TEM

Tempus AI, Inc.

Nasdaq · Services-Computer Programming, Data Processing, Etc. · Inc. NV · CIK 0001717115
$47.82 -3.57% $8.6B
Insider Selling Cluster (5 insiders)High Impact Filing (8/10)26 New Institutional Positions24 Institutional Exits
Vol
Market Cap$8.6B
Cap SizeMid Cap
Analyst ConsensusBuy (61%)
Inst. Holders50 funds
Inst. Value$3.7B
Inst. Activity26 buys / 24 sells
Insider Activity0B / 18S
Insider Net $-$9.1M
Reddit Sentiment63° Warm
SEC Reports7
Exchange Nasdaq·Sector Services-Computer Programming, Data Processing, Etc.·Inc. NV·CIK 0001717115·Prev Close $49.59

Recent Activity

Jun 12, 2026 SEC
{ "summary": "Institutional 13F filings for Q3 reveal a sharp divergence in Tempus AI: ARK Investment Management more
INST-CLUSTER — Impact 5/10
Jun 3, 2026 SEC
CEO Eric Lefkofsky sold $412K worth of TEM shares at $46.17 on May 27, and Director David Epstein sold $12K at $49.40 on
CLUSTER — Impact 3/10
Jun 1, 2026 Insider
Epstein David R sold 250 shares
Director @ $49.40 ($12.3K)
May 27, 2026 SEC
Eric Lefkofsky, CEO and co-founder of Tempus AI, filed a Form 144 indicating intent to sell 166,250 shares of Class A Co
144 — Impact 4/10
May 27, 2026 Insider
LEFKOFSKY ERIC P sold 8,932 shares
CEO and Chairman @ $46.17 ($412.4K)
May 21, 2026 Insider
Doudna Jennifer A was granted 5,913 shares
Director
Inst.
ARK Investment Management LLC — ADD
9,607,745 shares ($434.5M)
Inst.
FRANKLIN RESOURCES INC — ADD
2,581,644 shares ($116.7M)

Price Targets

$66.53 +39.1% upside Strong Buy
Current $47.82 Low $35.00 Median $64.00 High $100.00 15 analysts
$35.00 $100.00

Analyst Ratings

Buy61% buy · 23 analysts
5Strong Buy
9Buy
7Hold
1Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Needham REITERATE Buy → Buy
Jun 1, 2026 BTIG REITERATE Buy → Buy
May 11, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy
May 8, 2026 BTIG MAINTAIN Buy → Buy
May 6, 2026 TD Cowen MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.15 ▼ -3.4% $-0.23 — $-0.10 30% YoY 12
Next Q $-0.09 ▲ +2.4% $-0.17 — $-0.01 20% YoY 12
Current FY $-0.38 ▲ +14.8% $-0.59 — $-0.19 38% YoY 12
Next FY $-0.11 ▼ -18.0% $-0.54 — $0.51 72% YoY 12

Top Institutional Holders

FundValueMove
ARK Investment Management LLC$434.5MADD
BlackRock, Inc.$405.5M
BAILLIE GIFFORD & CO$391.1M
SOFTBANK GROUP CORP.$244.4M
VANGUARD CAPITAL MANAGEMENT LLC$222.4M

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Epstein DavidSELL$12.3K
May 27, 2026LEFKOFSKY ERICSELL$412.4K
May 21, 2026Doudna JenniferA$0.00
May 21, 2026Belcher EricA$0.00
May 21, 2026BARRIS PETERA$0.00

