Insider Trading July 10, 2026 04:18 PM

Tempus AI Executive Offloads $1.91M in Shares via Spouse Amid Healthcare AI Expansion

Ryan Fukushima's indirect sale under a pre-arranged trading plan coincides with new data partnerships and analyst coverage, while the company reports strong revenue growth but remains unprofitable.

By Sofia Navarro
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Tempus AI, Inc. (NASDAQ: TEM) CEO of Data, Ryan Fukushima, executed a $1.91 million sale of Class A Common Stock through his spouse on July 8, 2026, as part of a Rule 10b5-1 trading plan established in March 2025. The transaction involved 33,284 shares sold at weighted average prices between $56.80 and $59.47. This divestment follows a period of significant operational expansion for the healthcare technology firm, including a new research collaboration with Angiosarcoma Awareness, Inc., and the launch of a digital pathology open-source consortium with Yale New Haven Hospital and Memorial Sloan Kettering Cancer Center. Despite reporting 70% year-over-year revenue growth to $1.36 billion, Tempus AI continues to operate at a loss, with an EPS of -$1.72. The stock currently trades at $58.24, reflecting a market capitalization of $11.04 billion, though recent analysis suggests potential overvaluation relative to fair value estimates. Meanwhile, Freedom Capital initiated coverage with a Hold rating and a $59 price target, citing rapid growth in healthcare AI driven by workforce shortages and high administrative costs.

Tempus AI Executive Offloads $1.91M in Shares via Spouse Amid Healthcare AI Expansion
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Key Points

  • Ryan Fukushima, CEO of Data at Tempus AI, sold $1.91 million in shares via his spouse under a pre-arranged Rule 10b5-1 plan, reducing his indirect holdings to 167,763 shares while retaining 603,558 direct shares.
  • Tempus AI reported $1.36 billion in revenue with 70% year-over-year growth but remains unprofitable with an EPS of -$1.72, highlighting the tension between rapid expansion and financial sustainability in healthcare AI.
  • The company expanded its research footprint through collaborations on angiosarcoma data, published validation for atrial fibrillation prediction software, and launched a digital pathology consortium with major hospitals, reflecting strategic focus on data infrastructure and open-source platforms.

Tempus AI, Inc. (NASDAQ: TEM) reported a significant insider transaction involving Ryan Fukushima, the company's CEO of Data. On July 8, 2026, approximately $1.91 million worth of Class A Common Stock was sold. These shares were not sold directly by Mr. Fukushima but were disposed of indirectly by his spouse. The sale was executed in accordance with a Rule 10b5-1 trading plan that was originally adopted on March 4, 2025.

The transaction comprised 33,284 shares. The weighted average prices for these sales ranged between $56.80 and $59.47. A breakdown of the specific blocks reveals that 13,984 shares were sold at a weighted average of $56.80, followed by 13,686 shares at $57.37. Additionally, 3,477 shares were sold at $58.55, and 2,137 shares were sold at $59.47. The individual transactions that constituted these blocks occurred at prices varying from $56.10 to $60.11.

Following this sale, Mr. Fukushima's indirect holdings through his spouse stand at 167,763 shares of Class A Common Stock. He also maintains direct ownership of 603,558 shares of the same class of stock. The company's financial profile presents a mixed picture. Tempus AI posted revenue of $1.36 billion, marking a 70% growth rate over the last twelve months. However, the company remains unprofitable, reporting an EPS of -$1.72.

In parallel with these financial disclosures, Tempus AI has announced several strategic developments. The company initiated a research collaboration with Angiosarcoma Awareness, Inc. to advance data-driven research into angiosarcoma, a rare and aggressive form of cancer. This partnership will utilize Tempus' extensive dataset, which includes approximately 600 de-identified angiosarcoma records with paired DNA and RNA sequencing data. Furthermore, Tempus AI published a multi-site validation study for its FDA-cleared software, which predicts the one-year risk of atrial fibrillation or flutter. The study was published in the journal Heart Rhythm.

Another key development involves the launch of a digital pathology IMS Open-Source Consortium. This initiative is a collaboration between Tempus AI, Yale New Haven Hospital, and Memorial Sloan Kettering Cancer Center, aimed at developing an open-source digital pathology platform. In the investment community, Freedom Capital initiated coverage on Tempus AI with a Hold rating and set a price target of $59. The firm highlighted the rapid growth in healthcare AI as a significant factor, driven by workforce shortages and high administrative costs in the healthcare sector.

Market data indicates that the stock currently trades at $58.24, resulting in a market capitalization of $11.04 billion. However, analysis suggests that the shares may be overvalued relative to fair value estimates. The recent transactions and corporate developments underscore the ongoing evolution of Tempus AI within the healthcare technology landscape.

Risks

  • Despite 70% revenue growth, Tempus AI remains unprofitable with an EPS of -$1.72, indicating potential financial strain as the company scales operations in the competitive healthcare AI sector.
  • Market analysis suggests the stock may be overvalued relative to fair value estimates, posing a risk to investors who may face valuation corrections if profitability does not improve.
  • The reliance on extensive datasets and partnerships for research initiatives introduces operational dependencies, as the success of collaborations with entities like Angiosarcoma Awareness, Inc. and major hospitals depends on data quality and regulatory compliance.

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