Milestone

Tempus AI adds another backer as revenue climbs 21.6% to $382M

What's the deal? Monetta Financial ServicesDealroom has a profile for this one. Try Dealroom → bought a new position in Tempus AI in the second quarter of 2026, acquiring 20,000 shares worth about $1.16 million, according to a filing covered by MarketBeat. The move adds another institutional backer to the healthcare technology group, which builds artificial intelligence tools for precision medicine.

By the numbers: Tempus AI posted quarterly revenue of $382.49 million, up 21.6% from a year earlier. Shares traded at $61.25 on August 20, 2026, giving it a market value of about $11.05 billion.

Who else is in? Institutions hold 24.22% of shares, per MarketBeat data. The holder list includes VanguardDealroom has a profile for this one. Try Dealroom →, Baillie Gifford, and ARK Investment ManagementDealroom has a profile for this one. Try Dealroom →.

What could go wrong? Insiders have been selling. Chief financial officer James William Rogers sold 11,529 shares in late June 2026, and chief executive Eric P. Lefkofsky sold 250,000 shares in late July 2026 — both under pre-arranged 10b5-1 trading plans.

The mixed picture: Analyst opinion is split. Wall Street Zen upgraded the stock to "hold" from "sell," while Lake Street CapitalDealroom has a profile for this one. Try Dealroom → downgraded it to "hold." BTIG ResearchDealroom has a profile for this one. Try Dealroom → and HC WainwrightDealroom has a profile for this one. Try Dealroom → trimmed price targets but kept buy ratings, and TD CowenDealroom has a profile for this one. Try Dealroom → reaffirmed its bullish stance. The consensus is an average hold rating with a target of $64.92.

The signal: Institutional money keeps flowing to Tempus AI even as insiders cash out and analysts hesitate — a sign that revenue growth still outweighs the caution around a volatile, richly valued AI stock.

Read more: Noah News

Image credit: Alberta Innovates Bio Solutions

Source: dealroom

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