Core Viewpoint - Tempus AI, Inc. has received 510(k) clearance from the FDA for its RNA-based Tempus xR IVD device, which will enhance precision medicine and patient care through advanced RNA sequencing technology [1] Company Summary - Tempus AI, Inc. is a technology company focused on integrating AI to improve precision medicine and patient care [1] - The Tempus xR IVD device is positioned as a life sciences tool aimed at supporting drug development programs [1] Industry Summary - RNA sequencing technology is highlighted for its ability to capture extensive biological information, providing deeper insights into disease mechanisms [1]

Core Insights - Tempus AI, Inc. (NASDAQ:TEM) is recognized as one of the 11 best-performing IPOs in the last two years, with a significant stock price target increase following strong financial results and FDA approval for its product [1][3]. Financial Performance - In Q2 2025, Tempus AI reported revenue of $314.6 million, marking an impressive increase of 89.6% year-over-year, primarily driven by a 115% rise in Genomics revenue due to strong oncology volume growth [2]. - The company has achieved a notable growth of 111.50% since its IPO, reflecting a positive market outlook [3]. Regulatory Developments - On September 11, 2025, Tempus AI announced it received 510(k) clearance from the FDA for its updated Tempus Pixel, an AI-powered cardiac imaging platform, enhancing its capabilities for cardiac MR image analysis [2]. Company Background - Founded in 2015 and headquartered in Illinois, Tempus AI operates within the healthcare technology sector, focusing on applying artificial intelligence to clinical and molecular data to advance precision medicine [4].

Core Viewpoint - Kuehn Law is investigating potential breaches of fiduciary duties by officers and directors of Tempus AI, Inc. regarding the company's representation as an AI firm despite limited revenue generation from AI solutions [1] Company Overview - Tempus AI primarily generates revenue from acquisitions, genomic testing, and data licensing agreements rather than from AI solutions [1] - The company has emphasized its relationship with AstraZeneca, citing it as a long-term customer and an example of secure and expanding data licensing agreements [1] Recent Developments - Tempus announced an expanding contract with AstraZeneca through a joint venture involving Pathos AI, indicating efforts to enhance revenue growth [1] - A joint venture with SoftBank was also announced, aimed at entering the Japanese market to drive revenue growth [1] - The acquisition of Ambry Genetics is highlighted, with claims of high revenue potential attributed to strong relationships with healthcare providers [1]

Company Overview - Tempus AI is a healthcare technology company founded in 2015, based in Illinois, that integrates advanced data and AI to assist doctors, researchers, and drug developers [2] - The company offers a range of services including genomic profiling, AI-powered diagnostics, and data services across various diseases such as oncology, cardiology, and psychiatry [2] Market Performance - Tempus AI has a market capitalization of approximately $15 billion and has seen significant investor interest due to its focus on AI in healthcare innovation [3] - Over the past 52 weeks, Tempus shares have increased by about 69.2%, outperforming the S&P 500 Index, which gained 18.07% during the same period [4] - Year-to-date in 2025, Tempus shares have surged by an impressive 157.1%, while the broader index has only risen by 12% [4] Recent Developments - The stock price of Tempus AI rose over 13% on September 11, following FDA clearance for an upgraded version of its AI-powered cardiac imaging platform, Tempus Pixel [3] - The company believes that this FDA approval will not only drive its growth but also contribute to advancements in medical science [3]

Market Environment - The market is influenced by changes in monetary policies and global economic uncertainties, with sticky consumer price inflation being weighed against a softening U.S. labor market [2] - Investors are optimistic about a potential first rate cut from the Federal Reserve, with futures pricing in about 70 basis points of cuts over the next three meetings [2] - Global economic pressures are increasing, with weak factory output and retail sales data from China contributing to expectations for additional stimulus [3] - Despite these pressures, market sentiment remains strong, as evidenced by MSCI's Asia-Pacific ex-Japan index nearing four-year highs and South Korea's Kospi hitting a record [3] IPO Performance - The easing monetary policy and cautious optimism are shifting investor focus towards IPOs, with a list of the 11 best performing IPOs over the last two years being highlighted [4] - The methodology for selecting these IPOs includes only those that have issued in the last two years, ranked by their maximum growth rate since the IPO date [6] Company Highlights - **Tempus AI, Inc. (NASDAQ:TEM)**: - IPO Date: June 14, 2024 - Growth since IPO: 111.50% - Q2 2025 revenue reached $314.6 million, a 89.6% increase, driven by a 115% increase in Genomics revenue [10][11] - FDA approval for Tempus Pixel enhances its market position [9][10] - **BrightSpring Health Services, Inc. (NASDAQ:BTSG)**: - IPO Date: January 26, 2024 - Growth since IPO: 147.09% - Q2 2025 revenue of $3.1 billion, a 29% year-over-year increase, with Pharmacy Solutions revenue growing by 32% [14][15] - Analysts have raised price targets following strong performance [15] - **GRAIL, Inc. (NASDAQ:GRAL)**: - IPO Date: June 25, 2024 - Growth since IPO: 169.02% - Q2 2025 revenue of $35.5 million, an 11% increase, with strong demand for Galleri tests [18][19] - Partnerships with major health systems and positive study updates enhance outlook [18][20]

