SummaryTempus AI is now a higher-conviction Buy after resolving prior concerns on MRD ownership and cash flow, with adjusted EBITDA turning positive.The Personalis acquisition secures MRD capabilities, integrating high-demand data and supporting pharma partnerships, while xT CDx FDA approval enables significant pricing uplift from 2027.The Data and Applications segment maintains robust ~28% growth, with a growing backlog and margins stabilizing despite headline deceleration and compute cost pressures.At ~6.5x 2027 EV/revenue, TEM offers a de-risked thesis, and the recent ~20% pullback presents an attractive accumulation opportunity ahead of Q3 free cash flow milestones. Rockaa/E+ via Getty Images
A Buy call issued in June as “accumulate on dips” on Tempus AI, Inc. (TEM) now looks like a higher-conviction Buy after running up by ~39% since then. In June, I had two things on
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As access to powerful general-purpose AI models expands, access alone offers limited differentiation. In precision healthcare, competitive advantage can come from combining proprietary clinical data, specialized models, and integration into diagnostic workflows.
According to a recent McKinsey & Company report, the true competitive moat could be found around securing proprietary data and embedding your software deeply into daily workflows. Tempus AI is a perfect example of this in action.
Key Takeaways Pure software companies face systemic access bottlenecks due to strict regulations and proprietary clinical data silos. Tempus AI (TEM) sits at the intersection of AI infrastructure and clinical diagnostics, leveraging a vast proprietary multimodal database. The company is a holding in both the ROBO Global Artificial Intelligence ETF (THNQ) and the ROBO Global Healthcare Technology and Innovation ETF (HTEC). The AI Data Moat Bottleneck Physical laboratory hardware creates a major bottleneck in AI-driven drug discovery. However, a second constraint lies ahead: Secure access to proprietary patient data.
Compute alone cannot solve the challenge of obtaining, connecting, and maintaining usable clinical data. Doing so requires healthcare relationships, appropriate data rights, and substantial integration and curation. Tempus AI (TEM) is an example of this integrated approach.
Why Static Datasets Aren’t Enough Tempus combines clinical laboratory operations with healthcare-provider integrations to assemble and curate multimodal datasets, including de-identified clinical and genomic records. Connecting clinical history with molecular testing can help contextualize diagnostic findings and improve patient care.
Tempus designed its business around integrated data pipelines with healthcare partners from the beginning. While anyone with enough capital can buy a static dataset once, setting up live, compliant systems that pull updated clinical data continuously creates a moat that any single company would struggle to replicate.
This setup mirrors two key moats outlined by McKinsey: Privileged data and deep workflow embeddedness. Deep integrations can create switching costs through the work required to rebuild data connections and clinical workflows.
Bridging Tech Infrastructure & Precision Healthcare Because Tempus combines tech infrastructure with clinical execution, it plays a dual role across thematic strategies.
The stock has emerged as a top holding in the ROBO Global Artificial Intelligence ETF (THNQ), sitting alongside cloud infrastructure giants and chipmakers. At the same time, its clinical decision-support tools and diagnostic research make it a natural fit in the ROBO Global Healthcare Technology and Innovation ETF (HTEC).
Read more: THNQ Hits Milestone Highs on Record Outperformance Over QQQ
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Tempus AI, Inc. (NASDAQ: TEM) today announced results from a study evaluating an AI-enabled pre-screening panel for patients with advanced non-small cell lung cancer (NSCLC). The panel achieved greater than 80% sensitivity across all 12 biomarkers assessed, with sensitivity exceeding 90% for several biomarkers, supporting its potential to identify patients who may need confirmatory biomarker testing. Results from the study will be presented at the European Society for Medical Oncology (ESMO) Congress 2026 in Madrid.
As the number of biomarker-driven therapies for advanced NSCLC continues to grow, identifying the right biomarkers can require multiple, time-consuming tests and sufficient tumor tissue. AI-enabled pre-screening is designed to help clinicians prioritize diagnostic testing, increase the number of patients who receive appropriate biomarker testing, accelerate access to clinically actionable results and preserve limited tissue samples.
“Precision medicine only works when clinicians have the right information at the right time,” said Ezra Cohen, MD, Chief Medical Officer of Oncology at Tempus. “These findings demonstrate the potential for AI to extract meaningful information from a pathology image that is already part of routine care and help clinicians determine what testing may be most important next. This builds on our efforts to apply AI to routine diagnostic data to help more patients benefit from precision medicine.”
Results are from a multi-center analysis of 60,459 advanced NSCLC cases across 56,969 patients. The AI-enabled panel analyzes routinely generated hematoxylin and eosin (H&E) pathology whole slide images (WSI) to predict potentially clinically relevant genomic and IHC biomarker status, supporting more timely access to personalized therapies. The study was conducted through an ongoing collaboration between Tempus and Pfizer focused on addressing diagnostic barriers and supporting biomarker testing across the broader treatment landscape, regardless of therapy.
The research also builds on Tempus’ broader work in AI-enabled biomarker prediction, including Paige Predict and Tempus Preview. Paige Predict, used as part of clinical laboratory testing, analyzes H&E WSI to predict the likelihood of 123 biomarkers across multiple cancer types when tissue is insufficient for sequencing. Tempus Preview provides early predictions of clinically relevant biomarkers approximately 24 hours after sample receipt in the clinical laboratory.
The H&E pre-screening panel remains in development and is not intended to replace established molecular or immunohistochemistry testing. It is being evaluated as a tool to help inform and prioritize subsequent diagnostic testing.
About Tempus
Tempus is a technology company leading the adoption of AI to advance precision medicine. With one of the world’s largest libraries of multimodal data and an operating system to make that data accessible and useful, Tempus provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and facilitates discovery, development and delivery of optimized therapeutics. The goal is for each patient to benefit from the treatment of others who came before by providing physicians with tools that learn as Tempus gathers more data. For more information, visit tempus.com.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended, about Tempus and Tempus’ industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this press release are forward-looking statements, including, but not limited to, statements regarding the quality of Tempus’ research and publications; the contributions of Tempus’ research and findings to the larger scientific community and the use of Tempus’ products and services to advance clinical care for patients. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “going to,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would” or the negative of these words or other similar terms or expressions. Tempus cautions you that the foregoing may not include all of the forward-looking statements made in this press release.
You should not rely on forward-looking statements as predictions of future events. Tempus has based the forward-looking statements contained in this press release primarily on its current expectations and projections about future events and trends that it believes may affect Tempus’ business, financial condition, results of operations and prospects. These forward-looking statements are subject to risks and uncertainties related to: Tempus’ financial performance; the ability to attract and retain customers and partners; managing Tempus’ growth and future expenses; competition and new market entrants; compliance with new laws, regulations and executive actions, including any evolving regulations in the artificial intelligence space; the ability to maintain, protect and enhance Tempus’ intellectual property; the ability to attract and retain qualified team members and key personnel; the ability to repay or refinance outstanding debt, or to access additional financing; future acquisitions, divestitures or investments; the potential adverse impact of climate change, natural disasters, health epidemics, macroeconomic conditions, and war or other armed conflict, as well as risks, uncertainties, and other factors described in the section titled “Risk Factors” in Tempus’ Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission (“SEC”) on February 24, 2026, as well as in other filings Tempus may make with the SEC in the future. In addition, any forward-looking statements contained in this press release are based on assumptions that Tempus believes to be reasonable as of this date. Tempus undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261019198806/en/
Key Takeaways Tempus AI's Q2 revenues rose 22% to $382.5M, while adjusted EBITDA improved $13.6M to a positive $8M.
Tempus AI expects its $460M convertible notes offering to cut annual interest expenses by more than $30M.
Tempus AI raised its 2026 revenue outlook to $1.595-$1.605B, maintaining adjusted EBITDA guidance of $65M.
Tempus AI (TEM - Free Report) demonstrates improving operating leverage as revenues scaled in the second quarter of 2026. Second-quarter revenues increased 22% year over year to $382.5 million. Meanwhile, adjusted EBITDA reached $8 million, marking a $13.6 million improvement from a loss of $5.6 million in the year-ago quarter. GAAP net income was $5.6 million and cash used in operating activities narrowed to $7.5 million.
The company ended the quarter with $820.7 million in cash, cash equivalents and marketable securities. It also completed a $460 million offering of 0.0% convertible senior notes due 2032, using part of the proceeds to repay its outstanding loan from Ares Capital. It expects the transaction to reduce annual interest expense by more than $30 million and support its goal of achieving positive free cash flow by year-end 2026.
Against this backdrop, Tempus raised its full-year 2026 revenue guidance to $1.595-$1.605 billion, implying approximately 25% growth, while maintaining adjusted EBITDA guidance of about $65 million.
Additionally, this combination of stronger revenue growth, positive quarterly adjusted EBITDA and lower expected interest costs supports the company’s progress toward positive free cash flow. However, achieving its year-end target remains a key execution milestone.
Peer UpdateInspire Medical (INSP - Free Report) exited the second quarter of 2026 with cash and cash equivalents and short-term investments of $320.7 million compared with $283.8 million at the end of first-quarter 2026. INSP does not have any debt on its balance sheet. Therefore, there appears to be no near-term threat to Inspire Medical’s solvency.
Cumulative net cash provided by operating activities at the end of second-quarter 2026 was $36.1 million compared to the cumulative net cash used in operating activities of $4 million a year ago.
iRhythm Holdings (IRTC - Free Report) exited the second quarter of 2026 with cash and cash equivalents and marketable securities of $591 million compared with $550 million at the end of the first quarter of 2026. IRTC does not have any current-year payable debt. Therefore, there appears to be no near-term threat to iRhythm’s solvency. However, the balance sheet is somewhat leveraged. Total debt of $651 million at the end of second-quarter 2026 has remained unchanged sequentially.
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM) today announced results from a study evaluating an AI-enabled pre-screening panel for patients with advanced non-small cell lung cancer (NSCLC). The panel achieved greater than 80% sensitivity across all 12 biomarkers assessed, with sensitivity exceeding 90% for several biomarkers, supporting its potential to identify patients who may need confirmatory biomarker testing. Results from the study were presented at the European Society for Med.
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced it will report financial results for the third quarter ended September 30, 2026, before U.S. markets open on Monday, November 2, 2026. The company will host a conference call and live audio webcast at 8:45 a.m ET to discuss the results and provide a business update. The call will be led by Tempus Founder and CEO, Eric Lefkofsky, and Chief Financ.
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Ambry Genetics, a leader in clinical genomic testing and a wholly owned subsidiary of Tempus AI, Inc. (NASDAQ: TEM), today announced the launch of GenomeNext™ and GenomeReveal™, a comprehensive whole genome sequencing (WGS) solution designed to help improve diagnosis of patients with rare diseases. Many patients and families undergo years of testing without a diagnosis, and even comprehensive genetic testing can miss or be unable to interpret disease-causin.
Key Takeaways TEM expands collaborations to strengthen its precision medicine presence and drive future revenue growth.
TEM's expanded collaboration supports potential commercialization of Moderna and Merck's cancer therapy.
Tempus extends its Recursion data deal through 2029, securing $42M in payments and access to its RNA model.
Tempus AI (TEM - Free Report) is expanding its presence in precision medicine through collaborations, which may support future revenue growth. In line with this, Tempus entered an expanded multi-year collaboration to support the potential commercialization of intismeran autogene (V940/mRNA-4157), an individualized neoantigen therapy developed by Moderna and Merck and evaluated with KEYTRUDA in patients with resected stage IIB-IV melanoma and other cancers. Under the collaboration, Tempus will coordinate the collection and transfer of tumor tissue and blood samples for next-generation sequencing (NGS) and, subject to regulatory approvals, provide NGS services to support therapy design and manufacturing.
Tempus extended its data partnership with Recursion Pharmaceuticals, Inc. (RXRX - Free Report) through November 2029. As part of the extension, the companies amended the original agreement’s annual license fees, replacing discretionary payments of up to $84 million over the next two years with committed payments totaling $42 million over the next three years. Under a separate agreement, Recursion also granted Tempus a non-exclusive, worldwide license to its proprietary RNA Foundation Model, TxFM.
Tempus partnered with Angiosarcoma Awareness, Inc. to advance data-driven research into angiosarcoma, a rare and aggressive cancer. The collaboration will leverage Tempus’ analytical resources and approximately 600 de-identified patient records with paired DNA and RNA sequencing data and available clinical information to deepen understanding of the disease.
Peer UpdateDoximity (DOCS - Free Report) announced an integration with Aledade, a physician-led leader in value-based care. The agreement will integrate Doximity’s HIPAA-compliant Clinical AI Suite, including its Scribe ambient notetaking tool and Ask clinical AI assistant, into Aledade Assist, an EHR overlay that provides clinical insights at the point of care.
Natera (NTRA - Free Report) entered a national partnership with Susan G. Komen, the world’s leading breast cancer organization. Together, the companies aim to accelerate breast cancer awareness and education, including efforts to increase understanding of MRD. Natera will serve as the 2026 Premier National Series Sponsor of the Susan G. Komen Race for the Cure and MORE THAN PINK Walk events. Through this, Natera will help raise awareness of breast health, support patients and survivors and advance Komen’s mission to save lives.