Reddit Sentiment

63°
Warm
Bearish Neutral Bullish
12 mentions 6 bullish 2 bearish
50 institutional holders with $3.7B total value (82,188,078 shares) as of 2026-Q1. Top holders: ARK, BlackRock,, BAILLIE. Net buying activity: 26 institutions added/increased vs 24 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1ARK Investment Management LLC9,607,745$434.5M11.7%ADD +27.1%
2BlackRock, Inc.8,968,330$405.5M10.9%
3BAILLIE GIFFORD & CO8,649,356$391.1M10.5%
4SOFTBANK GROUP CORP.5,405,406$244.4M6.6%
5VANGUARD CAPITAL MANAGEMENT LLC4,918,122$222.4M6.0%
6VANGUARD PORTFOLIO MANAGEMENT LLC4,679,057$211.6M5.7%
7SUSQUEHANNA INTERNATIONAL GROUP, LLP4,328,500$195.7M5.3%
8Sumitomo Mitsui Trust Group, Inc.4,326,313$195.6M5.3%
9FRANKLIN RESOURCES INC2,581,644$116.7M3.1%ADD +38.7%
10SUSQUEHANNA INTERNATIONAL GROUP, LLP2,299,200$104.0M2.8%
11MORGAN STANLEY2,083,435$94.2M2.5%
12CITADEL ADVISORS LLC1,907,900$86.3M2.3%
13STATE STREET CORP1,689,761$76.4M2.1%
14GOLDMAN SACHS GROUP INC1,277,756$57.8M1.6%
15CITADEL ADVISORS LLC1,248,000$56.4M1.5%
16VOLORIDGE INVESTMENT MANAGEMENT, LLC1,173,402$53.1M1.4%TRIM -25.4%
17PEAK6 LLC1,106,000$50.0M1.3%DOUBLED +127.3%
18Clear Street Group Inc.955,582$43.2M1.2%ADD +32.1%
19TORONTO DOMINION BANK900,000$40.7M1.1%ADD +37.8%
20BAMCO INC /NY/899,278$40.7M1.1%DOUBLED +153.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ARK Investment Management LLCADD7,557,5839,607,745+27.1%$434.5M2026-Q1
FRANKLIN RESOURCES INCADD1,861,7822,581,644+38.7%$116.7M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM1,573,5301,173,402-25.4%$53.1M2026-Q1
Clear Street Group Inc.ADD723,365955,582+32.1%$43.2M2026-Q1
BAMCO INC /NY/DOUBLED355,446899,278+153.0%$40.7M2026-Q1
Legal & General Group PlcADD558,262771,374+38.2%$34.9M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED6,400725,100+11229.7%$32.8M2026-Q1
MARSHALL WACE, LLPTRIM738,646496,508-32.8%$22.5M2026-Q1
BANK OF AMERICA CORP /DE/TRIM1,140,489414,780-63.6%$18.8M2026-Q1
Trexquant Investment LPTRIM507,884375,991-26.0%$17.0M2026-Q1
Freestone Grove Partners LPNEW375,937$17.0M2026-Q1
PEAK6 LLCDOUBLED129,677294,726+127.3%$13.3M2026-Q1
FIRST TRUST ADVISORS LPTRIM521,029290,188-44.3%$13.1M2026-Q1
Mitsubishi UFJ Trust & Banking CorpNEW260,148$11.8M2026-Q1
CWM, LLCADD194,191259,765+33.8%$11.7M2026-Q1
CAPITAL FUND MANAGEMENT S.A.TRIM386,595220,261-43.0%$10.0M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCADD106,073141,044+33.0%$6.4M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/TRIM384,491118,432-69.2%$5.4M2026-Q1
TORONTO DOMINION BANKADD63,49187,464+37.8%$4.0M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD45,39775,125+65.5%$3.4M2026-Q1
GROUP ONE TRADING LLCTRIM147,96743,179-70.8%$2.0M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD31,67741,152+29.9%$1.9M2026-Q1
DIMENSIONAL FUND ADVISORS LPNEAR_EXIT165,87940,833-75.4%$1.8M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM65,32130,949-52.6%$1.4M2026-Q1
AMERIPRISE FINANCIAL INCADD21,38230,098+40.8%$1.4M2026-Q1
15 unique insiders with 37 transactions. Net insider value: -$9.1M ($0.00 bought, $9.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Epstein David RDirectorSELL250$49.40$12.3K
May 27, 2026LEFKOFSKY ERIC PCEO and ChairmanSELL8,932$46.17$412.4K
May 21, 2026Doudna Jennifer ADirectorAWARD5,913
May 21, 2026Belcher Eric DDirectorAWARD5,913
May 21, 2026BARRIS PETER JDirectorAWARD5,913
May 21, 2026West NadjaDirectorAWARD5,913
May 21, 2026Gottlieb ScottDirectorAWARD5,913
May 21, 2026Epstein David RDirectorAWARD5,913
May 21, 2026Frederick Wayne A.I.DirectorAWARD5,913
May 21, 2026Leonsis TheodoreDirectorAWARD5,913
May 19, 2026Fukushima RyanCEO, DataSELL13,550$44.07$597.1K
May 19, 2026Schoenherr Thomas EdwardCEO, DiagnosticsSELL1,580$44.07$69.6K
May 19, 2026Polovin AndrewEVP, Chief Legal OfficerSELL8,703$44.07$383.5K
May 14, 2026Fukushima RyanCEO, DataGIFT162,239
May 4, 2026Polovin AndrewEVP, Chief Legal OfficerAWARD10,000
May 4, 2026Fukushima RyanCEO, DataAWARD10,000
May 4, 2026Schoenherr Thomas EdwardCEO, DiagnosticsAWARD13,642
May 4, 2026Rogers James WilliamChief Financial OfficerAWARD10,000
May 4, 2026Bartolucci Ryan MChief Accounting OfficerAWARD24,000
Apr 28, 2026LEFKOFSKY ERIC PCEO and ChairmanSELL26,360$51.03$1.3M
Mar 26, 2026LEFKOFSKY ERIC PCEO and ChairmanSELL16,388$45.78$750.2K
Mar 2, 2026Epstein David RDirectorSELL250$50.69$12.7K
Mar 2, 2026Rogers James WilliamChief Financial OfficerSELL11,414$50.69$578.6K
Feb 20, 2026Polovin AndrewEVP, Chief Legal OfficerSELL10,849$60.30$654.2K
Feb 20, 2026Polovin AndrewEVP, Chief Legal OfficerAWARD38,420
Feb 20, 2026LEFKOFSKY ERIC PCEO and ChairmanAWARD263,430
Feb 20, 2026Rogers James WilliamChief Financial OfficerAWARD37,496
Feb 20, 2026Fukushima RyanChief Executive Officer, DataAWARD74,993
Feb 20, 2026Bartolucci Ryan MChief Accounting OfficerAWARD12,998
Feb 19, 2026Polovin AndrewEVP, Chief Legal OfficerSELL8,143$59.05$480.8K
Feb 19, 2026LEFKOFSKY ERIC PCEO and ChairmanSELL8,552$58.31$498.7K
Feb 19, 2026Rogers James WilliamChief Financial OfficerSELL10,084$59.05$595.5K
Feb 19, 2026Fukushima RyanChief Executive Officer, DataSELL9,592$59.05$566.4K
Feb 19, 2026Bartolucci Ryan MChief Accounting OfficerSELL2,902$59.05$171.4K
Feb 19, 2026Phelps ErikEVP, Chief Admin. OfficerSELL3,814$60.00$228.8K
Feb 2, 2026Epstein David RDirectorSELL370$59.41$22.0K
Jan 28, 2026LEFKOFSKY ERIC PCEO and ChairmanSELL25,631$65.41$1.7M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (61% buy). Based on 23 analysts: 5 strong buy, 9 buy, 7 hold, 1 sell, 1 strong sell.

