Key insights
- Tempus AI CEO Eric Lefkofsky sold $7.7 million in stock through affiliated entities. The sales occurred despite strong revenue growth (83%) and better-than-expected Q4 earnings. The stock is down 28% YTD and significantly below its 52-week high. While the sales were pre-planned under a Rule 10b5-1 trading plan, the timing amid a stock decline and insider selling could create negative sentiment, though strong revenue growth tempers the bearish signal.
Eric P. Lefkofsky, CEO and Chairman of Tempus AI, Inc. (NASDAQ:TEM), sold a total of 151,520 shares of Class A Common Stock on March 26, 2026. The sales were executed in multiple transactions with prices ranging from $45.78 to $47.42, resulting in a total value of $7,711,150. The stock has declined 28% year-to-date and currently trades at $42.62, down significantly from its 52-week high of $104.32.
The sales were made indirectly through Gray Media, LLC and Blue Media, LLC, entities where Lefkofsky serves as the sole manager. Specifically, Gray Media, LLC sold 32,750 shares, while Blue Media, LLC sold 126,998 shares.
Following these transactions, Lefkofsky continues to indirectly hold a significant number of Tempus AI shares through various entities, including 8,875,033 shares through Gray Media, LLC, 15,789,469 shares through Blue Media, LLC, 406 shares through 346 Long LLC, 206 shares through Black Media, LLC, 10,000,000 shares through Lefkofsky Family 2025 GRAT, 832,131 shares through Lefkofsky Family Foundation, and 250,000 shares through Vas.org Foundation. He also directly holds 2,253,056 shares.The company maintains a current ratio of 3.13 and posted revenue growth of 83% in the last twelve months. InvestingPro subscribers have access to 6 additional exclusive tips and comprehensive financial health metrics for Tempus AI.
The reported transaction was made pursuant to a Rule 10b5-1 trading plan adopted by Lefkofsky on March 4, 2025.
In other recent news, Tempus AI Inc. reported fourth-quarter earnings that surpassed analyst expectations, with an adjusted loss of $0.04 per share, compared to the anticipated $0.20 loss. The company’s revenue increased by 83% year-over-year to $367.2 million, driven by significant growth in its Diagnostics and Data and Applications segments. Diagnostics revenue saw a 121.6% year-over-year rise to $266.9 million, with Oncology test volumes growing 29% and Hereditary test volumes increasing 23%. Additionally, the Data and Applications segment recorded a 25.1% year-over-year revenue growth, reaching $100.4 million.
Tempus AI also announced an expanded multi-year collaboration with Merck, aiming to advance precision medicine biomarker discovery and development for oncology and other therapeutic areas. Under this agreement, Merck will leverage Tempus’ de-identified data and its Lens Platform to conduct complex analyses on multimodal datasets. Analyst firms have responded to these developments with mixed adjustments to Tempus AI’s stock price targets. H.C. Wainwright raised its price target to $95, maintaining a Buy rating, citing the expanded partnership with Merck. Conversely, Stifel lowered its price target to $60, while maintaining a Hold rating, highlighting that Tempus AI’s revenues matched pre-announced levels and noting growth in its Data and Oncology segments.
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