TEM’s Stock Price PerformanceIn the past year, Tempus’ shares have lost 24.9% compared with the industry’s 5.7% decline.
Image Source: Zacks Investment Research
Expensive ValuationTEM currently trades at a forward 12-month Price-to-Sales (P/S) of 6.73X compared with the industry average of 4.90X.
Image Source: Zacks Investment Research
TEM Stock Estimate TrendIn the past 30 days, Tempus’ loss per share estimate for 2026 has remained unchanged.
Image Source: Zacks Investment Research
TEM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
TEM's strong data licensing growth, AI-driven innovations and rising shares favor holding the stock, but premium valuation and reimbursement risks warrant caution.
Tempus Inc. (NASDAQ:TEM) on Wednesday expanded its multi-year collaboration for intismeran autogene (V940/mRNA-4157) individualized neoantigen therapy (INT) combined with Keytruda (pembrolizumab) for completely resected stage IIB-IV melanoma and other cancer types.
Intismeran autogene is jointly developed by Moderna Inc. (NASDAQ:MRNA) and Merck & Co. Inc. (NYSE:MRK).
• Tempus AI shares are experiencing downward pressure. Why are TEM shares declining?
Expanded Precision Oncology AlliancesThe collaboration builds on joint efforts initiated last year and will support preparations for the potential commercialization of intismeran autogene.
As part of the collaboration, Tempus will manage the timely collection and transfer of tumor tissue and blood samples required for next-generation sequencing (NGS).
Subject to applicable regulatory approvals, Tempus will also provide NGS services to support the intismeran autogene design and manufacturing process.
Financial terms of the collaboration were not disclosed.
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Enhancing Clinical Trial Design with Bristol Myers SquibbIn May, Tempus AI announced a new collaboration initiative with Bristol Myers Squibb Co. (NYSE:BMY) aimed at improving clinical trial design and increasing the Probability of Technical & Regulatory Success across five initial development programs.
The companies plan to use artificial intelligence, multimodal real-world data, and advanced data science tools to refine drug development strategies in oncology and neuroscience.
Strategic M&A and AI Infrastructure ExpansionIn July, Tempus AI agreed to acquire Personalis, Inc. (NASDAQ:PSNL), aiming to advance cancer monitoring through enhanced minimal residual disease (MRD) capabilities.
Tempus AI shares erased early losses and recovered after an initial sell off tied to the company’s acquisition of Personalis.
The acquisition, valued at $1.5 billion, is set to expand Tempus’ reach in the MRD market. Tempus claims it presents a $20 billion opportunity.
Bristol Myers Squibb in July said it is significantly upgrading its computational capabilities by deploying an Nvidia DGX SuperPOD equipped with DGX Vera Rubin NVL72 systems.
The strategic deployment establishes the most robust and energy-efficient single-owned artificial intelligence infrastructure currently operating within the life sciences sector.
TEM Price Action: Tempus AI shares were down 1.94% to $70.58 at the time of publication on Wednesday, according to Benzinga Pro data.
Image via Shutterstock
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Tempus (NASDAQ: TEM) today announced an expanded, multi-year collaboration to support the potential commercialization of intismeran autogene (V940/mRNA-4157), a
Key Takeaways TEM is expanding its cardiovascular portfolio with next-generation AI products for cardiac risk detection. TEM's ECG-MR uses standard 12-lead ECGs to flag signs tied to moderate or severe mitral regurgitation. TEM's ECG-PH analyzes 12-lead ECG data for pulmonary hypertension signs and provides a binary output. Recent advancements in Artificial Intelligence (AI) have revolutionized the application of electrocardiography (ECG) in cardiovascular diagnostics. The AI-ECG analysis market size is expected to grow from $2.01 billion in 2025 to $2.40 billion in 2026 at a compound annual growth rate (CAGR) of 19.3% (per the Business Research report).
Against this backdrop, Tempus AI (TEM - Free Report) is expanding its cardiovascular portfolio with a suite of next-generation AI products designed to identify patients at risk for complex cardiac conditions.
Tempus received 510(k) clearance from the Food and Drug Administration (FDA) for its Tempus ECG-MR, an AI product that analyzes standard 12-lead resting electrocardiograms (ECGs) to detect signs associated with undiagnosed moderate or severe mitral regurgitation (MR).
Additionally, Tempus AI received 510(k) clearance from the FDA for Tempus ECG-PH (pulmonary hypertension), an AI-enabled software device that analyzes standard 12-lead ECGs for signs associated with pulmonary hypertension. Tempus ECG-PH only analyzes ECG data and provides a binary output for interpretation.
Peer UpdateGE HealthCare’s (GEHC - Free Report) new Advanced Imaging Solutions (AIS) segment combines the former Imaging and AVS businesses, linking CT, MR, molecular imaging, interventional systems, ultrasound, software and services under one operating structure. In second-quarter 2026, AIS generated $3.77 billion in revenues, up 5.0% organically, while segment EBIT margin rose 90 basis points to 13.9%. GEHC expects higher-margin AI-enabled new products in MR and CT, together with deeper clinical and commercial alignment, to support growth as the innovation cycle progresses.
iRhythm Holdings’ (IRTC - Free Report) platform is supported by more than 3 billion hours of curated ECG data, more than 12 million patient reports and an expanding clinical evidence base. During the second quarter of 2026, iRhythm expanded work with Desert Oasis Healthcare and signed two commercial agreements through Luum that combine predictive workflows with monitoring. Early pilot programs have shown more than 85% accuracy in identifying patients with clinically relevant arrhythmias before diagnosis. The productivity case also advanced after FDA clearance of iRhythm’s third-generation algorithm.
TEM’s Stock Price PerformanceIn the past year, Tempus’ shares have declined 17.7% compared with the industry’s 10.4% decline.
Image Source: Zacks Investment Research
Expensive ValuationTEM currently trades at a forward 12-month Price-to-Sales (P/S) of 7.30X compared with the industry average of 4.82X.
Image Source: Zacks Investment Research
TEM Stock Estimate TrendIn the past 30 days, Tempus’ loss per share estimate for 2026 has moved north.
Image Source: Zacks Investment Research
TEM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM) today announced that 13 abstracts have been accepted for presentation at the European Society for Medical Oncology (ESMO) Congress 2026, taking place October 23–27 in Madrid. At this year's congress, Tempus will showcase clinical research revealing insights in cancer biology, treatment response and patient outcomes across solid tumors, including prostate, breast, non-small cell lung cancer (NSCLC), renal cell carcinoma and gynecologic mali.
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM) today announced it has received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for Tempus ECG-MR, an AI product that analyzes standard 12-lead resting electrocardiograms (ECGs) to detect signs associated with undiagnosed moderate or severe mitral regurgitation (MR). MR is a common form of heart valve disease where blood leaks backward through the mitral valve. Because early stages are often asymptomatic or manifest as no.
Tempus AI, Inc. (NASDAQ:TEM – Get Free Report) CEO Eric Lefkofsky sold 250,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 22nd. The stock was sold at an average price of $77.47, for a total value of $19,367,500.00. Following the sale, the chief executive officer directly owned 100,000 shares of the company’s stock, valued at $7,747,000. This represents a 71.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Tempus AI Stock Up 3.4% TEM stock opened at $85.01 on Friday. Tempus AI, Inc. has a twelve month low of $40.77 and a twelve month high of $104.32. The company has a quick ratio of 3.16, a current ratio of 3.30 and a debt-to-equity ratio of 3.06. The stock’s 50 day moving average is $59.62 and its 200-day moving average is $53.86. The firm has a market capitalization of $15.34 billion, a PE ratio of -59.03 and a beta of 3.72.
Tempus AI (NASDAQ:TEM – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported ($0.04) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.14) by $0.10. Tempus AI had a negative return on equity of 50.28% and a negative net margin of 17.77%.The business had revenue of $382.49 million during the quarter, compared to the consensus estimate of $379.69 million. During the same quarter in the prior year, the company posted ($0.22) earnings per share. Tempus AI’s revenue was up 21.6% compared to the same quarter last year. Sell-side analysts expect that Tempus AI, Inc. will post -1.38 EPS for the current fiscal year.
Tempus AI News Summary Here are the key news stories impacting Tempus AI this week: Positive Sentiment: Leica Biosystems added Tempus pathology products to its Aperio AI Store, making Tempus’ AI-powered pathology capabilities available through Leica’s digital pathology ecosystem. The collaboration could improve distribution and adoption of Tempus tools among oncology researchers and healthcare providers, reinforcing the company’s precision-medicine growth story. Leica Biosystems brings Tempus pathology products to Aperio AI Store Positive Sentiment: Investor enthusiasm remained strong around TEM’s artificial-intelligence and healthcare exposure, with the stock rising even as reports highlighted the CEO’s share sale. Tempus has also been featured in investment articles focused on AI-powered medical companies, supporting its growth narrative. Tempus AI stock rises despite CEO share sale Neutral Sentiment: Recent analyst commentary is mixed. Several firms maintain buy or overweight ratings and price targets near or above recent trading levels, but the reported consensus rating remains “Hold,” with an average target below the stock’s latest quoted level. Tempus also remains unprofitable, although its latest reported revenue increased year over year and earnings exceeded expectations. Negative Sentiment: CEO Eric Lefkofsky sold 250,000 shares for approximately $19.4 million, reducing his direct ownership by 71.43%. The sale was conducted under a pre-arranged Rule 10b5-1 plan, which makes it less indicative of a discretionary bearish view, but the size of the transaction may still weigh on sentiment. Tempus AI CEO sells 250,000 shares Negative Sentiment: The chief accounting officer also reportedly sold approximately $529,650 of TEM stock, adding to concerns about insider selling during a period of elevated valuation. Tempus AI chief accounting officer sells stock Wall Street Analyst Weigh In A number of research firms recently weighed in on TEM. Wolfe Research began coverage on shares of Tempus AI in a research report on Tuesday, June 2nd. They set a “peer perform” rating on the stock. Weiss Ratings raised shares of Tempus AI from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Friday, September 11th. Stifel Nicolaus decreased their price objective on shares of Tempus AI from $60.00 to $50.00 and set a “hold” rating for the company in a research note on Monday, August 3rd. Needham & Company LLC reissued a “buy” rating and set a $75.00 target price on shares of Tempus AI in a research report on Friday, July 31st. Finally, Roth Capital started coverage on Tempus AI in a research note on Tuesday, September 8th. They issued a “neutral” rating and a $67.00 target price on the stock. Eleven investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Tempus AI currently has a consensus rating of “Hold” and a consensus target price of $69.63.
View Our Latest Analysis on Tempus AI
Institutional Investors Weigh In On Tempus AI Several large investors have recently added to or reduced their stakes in TEM. Main Management ETF Advisors LLC raised its stake in Tempus AI by 1.0% in the fourth quarter. Main Management ETF Advisors LLC now owns 26,622 shares of the company’s stock valued at $1,572,000 after purchasing an additional 272 shares in the last quarter. Arkadios Wealth Advisors grew its stake in Tempus AI by 9.6% in the 1st quarter. Arkadios Wealth Advisors now owns 4,963 shares of the company’s stock worth $224,000 after buying an additional 435 shares in the last quarter. EMC Capital Management bought a new position in shares of Tempus AI in the 2nd quarter worth $29,000. NewEdge Advisors LLC increased its holdings in shares of Tempus AI by 1.3% in the 1st quarter. NewEdge Advisors LLC now owns 42,996 shares of the company’s stock worth $1,944,000 after buying an additional 536 shares during the last quarter. Finally, SteelPeak Wealth LLC raised its position in shares of Tempus AI by 6.2% during the 1st quarter. SteelPeak Wealth LLC now owns 9,245 shares of the company’s stock valued at $418,000 after buying an additional 538 shares in the last quarter. Hedge funds and other institutional investors own 24.22% of the company’s stock.
Tempus AI Company Profile (Get Free Report)
Tempus AI, Inc is a healthcare technology company focused on applying artificial intelligence and data analytics to precision medicine. The company combines molecular testing, clinical data and machine learning to help physicians make more informed treatment decisions and support the development of new therapies.
Tempus provides genomic and diagnostic testing services, including testing intended to identify clinically relevant mutations and other biomarkers. Its technology platform also organizes and analyzes clinical and molecular data, while its AI-enabled tools are designed to assist healthcare professionals with patient care, research and workflow management.
The company serves healthcare providers, patients, pharmaceutical companies and biotechnology researchers, primarily in the United States.
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These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework.
1. TEMT – Tradr 2X Long TEM Daily ETF
TEMT ETF, which provides 2x exposure to the daily price movement of Tempus AI Inc. (TEM) stock topped the list with over 68% weekly gains. Tempus, the healthcare AI stock climbed last week due to bullish analyst coverage, favorable diagnostic reimbursement updates, and ahead of its acquisition of Personalis, the developer of the genomic tumor-profiling technology behind Merck and Moderna’s cancer vaccines.
