Amova Asset Management Americas Inc. Boosts Stock Holdings in Tempus AI, Inc. $TEM

Amova Asset Management Americas Inc. raised its holdings in shares of Tempus AI, Inc. (NASDAQ:TEM) by 1.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 3,504,823 shares of the company’s stock after purchasing an additional 41,728 shares during the period. Tempus AI comprises 2.4% of Amova Asset Management Americas Inc.’s portfolio, making the stock its 10th largest holding. Amova Asset Management Americas Inc.’s holdings in Tempus AI were worth $206,960,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in TEM. Alethea Capital Management LLC purchased a new stake in shares of Tempus AI in the 4th quarter worth approximately $1,863,000. Gordian Capital Singapore Pte Ltd raised its stake in Tempus AI by 100.0% during the fourth quarter. Gordian Capital Singapore Pte Ltd now owns 10,000 shares of the company’s stock valued at $590,000 after buying an additional 5,000 shares during the last quarter. Contrarius Group Holdings Ltd bought a new stake in Tempus AI in the fourth quarter worth $7,973,000. LPL Financial LLC boosted its holdings in Tempus AI by 5.3% in the fourth quarter. LPL Financial LLC now owns 241,523 shares of the company’s stock worth $14,262,000 after acquiring an additional 12,194 shares in the last quarter. Finally, Franklin Resources Inc. grew its stake in shares of Tempus AI by 27.9% in the fourth quarter. Franklin Resources Inc. now owns 1,861,782 shares of the company’s stock worth $109,938,000 after acquiring an additional 405,662 shares during the last quarter. 24.22% of the stock is currently owned by hedge funds and other institutional investors.

Key Tempus AI News

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

• Positive Sentiment: Several recent pieces argue that Tempus AI’s valuation has become more attractive after a sharp compression, with one Seeking Alpha note saying the risk-reward setup has improved as revenue growth remains strong and operating losses narrow toward breakeven. Tempus AI: The Compression Has Outrun The Business – Upgrading To Buy
• Positive Sentiment: Another bullish take highlighted Tempus AI’s data moat, large proprietary dataset, and expanding partnerships in healthcare AI, reinforcing the idea that the company could build a high-margin “data machine” over time. Tempus AI: A Unique AI Business Model With Asymmetric Upside
• Positive Sentiment: Ambry Genetics, a Tempus AI subsidiary, reported peer-reviewed research showing its ExomeReveal RNA testing may improve diagnostic clarity in exome testing, which could support Tempus’s diagnostics and genomics growth narrative. Genetics in Medicine Open Study Demonstrates How Ambry Genetics’ ExomeReveal RNA Testing Can Improve Diagnostic Clarity in Exome Testing
• Neutral Sentiment: Tempus AI presented at the Goldman Sachs 47th Annual Global Healthcare Conference, which keeps management visible to investors but did not include any major new guidance in the item provided. Tempus AI, Inc. (TEM) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
• Neutral Sentiment: Brokerage coverage summaries indicated Tempus AI’s consensus rating remains “Hold,” suggesting analysts are still waiting for clearer proof of sustained profitability and execution. Tempus AI, Inc. Given Average Rating of Hold by Brokerages
• Negative Sentiment: Short-interest data showed no meaningful change in bearish positioning, but the report was unusual and did not provide evidence of a stronger short squeeze setup or improving sentiment from skeptics. Tempus AI, Inc. Given Consensus Recommendation of Hold by Analysts

Insiders Place Their Bets

In related news, CAO Ryan M. Bartolucci sold 4,116 shares of the company’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $44.07, for a total transaction of $181,392.12. Following the completion of the transaction, the chief accounting officer owned 74,041 shares in the company, valued at approximately $3,262,986.87. This represents a 5.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Eric P. Lefkofsky sold 166,250 shares of Tempus AI stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $46.70, for a total value of $7,763,875.00. Following the completion of the sale, the chief executive officer directly owned 8,808,533 shares in the company, valued at $411,358,491.10. This trade represents a 1.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 558,557 shares of company stock worth $26,611,939 over the last ninety days. 24.26% of the stock is owned by company insiders.

Tempus AI Stock Performance

NASDAQ:TEM opened at $48.82 on Wednesday. The stock has a 50-day simple moving average of $49.07 and a two-hundred day simple moving average of $57.14. Tempus AI, Inc. has a 52-week low of $41.73 and a 52-week high of $104.32. The company has a debt-to-equity ratio of 2.96, a quick ratio of 3.15 and a current ratio of 3.31. The firm has a market capitalization of $8.77 billion, a PE ratio of -28.38 and a beta of 3.62.

Tempus AI (NASDAQ:TEM) last posted its quarterly earnings data on Tuesday, May 5th. The company reported ($0.13) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.21) by $0.08. The firm had revenue of $348.12 million for the quarter, compared to analysts’ expectations of $345.44 million. Tempus AI had a negative return on equity of 53.83% and a negative net margin of 22.20%.The business’s quarterly revenue was up 36.1% on a year-over-year basis. During the same period in the previous year, the firm earned ($0.24) EPS. Analysts forecast that Tempus AI, Inc. will post -1.35 EPS for the current year.

Analyst Ratings Changes

Several analysts recently commented on TEM shares. Needham & Company LLC reissued a “buy” rating and set a $75.00 price objective on shares of Tempus AI in a research report on Monday, June 1st. Wall Street Zen raised shares of Tempus AI from a “sell” rating to a “hold” rating in a report on Saturday. Morgan Stanley dropped their target price on shares of Tempus AI from $85.00 to $70.00 and set an “overweight” rating on the stock in a research note on Tuesday, March 3rd. Mizuho began coverage on shares of Tempus AI in a report on Thursday, February 19th. They set an “outperform” rating and a $100.00 price target on the stock. Finally, Stifel Nicolaus set a $60.00 price target on shares of Tempus AI in a research report on Wednesday, February 25th. Nine investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $68.64.

Tempus AI 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.