Tempus AI (NASDAQ:TEM) Shares Down 7.4% After Analyst Downgrade

Tempus AI, Inc. (NASDAQ:TEM)’s stock price traded down 7.4% on Wednesday after JPMorgan Chase & Co. lowered their price target on the stock from $80.00 to $60.00. JPMorgan Chase & Co. currently has a neutral rating on the stock. Tempus AI traded as low as $53.80 and last traded at $53.6710. 4,198,853 shares changed hands during trading, a decline of 26% from the average session volume of 5,636,385 shares. The stock had previously closed at $57.95.

A number of other research firms also recently weighed in on TEM. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Tempus AI in a research report on Thursday, January 22nd. Robert W. Baird began coverage on shares of Tempus AI in a report on Tuesday, February 17th. They set an “outperform” rating and a $59.00 target price for the company. Piper Sandler decreased their target price on shares of Tempus AI from $105.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday, November 11th. Canaccord Genuity Group lowered their price target on shares of Tempus AI from $95.00 to $80.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. Finally, HC Wainwright reduced their price objective on shares of Tempus AI from $98.00 to $89.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Eight equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Tempus AI has a consensus rating of “Moderate Buy” and an average target price of $79.31.

Insider Activity

In other Tempus AI news, CEO Ryan Fukushima sold 9,592 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $59.05, for a total value of $566,407.60. Following the completion of the sale, the chief executive officer owned 694,354 shares in the company, valued at $41,001,603.70. This trade represents a 1.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Ryan M. Bartolucci sold 2,902 shares of the business’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 transaction, the chief accounting officer owned 41,159 shares in the company, valued at $2,430,438.95. This represents a 6.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 596,035 shares of company stock valued at $37,505,125. 26.27% of the stock is owned by corporate insiders.

Tempus AI News Summary

Here are the key news stories impacting Tempus AI this week:

• Positive Sentiment: Q4 beat with strong top-line growth and raised 2026 revenue guidance — Tempus reported robust revenue growth (driven by diagnostics, MRD and Data & Applications), narrowed losses and issued a 2026 revenue target of about $1.59B, supporting the company’s growth-and-path-to-profit narrative. Tempus AI Sold Off After a Beat—But the Rebound Case Is Building
• Positive Sentiment: New AI tools and a strategic partnership broaden addressable market — Tempus launched an HRD‑RNA AI algorithm for oncology and partnered with Median Technologies to integrate advanced lung‑cancer screening tools, strengthening its diagnostic pipeline and platform differentiation. Tempus AI Deepens Precision Oncology Role With New HRD And Lung Tools
• Neutral Sentiment: CEO to speak at Morgan Stanley TMT conference — Eric Lefkofsky will appear March 3; the presentation is a near-term opportunity to clarify guidance, margin cadence and commercialization progress. Tempus to Participate in the Morgan Stanley Technology, Media & Telecom Conference
• Neutral Sentiment: Analyst coverage and comparisons continue to shape expectations — industry writeups (e.g., TEM vs. ILMN) emphasize the balance between near‑term execution and long‑term transformation in medtech/AI healthcare, making investor focus on execution more acute. TEM vs. ILMN: Which MedTech Stock Offers Greater Upside?
• Negative Sentiment: Multiple price‑target cuts this week pressured sentiment — JPMorgan cut its target to $60 (neutral), Needham lowered to $75 (buy), and BTIG trimmed to $90 — that combination tightened near-term upside expectations despite mixed analyst ratings. JPMorgan price target cut Needham price target lowered BTIG price target cut
• Negative Sentiment: After‑hours reaction driven by wider loss and profitability concerns — despite revenue outperformance, EPS missed and some commentary left investors unsure about near‑term margin/scale progress, prompting a pullback in the session following the print. TEM Q4 Earnings Miss, Revenues Beat, Stock Down in After-Market

Institutional Trading of Tempus AI

Hedge funds have recently made changes to their positions in the business. Cranbrook Wealth Management LLC acquired a new position in shares of Tempus AI during the 3rd quarter worth approximately $25,000. JPL Wealth Management LLC bought a new position in Tempus AI during the third quarter worth $26,000. Los Angeles Capital Management LLC acquired a new position in shares of Tempus AI in the fourth quarter valued at $27,000. GAMMA Investing LLC bought a new position in shares of Tempus AI in the third quarter valued at about $28,000. Finally, Allworth Financial LP raised its position in shares of Tempus AI by 5,000.0% in the second quarter. Allworth Financial LP now owns 459 shares of the company’s stock valued at $29,000 after purchasing an additional 450 shares during the period. 24.22% of the stock is owned by institutional investors and hedge funds.

Tempus AI Trading Up 3.2%

The company has a market cap of $9.86 billion, a price-to-earnings ratio of -39.30 and a beta of 5.22. The company has a current ratio of 3.13, a quick ratio of 3.12 and a debt-to-equity ratio of 2.52. The business’s 50 day moving average price is $61.57 and its 200-day moving average price is $73.33.

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.