2. MSTP – GraniteShares 2x Long MSTR Daily ETF
MSTP ranked second on the top levered ETFs list with over 33% gains last week. It provides 2x leveraged exposure to the daily price movement for shares of Strategy stock (NASDAQ: MSTR), which gained last week, primarily due to a massive rally in Bitcoin past $85,000 and the company’s active resumption of digital asset purchases.
3. MSTX – Defiance Daily Target 2x Long MSTR ETF
MSTX, which seeks to provide 2x leveraged exposure to the daily share price movement of Strategy Inc., also made it to the list with ~33% returns in the last week.
4. MSTU – T-Rex 2X Long MSTR Daily Target ETF
MSTU, which aims to provide 2x leveraged exposure to the daily price movement of Strategy Inc. stock, was present on the list. Strategy jumped last week as Bitcoin rallied to over $85,000, triggering a leveraged surge in the stock. The gains were further accelerated by the company resuming Bitcoin buying.
5. CRWL – GraniteShares 2x Long CRWD Daily ETF
CRWL, which provides 2x leveraged exposure to the daily price movement for shares of CrowdStrike Holdings Inc stock, also made it to the list. CrowdStrike Holdings shares surged last week driven by a spike in enterprise security expectations following AI safety debates and strong post-earnings momentum.
6. MST – Defiance Leveraged Long Income MSTR ETF
MST was another Strategy-focused fund on the top-performing levered/ inverse ETFs last week, with over 27% weekly gains.
7. SOLT – 2x Solana ETF
SOLT which aims at providing 2x the daily price movements of Solana, was another levered ETF on the list last week. Solana’s price climbed significantly last week because of network upgrades, institutional inflows, and regulatory tailwinds for tokenized assets.
8. RIOX – Defiance Daily Target 2X Long RIOT ETF
RIOX aims to provide 2x long daily price performance of Riot Platforms, Inc., focusing on cryptocurrencies and cryptocurrency mining computers, featured on the levered ETFs list with ~20% weekly gains. Riot Platforms (RIOT) gained last week due to a surging Bitcoin price hitting multi-month highs, a new SEC regulatory exemption integrating blockchain with traditional assets, and continued momentum from its strategic pivot toward AI data center operations.
9. MRAL – GraniteShares 2x Long MARA Daily ETF
MRAL provides 2x leveraged exposure to the daily price movement for shares of MARA Holdings, Inc. (MARA) stock, and was present on the list. MARA shares increased last week driven by surging Bitcoin prices crossing $85,000, as MARA is a leveraged play on Bitcoin mining economics and holds substantial BTC on its balance sheet.
10. CONL – GraniteShares 2x Long COIN Daily ETF
CONL ETF, which provides 2x leveraged exposure to the daily price movement for shares of Coinbase stock, was present on the list with over 17% weekly returns. Coinbase (NASDAQ: COIN) stock rose last week primarily due to a major Bitcoin breakout, a favorable SEC regulatory exemption for tokenized stocks, and new retail product rollouts.
For more news, information, and analysis, visit the Leveraged & Inverse Content Hub.
Ryan M. Bartolucci, Chief Accounting Officer, reported a sale of 7,062 shares of Tempus AI (TEM +3.92%) Class A Common Stock on September 17, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$529,650Shares sold7,062Post-transaction shares (directly held)60,804Post-transaction value$4.89 millionTransaction value based on SEC Form 4 weighted average sale price ($75.00); post-transaction value based on September 17, 2026 market close ($80.36).
Key questionsWhat was the regulatory basis for this transaction?
The sale was conducted under a Rule 10b5-1 trading plan that Ryan M. Bartolucci adopted on June 5, 2026. This arrangement allows company insiders to schedule stock trades in advance to manage personal equity holdings without concerns regarding material non-public information.How does this impact the insider's total direct equity position?
Following the disposition of 7,062 shares, the Chief Accounting Officer maintains a direct ownership position of 60,804 shares of Class A Common Stock. The firm reported no indirect holdings in this filing.What is the recent performance context for the stock?
At the time of the transaction on September 17, 2026, the company had generated a one-year total return of -7%. The stock was priced at $77.84 as of the September 18, 2026 market close.What is the scope of the company's current operations?
Tempus AI operates a healthcare technology platform in the United States, providing bi-directional integrations between clinical desktops and laboratory diagnostic capabilities. The firm utilizes an analytics platform and a repository of multimodal data to support healthcare providers through its NGS tests and clinical applications.Company OverviewMetricValueShare Price (as of market close 2026-09-18)$77.84Market Capitalization$14.0 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 tests.The company monetizes its healthcare information services through a technology-enabled diagnostics model that provides end-to-end solutions for healthcare providers, combining proprietary analytics with bi-directional clinical integrations to drive adoption and utilization.Tempus AI serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities and data-driven insights, with a primary focus on oncology and precision medicine applications within the United States healthcare market.
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Tempus AI is a healthcare technology company with a $14 billion market capitalization and 3,800 employees headquartered in Chicago. The company has achieved $1.4 billion in TTM revenue while investing substantially in platform development and market expansion, as evidenced by a net loss of $254 million TTM.
Its competitive advantage derives from its integrated full-stack platform that combines clinical workflow optimization with advanced diagnostics and proprietary data analytics, positioning it as a differentiated player in the healthcare information services sector.
What this transaction means for investorsThis sale shouldn't concern investors. It represented a small percentage of the executive's holdings in the company's stock. Moreover, it was executed under a Rule 10b5-1 plan to avoid concerns of acting on non-public information.
The sale followed a 30% rebound in the stock year to date, driven by continued growth in the business. TTM revenue grew 50% year over year to $1.4 billion.
Tempus AI is still not profitable, but investors are hopeful that continued growth in the business will lead to earnings down the road. Analysts currently expect the company's adjusted earnings to hit $0.71 by 2028, reflecting a high annualized growth rate once the company hits breakeven.
John Ballard 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.
TempraMed and TEM Consulting International S.A. execute amendment expanding the distribution relationship beyond Panama to additional Latin American markets.The amended framework adds VIVI Med™ to the covered product portfolio, alongside VIVI Cap™ and VIVI Epi™.TempraMed received an additional commercial order from TEM, expected to be fulfilled by the end of September 2026.Initial extended-territory framework contemplates minimum units across the added countries, with additional annual commitments tied to exclusivity.Once required registrations are completed, TempraMed products are expected to be available through distribution relationships covering seven Latin American countries representing a substantial majority of the region's population.TempraMed expects to raise up toC$1,000,000 through non-brokered private placement of UnitsToronto, Ontario--(Newsfile Corp. - September 24, 2026) - TempraMed Technologies Ltd. (CSE: VIVI) (OTCQB: TMPTF) (FSE: 9DY) ("TempraMed" or the "Company"), a medical-technology innovator transforming how temperature-sensitive medications are stored and managed, is pleased to announce that it has entered into an amendment dated September 23, 2026 (the "Amended Agreement") to its definitive exclusive distribution agreement with TEM Consulting International S.A. ("TEM"), expanding the relationship beyond Panama into additional Latin American markets and adding VIVI Med™ to the distribution framework.
In connection with the amendment, TempraMed has received an additional commercial order from TEM, which the Company expects to fulfill by the end of September 2026. The additional order follows the previously announced transition of the parties' relationship from a non-binding LOI into a definitive exclusive distribution agreement for Panama and reflects TEM's continued market-development activity for TempraMed products across the region.
The amendment extends the distribution territory to include Argentina, Venezuela, Colombia and Costa Rica, in addition to TEM's existing Panama relationship. Separately, TempraMed has previously announced distribution initiatives in Brazil and Mexico. Once required registrations and launch activities are completed in the applicable markets, TempraMed products are expected to be available through distribution relationships covering seven Latin American countries: Panama, Argentina, Venezuela, Colombia, Costa Rica, Mexico and Brazil.
Expanded Commercial Framework
The Amended Agreement includes an initial commercial extended-territory order across the added countries. Units under the initial extended-territory order may consist of any combination of VIVI Cap™, VIVI Epi™ and VIVI Med™, at TEM's election.
The amendment also adds VIVI Med™ to the products covered under the agreement. VIVI Med™ is designed to expand TempraMed's temperature-protection platform beyond standard insulin pens to include vials, biologics, and other temperature-sensitive medications and supplies, supporting the Company's broader portfolio strategy in Latin America.
TEM will be responsible, at its sole cost, for obtaining required governmental licenses, registrations, approvals, importation authorizations, customs clearance, labeling compliance and other regulatory or commercial requirements necessary to commercialize the products in each applicable country.
Seven-Country Latin American Coverage Opportunity
With the existing Panama agreement, the expanded territory under the Amended Agreement, and TempraMed's separate Brazil and Mexico initiatives, the Company is building a distribution footprint that is expected to cover seven countries in South and Central America once products are registered in each applicable market.
Management believes this represents an important regional scale opportunity. Based on World Bank population data, Latin America and the Caribbean had approximately 666.6 million people in 2025. The seven countries covered by TempraMed's current and contemplated distribution initiatives collectively represent more than 70% of that regional population.
Latin America is an important growth region for TempraMed because many patients use temperature-sensitive medications in hot climates and in settings where daily travel, pharmacy-to-home transport, outdoor work, power interruptions and fragmented healthcare access can increase the risk of medication temperature exposure. TempraMed's product portfolio is designed to provide practical, passive, reusable protection for insulin, GLP-1 therapies, biologics, epinephrine auto-injectors, vials and other temperature-sensitive medications without batteries, charging or external power.
The expanded relationship with TEM supports TempraMed's strategy to build a scalable international distribution network through established healthcare distributors, clinics, pharmacies and medical channels. Management believes the addition of VIVI Med™ further broadens the commercial opportunity by extending the Company's product offering to additional medication formats and higher-value therapeutic categories.
"The expansion of our relationship with TEM marks another important step in converting our international distribution strategy into commercial execution," said Ron Nagar, Chief Executive Officer of TempraMed. "We began with Panama, moved into a definitive agreement, fulfilled an initial commercial order, and are now expanding the relationship into additional Latin American markets while receiving another commercial order expected to be fulfilled by the end of September. This is exactly the type of execution progress we want to demonstrate to investors."
"Once required registrations are completed, this relationship and our broader Latin American initiatives are expected to provide access to seven countries representing a substantial majority of the region's population," added Nagar. "The addition of VIVI Med is also significant because it expands our addressable opportunity beyond insulin pens to vials, biologics and other temperature-sensitive medications. We believe this creates a stronger, more diversified platform for long-term growth in Latin America."
Private Placement
TempraMed also announces a non-brokered private placement (the "Offering") of up to 2,000,000 units of the Company (each, a "Unit") at a price of C$0.50 per Unit for aggregate gross proceeds of up to C$1,000,000. Each Unit will consist of one common share of the Company (each, a "Share") and one Share purchase warrant of the Company (each, a "Warrant"). Each Warrant will entitle the holder thereof to purchase one additional Share at a price of C$1.00 at any time on or before the date which is 18 months after the closing date of the Offering.
The proposed use of proceeds from the Offering is to fund new inventory, product development, and to scale the sales and marketing division globally, as well as general working capital.
In accordance with applicable securities laws, the Shares, Warrants and any additional Shares issued upon exercise of the Warrants will be subject to a four-month and one day hold period in Canada from the date of closing of the Offering. The Warrants issued to certain of the investors will be subject to a restriction preventing their exercise if such exercise would result in the holder holding over 9.99% of the issued and outstanding Shares of the Company. Accordingly, it is anticipated that there will be no new insiders as a result of the Offering.
Closing of the Offering is anticipated to occur on or before September 30, 2026 or such other date or dates as may be determined by the Company, subject to the receipt of investor documentation, funds and compliance with the requirements of the Canadian Securities Exchange ("CSE").
In connection with the Offering, the Company may pay a finder's fee to certain qualified arm's length parties a cash finder's fee equal to 7% of the gross proceeds raised and a number of common shares ("Finder's Shares") equal to 7% of the number of Units placed by such finder.
The securities of the Company referred to in this press release have not been and will not be registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or any state securities laws. Accordingly, the securities of the Company may not be offered or sold within the United States unless registered under the U.S. Securities Act and applicable state securities laws or pursuant to an exemption from the registration requirements of the U.S. Securities Act and applicable state securities laws. This news release does not constitute an offer to sell or a solicitation of any offer to buy any securities of the Company in any jurisdiction in which such offer, solicitation or sale would be unlawful.
About TEM Consulting International S.A.
Since 2014, TEM Consulting International S.A. has established itself as a Panamanian specialist in the import and distribution of high-quality surgical and medical disposables. With expertise in government tenders and as a partner to Panama's public and private healthcare systems, including the Caja de Seguro Social and Ministerio de Salud, TEM provides nationwide reach across hospitals, clinics and pharmacy networks throughout Panama.
TEM maintains strategic distribution agreements with leading international manufacturers including Dynarex, Medline, MedPride, Reach Surgical, Texpol, IHT and Prim. By leveraging Panama City's strategic role as a regional logistics gateway and its established distribution network, TEM offers a platform for international suppliers seeking to enter and scale within Latin American healthcare markets.
About TempraMed Technologies Ltd.
