Key Takeaways TEM reported 83% Q4 revenue growth, fueled by Diagnostics and Data segment strength. Tempus AI achieved positive adjusted EBITDA, though GAAP loss hit $54.2M on stock comp and charges. Illumina posted 5% revenue growth and margin gains, despite tariff-driven gross margin pressure. In 2026, MedTech players' success will hinge on their ability to balance near-term pressure with long-term transformation. Per a report by ZS, these players must address immediate operational, financial, and regulato ...

Back in November, I stated that Tempus AI, Inc. ( TEM ) is a good bet for the future of healthcare. In that analysis, I found good growth in their data set and their testing volumes. Furthermore, their financialsI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, ...

Core Insights - Tempus AI, Inc. (TEM) is identified as a promising investment opportunity in the healthcare sector due to its strong growth in data sets and testing volumes [1] Financial Performance - The financials of Tempus AI, Inc. indicate positive trends, supporting the notion of its potential for future growth [1]

Market Analysis by covering: Tempus AI Inc. Read 's Market Analysis on Investing.com ...

Ark Invest’s decision to purchase Tempus AI stock comes after the company’s stock declined. On Wednesday, Tempus AI’s shares closed at $53.71, reflecting a 7.32% drop. This decline followed the company’s quarterly earnings report, which revealed losses of four cents per share, aligning with analyst expectations. Despite meeting estimates, the stock faced pressure.Ark Invest’s trade involved ARK Innovation ETF (BATS: ARKK) and ARK Genomic Revolution ETF (BATS:ARKG) purchasing 212,825 shares worth nearly $11. ...

Group 1 - Tempus AI, Inc. has experienced a significant decline in stock price, down 50% from its recent highs [1] - The company operates in the AI precision medicine sector, indicating a focus on advanced healthcare solutions [1] Group 2 - Stone Fox Capital is an RIA based in Oklahoma, led by Mark Holder, who has extensive experience in investing and portfolio management [1] - The investing group Out Fox The Street provides stock picks, model portfolios, and real-time updates to assist investors in identifying potential multibaggers [1]

Core Insights - Tempus AI, Inc. reported a fourth-quarter 2025 adjusted loss of 4 cents per share, an improvement from a loss of 16 cents in the same quarter last year, but wider than the Zacks Consensus Estimate by 66.7% [1] - The company’s revenues for the fourth quarter reached $367.2 million, surpassing the Zacks Consensus Estimate by 0.1% and reflecting an 83% year-over-year increase [2][7] - Full-year 2025 revenues totaled $1.27 billion, marking an 83.3% increase compared to the previous year [2] Revenue Breakdown - In the fourth quarter, Diagnostics generated revenues of $266.9 million, a significant 121.6% increase year-over-year, with Oncology volume growing by 29% and Hereditary volume by 23% [3] - The Data and Applications segment reported sales of $100.4 million, up 25.1% year-over-year, driven by a 69.5% growth in Insights (data licensing) [3] Margin and Operating Performance - Gross profit for the fourth quarter was $237.7 million, up 94.7% from the previous year, with an adjusted gross margin expanding by 391 basis points to 64.7% [4] - Total adjusted operating expenses were $259 million, an increase of 83.8% year-over-year, leading to an operating loss of $21.3 million compared to a loss of $18.8 million in the prior year [4] Liquidity Position - At the end of the fourth quarter of 2025, the company had cash and cash equivalents of $604.8 million, up from $340.9 million at the end of the fourth quarter of 2024 [5] - Cumulative net cash used in investing activities was $398.3 million, compared to $130.4 million a year ago [5] Future Outlook - For full-year 2026, the company expects revenues to reach $1.59 billion, indicating nearly 25% annual growth, with the Zacks Consensus Estimate for revenues at $1.56 billion [6][7] - Adjusted EBITDA for 2026 is projected to be $65 million [8] Market Reaction - Following the earnings announcement, shares of Tempus AI declined by 3.7% in after-market trading, reflecting investor concerns over the reported quarterly operating loss [2]

Tempus AI, Inc. (NASDAQ:TEM) Earnings Report and Financial AnalysisTempus AI, Inc. (NASDAQ:TEM) is a prominent player in the field of AI-driven precision medicine. The company focuses on leveraging artificial intelligence to enhance diagnostic and therapeutic solutions, particularly in oncology. As a leader in this niche, Tempus competes with other tech-driven healthcare companies aiming to revolutionize medical practices through advanced data analytics and AI technologies.On February 24, 2026, Tempus repor ...

来源：活报告 在美股市场，资产管理规模超过1亿美元的机构需要在每个季度结束后的45天内向SEC提交13F文件，披 露其管理的股权资产持仓情况。近期，多家明星机构均已披露了截至2025年12月31日的美股持仓。 2025年Q4，坐拥TPU芯片及Gemini人工智能模型的谷歌(GOOG.US/ GOOGL.US)、中国电商三巨头之一 拼多多(PDD.US)以及美国AI医疗龙头Tempus AI(TEM.US)等获得多家机构买入，成为市场关注的焦点 股票。 一、谷歌：TPU+Gemini崛起，AI实力"后来居上" 过去几年，在AI浪潮的推动下，美股科技七巨头（英伟达、苹果、微软、谷歌、亚马逊、META、特斯 拉）成为美股市场最受瞩目的投资风向。其中，作为七巨头之一的谷歌，此前曾因在AI方面的成绩"不 够突出"而表现相对落后。 不过，得益于谷歌推出的自研张量处理单元（TPU）人工智能芯片，形成了可与英伟达匹敌的竞争实 力，吸引了Meta、Anthropic等公司的青睐，叠加其Gemini人工智能模型的突出表现，逐渐走出"后来居 上"的气势。 过去一年里，美股科技七巨头中，谷歌以70%的涨幅一马当先，正是其AI实力获得 ...

Major U.S. stock indices closed higher on Tuesday, as the Dow Jones Industrial Average rose 0.76% to 49,174.50, the S&P 500 gained 0.77% to 6,890.07 and the Nasdaq advanced 1.05% to 22,863.68.These are the top stocks that gained the attention of retail traders and investors throughout the day.Advanced Micro Devices Inc. (NASDAQ:AMD)Advanced Micro Devices Inc.AMD shares surged by 8.77%, closing at $213.84. The stock hit an intraday high of $216.71 and a low of $206.50, with a 52-week range between $76.48 and ...