artificial intelligence-driven analytics to deliver precision medicine solutions. Despite achieving $1.4 billion in TTM revenue, the company is currently unprofitable with a net loss of $254.4 million, reflecting significant investments in platform development and market expansion within the high-growth precision diagnostics sector.
What this transaction means for investorsWhen a founder-CEO sells shares, it tends to attract attention. But the structure of this transaction tells a more measured story.
Lefkofsky, Tempus AI’s CEO and Chairman, trimmed an indirect position by 250,000 shares in late July through a pre-scheduled trading plan adopted in March. It’s routine portfolio management that reduced his total stake by roughly 4%, leaving him with approximately 6.5 million shares across direct and indirect holdings.
The more compelling story is the company's momentum. Tempus reported Q2 2026 revenue up 20% year over year, driven by oncology volume growth of 31%. And the company just made a bold strategic move: a $1.5 billion agreement to acquire Personalis, a leader in cancer-recurrence monitoring technology, targeting what management sees as a $20 billion market opportunity.
For growth-oriented investors comfortable with a company still working toward profitability, Tempus AI is well-positioned at the intersection of AI and precision oncology. Watch for whether the Personalis deal closes smoothly, and look for continued oncology volume growth for the company.
Sara Appino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tempus AI. The Motley Fool has a disclosure policy.
Tempus AI ve 2. čtvrtletí zvýšila tržby na 382,5 milionu USD a ztrátu snížila na 4 centy na akcii. Firma zároveň zvedla celoroční výhled na tržby na 1,595 až 1,605 miliardy USD.
Tempus AI (NASDAQ:TEM) reported second-quarter financial results Thursday after market close.
Here are the key highlights.
• Tempus AI stock is facing resistance. Why are TEM shares declining?
Tempus AI revenue was $382.5 million in the second quarter, up 22% year-over-year. The revenue total beat a Street consensus estimate of $379.7 million, according to data from Benzinga Pro.
Revenue for the Diagnostics segment was $289.3 million, up 20% year-over-year. Data and Applications revenue was $93.2 million in the quarter, up 28% year-over-year.
The company reported a loss of four cents per share in the quarter, beating a Street consensus estimate of a loss of 14 cents per share.
Oncology volume growth was up 31% year-over-year in the quarter.
Data Licensing & Modeling revenue was up 36% year-over-year in the quarter.
The company said it signed around $200 million in new data and applications licenses in the quarter.
"Q2 was another exceptional quarter for us," Tempus CEO Eric Lefkofsky said. "Our strategy is working given the investments we have made in AI over the past several years are driving some of the best growth rates we have seen in our two largest businesses — Oncology Diagnostics and Data Licensing."
What’s Next for TempusThe company raised its full-year revenue guidance from a prior range of $1.59 billion to $1.60 billion to a new range of $1.595 billion to $1.605 billion. The new range represents around 25% year-over-year growth.
Guidance from the company is for adjusted EBITDA to be around $65 million.
The guidance does not include any impact from the acquisition of Personalis, which is expected to close in late fourth quarter of 2026 or early 2027.
Shares are trading lower, likely due to revenue growth being lower in the second quarter than in recent quarters and the raised guidance being minimal after the beat, which could indicate slower growth in the next two quarters.
The stock is owned by Rep. Nancy Pelosi (D-Calif) and is a favorite of Ark Invest CEO Cathie Wood.
Tempus AI Stock Price ActionTempus AI stock is down 2.4% to $43.25 in after-hours trading Thursday versus a 52-week trading range of $40.77 to $104.32.
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Tempus AI koupí Personalis v akciové transakci za 1,5 miliardy USD a rozšíří tak nabídku testů pro sledování návratu rakoviny po léčbě. Akcionáři Personalis dostanou 16,25 USD za akcii.
Tempus AI (NASDAQ:TEM) will acquire Personalis (NASDAQ:PNSL) in a stock deal valued at $1.5 billion, expanding its reach in the market for tests that monitor cancer recurrence after treatment.
Personalis shareholders will receive $16.25 per share, a 6% premium to Friday's closing price and a 28% premium to the unaffected 30-day volume-weighted average price.
The deal is structured as an all-stock transaction, though Tempus has the option to pay up to 50% of the consideration in cash, with a maximum exchange ratio of 0.3356 Tempus shares for each Personalis share.
Shares of Tempus fell more than 8% Monday, while Personalis dropped 11.5%.
The acquisition builds on a partnership the companies established in November 2023, when Tempus invested in Personalis and began commercializing its NeXT Personal minimal residual disease (MRD) test.
Personalis' technology, which tracks circulating tumor DNA to detect cancer recurrence and monitor treatment response, has Medicare coverage in three indications.
"MRD is a large and rapidly growing market with the potential to truly transform how cancer patients are monitored, helping clinicians make faster and more informed decisions when cancer recurs," said Eric Lefkofsky, CEO of Tempus.
Personalis reported preliminary second-quarter revenue of $22.4 million, with 10,384 clinical tests delivered in the quarter, a 33% increase in volumes from the prior quarter.
The deal, approved by both companies' boards, is expected to close in late 2026 or early 2027, pending Personalis shareholder approval and regulatory clearance.