TempraMed Technologies Ltd. is a global medical-device company with a portfolio of innovative, temperature-controlled medication storage solutions. Founded with the mission to safeguard the effectiveness of life-saving medications, TempraMed develops patented, FDA-registered thermal insulation devices that work 24/7 without batteries or external power. With a product line already in market including VIVI Cap™, VIVI Cap Smart™, VIVI Epi™ and VIVI Med™, TempraMed enables patients and healthcare providers to confidently manage temperature-sensitive medications anywhere, anytime. With operations in North America, Europe and Asia, TempraMed continues to expand globally with solutions for medication protection and adherence.
Sources
TempraMed press release: "TempraMed Signs LOI for Distribution Agreement in Panama, Expanding Central American Exposure," Newsfile Corp., March 30, 2026.TempraMed press release: "TempraMed Executes Definitive Exclusive Distribution Agreement with TEM in Panama, Advancing Commercial Expansion Across Clinics and Pharmacies," Newsfile Corp., August 18, 2026.Amendment to Distribution Agreement between TempraMed Israel Ltd. and TEM Consulting International S.A., August/September 2026.World Bank, World Development Indicators: Population, total - Latin America & Caribbean, 2025.World Bank, World Development Indicators: Population, total - Argentina, Brazil, Colombia, Costa Rica, Mexico, Panama and Venezuela, latest available 2025 data.Cautionary Statements
THE CANADIAN SECURITIES EXCHANGE HAS NOT REVIEWED AND DOES NOT ACCEPT RESPONSIBILITY FOR THE ACCURACY OR ADEQUACY OF THIS RELEASE, NOR HAS OR DOES THE CSE'S REGULATION SERVICES PROVIDER.
This press release contains "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian securities legislation (collectively, "forward-looking statements"). Forward-looking statements may be identified by words such as "anticipate," "believe," "expect," "intend," "may," "plan," "will," "should," "strategy," "future," "potential," and similar expressions, or statements about events or conditions that may occur in the future.
Forward-looking statements in this press release include, without limitation, statements regarding: the expected fulfillment of the additional TEM commercial order by the end of September 2026; the anticipated scope and effectiveness of the amended distribution relationship with TEM; the Company's ability to obtain or support product registrations in the applicable Latin American markets; the timing and success of commercial launch activities in any country; the anticipated availability of TempraMed products across seven Latin American countries; expected demand for the Company's products in Latin America; the Company's ability to expand through clinics, pharmacies, distributors and medical channels; the Company's ability to commercialize VIVI Med™ and other products in the region; the completion of the Offering, including the number of Units to be issued and the aggregate gross proceeds to be raised; the anticipated closing date of the Offering; the receipt of all necessary approvals, including the approval of the CSE; the anticipated use of proceeds from the Offering; the payment of any finder's fees and issuance of any Finder's Shares in connection with the Offering; and the expectation that there will be no new insiders as a result of the Offering.
Forward-looking statements are based on the opinions, expectations and assumptions of management as of the date of this press release, including but not limited to: that TEM will have the capacity and resources to effectively distribute the Company's products in the expanded territory; that the Company will have sufficient inventory and manufacturing capacity to fulfill current and future orders; that regulatory, import and registration requirements in the applicable markets will not materially impede commercialization; that market conditions in Latin America will support demand for the Company's products; that the Company will complete the Offering on the terms and within the timeframe anticipated; that the Company will receive all required regulatory and CSE approvals in connection with the Offering; and that the proceeds of the Offering will be used as currently anticipated.
Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied, including but not limited to: risks associated with entering new geographic markets; the Company's ability to secure additional financing; the risk that the Offering may not be completed on the terms or within the timeframe anticipated, or at all; the risk that the Company raises less than the maximum gross proceeds under the Offering; the risk that the Company does not receive the approval of the CSE or other required approvals for the Offering; the risk that the Company reallocates the proceeds of the Offering for business reasons or otherwise does not use the proceeds as currently anticipated; dilution to existing shareholders resulting from the Offering and any exercise of the Warrants; volatility in the market price of the Company's Shares and general conditions in the capital markets; delays in manufacturing or delivery; changes in regulatory requirements or government policy; the ability to obtain required registrations, licenses or approvals; the ability of distributors to execute commercial launch plans; competitive developments in temperature-controlled medication storage; general economic, market and business conditions; and other risks described in the Company's public filings available on SEDAR+ at www.sedarplus.ca.
The forward-looking statements contained in this press release are made as of the date hereof. Except as required by applicable securities laws, the Company does not undertake any obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/315793
Source: TempraMed Technologies Ltd.
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Louis says buy the AI dip… Jonathan’s trade that pays off even if AI goes rogue again… and Brian with a sector quietly doubling the market On any given day, there’s a headline, a fear, or a worry screaming for your attention. We regularly cover those headlines here, doing our best to separate the signal from the noise so you can keep moving toward your financial goals.
But today, let’s forget all the headlines and focus on three actionable ideas from three of our sharpest analysts.
The first says last week’s AI panic handed you a gift. The second has found a trade that pays off even if AI fears come roaring back. And the third is watching a sector that’s quietly crushed the market’s return this year.
Let’s jump in.
Idea No. 1: Louis Navellier says the fear is the opportunity As we covered in last week’s Digest, Anthropic CEO Dario Amodei published an essay arguing that AI developers should deliberately slow down to allow more time for safety testing.
OpenAI’s Sam Altman and Tesla (TSLA) CEO Elon Musk agreed. NVIDIA Corporation (NVDA) CEO Jensen Huang pushed back, saying safety matters, but he doesn’t expect self-improving AI to take over the world.
Wall Street didn’t wait for the debate to resolve. Chip and AI names were sold off as politicians piled on, some calling for heavy-handed regulation that could throttle the AI bull.
Legendary investor Louis Navellier, editor of Growth Investor, tackled the panic head-on in last Friday’s issue. His frame was an old German proverb:
Fear makes the wolf bigger than he is.
Louis lands in Huang’s camp, and his reasoning isn’t about sentiment – it’s about backlogs and spending. Order books, he notes, are booked solid through 2032. So, the panic reaction, set against the actual data, starts to look a lot like opportunity.
As Louis put it:
I view [last] week’s dip as a great buying opportunity, especially in our fundamentally superior AI and data center stocks.
The numbers are on his side. Fresh figures from global research firm Gartner this month put global AI spending on track to jump nearly 50% this year, to $2.67 trillion. AI infrastructure alone accounts for $1.48 trillion. Overall, AI spending is projected to climb to $3.64 trillion in 2027.
From Gartner:
The buildout of AI data center capacity is the largest infrastructure project humanity has ever undertaken.
That’s the disconnect Louis is flagging for his readers: headlines pointing down, fundamentals pointing up.
So, how is Louis playing it?
One of his September Top Stocks is SanDisk Corporation (SNDK), a leader in the NAND flash memory that data centers can’t run without. It grew revenue 175% in fiscal 2026, with datacenter revenue up 437% and full-year earnings up an eye-watering 2,397%. That’s the accelerating earnings momentum, Louis says, that makes last week’s pullback a discount, not a warning.
As you can see below, SNDK is up almost 600% year to date. But more importantly for investors considering a new position today, it’s on the verge of breaking through recent resistance. If it pushes through on heavy volume, the ensuing gains could snowball fast.
Bottom line: when the crowd panics and dumps the market’s strongest AI names, Louis is a buyer, not a seller. He fully expects fundamentally superior stocks like SanDisk to shake off the fear and keep climbing as the dust settles.
For the rest of the top-shelf AI stocks that Louis holds in his Growth Investor portfolio, click here to learn about joining him.
Idea No. 2: Jonathan Rose and the trade that the AI panic just supercharged Here’s another area where last week’s fear is turning into opportunity.
All that AI-safety alarm – Anthropic researcher Jacob Coxon’s viral exit, senior researchers putting the odds of catastrophe in double digits, politicians from Bernie Sanders on down demanding a pause – has Wall Street waking up to a reality…
If AI is powerful enough to be dangerous, then the tools to defend against it just became mission-critical. And that means cybersecurity is suddenly one of the most talked-about trades on the Street.
Our trading expert, Jonathan Rose, editor of Masters in Trading Live, was highlighting this for his readers here well before the crowd showed up. And the beauty of his thesis is that it doesn’t hinge on the panic being right or wrong.
AI is a double-edged sword: the same technology racing through corporate America is also arming attackers with faster, cheaper, autonomous attacks. That turns security from a nice-to-have into a bill companies can’t stop paying.
Here again, the numbers are huge – Gartner sees global information security spending hitting roughly $249 billion this year and about $373 billion by 2030 – and the fastest-growing slice, “securing AI,” barely existed 18 months ago. Jonathan calls it “a multi-year, structurally funded spending supercycle.”
So, what’s Jonathan’s top pick for new money?
Palo Alto Networks (PANW).
Here’s his quick take:
It has the scale of CrowdStrike… and it still trades at a discount to CRWD. It’s the best risk-adjusted way to own the theme.
Speaking of CrowdStrike (CRWD), Jonathan rates it as the best business in the group but warns it’s priced for perfection. So, it’s a name he’d rather buy on a pullback than chase here.
That’s just two of the 15 cybersecurity leaders that Jonathan ranks, sorted by the role each plays in your portfolio: blue-chip veterans for core exposure, high-growth disruptors for firepower, and under-the-radar value plays where asymmetric setups hide – plus three ETFs for one-click exposure.
His bottom line:
The AI era needs defending. These are the companies getting paid to do it.
If you want to see the full list, you can access it for free after signing up for Jonathan’s Masters in Trading Live service. This is where he holds his free livestreams at 11 a.m. ET every market day, profiling trading ideas on his radar, walking through entries and exits, and handing out plenty of tickers in real time. Best of all, it’s free. You can sign up right here.
Idea No. 3: The sector quietly crushing the market – and the AI trade Finally, let’s turn to a corner of the market that’s been crushing both the S&P and the AI trade this year – and many investors have no idea.
Senior Analyst Brian Hunt, editor of the free daily newsletter Money & Megatrends has spent all year urging readers to take advantage of one in particular: genomics.
The chart below shows why…
Year-to-date, the ARK Genomic Revolution ETF (ARKG) – a proxy for the genomics trade – is up 81% (black in the chart below), trouncing the S&P 500’s 13% gain (in green) and even lapping the 29% gain in Global X Artificial Intelligence & Technology ETF (AIQ) (in blue), a solid proxy for the broad AI trade.
And this outperformance is accelerating…
Last Thursday, ARKG surged 8.5% in a single session to a fresh 52-week high, powered by testing firms Natera (NTRA) and Illumina (ILMN) plus a 14% pop in AI-healthcare name Tempus AI (TEM). It hasn’t stopped since then. As I write on Tuesday, ARKG is pushing into fresh 52-week-high territory.
Circling back to AI, Brian sees genomics being a massive beneficiary of new superintelligence. AI has the potential to analyze genes and simulate treatments at a scale no lab ever could.
Here’s Brian with what that means:
This will put medical innovation into overdrive… and create many big stock market winners.
The gains under the surface are already big. Since Brian’s October 2025 recommendation, ARKG has jumped more than 60% – but individual names have run much further: Natera up more than 100%, Illumina up roughly 150%, synthetic-DNA firm Twist Bioscience (TWST) up about 400%, and tools maker 10x Genomics (TXG) climbing more than 500%.
Don’t sleep on this sector.
For the simplest way to play it, Brian points to ARKG itself, with Tempus AI as its marquee holding. Here’s his read on where it goes:
It’s increasingly looking like genomics is being painted with the “AI brush,” a development that can turbocharge any trend or stock here in 2026…
Ten years from now, medicine will be transformed… and a lot of money will be made along the way.
Brian’s full issue has more tickers to consider, and you can get them – and his full analysis – for free. His Money & Megatrends issues deliver actionable insights loaded with stock ideas every day the market is open – all 100% free. You can sign up right here.
Coming full circle Louis says the fear is the setup – buy the top-tier, fundamentally strong AI names that Wall Street is dumping. Jonathan is positioning his readers in the leaders who will defend us if AI goes rogue again. And Brian says not to forget the sector quietly outgunning them all.
Bottom line: There will always be a reason to worry – a “wolf to fear” in the market. But fear and opportunity usually show up looking quite similar, so the trick is learning to tell them apart – and that’s what today’s three ideas are all about. Invest accordingly.
Have a good evening,
Jeff Remsburg
P.S. We opened today with Louis Navellier, so it’s fitting he gets the last word too. Beyond buying the AI dip, he’s watching the calendar closely. He believes an unusual market event could begin before the November 3 midterms — and history gives it a 92% precedent going back to 1925. He and Marc Chaikin will explain what they see during Midterm Mayhem on Tuesday, September 29, at 10 a.m. ET. You’ll also get two stocks they like and two they believe investors should avoid. Reserve your free spot here.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TEM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Tempus AI remains a buy after a 60% rally, driven by robust oncology testing volumes and expanding data & applications revenue. Q2 oncology testing volumes grew 31% YoY, with MRD test volumes nearly doubling since Q4 2025, validating the Personalis acquisition. Data & applications segment led Q2 growth at 28%, with strong bookings and AI innovation positioning the company for long-term growth and margin expansion.
