Ticker brief · 2026-10-18
TEM TEMPUS AI INC-CL A
TEM bulls defend support as stronger bear voices challenge conviction
Consumer, Non-cyclical · Healthcare-Products
Lean: bullishlast close
$67.61
1 day
+6.0%
14 days
-4.7%
mkt cap
$10.8B
signals 14d
163
authors 14d
87
crowd 14d
-1.6σfade
TEM's narrative leans bullish, but stronger research credentials and a profitable recent trader favor the skeptical camp over the thematic promoters. The key late-week shift was JPMorgan raising its target to $70 while retaining Hold or Neutral, alongside support-holding reports and subsequent call buying; sources disagree on the prior target. The structure favors conditional entries around support over same-day calls, and the systematic book's prior shorts returned -1.11% and -10.81%, providing no validation for another short.
BULL CAMP
Bulls see a corrective pullback holding support ahead of renewed upside, with AI-biology adoption supplying the longer-term growth narrative. GenomeNext and higher sell-side targets add specific developments, although BofA and JPMorgan retain Neutral or Hold ratings.
Key voices@MisterInversorMEDIUMC-5.25@DrStoxxMEDIUM-HIGHC+0.18@Venu_7_MEDIUM-HIGHB-2.67@SelzTradesMEDIUMC+1.10
“TEM holds several major support levels and outperforms XBI within a long IPO base.”— @Venu_7_ · tweet ↗
BEAR / SKEPTIC
Bears identify a blow-off reversal and an actionable downtrend, while the strongest research voice raises possible regulatory exposure from SEC FOIA exemptions. An existing industry short basket adds skeptical positioning, without supplying a company-specific fundamental argument.
Key voices“SEC FOIA exemptions are interpreted as suggesting likely ongoing investigations; they do not establish a confirmed TEM investigation.”— @StockJabber · tweet ↗
Hypotheses15direction · basis · magnitude · supporters — NEW = first seen this week
▲TEM's pullback is holding trend and moving-average support, creating conditional long entries ahead of renewed upward continuation.
@hiddensmallcapsMEDIUMB-0.872s · insight@SelzTradesMEDIUMC+1.101s@zohmbasticMEDIUMC-2.942s@BaconButtyManLOW-MEDIUMC-2.071s@DrStoxxMEDIUM-HIGHC+0.181s@GDXTraderLOW-MEDIUMC+0.631s+5 more
▼TEM's blow-off reversal and ongoing downtrend favor selling exposure, with further downside outweighing the case for immediate recovery.
@JarvisFlowLOW-MEDIUMC1s@QueTradersLOW-MEDIUMC1s
▲Accelerating AI and biotechnology adoption should benefit TEM as healthcare innovation addresses worsening population health and expands commercial opportunities.
@MisterInversorMEDIUMC-5.254s
▲TEM belongs to a biotech basket whose operating fundamentals allegedly support 10x upside, implying exceptional long-term investment returns.
@DustinHuntwnMEDIUMC-3.752s@Gobbb111LOW-MEDIUMC-0.711s
◆TEM's precision-medicine data leadership supports a three-year appreciation thesis targeting $180, according to a single author's bullish projection.
@MMatters22596MEDIUMC-0.731s
▲The GenomeNext launch introduces continuous DNA/RNA reanalysis to TEM's offering, creating a specific positive product development for investors.
@PSInvestorLOW-MEDIUMB-2.021s
▲TEM could benefit commercially from a cancer-vaccine advance, according to a relayed thesis identifying the company as an overlooked beneficiary.
@OracleNYSEMEDIUMC+0.831s
▲BofA's TEM target increase to $75 from $52 supplies a positive valuation signal despite its unchanged Neutral rating.
@PSInvestorLOW-MEDIUMB-2.021s
▲CCORF's higher $95 target and maintained Buy rating provide a positive sell-side endorsement of TEM's prospective equity valuation.
@AIStockSavvyMEDIUMC-1.051s
▲JPMorgan's higher $70 TEM target marks a constructive sell-side revision, although its retained Hold or Neutral rating limits endorsement.
@AIStockSavvyMEDIUMC-1.051s@PSInvestorLOW-MEDIUMB-2.021s
▼SEC FOIA exemptions may indicate an ongoing investigation affecting TEM, introducing regulatory risk without establishing that an investigation exists.
@StockJabberHIGHA1s · insight
▲Reported TEM call purchases at the offer indicate speculative demand for upside exposure, adding a bullish options-positioning signal.
@_TP888LOW-MEDIUMC+0.931s
◆TEM's violent two-way trading and the prevailing market environment favor de-risking and avoiding same-day speculative calls rather than forcing exposure.
◆TEM's November 2 earnings release is the next identified company reporting event, setting a near-term deadline for reassessing the narrative.
@MisterInversorMEDIUMC-5.252s
▼An existing industry short basket disclosed in TEM-related activity expresses bearish positioning, although the supplied text lacks a standalone company thesis.
@DeepSailCapitalMEDIUM-HIGHA+1.721s · insight
Direct calls5authors taking explicit directional positions
@SelzTradesMEDIUMC+1.10
Add TEM after hourly triggers and retests, with stops and targets governing the trade.
