Victory Financial Group LLC purchased a new stake in shares of Tempus AI, Inc. (NASDAQ:TEM – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 12,771 shares of the company’s stock, valued at approximately $754,000.
Several other institutional investors have also bought and sold shares of the stock. Lodestone Wealth Management LLC acquired a new position in Tempus AI during the 4th quarter valued at about $42,000. Private Advisory Group LLC bought a new position in shares of Tempus AI in the fourth quarter valued at approximately $284,000. Exchange Traded Concepts LLC boosted its holdings in shares of Tempus AI by 19.8% in the fourth quarter. Exchange Traded Concepts LLC now owns 106,073 shares of the company’s stock valued at $6,264,000 after acquiring an additional 17,510 shares in the last quarter. CoreCap Advisors LLC increased its stake in shares of Tempus AI by 135.1% during the fourth quarter. CoreCap Advisors LLC now owns 743 shares of the company’s stock valued at $44,000 after acquiring an additional 427 shares during the period. Finally, Stonehage Fleming Financial Services Holdings Ltd bought a new stake in Tempus AI during the fourth quarter worth approximately $232,000. Institutional investors and hedge funds own 24.22% of the company’s stock.
Key Stories Impacting Tempus AI
Here are the key news stories impacting Tempus AI this week:
- Positive Sentiment: ALERT trial with Medtronic shows Tempus’ AI-driven EHR alerts improved timely evaluation and treatment for aortic stenosis and mitral regurgitation across multiple health systems — evidence the company can convert real-world data/AI into measurable care improvements that support commercial adoption. Tempus and Medtronic Announce ALERT Trial Results Showing AI-Driven EHR Notifications Improve Treatment for Significant Valvular Heart Disease
- Positive Sentiment: Diagnostics segment set for strong 2026 growth driven by oncology test demand, expanding minimal residual disease (MRD) adoption, higher pricing and improving reimbursement — a near-term revenue and margin tailwind for Tempus’ core business. What’s Fueling TEM Diagnostics Segment’s Strong 2026 Outlook?
- Positive Sentiment: Collaboration with Daiichi Sankyo targets precision oncology drug development (antibody drug conjugate program) using Tempus’ multimodal AI and RWD — validates Tempus’ platform to support large pharma trials and could accelerate commercial partnerships and revenue through sponsor-led programs. Tempus AI Daiichi Sankyo Tie Up Highlights Precision Oncology Opportunity
- Positive Sentiment: Bullish investor write-ups highlight Tempus’ massive data asset (cited ~450 petabytes) and AI models as a durable moat with upside from model monetization and diagnostics growth — supports valuation narratives for long-term growth investors. Tempus AI: 450-Petabyte Moat, High-Growth Upside At A Discount
- Neutral Sentiment: High-profile media commentary is mixed: Jim Cramer called TEM “a decent spec” and suggested holding some shares rather than all — useful for retail sentiment but not a fundamental change. Jim Cramer on Tempus AI: “It’s a Decent Spec, I Would Hold on to Some, But Not All”
- Neutral Sentiment: Comparisons and analyst pieces (TEM vs. peers like DOCS/SDGR) highlight both upside from AI/RWD and the question of sustainable monetization — useful framing for relative valuation and competitive risk. TEM vs. DOCS: Which Medical Info Systems Stock Is the Better Pick Now?
- Negative Sentiment: Risk factors that could cap the stock: negative GAAP profitability (negative P/E), high debt-to-equity (2.52), elevated beta (~5.3) and the share price sitting below the 50- and 200-day moving averages — signals of execution/volatility risk that can amplify sell-offs if growth/reimbursement or partnership milestones slip.
Tempus AI Stock Up 4.0%
Insider Activity
In other Tempus AI news, CEO Ryan Fukushima sold 9,592 shares of the company’s stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $59.05, for a total transaction of $566,407.60. Following the completion of the sale, the chief executive officer directly owned 694,354 shares of the company’s stock, valued at approximately $41,001,603.70. This represents a 1.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Ryan M. Bartolucci sold 2,902 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $59.05, for a total transaction of $171,363.10. Following the completion of the transaction, the chief accounting officer owned 41,159 shares of the company’s stock, valued at approximately $2,430,438.95. The trade was a 6.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 568,841 shares of company stock worth $32,579,611. 26.27% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades
A number of equities analysts have issued reports on TEM shares. Guggenheim decreased their price target on Tempus AI from $95.00 to $60.00 and set a “buy” rating for the company in a research note on Monday. Wall Street Zen downgraded Tempus AI from a “hold” rating to a “sell” rating in a research note on Saturday, February 28th. Mizuho started coverage on Tempus AI in a research note on Thursday, February 19th. They set an “outperform” rating and a $100.00 target price for the company. Canaccord Genuity Group lowered their target price on Tempus AI from $95.00 to $80.00 and set a “buy” rating on the stock in a report on Monday, December 22nd. Finally, Morgan Stanley cut their price target on shares of Tempus AI from $85.00 to $70.00 and set an “overweight” rating for the company in a report on Tuesday, March 3rd. Eight equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $75.92.
Tempus AI Company Profile
Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.
The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.
Read More
Want to see what other hedge funds are holding TEM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tempus AI, Inc. (NASDAQ:TEM – Free Report).
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.