MarketBeat Week in Review – 02/23 - 02/27Tempus AI NASDAQ: TEM Founder and CEO Eric Lefkofsky said the company’s second-quarter performance was supported by continued demand for comprehensive genomic profiling and growth in its data-licensing business.
Speaking at Morgan Stanley’s Global Healthcare Conference, Lefkofsky said the diagnostics business, particularly solid-tumor profiling and liquid biopsy testing used for therapy selection, remained the company’s largest business line. He said demand has been durable while average selling prices have increased.
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After a Near 50% Drop, Tempus AI Could Be Ripe for a ReboundTempus’ data-licensing business also continued to expand, according to Lefkofsky. He said the business grew about 36% in the most recent quarter and recorded roughly $200 million in total contract value additions. Lefkofsky attributed demand in part to biopharmaceutical companies’ increasing investments in artificial intelligence and related computing infrastructure.
Growth outlook tied to diagnostics pricing and data demand Lefkofsky reiterated Tempus’ expectation for at least 25% growth over the next several years, saying the company was designed to pursue sustained long-term growth rather than a shorter period of faster expansion.
Tempus AI Sold Off After a Beat—But the Rebound Case Is BuildingIn diagnostics, he highlighted expected pricing changes for Tempus’ core oncology assays. The company’s solid-tumor test received FDA approval for both tumor-normal and tumor-only testing, which Lefkofsky said will allow the platform to transition to Advanced Diagnostic Laboratory Test, or ADLT, pricing. He said the shift is expected to provide an estimated $80 million to $100 million of incremental annual average selling price, profit and free-cash-flow benefit beginning next year if the company does not reinvest the proceeds.
Tempus’ liquid-biopsy assay is also before the FDA, Lefkofsky said. If approved, he expects the test to receive ADLT pricing and enter the market in the second half of 2027. He said the expected pricing could rise from about $3,200 currently to the mid- to high-$7,000 range, potentially producing $250 million to $300 million in annual uplift.
Lefkofsky also cited faster unit growth and rising prices in molecular residual disease, or MRD, testing. He said the company expects its hereditary testing business, acquired through Ambry Genetics, to return to mid-teens growth toward the end of the year after lapping volume gains associated with Invitae’s bankruptcy.
Personalis acquisition to expand MRD presence Tempus’ planned acquisition of Personalis is centered on what Lefkofsky described as a best-in-class, whole-genome-based MRD assay with strong sensitivity and specificity. Tempus had previously served as Personalis’ exclusive U.S. distributor.
He said the timing of the acquisition accelerated after Personalis received MolDX reimbursement approvals in lung, breast and immuno-oncology applications and another party expressed interest in buying the company. Lefkofsky expects Personalis’ average selling prices to rise to $1,000 and above as reimbursement expands.
Lefkofsky said Tempus separately won a request-for-proposal process to support the potential national rollout of Merck and Moderna’s V940 personalized melanoma vaccine program if the product receives FDA approval. Personalis has provided sequencing for the clinical trial, while Tempus would manage a significant portion of the expected rollout volume and revenue, he said.
He characterized the program as distinct from a traditional companion diagnostic because sequencing is part of the product’s manufacturing process. The final division of sequencing work between Tempus and Personalis remains under discussion, according to Lefkofsky.
Data licensing seen as long-term opportunity Lefkofsky said Tempus has licensed oncology data since 2018 and has signed long-term data agreements exceeding $100 million with companies including AstraZeneca, Bristol Myers Squibb, GSK, Merck and BioNTech.
He said biopharma customers use Tempus data for applications including synthetic controls, clinical-trial design, site selection and commercialization planning. Tempus’ data business could grow at roughly 30% annually in oncology under current trends, he said, with further opportunity from expansion into other diseases and potential demand from large technology companies.
The company’s data repository includes de-identified information from approximately 50 million patients, including 10 million cancer patients and 40 million patients outside oncology, Lefkofsky said. He argued that Tempus’ network of hospital connections, data agreements, molecular testing, imaging data and data-harmonization infrastructure creates a competitive advantage, though he acknowledged that customers can license healthcare data from other providers.
On reimbursement, Lefkofsky said Medicare and Medicaid payment for solid-tumor profiling and liquid biopsy has remained stable, while MRD reimbursement is currently led by MolDX and could expand to other Medicare administrative contractors over time.
About Tempus AI (NASDAQ:TEM)Tempus AI, Inc is a healthcare technology company focused on applying artificial intelligence and data analytics to precision medicine. The company combines molecular testing, clinical data and machine learning to help physicians make more informed treatment decisions and support the development of new therapies.
Tempus provides genomic and diagnostic testing services, including testing intended to identify clinically relevant mutations and other biomarkers. Its technology platform also organizes and analyzes clinical and molecular data, while its AI-enabled tools are designed to assist healthcare professionals with patient care, research and workflow management.
The company serves healthcare providers, patients, pharmaceutical companies and biotechnology researchers, primarily in the United States.
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Tempus AI, Inc. (NASDAQ:TEM – Get Free Report) EVP Andrew Polovin sold 2,951 shares of the firm’s stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $75.00, for a total transaction of $221,325.00. Following the completion of the sale, the executive vice president owned 135,189 shares of the company’s stock, valued at approximately $10,139,175. This trade represents a 2.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Andrew Polovin also recently made the following trade(s):
On Wednesday, August 19th, Andrew Polovin sold 7,927 shares of Tempus AI stock. The stock was sold at an average price of $56.00, for a total value of $443,912.00. On Tuesday, August 18th, Andrew Polovin sold 22,148 shares of Tempus AI stock. The shares were sold at an average price of $49.61, for a total value of $1,098,762.28. Tempus AI Stock Down 3.1% Tempus AI stock opened at $77.84 on Friday. The company has a debt-to-equity ratio of 3.06, a current ratio of 3.30 and a quick ratio of 3.16. The stock has a market capitalization of $14.04 billion, a price-to-earnings ratio of -54.06 and a beta of 3.72. Tempus AI, Inc. has a 1-year low of $40.77 and a 1-year high of $104.32. The business has a fifty day moving average price of $57.19 and a 200-day moving average price of $52.90.
Tempus AI (NASDAQ:TEM – Get Free Report) last announced its earnings results on Thursday, July 30th. The company reported ($0.04) earnings per share (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 analyst estimates of $379.69 million. Tempus AI had a negative return on equity of 50.28% and a negative net margin of 17.77%.The firm’s quarterly revenue was up 21.6% compared to the same quarter last year. During the same period in the prior year, the company posted ($0.22) EPS. Equities research analysts forecast that Tempus AI, Inc. will post -1.38 EPS for the current fiscal year. More Tempus AI News Here are the key news stories impacting Tempus AI this week:
Positive Sentiment: CEO commentary outlining Tempus AI’s growth strategy and projected Medicare revenue has strengthened confidence that reimbursement expansion could provide a significant new revenue stream. Tempus AI Stock Roars Back 92% From July Low After CEO Lays Out Growth Plan Positive Sentiment: Morgan Stanley’s updated outlook reportedly incorporated additional reimbursement-driven revenue potential, helping fuel a sharp weekly advance in TEM shares and reinforcing the bullish growth narrative. Tempus AI Is Ripping 30% Higher This Week After Morgan Stanley Boosts Revenue Outlook Positive Sentiment: Trading momentum remains strong: shares have rebounded roughly 92% to 95% from the July low, with market capitalization moving above $14 billion. Above-average volume and elevated call-option activity indicate substantial speculative interest. Tempus AI Stock Is Soaring Neutral Sentiment: Analysts and market commentators are assessing whether the recent surge can continue. The rally has improved sentiment, but the sharp move also raises the risk of profit-taking and increased volatility. Strength Seen in Tempus Negative Sentiment: Zacks cautioned that recent earnings-estimate revision trends may not support another near-term advance, while brokerages maintain an average “Hold” rating. Tempus also remains unprofitable, making the stock particularly sensitive to valuation concerns and changes in growth expectations. Tempus AI Receives Average Hold Rating Institutional Investors Weigh In On Tempus AI Hedge funds have recently bought and sold shares of the stock. WINTON GROUP Ltd purchased a new stake in Tempus AI during the second quarter worth $342,000. Engineers Gate Manager LP purchased a new position in Tempus AI in the second quarter valued at $637,000. Integrated Wealth Concepts LLC purchased a new position in Tempus AI in the second quarter valued at $145,000. Baird Financial Group Inc. raised its position in shares of Tempus AI by 3.4% in the second quarter. Baird Financial Group Inc. now owns 30,434 shares of the company’s stock worth $1,763,000 after acquiring an additional 994 shares during the period. Finally, Arizona State Retirement System raised its position in shares of Tempus AI by 13.3% in the second quarter. Arizona State Retirement System now owns 28,867 shares of the company’s stock worth $1,672,000 after acquiring an additional 3,384 shares during the period. Hedge funds and other institutional investors own 24.22% of the company’s stock.
Analyst Upgrades and Downgrades A number of research analysts have issued reports on the stock. Roth Capital began coverage on shares of Tempus AI in a research note on Tuesday, September 8th. They set a “neutral” rating and a $67.00 price target on the stock. Wall Street Zen upgraded shares of Tempus AI from a “sell” rating to a “hold” rating in a research note on Saturday, July 25th. BTIG Research upped their target price on Tempus AI from $70.00 to $80.00 and gave the company a “buy” rating in a research report on Thursday, August 20th. Freedom Capital raised Tempus AI to a “hold” rating in a research report on Tuesday, June 30th. Finally, Piper Sandler raised Tempus AI from a “neutral” rating to an “overweight” rating and lifted their price target for the stock from $56.00 to $76.00 in a research report on Tuesday, September 1st. Eleven research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Tempus AI currently has an average rating of “Hold” and an average price target of $69.33.
Get Our Latest Analysis on Tempus AI
About Tempus AI (Get Free Report)
Tempus AI, Inc is a healthcare technology company focused on applying artificial intelligence and data analytics to precision medicine. The company combines molecular testing, clinical data and machine learning to help physicians make more informed treatment decisions and support the development of new therapies.
Tempus provides genomic and diagnostic testing services, including testing intended to identify clinically relevant mutations and other biomarkers. Its technology platform also organizes and analyzes clinical and molecular data, while its AI-enabled tools are designed to assist healthcare professionals with patient care, research and workflow management.
The company serves healthcare providers, patients, pharmaceutical companies and biotechnology researchers, primarily in the United States.
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Tempus AI, Inc. (NASDAQ:TEM – Get Free Report) CAO Ryan Bartolucci sold 7,062 shares of the company’s stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $75.00, for a total transaction of $529,650.00. Following the transaction, the chief accounting officer directly owned 60,804 shares of the company’s stock, valued at approximately $4,560,300. This trade represents a 10.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Tempus AI Stock Performance Tempus AI stock opened at $77.84 on Friday. 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 firm has a market cap of $14.04 billion, a P/E ratio of -54.06 and a beta of 3.72. Tempus AI, Inc. has a 1-year low of $40.77 and a 1-year high of $104.32. The firm has a 50-day moving average of $57.19 and a 200-day moving average of $52.90.
Tempus AI (NASDAQ:TEM – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported ($0.04) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.14) by $0.10. Tempus AI had a negative return on equity of 50.28% and a negative net margin of 17.77%.The company had revenue of $382.49 million for the quarter, compared to the consensus estimate of $379.69 million. During the same quarter in the previous year, the business earned ($0.22) EPS. Tempus AI’s revenue was up 21.6% compared to the same quarter last year. Sell-side analysts expect that Tempus AI, Inc. will post -1.38 EPS for the current year.