@mmonisMEDIUMC-0.97
Added TEM at 68.2.
@QueTradersLOW-MEDIUMC
Sell TEM around $78 and manage exposure by scaling in and out.
@ye4ynMEDIUMB-0.66
Fully exited TEM at a loss during the selloff.
@t3liveMEDIUM-HIGHC-0.10
Relayed a long-term scale-in plan at pullback levels; TEM-specific prices are absent from the supplied text.
Sellside activity4
BofA pt_raise PT 75 (from 52)Maintained Neutral.
CCORF pt_raise PT 95Maintained Buy; firm identifier preserved as supplied.
JPMorgan pt_raise PT 70 (from 60)Reported as maintaining Hold. PSInvestor reports the same $70 target with a $45 prior target and Neutral rating.
JPMorgan pt_raise PT 70 (from 45)Reported as retaining Neutral. This overlaps the other JPMorgan report; prior target and rating terminology conflict.
News / data points5discrete events + data quoted by authors
@StockJabberHIGHA
SEC FOIA exemptions are presented as evidence suggesting ongoing investigations, without confirmation of a TEM investigation.
@PSInvestorLOW-MEDIUMB-2.02
BofA raised its TEM target to $75 from $52 and maintained Neutral.
@PSInvestorLOW-MEDIUMB-2.02
JPMorgan raised its target to $70 from $45 while retaining Neutral; another supplied source reports $60 as the prior target.
@Venu_7_MEDIUM-HIGHB-2.67
TEM holds major support levels and outperforms XBI within a long IPO base.
@_TP888LOW-MEDIUMC+0.93
Near-the-money TEM calls were bought at the offer, indicating demand for upside exposure.
Position disclosures3skin in the game
@DeepSailCapitalMEDIUM-HIGHA+1.72
Disclosed an existing industry short basket in the TEM-tagged signal; individual TEM sizing is unspecified.
@mmonisMEDIUMC-0.97
Added TEM at 68.2.
@ye4ynMEDIUMB-0.66
Fully exited TEM at a loss.
Desk readconvergence assessment
Bullish convergence is strongest around support holding, while business enthusiasm rests heavily on broad baskets: MisterInversor contributes 4 related thematic posts, but no supplied claim has times_repeated above 1. Credibility favors skepticism at the research level: StockJabber is HIGH/A and DeepSailCapital is MEDIUM-HIGH/A with trader_score_20 1.68, while several active bulls have negative scores, including DustinHuntwn at -2.85, Venu_7_ at -2.31 and zohmbastic at -3.43. Support failure or confirmed regulatory action would strengthen the bear case; sustained follow-through and November 2 results supporting the growth thesis would strengthen the bull case, while the prior losing shorts and entirely unscored historical hypotheses establish no successful bearish precedent.
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 87% rich · 93 pctile own 1y | IV/HV 1.08× |
| Skew — 25Δ RR 30d | -0.019 43 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +4.42 elevated | 5-session Δ +1.08 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2025-07-30 (z=2.4) |
| Crowd state | victory-lap fade active | flagged 2026-07-02 (MC3f / MC3L exhaustion) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-03 → 2026-10-16 · now +0.09 (−1 bearish … +1 bullish)
Who spoke87
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @MisterInversor | C | -5.25 | 16 | +0.44 |
| @OMillionaires | C | -0.85 | 12 | +0.15 |
| @PSInvestor | B | -2.02 | 7 | +0.20 |
| @AIStockSavvy | C | -1.05 | 5 | +0.33 |
| @mmonis | C | -0.97 | 5 | +0.30 |
| @beach_trades | C | -2.97 | 5 | +0.18 |
| @hiddensmallcaps | B | -0.87 | 5 | +0.56 |
| @CJsCalls | C | -3.59 | 4 | -0.02 |
| @epictrades1 | C | +0.01 | 4 | -0.17 |
| @ClassicRoy | C | -1.10 | 3 | +0.32 |
| @_TP888 | C | +0.93 | 3 | +0.18 |
| @fundmyfund | B | -0.41 | 3 | +0.12 |
| @DustinHuntwn | C | -3.75 | 3 | +0.53 |
| @zohmbastic | C | -2.94 | 3 | +0.28 |
| @Sam_Badawi | C | -3.18 | 2 | +0.57 |
| @Venu_7_ | B | -2.67 | 2 | +0.70 |
| @ThePupOfWallSt | C | -1.47 | 2 | +0.18 |
| @1ChartMaster | C | -2.95 | 2 | +0.68 |
| @AntonLaVay | A | -0.31 | 2 | +0.03 |
| @Greatstockpix | C | -1.40 | 2 | +0.23 |
| @twinsight_x | C | +2.87 | 2 | -0.52 |
| @CHItrader | B | -0.22 | 2 | +0.33 |
| @StockSavvyShay | B | -1.05 | 2 | +0.73 |
| @BabaNeal007 | C | -1.88 | 2 | +0.68 |
| @Corgi4joy | C | -0.70 | 2 | +0.45 |
Recent signals30of 163 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @OMillionaires | -0.35 | Says same-day speculative calls on these stocks do not suit the present market environment. | +4.5% | tweet ↗ |
