BTIG Research Has Lowered Expectations for Tempus AI (NASDAQ:TEM) Stock Price

Tempus AI (NASDAQ:TEM) had its price target dropped by equities research analysts at BTIG Research from $105.00 to $90.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. BTIG Research’s target price points to a potential upside of 62.43% from the company’s previous close.

A number of other research analysts have also weighed in on TEM. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Tempus AI in a research note on Thursday, January 22nd. Canaccord Genuity Group reduced their price objective on shares of Tempus AI from $95.00 to $80.00 and set a “buy” rating for the company in a research report on Monday, December 22nd. Piper Sandler dropped their target price on shares of Tempus AI from $105.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. Robert W. Baird began coverage on Tempus AI in a research note on Tuesday, February 17th. They issued an “outperform” rating and a $59.00 target price on the stock. Finally, JPMorgan Chase & Co. decreased their price target on Tempus AI from $85.00 to $80.00 and set a “neutral” rating for the company in a research report on Monday, December 15th. Eight equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Tempus AI currently has an average rating of “Moderate Buy” and a consensus price target of $79.31.

Tempus AI Trading Up 3.2%

NASDAQ TEM opened at $55.41 on Wednesday. Tempus AI has a 12 month low of $36.22 and a 12 month high of $104.32. The company has a current ratio of 3.13, a quick ratio of 3.12 and a debt-to-equity ratio of 2.52. The business’s 50-day moving average price is $61.57 and its two-hundred day moving average price is $73.33. The firm has a market capitalization of $9.86 billion, a PE ratio of -39.30 and a beta of 5.22.

Insiders Place Their Bets

In other news, CEO Eric P. Lefkofsky sold 166,250 shares of the company’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $65.56, for a total transaction of $10,899,350.00. Following the completion of the transaction, the chief executive officer directly owned 8,941,533 shares of the company’s stock, valued at approximately $586,206,903.48. This represents a 1.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO James William Rogers sold 19,966 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $73.20, for a total value of $1,461,511.20. Following the transaction, the chief financial officer owned 111,250 shares of the company’s stock, valued at approximately $8,143,500. This represents a 15.22% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 596,035 shares of company stock worth $37,505,125. 26.27% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Tempus AI

Large investors have recently bought and sold shares of the business. Royal Bank of Canada boosted its holdings in shares of Tempus AI by 201.2% in the first quarter. Royal Bank of Canada now owns 25,988 shares of the company’s stock worth $1,253,000 after buying an additional 17,359 shares during the last quarter. Rhumbline Advisers purchased a new position in shares of Tempus AI during the first quarter valued at about $116,000. State of New Jersey Common Pension Fund D purchased a new position in Tempus AI during the 2nd quarter valued at approximately $2,020,000. Envestnet Asset Management Inc. increased its position in Tempus AI by 2.6% in the second quarter. Envestnet Asset Management Inc. now owns 62,005 shares of the company’s stock worth $3,940,000 after purchasing an additional 1,558 shares during the last quarter. Finally, Amalgamated Bank bought a new stake in shares of Tempus AI in the 2nd quarter worth about $394,000. 24.22% of the stock is currently owned by institutional investors.

Key Headlines Impacting Tempus AI

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

• Positive Sentiment: Q4 beat with strong top-line growth and raised 2026 revenue guidance — Tempus reported robust revenue growth (driven by diagnostics, MRD and Data & Applications), narrowed losses and issued a 2026 revenue target of about $1.59B, supporting the company’s growth-and-path-to-profit narrative. Tempus AI Sold Off After a Beat—But the Rebound Case Is Building
• Positive Sentiment: New AI tools and a strategic partnership broaden addressable market — Tempus launched an HRD‑RNA AI algorithm for oncology and partnered with Median Technologies to integrate advanced lung‑cancer screening tools, strengthening its diagnostic pipeline and platform differentiation. Tempus AI Deepens Precision Oncology Role With New HRD And Lung Tools
• Neutral Sentiment: CEO to speak at Morgan Stanley TMT conference — Eric Lefkofsky will appear March 3; the presentation is a near-term opportunity to clarify guidance, margin cadence and commercialization progress. Tempus to Participate in the Morgan Stanley Technology, Media & Telecom Conference
• Neutral Sentiment: Analyst coverage and comparisons continue to shape expectations — industry writeups (e.g., TEM vs. ILMN) emphasize the balance between near‑term execution and long‑term transformation in medtech/AI healthcare, making investor focus on execution more acute. TEM vs. ILMN: Which MedTech Stock Offers Greater Upside?
• Negative Sentiment: Multiple price‑target cuts this week pressured sentiment — JPMorgan cut its target to $60 (neutral), Needham lowered to $75 (buy), and BTIG trimmed to $90 — that combination tightened near-term upside expectations despite mixed analyst ratings. JPMorgan price target cut Needham price target lowered BTIG price target cut
• Negative Sentiment: After‑hours reaction driven by wider loss and profitability concerns — despite revenue outperformance, EPS missed and some commentary left investors unsure about near‑term margin/scale progress, prompting a pullback in the session following the print. TEM Q4 Earnings Miss, Revenues Beat, Stock Down in After-Market

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.