Institutional Trading of Tempus AI Several large investors have recently modified their holdings of the company. Sumitomo Mitsui Trust Group Inc. lifted its holdings in Tempus AI by 23.4% in the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 4,326,313 shares of the company’s stock valued at $195,636,000 after acquiring an additional 821,490 shares during the period. Amova Asset Management Americas Inc. grew its stake in shares of Tempus AI by 23.4% during the 1st quarter. Amova Asset Management Americas Inc. now owns 4,326,313 shares of the company’s stock valued at $195,549,000 after purchasing an additional 821,490 shares during the period. Norges Bank bought a new stake in shares of Tempus AI during the 4th quarter valued at about $48,234,000. Franklin Resources Inc. increased its position in shares of Tempus AI by 27.9% during the 4th quarter. Franklin Resources Inc. now owns 1,861,782 shares of the company’s stock valued at $109,938,000 after purchasing an additional 405,662 shares during the last quarter. Finally, Lingotto Investment Management LLP increased its position in shares of Tempus AI by 45.9% during the 4th quarter. Lingotto Investment Management LLP now owns 1,143,526 shares of the company’s stock valued at $67,525,000 after purchasing an additional 359,667 shares during the last quarter. Institutional investors own 24.22% of the company’s stock. More Tempus AI News Here are the key news stories impacting Tempus AI this week:
Positive Sentiment: CEO commentary outlining Tempus AI’s growth strategy and projected Medicare revenue has strengthened confidence that reimbursement expansion could provide a significant new revenue stream. Tempus AI Stock Roars Back 92% From July Low After CEO Lays Out Growth Plan Positive Sentiment: Morgan Stanley’s updated outlook reportedly incorporated additional reimbursement-driven revenue potential, helping fuel a sharp weekly advance in TEM shares and reinforcing the bullish growth narrative. Tempus AI Is Ripping 30% Higher This Week After Morgan Stanley Boosts Revenue Outlook Positive Sentiment: Trading momentum remains strong: shares have rebounded roughly 92% to 95% from the July low, with market capitalization moving above $14 billion. Above-average volume and elevated call-option activity indicate substantial speculative interest. Tempus AI Stock Is Soaring Neutral Sentiment: Analysts and market commentators are assessing whether the recent surge can continue. The rally has improved sentiment, but the sharp move also raises the risk of profit-taking and increased volatility. Strength Seen in Tempus Negative Sentiment: Zacks cautioned that recent earnings-estimate revision trends may not support another near-term advance, while brokerages maintain an average “Hold” rating. Tempus also remains unprofitable, making the stock particularly sensitive to valuation concerns and changes in growth expectations. Tempus AI Receives Average Hold Rating Wall Street Analyst Weigh In A number of brokerages recently commented on TEM. Rothschild & Co Redburn assumed coverage on Tempus AI in a research note on Tuesday, September 8th. They issued a “neutral” rating and a $67.00 price target for the company. HC Wainwright boosted their price objective on shares of Tempus AI from $56.00 to $66.00 and gave the company a “buy” rating in a research report on Friday, September 11th. Guggenheim raised their target price on shares of Tempus AI from $60.00 to $65.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. Raymond James Financial set a $80.00 price target on shares of Tempus AI in a research report on Wednesday, September 2nd. Finally, UBS Group initiated coverage on shares of Tempus AI in a research note on Wednesday, September 9th. They issued a “neutral” rating and a $70.00 price target for the company. Eleven equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Tempus AI currently has an average rating of “Hold” and an average price target of $69.33.
Check Out Our Latest Report on TEM
Tempus AI Company Profile (Get Free Report)
Tempus AI, Inc is a healthcare technology company focused on applying artificial intelligence and data analytics to precision medicine. The company combines molecular testing, clinical data and machine learning to help physicians make more informed treatment decisions and support the development of new therapies.
Tempus provides genomic and diagnostic testing services, including testing intended to identify clinically relevant mutations and other biomarkers. Its technology platform also organizes and analyzes clinical and molecular data, while its AI-enabled tools are designed to assist healthcare professionals with patient care, research and workflow management.
The company serves healthcare providers, patients, pharmaceutical companies and biotechnology researchers, primarily in the United States.
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Tempus AI, Inc. (NASDAQ:TEM – Get Free Report) CEO Ryan Fukushima sold 700 shares of the firm’s stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $70.00, for a total value of $49,000.00. Following the completion of the transaction, the chief executive officer directly owned 15,874 shares of the company’s stock, valued at $1,111,180. The trade was a 4.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Ryan Fukushima also recently made the following trade(s):
On Friday, August 21st, Ryan Fukushima sold 14,286 shares of Tempus AI stock. The stock was sold at an average price of $70.00, for a total value of $1,000,020.00. On Tuesday, August 18th, Ryan Fukushima sold 41,095 shares of Tempus AI stock. The shares were sold at an average price of $49.61, for a total value of $2,038,722.95. On Friday, August 7th, Ryan Fukushima sold 20,000 shares of Tempus AI stock. The shares were sold at an average price of $50.04, for a total value of $1,000,800.00. On Monday, August 3rd, Ryan Fukushima sold 23,818 shares of Tempus AI stock. The shares were sold at an average price of $46.19, for a total value of $1,100,153.42. On Wednesday, July 8th, Ryan Fukushima sold 33,284 shares of Tempus AI stock. The stock was sold at an average price of $57.39, for a total value of $1,910,168.76. On Monday, July 6th, Ryan Fukushima sold 10,000 shares of Tempus AI stock. The stock was sold at an average price of $60.00, for a total transaction of $600,000.00. Tempus AI Price Performance Shares of NASDAQ TEM opened at $77.84 on Friday. 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 company’s 50-day moving average price is $57.19 and its 200 day moving average price is $52.90. Tempus AI, Inc. has a 52 week low of $40.77 and a 52 week high of $104.32. The stock has a market cap of $14.04 billion, a price-to-earnings ratio of -54.06 and a beta of 3.72.
Tempus AI (NASDAQ:TEM – Get Free Report) last announced its earnings results on Thursday, July 30th. The company reported ($0.04) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.14) by $0.10. Tempus AI had a negative net margin of 17.77% and a negative return on equity of 50.28%. The company had revenue of $382.49 million during the quarter, compared to analysts’ expectations of $379.69 million. During the same quarter in the previous year, the business posted ($0.22) earnings per share. The firm’s quarterly revenue was up 21.6% compared to the same quarter last year. As a group, research analysts forecast that Tempus AI, Inc. will post -1.38 earnings per share for the current fiscal year. Wall Street Analysts Forecast Growth TEM has been the topic of a number of recent research reports. Guggenheim upped their target price on Tempus AI from $60.00 to $65.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Freedom Capital raised Tempus AI to a “hold” rating in a report on Tuesday, June 30th. TD Cowen restated a “buy” rating on shares of Tempus AI in a research report on Wednesday, July 15th. Stifel Nicolaus decreased their price objective on Tempus AI from $60.00 to $50.00 and set a “hold” rating on the stock in a research note on Monday, August 3rd. Finally, Rothschild & Co Redburn began coverage on Tempus AI in a research report on Tuesday, September 8th. They set a “neutral” rating and a $67.00 price objective for the company. Eleven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $69.33.
View Our Latest Stock Analysis on TEM
Institutional Investors Weigh In On Tempus AI A number of hedge funds and other institutional investors have recently made changes to their positions in TEM. EMC Capital Management purchased a new position in Tempus AI during the second quarter worth about $29,000. Whittier Trust Co. grew its holdings in Tempus AI by 190.0% in the 1st quarter. Whittier Trust Co. now owns 870 shares of the company’s stock valued at $41,000 after buying an additional 570 shares during the period. Global Assets Advisory LLC acquired a new position in shares of Tempus AI during the 1st quarter valued at about $46,000. CoreCap Advisors LLC increased its stake in shares of Tempus AI by 293.4% during the 2nd quarter. CoreCap Advisors LLC now owns 1,019 shares of the company’s stock valued at $59,000 after acquiring an additional 760 shares during the last quarter. Finally, Eurizon Capital SGR S.p.A. purchased a new position in shares of Tempus AI during the 4th quarter worth about $70,000. Hedge funds and other institutional investors own 24.22% of the company’s stock.
Key Tempus AI News Here are the key news stories impacting Tempus AI this week:
Positive Sentiment: CEO commentary outlining Tempus AI’s growth strategy and projected Medicare revenue has strengthened confidence that reimbursement expansion could provide a significant new revenue stream. Tempus AI Stock Roars Back 92% From July Low After CEO Lays Out Growth Plan Positive Sentiment: Morgan Stanley’s updated outlook reportedly incorporated additional reimbursement-driven revenue potential, helping fuel a sharp weekly advance in TEM shares and reinforcing the bullish growth narrative. Tempus AI Is Ripping 30% Higher This Week After Morgan Stanley Boosts Revenue Outlook Positive Sentiment: Trading momentum remains strong: shares have rebounded roughly 92% to 95% from the July low, with market capitalization moving above $14 billion. Above-average volume and elevated call-option activity indicate substantial speculative interest. Tempus AI Stock Is Soaring Neutral Sentiment: Analysts and market commentators are assessing whether the recent surge can continue. The rally has improved sentiment, but the sharp move also raises the risk of profit-taking and increased volatility. Strength Seen in Tempus Negative Sentiment: Zacks cautioned that recent earnings-estimate revision trends may not support another near-term advance, while brokerages maintain an average “Hold” rating. Tempus also remains unprofitable, making the stock particularly sensitive to valuation concerns and changes in growth expectations. Tempus AI Receives Average Hold Rating About Tempus AI (Get Free Report)
Tempus AI, Inc is a healthcare technology company focused on applying artificial intelligence and data analytics to precision medicine. The company combines molecular testing, clinical data and machine learning to help physicians make more informed treatment decisions and support the development of new therapies.
Tempus provides genomic and diagnostic testing services, including testing intended to identify clinically relevant mutations and other biomarkers. Its technology platform also organizes and analyzes clinical and molecular data, while its AI-enabled tools are designed to assist healthcare professionals with patient care, research and workflow management.
The company serves healthcare providers, patients, pharmaceutical companies and biotechnology researchers, primarily in the United States.
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Receive News & Ratings for Tempus AI Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Tempus AI and related companies with MarketBeat.com's FREE daily email newsletter.
Tempus (TEM) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Tempus AI stock continues its strong bull run and is now trading at its highest level since November last year. TEM jumped to $80, up 95% from its lowest level this year, with market capitalization above $14 billion. This rally may continue as bulls target the key resistance level of $100.
The daily chart shows that the TEM stock bottomed at $41.47 in April, May, and August this year. It formed a triple-bottom pattern, a common bullish reversal sign in technical analysis.
The stock has now soared above the important resistance level of $63.25, the triple-bottom’s neckline. After that, the stock formed a bullish flag pattern, which is made up of a vertical line and a descending channel. This pattern normally leads to more gains over time.
The stock has now moved above the crucial resistance level of $72.90, its highest point in August. It also formed a golden cross on September 3, as the 50-day and 200-day moving averages crossed. This pattern is one of the most highly bullish rate in years.
Tempus AI will likely continue rising as bulls target the key resistance level of $100, up by about 25% above the current level. A drop below the key support level of $72.90 will invalidate the bullish outlook.
TEM stock chart | Source: TradingView
Tempus AI stock has been in a strong bullish breakout in the past few months, helped by the ongoing demand of software companies. It also delivered relatively strong financial results, which showed that its business did well.
Its revenue rose by 22% in the second quarter, helped by its oncology business, whose revenue jumped by 31%. The company’s Molecular residual disease volume rose to 9,000 from 6,500 in the previous quarter.
READ MORE: Tempus AI stock is soaring and it has Moderna to thank
Tempus AI’s management believes that the revenue growth will continue as demand for its solutions rise. It now expects that its full-year revenue will jump to between $1.59 billion and $1.6 billion, representing a 25% annual growth.
As part of these growth plans, the company announced a big buyout. It is in the process of buying Personalis for an enterprise value of $ 1.5 billion. Personalis provides minimal residual disease (MRD) testing. This is a process that uses DNA sequencing and algorithms to look for tiny traces of tumor DNA after a patient has had surgery, chemotherapy, and radiation.
Yahoo Finance data shows that Tempus AI’s revenue will continue rising, potentially to $1.91 billion next year. Excluding Personalis, the figure may hit $2 billion in that year.
The challenge, however, is that some large acquisitions tend to backfire. A good example of this is when Teladoc spent over $18 billion acquiring Livongo Health. A few years later, it issued a big non-goodwill charge.
Analysts have maintained a fairly bullish outlook. Cathie Wood has maintained a buy rating, and made it one of the biggest companies in her portfolio. HC Wainwright boosted the target from $56 to $66, while UBS, Rothschild, and Roth Capital have a neutral outlook and a target of over $67.
Morgan Stanley just reframed the revenue story for Tempus AI in a way that management's own guidance never fully captured, and the market is now scrambling to catch up with what reimbursement clarity actually means for the bottom line.
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Tempus AI (NASDAQ:TEM | TEM Price Prediction) is having a breakout week after Morgan Stanley remarks on September 15 spotlighted fresh reimbursement-driven revenue lifts for the AI-powered diagnostics company. Shares have rallied 29.98% over the past week, extending into a 13.83% surge in Thursday’s session to $79.65. For long-term investors, the commentary reframes the near-term revenue trajectory well beyond management’s prior guidance.
Ticker Company Firm Action Focus TEM Tempus AI Morgan Stanley Revenue outlook boost Reimbursement upgrades on xT and xF Inside the Analyst’s Revenue Case The Morgan Stanley discussion centered on how newly clarified reimbursement pricing translates directly into incremental revenue. CEO Eric Lefkofsky estimated that xT pricing adds $80 million to $100 million next year, while xF approval and pricing could add $250 million to $300 million annually. Lefkofsky also signaled that Tempus should over-deliver on its stated 25% multiyear growth target.
Those figures line up with prepared remarks from the Q2 call, where management guided to approximately $400 million of revenue uplift in 2028 across the XT CDx and XF approvals, and pegged the minimal residual disease opportunity from the pending Personalis deal at a $20 billion plus market.
Tempus AI Snapshot Tempus is a Chicago-based precision medicine platform with two segments: Diagnostics and Data and Applications. Q2 FY2026 revenue reached $382.49 million, up 21.6% year over year, with oncology testing volumes accelerating 31%. The company raised full-year guidance to $1.595 to $1.605 billion, or roughly 25% annual growth, and reaffirmed adjusted EBITDA of about $65 million. Market capitalization sits near $14.0 billion.
Data licensing bookings totaled approximately $200 million in the quarter, with named customers including AstraZeneca, GlaxoSmithKline, Bristol-Myers Squibb, Merck, Daiichi Sankyo, Levelset Bio, and Insight Pharmaceuticals. Lefkofsky said “The data business is just on fire.”
Why the Rally Is Landing Now The setup matters because analyst sentiment was already turning. Forward EPS estimates for fiscal 2027 have swung from -$0.1067 ninety days ago to $0.0040 today, with eight upward revisions in the past 30 days. Wall Street’s consensus revenue estimate for FY2027 sits at $1.97 billion. Shares trade at roughly 9x sales, and the stock remains below its 52-week high of $104.32 despite a 54.24% one-month gain. The consensus analyst target price of $68.18 now trails the market price, suggesting further target revisions may follow.
What It Means for Your Portfolio Retirement-focused readers should weigh Tempus AI stock as a high-beta growth story: beta of 3.7, ongoing GAAP losses, and heavy stock-based compensation of $54.1 million in Q2. Yet the reimbursement clarity, accelerating data licensing, and pending Personalis MRD platform sharpen a credible path to positive free cash flow by year end. The price target raised commentary from Morgan Stanley reframes the setup, though position sizing should reflect the volatility that comes with it (we studied what the early traits of the biggest tech winners looked like and put them in a free playbook here).
Contact [email protected] for any questions or corrections.
Tempus AI, Inc. (TEM) Morgan Stanley 24th Annual Global Healthcare Conference September 15, 2026 8:30 AM EDT
Company Participants
Eric Lefkofsky - Co-Founder, CEO, President & Chairman
Conference Call Participants
Kallum Titchmarsh - Morgan Stanley, Research Division
Presentation
Kallum Titchmarsh
Morgan Stanley, Research Division
Perfect. I think we can get started. Kallum Titchmarsh here from the life sciences team at Morgan Stanley. Welcome to Day 2 of the Global Healthcare Conference. Really pleased today to be joined by Eric Lefkofsky, Tempus' Founder and CEO. Thanks for being here, Eric.
Eric Lefkofsky
Co-Founder, CEO, President & Chairman
Thanks for having me.
Question-and-Answer Session
Kallum Titchmarsh
Morgan Stanley, Research Division
A lot of news to discuss, but maybe we can just hit on first the second quarter results. I think very strong across the board, broad-based performance. Anything that surprised you within that? Maybe just go through the good, anything that surprised you to the bad? Maybe just level set us, and then we could dive into some specifics from there.
Eric Lefkofsky
Co-Founder, CEO, President & Chairman
Yes. I think the -- both the quarterly performance and I think the year performance has really been anchored around 2 main themes. One is the core strength of our diagnostic business, in particular, around comprehensive and genomic profiling, and how kind of durable those growth rates -- unit growth rates are, both in terms of solid tumor profiling and liquid biopsy. So you have this like very strong therapy selection business in terms of like demand that also has rising ASPs. And so that's kind of one of the big bellwethers of our business, the biggest part of our business. So even though MRD has high growth rates -- higher growth rates, it's the biggest part of our business.
Eric Lefkofsky, Tempus AI founder and CEO, joins 'The Exchange' to discuss AI's role in healthcare, advancing cancer research with AI, personalized vaccines, and more.
Tempus AI, Inc. (NASDAQ: TEM) today announced an initiative to build a research platform containing 100,000 whole genomes linked to longitudinal clinical inform
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM) today announced an initiative to build a research platform containing 100,000 whole genomes linked to longitudinal clinical information over the next several years. The effort will create the first de-identified multimodal whole-genome sequencing (WGS) dataset built around disease populations and patient outcomes, specifically optimized for AI-driven research. Once this dataset is complete, Tempus plans to expand the effort with the goal o.
On CNBC’s “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, picked Snowflake Inc. (NYSE:SNOW).
Lending support to his choice, Snowflake, on Sept. 3, posted upbeat financial results for the second quarter. Snowflake reported second-quarter revenue of $1.55 billion, beating analyst estimates of $1.48 billion, according to Benzinga Pro. The AI data cloud company reported adjusted earnings of 62 cents per share for the quarter, beating estimates of 45 cents per share.
Bill Baruch, founder and CIO of both Blue Line Capital and Blue Creek Capital Management, said Tempus AI, Inc. (NASDAQ:TEM) has a great management team.
Cantor Fitzgerald, on Sept. 2, initiated coverage on the stock with an Overweight rating and announced an $80 price target.
Don’t forget to check out our premarket coverage here
Malcolm Ethridge, managing partner at Capital Area Planning Group, named Chubb Limited (NYSE:CB) as his final trade.
Trending
Morgan Stanley analyst Bob Huang, on Aug. 19, maintained an Equal-Weight rating on Chubb and raised the price target from $340 to $360.
Stephanie Link, chief investment strategist, head of investment solutions and equity portfolio manager at Hightower Advisors, recommended NVIDIA Corporation (NASDAQ:NVDA).
Supporting her view, Piper Sandler analyst David O’Connor on Thursday initiated coverage of Nvidia with an Overweight rating and set a price target of $300.
Price Action:
Snowflake shares fell 0.5% to close at $329.72 on Thursday. Tempus AI fell 4.1% to settle at $58.74 on Thursday. Chubb shares rose 0.3% to settle at $338.67 during the session. Nvidia shares declined 2.4% to close at $218.36 on Thursday. Photo via Shutterstock
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CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM) today announced that it has been selected by the Advanced Research Projects Agency for Health (ARPA-H), an agency within the U.S. Department of Health and Human Services, to receive an award of up to $9.5 million to build the first autonomous clinical AI agent capable of providing safe and effective care to patients suffering from heart failure. Funding provided through ARPA-H's ADVOCATE (Agentic AI-EnableD CardioVascular CAre TransfOrmati.
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM) today announced that Founder and CEO Eric Lefkofsky will participate in a fireside chat at the Morgan Stanley 24th Annual Global Healthcare Conference on Tuesday, September 15, 2026, at 8:30 a.m. ET in New York City.A live audio webcast of the conversation will be available here.About TempusTempus AI is a technology company advancing precision medicine through the practical application of artificial intelligence in healthcare. With one of t.
Tempus to Participate in the Morgan Stanley 24th Annual Global Healthcare Conference Tempus AI, Inc. (NASDAQ: TEM) today announced that Founder and CEO Eric Lefkofsky will participate in a fireside chat at the Morgan Stanley 24th Annual Global Healthcare Conference on Tuesday, September 15, 2026, at 8:30 a.m. ET in New York City.
A live audio webcast of the conversation will be available here.
About Tempus
Tempus AI is a technology company advancing precision medicine through the practical application of artificial intelligence in healthcare. With one of the world’s largest libraries of multimodal data, and an operating system to make that data accessible and useful, Tempus provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and in parallel facilitates discovery, development and delivery of optimal therapeutics. The goal is for each patient to benefit from the treatment of others who came before by providing physicians with tools that learn as the company gathers more data. For more information, visit tempus.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260904660798/en/
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.
Healthcare is moving away from the traditional model of mass-produced, one-size-fits-all treatments toward individualized therapies. This evolution in medicine aims to provide treatments that are not only more effective but also carry a lower risk of adverse side effects by aligning with a patient’s unique biology. Recent clinical results from Moderna, Inc. (MRNA) bring this shift into sharp focus.
Key Takeaways
Moderna and Merck achieved a historic breakthrough with the first successful late-stage trial for a personalized mRNA cancer vaccine, validating the broader shift toward individualized oncology.
Delivering custom therapies requires a deeply interconnected ecosystem, where groundbreaking medical innovations rely on specialized hardware, software, and manufacturing technologies from across the broader healthcare landscape.
As legacy pharmaceutical models face structural challenges such as patent cliffs, targeting the underlying technology enablers of next-generation care offers a compelling approach for healthcare investors.
This transition is one of the driving forces behind the strategy of the Healthcare Technology and Innovation Index (HTEC), specifically within its precision medicine subsegment. Here the index captures the innovators developing custom therapies that account for an individual’s genetic profile, environmental factors, and lifestyle.
*Denotes a current HTEC constituent.
Moderna Cancer Vaccine Trial Results: Reducing Melanoma Recurrence
Moderna*, in partnership with Merck & Co., Inc. (MRK), announced successful results from its clinical trial for intismeran, a personalized mRNA cancer vaccine targeting melanoma. This achievement marks the world’s first success in a late-stage trial for a personalized mRNA cancer therapy.
This is major news. Moderna stock surged 176.97% on the day of the announcement, not only because this is a new treatment for a deadly type of cancer, but because it signals a viable new technology for oncology. Beyond melanoma, Moderna is already conducting trials to apply this same mRNA technology to other conditions, including lung, bladder, and renal cell carcinomas.
The recent trial focused on patients whose cancer had been completely surgically removed and who, under the current standard of care, face a high likelihood of recurrence. It is estimated that approximately 112,000 new cases of melanoma will be diagnosed in the U.S. in 2026 alone, leading to over 8,500 deaths.
This late-stage success validates data from an earlier study, which showed that by combining the immunotherapy drug KEYTRUDA with the personalized mRNA therapy from Moderna, patients experienced a 49% reduction in the risk of recurrence or death, and a 59% reduction in the risk of distant metastasis (when the cancer spreads to other organs).
These results address a critical unmet need. Despite surgical advances, many patients face a high probability of the cancer returning within two years. Most recurrences are metastatic, emphasizing the need for treatments that improve long-term outcomes.
From Biopsy to Bedside: The Companies Powering Personalized Cancer Vaccines
The HTEC strategy recognizes that breakthroughs of this magnitude do not occur in isolation. They are supported by an interconnected network of cutting-edge technologies. For intismeran, the treatment process begins with identifying the patient’s unique tumor mutations. Moderna utilizes the genomic sequencing platform from Personalis (recently acquired by Tempus AI, Inc. (TEM)*). That platform in turn runs on sequencing hardware from Illumina, Inc. (ILMN)*. Moderna uses this tech stack to identify up to 34 targetable neoantigens, which are unique protein markers on cancer cells that enable the immune system to recognize and target the disease.
The physical production of the vaccine then relies on specialized partners. Danaher Corporation (DHR)* provides the essential DNA templates required to print the mRNA, while Thermo Fisher Scientific Inc. (TMO)* packages the final medicine into sterile vials.
This entire process comes only after diagnosis. Diagnosis is achieved using dermatopathology solutions from companies like Roche Holding AG (ROG)*, which facilitates early and accurate disease detection.
The ecosystem’s reach extends even earlier in the patient journey through companies like Natera, Inc. (NTRA)*. Their hereditary cancer testing identifies genetic risks for melanoma, encouraging proactive screening that catches the disease when early intervention is most effective.
This seamless collaboration across diagnostics, genomics, and process automation shows that bringing precision medicine from biopsy to bedside requires an entire interconnected ecosystem, not just a single drug maker.
Source: VettaFi Research; visuals generated by Google Gemini.
Positioning Your Portfolio for the Precision Medicine Era
Intismeran is more than just a win for Moderna; it highlights how cancer care is increasingly moving past the one-size-fits-all model. It also shows that building a therapy tailored to an individual is not something a single pharma company can do alone. Delivering custom care requires diagnostic screeners, sequencing platforms, and high-tech manufacturers all working in tandem.
This collaborative reality is why HTEC targets the full technological ecosystem rather than traditional pharma giants. The index selects companies based on their market and technological leadership. It also looks for companies with revenue purity across proprietary subsegments that, like precision medicine, are deemed essential to the future of healthcare.
Precision medicine represents just one pillar of this strategy. However, it underscores why HTEC focuses on future technological impact rather than legacy revenue. In doing so, the index provides investors with diversified exposure to next-generation care.
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HTEC is the underlying index for the Robo Global Healthcare Technology & Innovation ETF (HTEC) and the L&G Healthcare Technology & Innovation UCITS ETF (DOCT.LN).
Looking for regular updates? Subscribe here for weekly insights on Healthcare Technology, AI, and Robotics, delivered straight to your inbox.
For more news, information, and strategy, visit the Disruptive Technology Content Hub.
VettaFi is the index provider for HTEC ETF and DOCT.LN, for which it receives an index licensing fee. However, HTEC ETF and DOCT.LN are not issued, sponsored, endorsed, or sold by VettaFi. VettaFi and its affiliates have no obligation or liability in connection with the issuance, administration, marketing, or trading of HTEC ETF and DOCT.LN.
Nadja West, Director at Tempus AI, Inc. (TEM -1.24%), sold 3,000 shares of Class A Common Stock on Aug. 28, 2026, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$207,000Shares sold3,000Post-transaction shares (directly held)31,981Post-transaction value$2.05 millionTransaction value based on SEC Form 4 weighted average sale price ($69.00); post-transaction value based on Aug. 28, 2026, market close ($64.04).
Key questionsWhat was the stated intent behind this transaction?
The sale was non-discretionary and executed pursuant to a Rule 10b5-1 trading plan established on May 15, 2026. These plans allow insiders to set up a pre-determined schedule for selling stock to avoid concerns regarding material non-public information.How does this sale compare to the insider's remaining equity position?
The 3,000 shares sold represent 9.00% of Nadja West's direct equity stake before the transaction. Following the sale, the insider retains 31,981 shares of Class A Common Stock.What has the equity's performance trend been leading up to this filing?
Shares of the healthcare technology company returned -13% over the one-period ending on the Aug. 28, 2026, the transaction date. The stock was priced at $63.05 as of the Aug. 31, 2026, market close.Company OverviewMetricValueShare Price (as of market close 2026-08-31)$63.05Market Capitalization$11.5 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 diagnostic testing services and platform licensing to healthcare providers.The company's business model centers on providing end-to-end next-generation sequencing (NGS) testing solutions and clinical applications through its Tempus platform and Hub product, enabling healthcare providers to deliver precision diagnostics while capturing value from data analytics.The company serves physicians, healthcare providers, and clinical laboratories seeking advanced diagnostic capabilities, with primary customers including hospital systems, oncology centers, and diagnostic laboratories across the United States.
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Tempus AI is a healthcare technology company with a $11.5 billion market capitalization, generating $1.4 billion in TTM revenue through its integrated diagnostic and analytics platform.
The company operates at scale with 3,800 employees. It maintains a competitive position through its bi-directional clinical integration capabilities and proprietary multimodal data repository. However, it remains in an investment phase with TTM net losses of $254 million as it scales its platform adoption and expands its diagnostic service offerings.
What this transaction means for investorsThis sale shouldn't concern investors. It was executed under a Rule 10b5-1 plan, which insiders commonly use to execute planned transactions without appearing to act on material non-public information.
Moreover, it represented a small percentage of the director's stake. Following the sale, the director still retains over 90% of the previous stake in the company's stock.
Importantly, Tempus AI continues to see rapid growth. TTM revenue surged 50% year over year. It's still primarily focused on scaling revenue, as it hasn't reported a profit yet. TTM operating loss was $283 million.
The stock trades at 8 times trailing revenue. That valuation implies more robust top-line growth and the expectation that Tempus AI will significantly improve its profitability as the business scales.
John Ballard 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.
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.
Top Performing Leveraged/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.
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.
Read Next
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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CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM) today announced it has received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for Tempus ECG-PH (pulmonary hypertension), an AI-enabled software device that analyzes standard 12-lead electrocardiograms (ECGs) for signs associated with pulmonary hypertension. Tempus ECG-PH is the third FDA-cleared device in Tempus' growing cardiovascular portfolio, expanding the company's suite of next-generation AI products aimed at ide.
Key Takeaways Moderna-driven gains propelled leveraged biotech ETFs to triple-digit returns. Crypto's rebound boosted leveraged XRP, Ether and Bitcoin-linked ETFs. Tempus AI and Strategy gains fueled strong rallies in leveraged long ETFs. Wall Street offered a downbeat performance last week, with the S&P 500 falling about 1.4%, the Nasdaq declining about 2%, the Dow Jones slipping about 0.4%, and the small-cap index Russell 2000 retreating about 1.3%. Inflation woes returned as the U.S.-Iran standoff continued, which stoked fears about a global rise in oil-led price levels.
The weakness extended beyond U.S. equities, with the MSCI All Country World Index falling nearly 1% for the week. However, on the final day of the week, U.S. stocks recovered as investors attempted to regain their footing, following a sharp sell-off triggered by rising Treasury yields.
U.S. Dollar Slips to a Three-Month LowThe U.S. dollar fell to a three-month low against the euro on Aug. 21, 2026, as concerns grew that the U.S. Treasury’s plan to expand buybacks of longer-dated government debt could put additional pressure on the greenback.
Treasury Secretary Scott Bessent said on Aug. 20, 2026 that the government could further increase its Treasury repurchases, a day after the department surprised markets by pledging to at least double the size of its buybacks of longer-dated debt. The move is aimed at containing rising bond yields.
Note that U.S. dollar fund Invesco DB US Dollar Index Bullish Fund (UUP - Free Report) , which offers direct exposure to the U.S. dollar, slumped about 0.6% last week. Since the U.S. dollar slipped, safe-haven asset gold jumped 5.2%.
Jump in Cryptocurrencies Crypto-related shares rallied. Bitcoin, which is often viewed as an alternative to traditional fiat currencies, extended its rally. Bitcoin jumped about 20% last week to cross the $79K-mark. Ethereum added about 27% last week (read: Bitcoin Reclaims $69K on Treasury Move: More ETF Upside Ahead?).
A White House meeting involving President Trump and cryptocurrency executives revived expectations for progress on the CLARITY Act and a more favorable U.S. digital-asset framework.
Rising Yields Raise Correction RisksThe latest market pullback has raised concerns that equities could face additional pressure, particularly if Treasury yields continue climbing and geopolitical tensions in the Middle East remain elevated.
The 10-year Treasury yield increased to 4.74%, while the 30-year yield also climbed more than 3 basis points to 5.27% on Aug. 21, 2026.
Winning Leveraged ETF Areas in Focus Against this backdrop, below we highlight a few winning leveraged ETF areas of last week.
Moderna-Heavy Long ETFsDefiance Daily Target 2X Long MRNA ETF (MRNX - Free Report) – Up 160.7%
YieldMax MRNA Option Income Strategy ETF (MRNY - Free Report) – Up 117%
Biotech company Moderna (MRNA - Free Report) saw a massive 123% surge last week after the company and Merck announced that their experimental personalized mRNA melanoma vaccine, intismeran, met its primary goals in a landmark Phase 3 clinical trial.
The combination of the vaccine with Merck’s immunotherapy drug Keytruda significantly delayed cancer recurrence and prevented it from spreading in high-risk patients.
Tempus AI-Heavy Long ETFsTradr 2X Long TEM Daily ETF (TEMT - Free Report) – Up 85.4%
Corgi TEM 2x Daily ETF TEMC – Up 84.8%
The healthcare technology company Tempus AI Inc.’s (TEM - Free Report) shares added about 41.9% last week. Successful Phase 3 results for a personalized mRNA cancer vaccine paired with Keytruda increased investor enthusiasm for AI-enabled precision medicine.
In mid-August, the TEM 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 (read: Tempus Q2 Earnings Call Highlights Data Growth and Pricing Upside).
Thanks to the rebound in the entire crypto space, Ripple surged about 52% last week. Ripple (XRP - Free Report) 's partnerships with Deutsche Bank, JPMorgan, and Mastercard continue expanding cross-border payment rails and the Bitwise spot XRP ETF keeps amassing institutional capital through regulated channels.
Strategy-Heavy ETFsGraniteShares 2x Long MSTR Daily ETF (MSTP - Free Report) – Up 60%
Strategy Inc (MSTR - Free Report) shares advanced 27.7% last week because Bitcoin rallied sharply, with additional support from improving U.S. crypto-policy expectations and easier-liquidity signals. Note that Strategy is the largest corporate holder of Bitcoin.Strategy often acts as a leveraged play of Bitcoin.
When Bitcoin rises, the company’s asset value improves, its financing options become more attractive, and short sellers may rush to cover, creating a leveraged upside effect in the stock.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TEM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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.
Ryan Fukushima, CEO, Data at Tempus AI, Inc. (TEM +9.06%), reported the disposition of 41,095 shares of common stock on August 18, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$2.0 millionShares sold41,095Post-transaction shares624,169Post-transaction shares (directly held)562,463Post-transaction shares (indirectly held)61,706Post-transaction value$30.81 millionTransaction 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 specific context for this share disposition?
The transaction was a non-discretionary "sell to cover" event required to satisfy statutory tax withholding obligations triggered by the vesting of restricted stock units.How does this impact the insider's remaining investment in the firm?
Following this transaction, Fukushima continues to hold about 562,000 direct shares and 61,706 indirect shares, ensuring significant remaining alignment with the company's equity performance.What is the company's current financial standing?
Tempus AI maintains a market capitalization of $10.7 billion as of the August 19 market close, supported by trailing twelve-month revenue of $1.4 billion and a net loss of $254.4 million.What has been the recent trajectory for the stock?
At the time of the August 18 transaction, the stock was priced at $49.36 per share, reflecting a one-year return of -37% as of that date.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, advanced analytics, and a comprehensive repository of multimodal data to support precision medicine applications.The company generates revenue through its proprietary Tempus platform and Hub clinical application, which provide next-generation sequencing (NGS) tests and diagnostic services to healthcare providers, with a business model centered on enabling data-driven clinical decision-making.Tempus AI serves physicians, healthcare providers, and clinical laboratories as primary customers, targeting the oncology and precision medicine markets where genomic testing and advanced analytics drive improved patient outcomes.Tempus AI is a healthcare technology company with a market capitalization of $10.7 billion and TTM revenue of $1.4 billion, operating as a leading provider of AI-enabled diagnostic and analytics platforms for precision medicine. The company's integrated platform architecture creates a competitive advantage by combining clinical workflow optimization with proprietary laboratory capabilities and advanced data analytics. With 3,800 employees and headquarters in Chicago, Tempus AI is positioned at the intersection of genomics, artificial intelligence, and clinical diagnostics, though the company is currently in a growth investment phase with negative net income of -$254.4 million TTM.
What this transaction means for investorsFukushima's sell-to-cover happened the same day as Tempus' CEO and other execs, tied to the same kind of RSU vesting, and it landed the day before Tempus stock jumped 24% on the Moderna and Merck trial news that revalued the pending Personalis deal. Of course, that's basically just a coincidence given the type of non-discretionary sale, but it's still notable given the rapid surge in prices. He still holds roughly 562,000 shares directly plus another 61,706 indirect, so 41,095 shares is a small piece of a much bigger position.
Fukushima's title is the more interesting thread here. As CEO of Tempus's data business, Fukushima runs the segment that grew fastest last quarter. Data and applications revenue rose 28% year over year to $93.2 million, with the Insights product specifically up 36%, and the company signed close to $200 million in new data and application licenses during the quarter. That's the part of Tempus that doesn't depend on lab volume or reimbursement rates, and it's growing faster than the diagnostics side that gets most of the attention.
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.
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.
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.
Ryan M. Bartolucci, the chief accounting officer of Tempus AI, Inc. (TEM +9.06%), reported a sale of 6,175 shares of Class A Common Stock on August 18, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$306,342Shares sold (directly held)6,175Post-transaction shares (directly held)67,866Post-transaction value$3.35 millionTransaction 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 primary driver behind this transaction?
The sale was a non-discretionary execution required by the company's equity incentive plan to satisfy minimum statutory tax withholding obligations associated with the vesting of restricted stock units.How does this impact the insider's direct equity position?
Following this disposition of 6,175 shares, the reporting person maintains direct ownership of 67,866 shares of Class A Common Stock.What is the insider's total beneficial ownership interest in the firm?
The executive's direct holdings represent an ownership stake of 0.04% of the company as of the August 20 filing date.Does the transaction provide insight into management's view of current valuation?
As an automatic tax-related transaction rather than a discretionary market order, this activity does not reflect a change in the insider's sentiment regarding the stock price, which was $61.25 as of the August 19 market close.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, advanced analytics, and a comprehensive repository of multimodal data to support precision medicine applications.The company generates revenue through its proprietary Tempus platform and Hub clinical application, which provide next-generation sequencing (NGS) tests and diagnostic services to healthcare providers, and is centered on enabling data-driven clinical decision-making.Tempus AI serves physicians, healthcare providers, and clinical laboratories as primary customers, targeting the oncology and precision medicine markets where genomic testing and advanced analytics drive improved patient outcomes.Tempus AI is a healthcare technology company with a market capitalization of $10.7 billion and TTM revenue of $1.4 billion, operating as a leading provider of AI-enabled diagnostic and analytics platforms for precision medicine. The company's integrated platform architecture creates a competitive advantage by combining clinical workflow optimization with proprietary laboratory capabilities and advanced data analytics. With 3,800 employees and headquarters in Chicago, Tempus AI is positioned at the intersection of genomics, artificial intelligence, and clinical diagnostics, though the company is currently in a growth investment phase with negative net income of -$254.4 million TTM.
What this transaction means for investorsBartolucci's sale is the smallest in a batch of several among Tempus AI executives and landed the same day as other tax withholdings on vested RSUs, transactions that were notably priced the day before the Moderna and Merck trial news sent Tempus stock up 24%, which in a way highlights how non-discretionary this type of move was.
His title puts him closer to a detail in this quarter's results that's easy to skim past. Tempus reported its first GAAP profit in the second quarter, racking up net income of $5.6 million, but that number leaned heavily on non-operating items rather than the core business turning a corner. It included $98.5 million in unrealized gains on marketable securities and $55.6 million in stock compensation and payroll tax expense running the other direction. Strip those out, and the company posted a non-GAAP net loss of $7.7 million for the quarter, which, to be fair, was still a big improvement from a year earlier. Getting that distinction right in the filings is Bartolucci's job, and it's the more useful thing to understand about this quarter than his 6,175 shares that went out the door.
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.