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Tempus AI Rises as Recent Deal News and Analyst Target Hikes Support Sentiment

Investivoq PriceTracker

Tempus AI (TEM) is up 4.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be continued investor optimism around Tempus’s recent strategic updates rather than a single brand-new announcement today. This could be because the stock is still benefiting from its expanded collaboration tied to a personalized cancer vaccine program, a key regulatory milestone for the planned Personalis transaction, and another round of higher Wall Street price targets.

Details:

  • Tempus announced on October 7 an expanded multi-year collaboration with Moderna and Merck to support the potential commercialization of intismeran autogene, also known as V940/mRNA-4157.
  • A recent SEC filing tied to the Personalis deal showed the Hart-Scott-Rodino waiting period expired on October 2, clearing an important antitrust-related hurdle while other closing conditions remain.
  • Analyst sentiment has also improved in October, with recent price-target increases that included moves to $95, $92, $75, and a fresh increase to $70 on October 14.
  • Tempus’s investor relations page does not show a separate new company press release for October 14, which suggests today’s gain is more likely follow-through from these recent catalysts and improving sentiment.

    • Sources:

    Tempus AI Investor Relations, SEC, Stock Analysis, Benzinga

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $TEM Insider Trading Activity

    TEM Insider Trades

    $TEM insiders have traded $TEM stock on the open market 124 times in the past 6 months. Of those trades, 0 have been purchases and 124 have been sales.

    Here’s a breakdown of recent trading of $TEM stock by insiders over the last 6 months:

    • ERIC P LEFKOFSKY (CEO and Chairman) has made 0 purchases and 86 sales selling 1,603,676 shares for an estimated $96,492,282.
    • RYAN FUKUSHIMA (CEO, Data) has made 0 purchases and 14 sales selling 142,447 shares for an estimated $7,295,870.
    • JAMES WILLIAM ROGERS (Chief Financial Officer) has made 0 purchases and 4 sales selling 71,224 shares for an estimated $3,808,830.
    • ANDREW POLOVIN (EVP, Chief Legal Officer) has made 0 purchases and 4 sales selling 41,729 shares for an estimated $2,147,540.
    • THOMAS EDWARD SCHOENHERR (CEO, Diagnostics) has made 0 purchases and 9 sales selling 29,175 shares for an estimated $1,873,506.
    • RYAN M BARTOLUCCI (Chief Accounting Officer) has made 0 purchases and 3 sales selling 17,353 shares for an estimated $1,017,383.
    • NADJA WEST sold 3,000 shares for an estimated $207,000
    • JENNIFER A DOUDNA sold 2,673 shares for an estimated $147,015
    • DAVID R EPSTEIN has made 0 purchases and 2 sales selling 620 shares for an estimated $28,408.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $TEM Hedge Fund Activity

    We have seen 265 institutional investors add shares of $TEM stock to their portfolio, and 180 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 4,989,062 shares (+inf%) to their portfolio in Q2 2026, for an estimated $289,016,361
    • GC WEALTH MANAGEMENT RIA, LLC removed 4,199,843 shares (-63.5%) from their portfolio in Q2 2026, for an estimated $243,296,904
    • GOLDMAN SACHS GROUP INC added 2,483,910 shares (+194.4%) to their portfolio in Q2 2026, for an estimated $143,892,906
    • MORGAN STANLEY added 1,568,701 shares (+75.3%) to their portfolio in Q2 2026, for an estimated $90,874,848
    • BANK OF AMERICA CORP /DE/ added 1,502,992 shares (+362.4%) to their portfolio in Q2 2026, for an estimated $87,068,326
    • D. E. SHAW & CO., INC. removed 1,180,315 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $68,375,647
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 852,916 shares (+inf%) to their portfolio in Q2 2026, for an estimated $49,409,423

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $TEM Government Contracts

    We have seen $30,754,366 of award payments to $TEM over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    • ADAPT CRO SUPPORT SERVICES SOLICITATION: $11,637,449

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $TEM Price Targets

    Multiple analysts have issued price targets for $TEM recently. We have seen 5 analysts offer price targets for $TEM in the last 6 months, with a median target of $68.0.

    Here are some recent targets:

    • Gene Mannheimer from Freedom Capital Markets set a target price of $59.0 on 07/01/2026
    • Ryan MacDonald from Needham set a target price of $75.0 on 06/01/2026
    • Mark Massaro from BTIG set a target price of $80.0 on 06/01/2026
    • Yi Chen from HC Wainwright & Co. set a target price of $64.0 on 05/11/2026
    • Dan Brennan from TD Cowen set a target price of $68.0 on 05/06/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.