Posted: an hour ago / Feb. 22, 2026 5:33 p.m. UTC
Mizuho launches coverage: Social media buzz intensified as Mizuho initiated coverage on Tempus AI with an Outperform rating and a $100 price target, highlighting a $40 billion total addressable market in precision oncology. Users noted the firm’s leadership in comprehensive genomic profiling and projected growth surpassing market averages. The optimistic outlook has sparked considerable enthusiasm amid recent share price movements.
Baird echoes positivity: Baird’s Outperform initiation with a $59 target further fueled discussions, positioning the recent pullback as a potential buying opportunity. Commentators emphasized Tempus AI’s differentiated data and AI platform in healthcare. This analyst support underscores broader confidence in the company’s trajectory.
Notable investor interest: Mentions of high-profile investments, including links to political figures, added intrigue to the conversation. Traders debated support levels around $44 to $48, viewing them as critical for the bullish case. Overall, the dialogue reflects mounting optimism on Tempus AI’s prospects.
Note: This discussion summary was generated from an AI condensation of post data.
Tempus AI Insider Trading Activity
Tempus AI insiders have traded $TEM stock on the open market 118 times in the past 6 months. Of those trades, 0 have been purchases and 118 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 67 sales selling 1,859,166 shares for an estimated $136,739,371.
- RYAN FUKUSHIMA (Chief Executive Officer, Data) has made 0 purchases and 19 sales selling 49,691 shares for an estimated $3,592,992.
- ANDREW POLOVIN (EVP, Chief Legal Officer) has made 0 purchases and 10 sales selling 43,558 shares for an estimated $2,882,519.
- JAMES WILLIAM ROGERS (Chief Financial Officer) has made 0 purchases and 6 sales selling 37,307 shares for an estimated $2,532,550.
- THEODORE LEONSIS sold 20,000 shares for an estimated $1,516,600
- ERIK PHELPS (EVP, Chief Admin. Officer) has made 0 purchases and 5 sales selling 14,299 shares for an estimated $881,800.
- RYAN M BARTOLUCCI (Chief Accounting Officer) has made 0 purchases and 3 sales selling 4,736 shares for an estimated $291,559.
- WAYNE A.I. FREDERICK sold 3,675 shares for an estimated $283,820
- JENNIFER A DOUDNA has made 0 purchases and 2 sales selling 2,602 shares for an estimated $188,684.
- DAVID R EPSTEIN has made 0 purchases and 4 sales selling 1,240 shares for an estimated $92,579.
To track insider transactions, check out Quiver Quantitative’s insider trading dashboard.
Tempus AI Revenue
Tempus AI had revenues of $334.2M in Q3 2025. This is an increase of 84.72% from the same period in the prior year.
You can track TEM financials on Quiver Quantitative’s TEM stock page.
Tempus AI Congressional Stock Trading
Members of Congress have traded $TEM stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $TEM stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.
Tempus AI Hedge Fund Activity
We have seen 248 institutional investors add shares of Tempus AI stock to their portfolio, and 258 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GC WEALTH MANAGEMENT RIA, LLC added 6,761,507 shares (+inf%) to their portfolio in Q4 2025, for an estimated $399,266,988
- BANK OF AMERICA CORP /DE/ removed 1,268,004 shares (-52.6%) from their portfolio in Q4 2025, for an estimated $74,875,636
- BNP PARIBAS FINANCIAL MARKETS removed 1,101,434 shares (-86.4%) from their portfolio in Q4 2025, for an estimated $65,039,677
- BAILLIE GIFFORD & CO removed 950,999 shares (-9.8%) from their portfolio in Q4 2025, for an estimated $56,156,490
- AQR CAPITAL MANAGEMENT LLC removed 888,879 shares (-98.2%) from their portfolio in Q4 2025, for an estimated $52,488,304
- CITADEL ADVISORS LLC added 885,025 shares (+5044.3%) to their portfolio in Q4 2025, for an estimated $52,260,726
- D. E. SHAW & CO., INC. removed 847,169 shares (-41.8%) from their portfolio in Q4 2025, for an estimated $50,025,329
To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard.
Tempus AI Government Contracts
We have seen $20,747,841 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:
To track government contracts to publicy traded companies, check out Quiver Quantitative’s government contracts dashboard.
Tempus AI Analyst Ratings
Wall Street analysts have issued reports on $TEM in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a “Buy” rating on 12/22/2025
- BTIG issued a “Buy” rating on 11/25/2025
- Morgan Stanley issued a “Overweight” rating on 11/11/2025
- HC Wainwright & Co. issued a “Buy” rating on 11/07/2025
- Guggenheim issued a “Buy” rating on 09/26/2025
To track analyst ratings and price targets for Tempus AI, check out Quiver Quantitative’s $TEM forecast page.
Tempus AI Price Targets
Multiple analysts have issued price targets for $TEM recently. We have seen 10 analysts offer price targets for $TEM in the last 6 months, with a median target of $87.0.
Here are some recent targets:
- Bradley Bowers from Mizuho set a target price of $100.0 on 02/19/2026
- Catherine Schulte from Baird set a target price of $59.0 on 02/17/2026
- Kyle Mikson from Canaccord Genuity set a target price of $80.0 on 12/22/2025
- Casey Woodring from JP Morgan set a target price of $80.0 on 12/15/2025
- Tejas Savant from Morgan Stanley set a target price of $85.0 on 12/02/2025
- Mark Massaro from BTIG set a target price of $105.0 on 11/25/2025
- David Westenberg from Piper Sandler set a target price of $80.0 on 11/11/2025
This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
