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Why Tempus AI (TEM) Stock Is Down Today

Investivoq PriceTracker

Tempus AI (TEM) is down 5.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be profit-taking rather than a clearly negative company-specific announcement. Tempus had rallied after its early-November earnings report and raised outlook, so today’s drop could be investors locking in gains while the market reassesses valuation after a strong run.

Details:

  • The company’s most recent major update was its November 2 third-quarter report, which showed revenue growth of about 23% and an increase to full-year 2026 revenue guidance.
  • That earnings release did not point to a new operational setback, suggesting the sell-off may be more about trading dynamics than a fresh deterioration in fundamentals.
  • Recent SEC records also show insider-related filings, including a Rule 144 notice and Form 4 disclosures filed after early-November transactions, which can sometimes weigh on sentiment even when the sales are modest or prearranged.
  • With the stock having moved sharply higher in the days following earnings, a 1-day pullback could reflect normal volatility in a high-multiple AI and precision-medicine name.

    • Sources:

    Tempus Investor Relations, SEC, Yahoo Finance

    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 144 times in the past 6 months. Of those trades, 0 have been purchases and 144 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 106 sales selling 1,687,426 shares for an estimated $105,581,295.
    • 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 295 institutional investors add shares of $TEM stock to their portfolio, and 228 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
    • 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
    • BAILLIE GIFFORD & CO removed 1,278,201 shares (-15.6%) from their portfolio in Q3 2026, for an estimated $104,684,661
    • 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 3 analysts offer price targets for $TEM in the last 6 months, with a median target of $75.0.

    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

    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.