Analyst Price Targets

$66.53 mean target +39.1% upside Strong Buy (2.06)
$35.00 Low $100.00 High
MetricValue
Current Price$47.82
Target Low$35.00
Target Mean$66.53
Target Median$64.00
Target High$100.00
# Analysts15
RecommendationStrong Buy (2.06)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.15 $-0.23 $-0.10 30.3% -3.4% 5↑ 7↓ $0.4B 20.9% 12
Next Q
2026-09-30
$-0.09 $-0.17 $-0.01 20.4% +2.4% 5↑ 7↓ $0.4B 23.8% 12
Current FY
2026-12-31
$-0.38 $-0.59 $-0.19 37.7% +14.8% 10↑ 2↓ $1.6B 25.3% 12
Next FY
2027-12-31
$-0.11 $-0.54 $0.51 71.9% -18.0% 6↑ 5↓ $1.9B 22.2% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.153
7d ago$-0.159+0.006
30d ago$-0.148-0.005
60d ago$-0.143-0.011
90d ago$-0.143-0.011
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Needham REITERATE Buy Buy
Jun 1, 2026 BTIG REITERATE Buy Buy
May 11, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
May 8, 2026 BTIG MAINTAIN Buy Buy
May 6, 2026 TD Cowen MAINTAIN Buy Buy
Apr 13, 2026 Jefferies INITIATE Underperform
Mar 30, 2026 Guggenheim MAINTAIN Buy Buy
Mar 11, 2026 Needham REITERATE Buy Buy
Mar 9, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Mar 3, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 25, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 25, 2026 Needham MAINTAIN Buy Buy
Feb 25, 2026 BTIG MAINTAIN Buy Buy
Feb 19, 2026 Mizuho INITIATE Outperform
Feb 17, 2026 Baird INITIATE Outperform
Dec 22, 2025 Canaccord Genuity MAINTAIN Buy Buy
Dec 15, 2025 JP Morgan MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265971161%
May 1, 20266980163%
Apr 1, 20266890061%
Mar 1, 20266890061%
Feb 1, 20265790057%
Jan 1, 20265680058%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

