Down 36%, can this Nancy Pelosi stock rebound in late 2026?

U.S. Representative Nancy Pelosi (D-San Francisco) has spent decades in Congress, including two stints as House Speaker. Yet her stock trades, which must be disclosed regularly, are watched almost as closely as any Wall Street fund manager's moves.

One of the newer names showing up in that portfolio is Tempus AI , a Chicago-based healthcare technology company.

The stock has had a rough stretch this year. But the underlying business just posted one of its strongest quarters yet.

So does Rep. Pelosi's portfolio exposure to Tempus AI (TEM) stock still make sense heading into the back half of 2026? Here's what the data show.

Members of Congress and their spouses must publicly disclose stock trades under federal ethics law, which is how the public sees Pelosi's equity holdings.

According to the Nancy Pelosi stock tracker , current holdings show 15 positions worth $44.56 million, with an overall gain of 22.6% in the last 12 months.

The largest position is Nvidia, at 15% of the portfolio, followed by Alphabet at 12% and Broadcom at 11%. Bloom Energy also sits at 11%, with Intel at 10%.

Tempus AI ranks among the smaller positions at 6% of the portfolio, tied with CrowdStrike and Vistra. Amazon rounds out the top 10 names at 5%.

Rep. Pelosi is clearly bullish on chipmakers, cloud, and AI infrastructure names in 2026. Valued at a market cap of $13 billion, Tempus AI is also part of the AI megatrend.

The company went public in June 2024 and has since returned over 70% to shareholders. At the time of writing, the stock trades 36% below all-time highs.

Tempus AI stock reports strong Q2 numbers

Tempus AI runs a healthcare technology platform that connects doctors' offices with lab testing, data analytics, and a large library of patient data.

Its core business includes diagnostic tests for cancer patients, genetic testing for inherited conditions, and a data licensing business that sells de-identified patient data to drugmakers.

Tempus AI reported second-quarter revenue of $382.5 million, up 22% year over year.

Diagnostics revenue reached $289.3 million, up 20%, while the data and apps segment grew 28% to $93.2 million.

Tempus AI also posted a small GAAP profit of $5.6 million in the quarter and adjusted EBITDA of $8 million, up $13.6 million from a year earlier.

The company ended the quarter with $820.7 million in cash and investments, up from $643.8 million the prior quarter.

Management raised full-year revenue guidance to a range of $1.595 billion to $1.605 billion, roughly 25% higher year over year, and expects adjusted EBITDA around $65 million for 2026.