Core Viewpoint - Phreesia reported quarterly earnings of $0.01 per share, exceeding the Zacks Consensus Estimate of a loss of $0.07 per share, marking a significant improvement from a loss of $0.31 per share a year ago, resulting in an earnings surprise of +114.29% [1] Financial Performance - The company achieved revenues of $117.26 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 0.70% and showing an increase from $102.11 million in the same quarter last year [2] - Over the last four quarters, Phreesia has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance - Phreesia shares have increased approximately 21% since the beginning of the year, outperforming the S&P 500's gain of 9.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $121.04 million, and for the current fiscal year, it is -$0.17 on revenues of $477.31 million [7] - The outlook for the Medical Info Systems industry, where Phreesia operates, is favorable, ranking in the top 34% of over 250 Zacks industries, suggesting potential for outperformance [8]

Core Insights - Tempus AI and Butterfly Network reported their Q2 2025 results, highlighting contrasting growth trajectories driven by AI [1] - Tempus AI is experiencing rapid revenue growth and nearing profitability, while Butterfly Network is in a turnaround phase with modest revenue gains [1] Tempus AI - Tempus AI's Q2 2025 revenues increased nearly 90% year over year, surpassing estimates by 5.12%, driven by a 115% rise in Genomics and a 35.7% increase in high-margin Data and Services [5][6] - Adjusted EBITDA loss narrowed to $5.6 million, with management raising revenue guidance to $1.26 billion for 2025 [6] - The company is building a competitive moat through innovation, with over 40 million patient records connected and strategic partnerships enhancing its data and AI capabilities [7] - Despite strong growth, Tempus AI is still operating at a loss, with rising costs of revenues increasing by 32.2% year over year [9] Butterfly Network - Butterfly Network is gaining traction with large-scale deployments, including a significant enterprise deal with a top health system, indicating confidence in its iQ3 handheld ultrasound platform [10] - The launch of Compass AI signals a shift towards a software-driven model, aiming for higher-margin recurring revenue [10] - HomeCare pilots have shown promise in reducing heart failure readmissions, with potential annual revenue of $40-$60 million from one customer [11] - Despite progress, Butterfly Network faces challenges such as elongated sales cycles and reliance on partner uptake for new initiatives [12] Valuation Comparison - Tempus AI has a forward price-to-sales (P/S) ratio of 9.59, above its one-year median of 8.05, while Butterfly Network's P/S ratio is 3.73, below its median of 5.46 [13] - Analysts suggest a potential decline of 8.1% for Tempus AI's stock, while Butterfly Network's average price target implies a 128% upside [14][15] Investment Outlook - Tempus AI's impressive growth and innovation are tempered by its high valuation and ongoing losses, suggesting a cautious investment approach [17][20] - