Market Cap
$14.9B
TEM
Tempus AI, Inc.
$76.03 ▼ -0.62%
Prev close $76.50Market cap$14.9B
ConsensusHold
12-mo target$70.06 (-8.3%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Software & IT
Snapshot
The big-picture read on TEM right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (57%)
Inst. Holders
50 funds
Inst. Value
$6.5B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $50.9M sell
Insider Net $
-$50.9M
Social Sentiment
71° Bullish
SEC Reports
20
Price chart 30d +22.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 Insider
Schoenherr Thomas Edward sold 10,281 shares
CEO, Diagnostics @ $85.00 ($873.9K)
Sep 25, 2026 short_volume
Short Volume: TEM — 56.6% short (2.4M / 4.3M)
Short: 2,445,994 | Exempt: 2,268 | TRF Vol: 4,324,319 | Short Ratio: 56.6% | Off-exchange volume (da
Sep 22, 2026 Insider
LEFKOFSKY ERIC P sold 16,152 shares
CEO and Chairman @ $78.23 ($1.3M)
Sep 22, 2026 Insider
Sep 4, 2026 SEC LEFKOFSKY ERIC P sold 79,259 shares
CEO and Chairman @ $77.29 ($6.1M)
Four Tempus AI insiders, including CEO Eric Lefkofsky, sold a total of $316K in shares over a one-week window. The total
CLUSTER — Impact 2/10
Three Tempus AI insiders, including CEO Eric Lefkofsky and two directors, sold a total of ~$300K in open-market sales ov
CLUSTER — Impact 2/10
Four Tempus AI insiders, including CEO Eric Lefkofsky and three other C-suite executives, sold a total of $2.0M in open-
CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
3,761,666 shares ($217.9M)
Analyst ratings buy % -1.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
57% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Sep 21, 2026 | Goldman Sachs | INITIATE | Neutral | 54% |
| Sep 11, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Sep 9, 2026 | UBS | INITIATE | Neutral | 55% |
| Sep 8, 2026 | Rothschild & Co | INITIATE | Neutral | 58% |
| Sep 8, 2026 | Roth Capital | INITIATE | Neutral | 56% |
| Sep 2, 2026 | Cantor Fitzgerald | INITIATE | Overweight | 49% |
| Sep 1, 2026 | Piper Sandler | UPGRADE | Overweight | 54% |
| Aug 31, 2026 | Freedom Capital Markets | MAINTAIN | Hold | 46% |
| Aug 20, 2026 | BTIG | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 7 | 8 | 1 | 1 | 57% | |
| Aug 1, 2026 | 6 | 7 | 8 | 1 | 1 | 57% | |
| Jul 1, 2026 | 6 | 9 | 7 | 1 | 1 | 63% | |
| Jun 1, 2026 | 5 | 9 | 7 | 1 | 1 | 61% | |
| May 1, 2026 | 6 | 9 | 8 | 0 | 1 | 63% | |
| Apr 1, 2026 | 6 | 8 | 9 | 0 | 0 | 61% | |
| Mar 1, 2026 | 6 | 8 | 9 | 0 | 0 | 61% | |
| Feb 1, 2026 | 5 | 7 | 9 | 0 | 0 | 57% |
Price targets
Where 18 covering analysts think TEM trades over the next 12 months.
$70.06 -8.3% upside Sell
Current$76.40 Low$35.00 Median$74.00 High$100.00 18 analysts
$35.00$100.00
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
71°
Bullish
BearishNeutralBullish
Recent posts
Two very different options strategies I'm using on INTC and TEM
▲ 1 · 💬 4· ⚡ 0.5
PMCC Trade Breakdown: $1,149 Profit in 60 Days on TEM (Tempus AI)
▲ 1 · 💬 1· ⚡ 0.5
Is building AI overvalued and leveraging it undervalued?
▲ 1 · 💬 5· ⚡ 0.5
I’ve been keeping an eye on TEM lately. Could this be a growth stock in the AI healthcare sector?
▲ 1 · 💬 0· ⚡ 0.5
Why Tempus AI is perfectly positioned to squeeze Wall Street out of their own position.
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 6 bullish, 4 bearish, 1 mixed, 9 neutral · avg impact 4.8/10.
NEUTRALCLUSTER2/10
Four Tempus AI insiders, including CEO Eric Lefkofsky, sold a total of $316K in shares over a one-we
Sep 4, 2026
NEUTRALCLUSTER2/10
Three Tempus AI insiders, including CEO Eric Lefkofsky and two directors, sold a total of ~$300K in
Sep 3, 2026
NEUTRALCLUSTER4/10
Four Tempus AI insiders, including CEO Eric Lefkofsky and three other C-suite executives, sold a tot
Sep 2, 2026
BEARISHCLUSTER4/10
Six Tempus AI insiders, including the CEO, CFO, and other C-suite executives, sold a total of $4.3M
Aug 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: TEM — 56.6% short (2.4M / 4.3M)
Short: 2,445,994 | Exempt: 2,268 | TRF Vol: 4,324,319 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
ftd
FTD: TEM — 11,071 shares ($0.7M) failed to deliver
Settlement: 20260908, Price: $64.62, FTD Value: $715,408.02, TEMPUS AI, INC. CLASS A COMMON
Sep 7, 2026
dark_pool
Dark Pool: TEM — 4.6M shares, 79,605 trades
Week starting 2026-09-07. Total ATS volume: 4,602,841 shares across 79,605 trades.
Sep 3, 2026
Clinical Trial
A Study to Evaluate the Safety and Efficacy of A2B530, a Logic-gated CAR T, in Participants With Solid Tumors That Express CEA and Have Lost HLA-A*02 Expression
Phase Phase 2 — ACTIVE_NOT_RECRUITING
Sep 3, 2026
clinical_trial_readout
T-90d Trial Readout: A2B530 (Phase 2)
Trial: A Study to Evaluate the Safety and Efficacy of A2B530, a Logic-gated CAR T, in Participants With Solid Tumors That Express CEA and Have Lost HL
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.08 | $-0.17–$0.00 | 27.0% | -10.6% | 6↑ 2↓ | $0.4B | 14 |
| Next Q | $-0.00 | $-0.13–$0.11 | 89.2% | -70.1% | 6↑ 3↓ | $0.5B | 14 |
| Current FY | $-0.25 | $-0.50–$-0.06 | 59.2% | +3.1% | 9↑ 1↓ | $1.6B | 15 |
| Next FY | $-0.01 | $-0.45–$0.59 | 97.7% | +61.8% | 8↑ 1↓ | $2.0B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.080 | — |
| 7d ago | $-0.078 | -0.002 |
| 30d ago | $-0.073 | -0.008 |
| 60d ago | $-0.080 | -0.000 |
| 90d ago | $-0.087 | +0.007 |
Institutional ownership
Which big funds own TEM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.5B total value (112,124,882 shares) as of 2026-Q2. Top holders: ARK, BlackRock,, BAILLIE. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ARK Investment Management LLC | 10,022,634 | $580.6M | 8.9% | — |
| BlackRock, Inc. | 8,291,053 | $480.3M | 7.4% | — |
| BAILLIE GIFFORD & CO | 8,190,133 | $474.5M | 7.3% | — |
| SOFTBANK GROUP CORP. | 5,405,406 | $313.1M | 4.8% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,336,400 | $309.1M | 4.8% | DOUBLED +260.0% |
| JPMORGAN CHASE & CO | 4,989,062 | $291.2M | 4.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,988,038 | $289.0M | 4.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,914,410 | $284.7M | 4.4% | — |