Core Insights - Ark Invest, led by Cathie Wood, made significant trades including purchases of Advanced Micro Devices Inc. (AMD), Bullish Inc. (BLSH), and Figma Inc. (FIG), while selling shares of Tempus AI Inc. (TEM) [1] AMD Trade - Ark Fintech Innovation ETF (ARKF) acquired 25,899 shares of AMD, valued at approximately $4.1 million based on a closing price of $160.46 [2] - This acquisition occurs amid concerns regarding U.S. government investments in Intel Corp., which may lead to inefficiencies in the semiconductor sector [2] Bullish Inc. Trade - ARK Innovation ETF (ARKK) and ARK Next Generation Internet ETF (ARKW) collectively purchased 161,183 shares of Bullish, valued at about $8.3 million, with the stock closing at $51.36 [3] - Bullish recently raised $1.1 billion in its U.S. IPO and is expected to benefit from favorable conditions in the cryptocurrency market [4] - Analysts have mixed views on Bullish, with a Buy rating from Rosenblatt and a Neutral rating from JPMorgan [4] Tempus AI Trade - Ark Invest sold 167,598 shares of Tempus AI, valued at approximately $14.6 million based on a closing price of $87.04 [6] - This sale follows Tempus AI's recent FDA clearance for its AI-powered cardiac imaging platform [6] Figma Trade - ARKW purchased 109,678 shares of Figma, valued at about $5.9 million, with the stock closing at $53.67 [7] - Ark's continued investment in Figma indicates confidence in the company's long-term growth prospects despite recent earnings disappointments [7] Other Key Trades - Ark Invest made additional trades including buying shares of Airbnb Inc. (ABNB), Arcturus Therapeutics Holdings Inc. (ARCT), Intellia Therapeutics Inc. (NTLA), CRISPR Therapeutics AG (CRSP), and Beam Therapeutics Inc. (BEAM) [10]

Company Overview - Tempus AI has developed advanced algorithms in radiology, enhancing precision and personalization in medical care through strategic acquisitions [1][4] - The company launched Tempus Pixel, an AI-powered cardiac imaging platform, which received FDA clearance for advanced cardiac MR image analysis [2][10] Market Insights - The AI in Radiology Market is projected to reach $15.7 billion by 2035, growing at a CAGR of 19.56% from 2025 to 2035, indicating significant growth opportunities for companies like Tempus [2] Product Features - Tempus Pixel offers advanced viewing and automated reporting of cardiac MR images, improving efficiency in flow visualization and tissue characterization [3] - The platform generates T1 and T2 inline maps, providing precise numerical values for cardiac tissue characteristics, aiding in the detection of conditions like fibrosis and inflammation [3] Strategic Acquisitions - In 2022, Tempus acquired Arterys, integrating its AI tools for analyzing various imaging data into Tempus' platform, thereby expanding its capabilities [4][10] Competitive Landscape - GE HealthCare launched the Voluson Performance series, enhancing women's health ultrasound with AI and automation [5] - GE HealthCare also acquired icometrix to integrate AI-powered brain imaging analysis into its MRI systems [6] Stock Performance - Year-to-date, Tempus AI shares have increased by 152.2%, outperforming the industry growth of 28.5% and the S&P 500's 12.8% [9] Valuation Metrics - Tempus AI currently trades at a forward Price-to-Sales (P/S) ratio of 10.02X, significantly higher than the industry average of 5.92X, indicating a potentially expensive valuation [11]

Group 1 - Tempus AI stock price surged to a record high following a major breakthrough from the Food and Drug Administration (FDA) [1] - The breakthrough is expected to significantly enhance the company's position in the healthcare-focused artificial intelligence sector [1] - This development reflects growing investor confidence in the potential of AI technologies within the healthcare industry [1] Group 2 - The FDA's announcement is seen as a pivotal moment for Tempus AI, potentially leading to increased market share and revenue growth [1] - The healthcare AI market is experiencing rapid advancements, with companies like Tempus AI at the forefront of innovation [1] - Investors are closely monitoring the implications of regulatory approvals on the overall performance of AI companies in the healthcare space [1]

Company Overview - Tempus AI (TEM) shares increased by 13.6% to close at $88.78, supported by high trading volume, compared to a 12.3% gain over the past four weeks [1][2] - The company is a health care technology firm specializing in AI-powered solutions, particularly in cardiac imaging [2] Recent Developments - The stock price surge is attributed to investor optimism following FDA approval for the updated Tempus Pixel, which enhances cardiac MR image analysis capabilities [2] - The upcoming quarterly report is expected to show a loss of $0.16 per share, reflecting a year-over-year change of +36%, with revenues projected at $326.88 million, an increase of 80.7% from the previous year [3] Earnings Estimates and Market Position - The consensus EPS estimate for Tempus has remained unchanged over the last 30 days, indicating stability in earnings expectations [4] - The stock currently holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook, while another company in the same industry, Outset Medical, has a Zacks Rank of 2 (Buy) [4][5]

Core Insights - Tempus AI, Inc. (NASDAQ:TEM) shares surged 13.59% to $88.78 following FDA approval for the updated Tempus Pixel AI-powered cardiac imaging platform, reaching a seven-month high [1][2] - The stock peaked at $91.06 during trading, just 39 cents below its 52-week high of $91.45 [1] FDA Approval - The FDA granted 501(k) clearance for the updated Tempus Pixel, enhancing its capabilities for cardiac MR image analysis by allowing the generation of T1 and T2 inline maps [2] Technological Advancements - Tempus Pixel offers advanced viewing and automated reporting of cardiac MR images, improving efficiency and accuracy in flow visualization, functional analysis, and tissue characterization [3] - The platform rapidly analyzes scans, highlights subtle abnormalities, and generates consistent, actionable insights, enhancing medical imaging [3] Regulatory Milestone - The approval represents a significant regulatory achievement for Tempus, emphasizing the company's commitment to advancing AI-driven imaging technology that is scientifically rigorous and clinically meaningful [4] Clinical Benefits - The inline maps produced by Tempus Pixel provide cardiologists and radiologists with a comprehensive view of heart tissue, facilitating deeper insights into cardiac health and enabling more precise, personalized patient care [5]