Needham & Company LLC Issues Pessimistic Forecast for Tempus AI (NASDAQ:TEM) Stock Price

Tempus AI (NASDAQ:TEM) had its price target dropped by Needham & Company LLC from $100.00 to $75.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Needham & Company LLC’s price target would indicate a potential upside of 35.35% from the company’s previous close.

Several other equities analysts have also issued reports on the company. BTIG Research decreased their target price on Tempus AI from $105.00 to $90.00 and set a “buy” rating on the stock in a research note on Wednesday. JPMorgan Chase & Co. cut their price target on shares of Tempus AI from $85.00 to $80.00 and set a “neutral” rating on the stock in a research note on Monday, December 15th. Piper Sandler lowered their price objective on shares of Tempus AI from $105.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, November 11th. Robert W. Baird initiated coverage on shares of Tempus AI in a report on Tuesday, February 17th. They issued an “outperform” rating and a $59.00 price objective for the company. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Tempus AI in a report on Thursday, January 22nd. Eight research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $79.31.

Tempus AI Stock Up 3.2%

Shares of NASDAQ TEM opened at $55.41 on Wednesday. The company has a quick ratio of 3.12, a current ratio of 3.13 and a debt-to-equity ratio of 2.52. The business’s 50 day moving average is $61.57 and its two-hundred day moving average is $73.33. Tempus AI has a 52-week low of $36.22 and a 52-week high of $104.32. The firm has a market cap of $9.86 billion, a price-to-earnings ratio of -39.30 and a beta of 5.22.

Insider Activity

In related news, CEO Ryan Fukushima sold 9,592 shares of Tempus AI stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $59.05, for a total value of $566,407.60. Following the completion of the transaction, the chief executive officer owned 694,354 shares in the company, valued at $41,001,603.70. The trade was a 1.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Erik Phelps sold 9,464 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $59.43, for a total transaction of $562,445.52. Following the transaction, the executive vice president owned 79,816 shares of the company’s stock, valued at $4,743,464.88. This trade represents a 10.60% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 596,035 shares of company stock valued at $37,505,125. 26.27% of the stock is owned by corporate insiders.

Institutional Trading of Tempus AI

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Cranbrook Wealth Management LLC acquired a new position in Tempus AI in the third quarter valued at $25,000. JPL Wealth Management LLC purchased a new position in shares of Tempus AI during the third quarter worth about $26,000. Los Angeles Capital Management LLC acquired a new position in Tempus AI in the 4th quarter valued at about $27,000. GAMMA Investing LLC purchased a new stake in Tempus AI during the 3rd quarter valued at approximately $28,000. Finally, Allworth Financial LP raised its stake in Tempus AI by 5,000.0% during the 2nd quarter. Allworth Financial LP now owns 459 shares of the company’s stock valued at $29,000 after acquiring an additional 450 shares during the last quarter. Institutional investors and hedge funds own 24.22% of the company’s stock.

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.