| 2026-10-16 | @_TP888 | +0.45 | Reports near-the-money TEM calls bought at the offer. | +4.5% | tweet ↗ |
| 2026-10-16 | @joinautopilot | -0.20 | Lists daily declines across six holdings in Nancy Pelosi's portfolio. | +4.5% | tweet ↗ |
| 2026-10-16 | @BaconButtyMan | +0.45 | Describes TEM's higher lows and moving-average structure as a constructive stage-two trend. | +4.5% | tweet ↗ |
| 2026-10-15 | @TCMLLC | +0.35 | Lists strong daily reversal-pattern performers from the author's watchlist. | -4.9% | tweet ↗ |
| 2026-10-15 | @beach_trades | +0.35 | Forecasts SOPH will soon lead the AI-biotech group alongside three peers. | -4.9% | tweet ↗ |
| 2026-10-15 | @beach_trades | +0.10 | Predicts SOPH will soon attract the attention currently associated with TEM. | -4.9% | tweet ↗ |
| 2026-10-15 | @SelzTrades | +0.00 | Summarizes recent trading and mentions several small swing stop-outs without ticker-specific directions. | -4.9% | tweet ↗ |
| 2026-10-15 | @MisterInversor | +0.00 | States that TEM reports earnings on November 2. | -4.9% | tweet ↗ |
| 2026-10-15 | @zohmbastic | +0.30 | Highlights a tall bullish-looking daily candle in TEM. | -4.9% | tweet ↗ |
| 2026-10-15 | @livetradepro | +0.40 | Reports a favorable upward push in Tempus AI. | -4.9% | tweet ↗ |
| 2026-10-15 | @DustinHuntwn | +0.05 | Bare promotional biotech list with no explicit trade action or thesis. | -4.9% | tweet ↗ |
| 2026-10-14 | @MisterInversor | +0.65 | Recaps TEM rising from about $40 to $70 after exceeding $80, then reiterates optimism on bio-health AI. | -1.0% | tweet ↗ |
| 2026-10-14 | @MisterInversor | +0.75 | Forecasts a century of biotechnology progress within five years and identifies five beneficiaries. | -1.0% | tweet ↗ |
| 2026-10-14 | @Arya__Deniz | +0.20 | Names five stocks as current examples supporting a prior constructive point. | -1.0% | tweet ↗ |
| 2026-10-14 | @DrStoxx | +0.35 | Two-hour chart is described as basing after a pullback. | -1.0% | tweet ↗ |
| 2026-10-14 | @Banana3Stocks | +0.25 | Expresses mild liking for PLTR and TEM while asking for theses on HIMS and ZETA. | -1.0% | tweet ↗ |
| 2026-10-14 | @Venu_7_ | +0.60 | Reports TEM holding several major support levels and outperforming XBI within a long IPO base. | -1.0% | tweet ↗ |
| 2026-10-14 | @zohmbastic | +0.35 | Positively notes TEM's relative strength against a weak market. | -1.0% | tweet ↗ |
| 2026-10-14 | @PSInvestor | +0.40 | JPMorgan raises TEM's price target to $70 from $45 while retaining Neutral. | -1.0% | tweet ↗ |
| 2026-10-14 | @ye4yn | -0.80 | Added AVGO, FROG and FTNT while fully exiting TEM at a loss. — Explicitly reports adding three positions and cutting the entire TEM position during the selloff. | -1.0% | tweet ↗ |
| 2026-10-14 | @mmonis | +0.55 | Added GOOG at 352.18, TEM at 68.2 and NBIS at 189; retaining an SNDK runner. — Discloses new additions with entry prices and an existing SNDK trailer position. | -1.0% | tweet ↗ |
| 2026-10-14 | @zohmbastic | +0.20 | Notes decent opening options flow in TEM. | -1.0% | tweet ↗ |
| 2026-10-14 | @MisterInversor | +0.50 | Links worsening population health to a bullish long-term healthcare innovation basket. | -1.0% | tweet ↗ |
| 2026-10-14 | @AIStockSavvy | +0.25 | JPMorgan maintains Hold and raises Tempus AI's target to $70 from $60. | -1.0% | tweet ↗ |
| 2026-10-13 | @InversorNovato_ | +0.20 | Lists desired entry prices without explicit commitment to buy | -0.9% | tweet ↗ |
| 2026-10-13 | @OracleNYSE | +0.60 | Cites James Altucher calling Tempus AI a hidden beneficiary of a cancer-vaccine advance. | -0.9% | tweet ↗ |
| 2026-10-13 | @PSInvestor | +0.55 | Reports GenomeNext launch and explains how continuous DNA/RNA reanalysis strengthens TEM's offering. | -0.9% | tweet ↗ |
| 2026-10-12 | @MisterInversor | +0.45 | Presents six names as beneficiaries of an accelerating biotech and health revolution. | -0.6% | tweet ↗ |
| 2026-10-12 | @DeepSailCapital | -0.65 | Discloses an existing industry short basket and references another activist-backed short. | -0.6% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.