Renaissance Capital LLC Has $3.58 Million Stock Position in Tempus AI, Inc. $TEM

Renaissance Capital LLC decreased its stake in Tempus AI, Inc. (NASDAQ:TEM) by 27.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 60,687 shares of the company’s stock after selling 23,479 shares during the quarter. Tempus AI accounts for about 2.6% of Renaissance Capital LLC’s investment portfolio, making the stock its 15th largest holding. Renaissance Capital LLC’s holdings in Tempus AI were worth $3,584,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of TEM. Royal Bank of Canada boosted its position in shares of Tempus AI by 201.2% in the 1st quarter. Royal Bank of Canada now owns 25,988 shares of the company’s stock valued at $1,253,000 after purchasing an additional 17,359 shares during the period. Rhumbline Advisers acquired a new position in shares of Tempus AI in the 1st quarter valued at $116,000. Prudential Financial Inc. acquired a new position in shares of Tempus AI in the 2nd quarter valued at $276,000. Russell Investments Group Ltd. boosted its position in shares of Tempus AI by 21.3% in the 2nd quarter. Russell Investments Group Ltd. now owns 6,527 shares of the company’s stock valued at $415,000 after purchasing an additional 1,146 shares during the period. Finally, Invesco Ltd. boosted its position in shares of Tempus AI by 2,926.6% in the 2nd quarter. Invesco Ltd. now owns 211,621 shares of the company’s stock valued at $13,446,000 after purchasing an additional 204,629 shares during the period. Institutional investors and hedge funds own 24.22% of the company’s stock.

Key Tempus AI News

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

• Positive Sentiment: Tempus announced a multi-faceted strategic collaboration with the Keck School of Medicine of USC and Keck Medicine of USC to apply AI to precision medicine across a large patient base — a partnership that supports commercial adoption and revenue opportunity. Tempus and USC Announce Strategic Collaboration to Accelerate AI-Driven Precision Medicine
• Positive Sentiment: Analyst/coverage note: Zacks highlights that Tempus is nearing profitability as gross profit rises and EBITDA turns positive — a material fundamental improvement that could support valuation re-rating if GAAP losses continue to narrow. Tempus AI Nears Profitability as Operating Leverage Emerges
• Positive Sentiment: Investor interest: coverage noted that ARK/Cathie Wood is adding next‑gen tech positions that include Tempus — institutional demand from growth-focused funds can amplify positive momentum. Cathie Wood Is Loading Up on These 3 Next‑Gen Tech Stocks
• Neutral Sentiment: Market commentary: broader write-ups suggest TEM has been choppy — short‑term declines but still mixed returns over 1 month and 1 year — signaling investor debate over growth vs. near-term profitability. Is It Time To Reassess Tempus AI (TEM) After Recent Share Price Volatility?
• Neutral Sentiment: Short interest report shows effectively zero reported short interest and a 0.0 days‑to‑cover figure (data appears anomalous), which implies no meaningful short squeeze pressure but also suggests data noise — watch for clarified filings.
• Negative Sentiment: Despite the USC partnership, some market coverage flagged a rapid intraday sell‑off (reported ~7% drop in one note), underscoring how news-flow and headline trading can produce short-term downside even amid positive fundamentals. Tempus AI (TEM) Stock Drops 7% Despite Landmark USC Medical Partnership

Insider Activity at Tempus AI

In other news, CFO James William Rogers sold 10,084 shares of the stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $59.05, for a total transaction of $595,460.20. Following the transaction, the chief financial officer owned 101,166 shares in the company, valued at $5,973,852.30. This represents a 9.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Fukushima sold 9,592 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $59.05, for a total transaction of $566,407.60. Following the transaction, the chief executive officer owned 694,354 shares in the company, valued at approximately $41,001,603.70. This trade represents a 1.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 563,841 shares of company stock worth $32,258,311 over the last quarter. 24.26% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

TEM has been the subject of a number of recent analyst reports. Needham & Company LLC reiterated a “buy” rating and issued a $75.00 price target on shares of Tempus AI in a research report on Wednesday, March 11th. Morgan Stanley decreased their price target on Tempus AI from $85.00 to $70.00 and set an “overweight” rating for the company in a research report on Tuesday, March 3rd. HC Wainwright increased their price target on Tempus AI from $89.00 to $95.00 and gave the company a “buy” rating in a research report on Monday, March 9th. Robert W. Baird initiated coverage on Tempus AI in a research report on Tuesday, February 17th. They issued an “outperform” rating and a $59.00 price target for the company. Finally, TD Cowen upgraded Tempus AI from a “hold” rating to a “buy” rating and set a $65.00 price target for the company in a research report on Monday, April 13th. Nine research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $71.36.

Tempus AI Stock Performance

Shares of NASDAQ TEM opened at $52.12 on Monday. The stock has a market cap of $9.32 billion, a price-to-earnings ratio of -36.96 and a beta of 4.90. The business has a 50 day simple moving average of $50.87 and a 200 day simple moving average of $64.38. Tempus AI, Inc. has a 52 week low of $41.73 and a 52 week high of $104.32. The company has a debt-to-equity ratio of 2.52, a quick ratio of 3.00 and a current ratio of 3.13.

Tempus AI 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.