63°
Warm
Bearish Neutral Bullish
12 mentions 6 bullish 2 bearish 12 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 6, 2026160° Warm101
Jun 6, 2026160° Warm101
May 28, 2026150° Neutral001
May 28, 2026150° Neutral001
May 8, 2026160° Warm101
May 8, 2026160° Warm101
Apr 15, 2026156° Neutral001
Apr 15, 2026156° Neutral001
Apr 14, 2026160° Warm101
Apr 14, 2026160° Warm101
Mar 28, 2026140° Cool011
Mar 28, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Neutral 15d 19h ago
The next AI rotation - from infrastructure to data reservoirs
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Missed the Chips/Memory rally? Buy the DNA: $TEM
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
yes TEM
▲ 2 💬 1 ⚡ 0.5
r/options Bullish 1mo ago
PMCC strategy: stocks and comments
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
TEM, I am financially ruin. I do not want to work at Wendy’s
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 2mo ago
Can we manipulate TEM? I’m going to be financially ruin
▲ 1 💬 1 ⚡ 0.5
May 18, 2026
dark_pool
Dark Pool: TEM — 4.8M shares, 94,183 trades
Week starting 2026-05-18. Total ATS volume: 4,786,777 shares across 94,183 trades.
May 15, 2026
short_volume
Short Volume: TEM — 66.2% short (1.6M / 2.5M)
Short: 1,648,091 | Exempt: 2,184 | TRF Vol: 2,488,494 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: TEM — 55.4% short (1.2M / 2.2M)
Short: 1,240,660 | Exempt: 2,550 | TRF Vol: 2,238,029 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: TEM — 747,761 shares ($34.3M) failed to deliver
Settlement: 20260514, Price: $45.90, FTD Value: $34,322,229.9, TEMPUS AI, INC. CLASS A COMMON
May 13, 2026
short_volume
Short Volume: TEM — 55.3% short (1.5M / 2.8M)
Short: 1,549,057 | Exempt: 1,021 | TRF Vol: 2,801,314 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: TEM — 377,337 shares ($17.7M) failed to deliver
Settlement: 20260513, Price: $46.95, FTD Value: $17,715,972.15, TEMPUS AI, INC. CLASS A COMMON
May 11, 2026
dark_pool
Dark Pool: TEM — 6.1M shares, 116,899 trades
Week starting 2026-05-11. Total ATS volume: 6,128,604 shares across 116,899 trades.
May 8, 2026
short_volume
Short Volume: TEM — 65.3% short (3.7M / 5.7M)
Short: 3,719,888 | Exempt: 12,228 | TRF Vol: 5,696,711 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: TEM — 382,652 shares ($18.9M) failed to deliver
Settlement: 20260508, Price: $49.47, FTD Value: $18,929,794.44, TEMPUS AI, INC. CLASS A COMMON
May 5, 2026
earnings_calendar
TEM Q1 2026 Earnings Scheduled — 2026-05-05
May 5, 2026
short_volume
Short Volume: TEM — 56.0% short (1.3M / 2.3M)
Short: 1,281,133 | Exempt: 2,361 | TRF Vol: 2,289,760 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: TEM — 8.0M shares, 132,678 trades
Week starting 2026-05-04. Total ATS volume: 7,989,082 shares across 132,678 trades.
Apr 27, 2026
dark_pool
Dark Pool: TEM — 4.0M shares, 87,712 trades
Week starting 2026-04-27. Total ATS volume: 4,025,604 shares across 87,712 trades.
Apr 27, 2026
short_interest
FTD: TEM — 91,210 shares ($4.8M) failed to deliver
Settlement: 20260427, Price: $52.12, FTD Value: $4,753,865.2, TEMPUS AI, INC. CLASS A COMMON
Apr 24, 2026
short_interest
FTD: TEM — 116,632 shares ($6.0M) failed to deliver
Settlement: 20260424, Price: $51.44, FTD Value: $5,999,550.08, TEMPUS AI, INC. CLASS A COMMON