Tempus AI (NASDAQ:TEM) Price Target Cut to $75.00 by Analysts at Needham & Company LLC

Tempus AI (NASDAQ:TEM) had its price objective lowered by investment analysts at Needham & Company LLC from $100.00 to $75.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the stock. Needham & Company LLC’s price objective would suggest a potential upside of 38.94% from the stock’s current price.

Several other equities research analysts also recently issued reports on the stock. Morgan Stanley increased their price objective on shares of Tempus AI from $80.00 to $85.00 and gave the stock an “overweight” rating in a research report on Monday, December 1st. Mizuho started coverage on shares of Tempus AI in a research note on Thursday, February 19th. They issued an “outperform” rating and a $100.00 target price for the company. BTIG Research dropped their price target on Tempus AI from $105.00 to $90.00 and set a “buy” rating on the stock in a research note on Wednesday. Robert W. Baird started coverage on Tempus AI in a report on Tuesday, February 17th. They issued an “outperform” rating and a $59.00 price target on the stock. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Tempus AI in a research report on Thursday, January 22nd. Eight analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $82.58.

Tempus AI Stock Down 6.9%

Shares of NASDAQ TEM traded down $3.97 during mid-day trading on Wednesday, reaching $53.98. 5,795,041 shares of the company’s stock were exchanged, compared to its average volume of 5,685,566. Tempus AI has a twelve month low of $36.22 and a twelve month high of $104.32. The company has a current ratio of 3.28, a quick ratio of 3.12 and a debt-to-equity ratio of 2.45. The firm has a market capitalization of $9.60 billion, a price-to-earnings ratio of -45.54 and a beta of 5.22. The business has a fifty day simple moving average of $61.92 and a 200 day simple moving average of $73.59.

Tempus AI (NASDAQ:TEM) last issued its quarterly earnings data on Tuesday, February 24th. The company reported ($0.04) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.05) by $0.01. Tempus AI had a negative return on equity of 73.21% and a negative net margin of 18.45%.The business had revenue of $367.21 million during the quarter, compared to analyst estimates of $362.55 million. During the same period in the previous year, the firm earned ($0.18) EPS. Tempus AI’s quarterly revenue was up 83.0% compared to the same quarter last year. As a group, equities analysts expect that Tempus AI will post -6.15 EPS for the current fiscal year.

Insider Activity

In other news, CEO Eric P. Lefkofsky sold 166,250 shares of the company’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 sale, the chief executive officer owned 8,941,533 shares in the company, valued at $586,206,903.48. This represents a 1.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Erik Phelps sold 9,464 shares of the stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $59.43, for a total value of $562,445.52. Following the completion of the sale, the executive vice president directly owned 79,816 shares of the company’s stock, valued at approximately $4,743,464.88. The trade was a 10.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 596,035 shares of company stock worth $37,505,125. Corporate insiders own 26.27% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. GC Wealth Management RIA LLC acquired a new stake in Tempus AI in the 4th quarter valued at about $399,267,000. Vanguard Group Inc. raised its stake in 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 buying an additional 1,706,837 shares during the period. 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 buying an additional 1,039,176 shares during the last quarter. BNP Paribas Financial Markets boosted its stake in shares of Tempus AI by 312.7% during the 3rd quarter. BNP Paribas Financial Markets now owns 1,274,549 shares of the company’s stock worth $102,869,000 after acquiring an additional 965,730 shares during the period. Finally, AQR Capital Management LLC acquired a new position in shares of Tempus AI during the 2nd quarter worth approximately $54,020,000. 24.22% of the stock is currently owned by institutional investors and hedge funds.

Tempus AI News Roundup

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

• Positive Sentiment: Very strong revenue growth — Q4 revenue jumped ~83% YoY, beating consensus and showing broad strength across Diagnostics, MRD and Data businesses; RCV and retention metrics also look healthy. MarketBeat Q4 recap
• Positive Sentiment: FY‑2026 revenue guide is sizable — management outlined roughly $1.59B in 2026 revenue (≈25% growth guidance), which implies continued top‑line momentum and gives a clear growth runway to model. Seeking Alpha: 2026 revenue target
• Positive Sentiment: Margins improving — management reported narrower losses, higher gross profit and an adjusted EBITDA inflection to positive on a YoY basis, supporting the path to eventual sustained profitability. MarketBeat analysis
• Neutral Sentiment: Product/partnership expansion continues — launches like the HRD‑RNA algorithm and a lung‑screening partnership expand addressable market and could support longer‑term revenue, but near‑term financial impact is incremental. Yahoo Finance: product & partnership update
• Neutral Sentiment: Analysts largely remain constructive — several firms kept Buy/Overweight ratings (Morgan Stanley kept a $85 PT; Canaccord and others reiterated positives), showing institutional support despite the pullback. TipRanks: analyst notes
• Negative Sentiment: Profitability details disappointed some investors — headlines and market reaction focused on a wider‑than‑expected loss / operating shortfall in Q4 and ambiguity on the timing of full‑year profitability inflection, which undercut sentiment. Zacks: earnings miss / reaction
• Negative Sentiment: Price‑target cut and valuation concerns — BTIG trimmed its target from $105 to $90 (still constructive), highlighting mixed near‑term expectations; high leverage and elevated short interest add downside risk in volatile trading. Benzinga: BTIG target cut
• Negative Sentiment: Market reaction: despite beat‑and‑raise elements, investors sold on the mixed profit signal and cautious tone — that combination explains today’s pullback. 247WallSt: mixed reaction

Tempus AI Company 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.