| JANE STREET GROUP, LLC | 4,881,200 | $282.8M | 4.4% | DOUBLED +113.6% |
| Sumitomo Mitsui Trust Group, Inc. | 4,089,029 | $236.9M | 3.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | DOUBLED | 1,277,756 | 3,761,666 | +194.4% | $217.9M |
| MORGAN STANLEY | ADD | 2,083,435 | 3,652,136 | +75.3% | $211.6M |
| CITADEL ADVISORS LLC | DOUBLED | 601,305 | 2,512,401 | +317.8% | $145.5M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 414,780 | 1,917,772 | +362.4% | $111.1M |
| JANE STREET GROUP, LLC | DOUBLED | 668,854 | 1,428,847 | +113.6% | $82.8M |
| Clear Street Group Inc. | ADD | 955,582 | 1,345,069 | +40.8% | $77.9M |
| Legal & General Group Plc | ADD | 771,374 | 1,145,900 | +48.6% | $66.4M |
| NORGES BANK | NEW | — | 975,302 | — | $56.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 244,588 | 880,556 | +260.0% | $51.0M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 109,561 | 555,498 | +407.0% | $32.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$50.9M — $0.00 bought, $50.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Schoenherr Thomas Edward | CEO, Diagnostics | SELL | 10,281 | $85.00 | $873.9K |
| Sep 22, 2026 | LEFKOFSKY ERIC P | CEO and Chairman | SELL | 16,152 | $78.23 | $1.3M |
| Sep 22, 2026 | LEFKOFSKY ERIC P | CEO and Chairman | SELL | 79,259 | $77.29 | $6.1M |
| Sep 22, 2026 | LEFKOFSKY ERIC P | CEO and Chairman | SELL | 432 | $78.86 | $34.1K |
| Sep 22, 2026 | LEFKOFSKY ERIC P | CEO and Chairman | SELL | 7,394 | $76.57 | $566.2K |
| Sep 22, 2026 | LEFKOFSKY ERIC P | CEO and Chairman | SELL | 37,950 | $78.23 | $3.0M |
| Sep 22, 2026 | LEFKOFSKY ERIC P | CEO and Chairman | SELL | 965 | $76.57 | $73.9K |
| Sep 22, 2026 | LEFKOFSKY ERIC P | CEO and Chairman | SELL | 2,091 | $78.23 | $163.6K |
| Sep 22, 2026 | LEFKOFSKY ERIC P | CEO and Chairman | SELL | 33,770 | $77.29 | $2.6M |
| Sep 22, 2026 | LEFKOFSKY ERIC P | CEO and Chairman | SELL | 184 | $78.86 | $14.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TEM.
Shares short
28,059,350
Settlement Sep 15, 2026
Change vs prior
-4.8%
Semi-monthly cycle
Days to cover
5.2
At avg daily volume
Of shares outstanding
≈15.4%
Estimate — not % of float
All TEM filing & press-release reports (30)
- CLUSTER reportSep 4, 2026
- CLUSTER reportSep 3, 2026
- CLUSTER reportSep 2, 2026
- CLUSTER reportAug 28, 2026
- CLUSTER reportAug 26, 2026
- 144 reportAug 25, 2026
- CLUSTER reportAug 21, 2026
- 144 reportAug 19, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 12, 2026
- CLUSTER reportAug 6, 2026
- 8-K reportJul 30, 2026
- 425 reportJul 20, 2026
- 425 reportJul 20, 2026
- 425 reportJul 20, 2026
- 425 reportJul 20, 2026
- 8-K reportJul 20, 2026
- 425 reportJul 20, 2026
- 8-K reportJul 20, 2026
- CLUSTER reportJul 9, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 30, 2026
- 144 reportJun 29, 2026
- INST-CLUSTER reportJun 12, 2026
- CLUSTER reportJun 3, 2026
- 144 reportMay 27, 2026
- CLUSTER reportMay 27, 2026
- DEFA14A reportApr 7, 2026
- CLUSTER reportMar 4, 2026
- 8-K, 8-K reportFeb 24, 2026