Tempus AI Target of Unusually Large Options Trading (NASDAQ:TEM)

Key Points

• Tempus AI experienced unusually large options activity—traders bought 32,895 call options on Wednesday (about a 68% increase vs. typical call volume), and the stock traded up to $54.40 on above‑average volume.
• Significant insider selling has occurred recently: CEO Eric Lefkofsky sold 166,250 shares and insiders have sold 563,841 shares (≈$32.26M) in the past 90 days, though insiders still own about 26.27% of the company.
• Institutions are heavily involved while analyst views are mixed—large funds (e.g., Vanguard, GC Wealth, Voloridge) have built sizable positions, and the stock carries a consensus “Moderate Buy” rating with an average target of $71.36 despite some downgrades.

Tempus AI, Inc. (NASDAQ:TEM - Get Free Report) was the recipient of unusually large options trading on Wednesday. Stock traders bought 32,895 call options on the company. This is an increase of approximately 68% compared to the typical volume of 19,625 call options.

Insider Activity at Tempus AI

In other Tempus AI news, EVP Andrew Polovin sold 10,949 shares of the firm's stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $60.31, for a total transaction of $660,334.19. Following the completion of the transaction, the executive vice president directly owned 126,918 shares of the company's stock, valued at approximately $7,654,424.58. This trade represents a 7.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Eric P. Lefkofsky sold 166,250 shares of the firm's stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $65.56, for a total transaction of $10,899,350.00. Following the transaction, the chief executive officer directly owned 8,941,533 shares of the company's stock, valued at $586,206,903.48. This represents a 1.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 563,841 shares of company stock worth $32,258,311 in the last ninety days. 26.27% of the stock is owned by company insiders.

Hedge Funds Weigh In On Tempus AI

A number of hedge funds have recently bought and sold shares of TEM. GC Wealth Management RIA LLC purchased a new position in Tempus AI during the fourth quarter worth approximately $399,267,000. Vanguard Group Inc. lifted its position in shares of Tempus AI by 22.1% in the third quarter. Vanguard Group Inc. now owns 9,441,607 shares of the company's stock valued at $762,032,000 after acquiring an additional 1,706,837 shares in the last quarter. Voloridge Investment Management LLC lifted its position in shares of Tempus AI by 183.0% in the third quarter. Voloridge Investment Management LLC now owns 1,607,083 shares of the company's stock valued at $129,708,000 after acquiring an additional 1,039,176 shares in the last quarter. BNP Paribas Financial Markets lifted its position in shares of Tempus AI by 312.7% in the third quarter. BNP Paribas Financial Markets now owns 1,274,549 shares of the company's stock valued at $102,869,000 after acquiring an additional 965,730 shares in the last quarter. Finally, AQR Capital Management LLC purchased a new position in shares of Tempus AI in the second quarter valued at approximately $54,020,000. Hedge funds and other institutional investors own 24.22% of the company's stock.

Key Headlines Impacting Tempus AI

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

• Positive Sentiment: Announced a commercial expansion with Predicta Biosciences for a co-branded whole‑genome sequencing assay (GenoPredicta) aimed at deeper genomic characterization and MRD monitoring — strengthens Tempus’ diagnostics product set and commercial footprint in hematologic oncology. Tempus and Predicta Biosciences Announce Collaboration
• Positive Sentiment: Launched an automated “Active Follow‑Up” workflow to keep therapy guidance current for oncology providers — a product feature that can increase clinical stickiness of Tempus’ Hub platform and reduce report obsolescence risk. Tempus Launches Automated "Active Follow-Up" Service
• Positive Sentiment: Company will present 31 abstracts (including one oral) at AACR 2026 — new data visibility at a major oncology conference can help validate Tempus’ multimodal dataset and drive commercial/partnership interest. Tempus Announces 31 Abstracts for AACR 2026
• Positive Sentiment: TD Cowen upgraded Tempus to a Buy — an analyst upgrade adds buy‑side visibility and can support near‑term demand. Tempus AI Raised to "Buy" at TD Cowen
• Positive Sentiment: Mizuho reconfirmed a Buy rating — additional supportive analyst coverage helps sustain investor interest. Mizuho Keeps Buy Rating on Tempus
• Positive Sentiment: Management visibility at the Needham Virtual Healthcare Conference and related investor materials/press coverage boosted attention and trading interest. Needham Conference Presentation Transcript
• Neutral Sentiment: Collaboration with One‑Carbon Therapeutics announced — expands research partnerships but is likely more R&D‑focused near term. One‑Carbon Therapeutics Collaboration
• Negative Sentiment: Jefferies initiated coverage with an Underperform/negative view — a new sell/underperform initiation can pressure sentiment despite other positive headlines. Jefferies Initiates Coverage with Underperform
• Negative Sentiment: Significant insider selling noted in recent months (multiple executive sales) — heavy insider dispositions can weigh on investor perceptions of insider alignment. QuiverQuant Coverage (insider activity & product updates)

Analyst Upgrades and Downgrades

TEM has been the topic of a number of recent research reports. 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 research note on Monday, December 22nd. Weiss Ratings restated a "sell (d-)" rating on shares of Tempus AI in a research note on Thursday, January 22nd. BTIG Research lowered their target price on Tempus AI from $105.00 to $90.00 and set a "buy" rating on the stock in a research note on Wednesday, February 25th. Needham & Company LLC restated a "buy" rating and issued a $75.00 target price on shares of Tempus AI in a research note on Wednesday, March 11th. Finally, JPMorgan Chase & Co. lowered their target price on Tempus AI from $80.00 to $60.00 and set a "neutral" rating on the stock in a research note on Wednesday, February 25th. Nine investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $71.36.

Tempus AI Price Performance

TEM stock traded up $4.87 during mid-day trading on Wednesday, reaching $54.40. 7,333,329 shares of the company's stock were exchanged, compared to its average volume of 5,408,844. The company has a market cap of $9.73 billion, a price-to-earnings ratio of -38.71 and a beta of 4.90. The stock's 50 day moving average is $50.72 and its 200 day moving average is $66.35. The company has a debt-to-equity ratio of 2.52, a current ratio of 3.13 and a quick ratio of 3.00. Tempus AI has a 12-month low of $39.01 and a 12-month high of $104.32.

About Tempus AI

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.

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