내부자 매도
내부자 매도 1940만 달러 (내부자 1명)
첫날 -1.1% · 5일 후 +7.0%
애널리스트호재
Tempus AI Draws Bullish Analyst Notes on Data, MRD Growth영어 원문
Multiple analysts reiterate Buy on oncology volumes and data licensing
첫날 -1.1% · 5일 후 +7.0%
기업호재
Tempus AI Extends Recursion Data Partnership to 2029, Licenses RNA Model영어 원문
Committed payments replace discretionary fees, boosting data and AI capabilities
첫날 +0.2% · 5일 후 +9.0%
M&A·자금조달악재
Tempus AI Executives Sell Shares영어 원문
Multiple executives sold shares in mid-to-late September, involving significant amounts.
첫날 +0.2% · 5일 후 +9.0%
내부자 매도
내부자 매도 1690만 달러 (내부자 3명)
첫날 +14.8% · 5일 후 +2.3%
애널리스트호재
H.C. Wainwright Maintains Buy, Raises PT to $66영어 원문
Analyst cites positive trial read-through improving strategic value and supporting higher volumes
첫날 -1.2% · 5일 후 -1.6%
›전개 과정 2회
- 2026-09-01 Analyst cites three increasingly visible growth drivers: Personalis acquisition, INTerpath-001, and xT CDx approval
- 2026-09-11 Analyst cites positive trial read-through improving strategic value and supporting higher volumes
기업호재
Tempus Launches 100,000-Genome Multimodal Dataset Initiative영어 원문
Company announcement and multiple X posts confirm long-term 1M genome target, strengthening AI healthcare data leadership
첫날 +0.5% · 5일 후 +31.9%
기업호재
Tempus Secures Up to $9.5M ARPA-H Award for Autonomous AI in Cardiology영어 원문
Company announcement confirms selection for ARPA-H ADVOCATE program, funding deployment of autonomous AI in cardiology.
첫날 -4.1% · 5일 후 +36.8%
기업
Tempus AI to Participate in Morgan Stanley Global Healthcare Conference영어 원문
CEO Eric Lefkofsky to join fireside chat
첫날 -0.1% · 5일 후 -3.7%
애널리스트호재
Multiple Analysts Favor TEM Ahead of Conference Appearance영어 원문
WSJ sees potential slice of MRNA/MRK personalized cancer therapy
첫날 -0.5% · 5일 후 -5.2%
›전개 과정 2회
- 2026-09-02 Analyst sees D&A mispriced vs peers, with five under-appreciated growth levers
- 2026-09-04 WSJ sees potential slice of MRNA/MRK personalized cancer therapy
기업악재
Tempus AI Director Nadja West Sells 3,000 Shares for $207,000영어 원문
Director sale continues recent insider selling trend, though small in size
첫날 -9.0% · 5일 후 -4.7%
›전개 과정 2회
- 2026-08-22 CEO, legal, accounting, and data chiefs sold shares for tax withholding, totaling millions
- 2026-09-02 Director sale continues recent insider selling trend, though small in size
애널리스트
Piper Sandler: 투자의견 상향 → Overweight
첫날 -1.2% · 5일 후 -1.6%
내부자 매도
내부자 매도 1710만 달러 (내부자 1명)
첫날 +3.9% · 5일 후 -9.4%
제품호재
Tempus AI Receives FDA Clearance for ECG-PH, Third Cardiovascular AI Device영어 원문
FDA 510(k) clearance expands AI diagnostic portfolio, strengthening cardiovascular footprint
첫날 -9.0% · 5일 후 -4.7%
애널리스트호재
BTIG Raises Tempus AI Price Target to $80영어 원문
Analyst raises PT, maintains buy, stock up 8.3% intraday
첫날 -9.0% · 5일 후 -4.7%
M&A·자금조달
Bank of America Cuts Tempus AI Stake by 63.6%영어 원문
Institutional holding change reflects capital movement
첫날 +8.8% · 5일 후 +6.1%
제품호재
Moderna Breakthrough Lifts Personalized Medicine Ecosystem, Benefiting Tempus Across Sequencing, Data, Diagnostics영어 원문
MRNA surge drives sector rerating; Tempus spans sequencing, data, diagnostics
첫날 +24.1% · 5일 후 +11.8%
›전개 과정 2회
- 2026-08-19 First large-scale validation of personalized cancer vaccines expands market for tumor sequencing and MRD monitoring
- 2026-08-20 MRNA surge drives sector rerating; Tempus spans sequencing, data, diagnostics
내부자 매도
내부자 매도 1160만 달러 (내부자 6명)
첫날 -4.4% · 5일 후 +39.2%
기업호재
Tempus Signs Exclusive Distribution Agreement with TempraMed in Panama영어 원문
Converts prior LOI to definitive deal; first bulk order delivered to clinics and pharmacies
첫날 -4.4% · 5일 후 +39.2%
실적호재
Tempus AI Reports First GAAP Profit, Raises 2026 Revenue Guidance영어 원문
Data business accelerates, operating leverage shows; guidance raised to $1.595B-$1.605B
첫날 -4.4% · 5일 후 +39.2%
M&A·자금조달
CEO Sells 250K Shares; Needham Maintains Buy영어 원문
Founder-CEO reduces indirect stake ~4% via pre-scheduled plan, retains ~6.5M shares; Needham reiterates Buy, PT $75.
첫날 -0.9% · 5일 후 +18.6%
실적호재
Tempus AI Q2 Revenue Beats, Raises FY Guidance영어 원문
Q2 loss narrows, revenue beats, FY26 sales guidance raised to $1.595-1.605B; stock initially up 6.6% then reset lower.
첫날 -0.9% · 5일 후 +18.6%
›전개 과정 2회
- 2026-07-31 Q2 revenue of $382.5M beat estimates, adjusted EPS loss narrowed, and FY26 revenue guidance raised.
- 2026-07-31 Q2 loss narrows, revenue beats, FY26 sales guidance raised to $1.595-1.605B; stock initially up 6.6% then reset lower.
실적
실적 발표
첫날 +6.6% · 5일 후 +4.1%
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 +6.6% · 5일 후 +4.1%
내부자 매도악재
내부자 매도 1050만 달러 (내부자 1명)
첫날 +0.0% · 5일 후 +9.7%
M&A·자금조달호재
Tempus AI to Acquire Personalis for $1.5B in Stock Deal영어 원문
H.C. Wainwright reiterates Buy, sees deal expanding capabilities in $20B MRD market
첫날 -7.7% · 5일 후 -11.4%
›전개 과정 4회
- 2026-07-20 Expands reach in cancer testing market; all-stock transaction
- 2026-07-20 Deal terms confirmed at $16.25/share, 6% premium, adding MRD platform for cancer recurrence monitoring
- 2026-07-22 Executives cite $20B+ MRD market, deal aims to expand oncology diagnostics and biopharma data
- 2026-07-24 H.C. Wainwright reiterates Buy, sees deal expanding capabilities in $20B MRD market
제품호재
Tempus AI Launches OneOme Pharmacogenomics Testing Nationwide영어 원문
Following 2025 acquisition, platform analyzes drug-gene interactions with results in under 5 days, advancing precision medicine.
첫날 -4.1% · 5일 후 -11.5%
M&A·자금조달호재
Amova Asset Management Boosts Tempus AI Stake by 23.4%영어 원문
SEC filing shows fund raised stake to 4.33M shares, signaling long-term confidence
첫날 +1.2% · 5일 후 -12.4%
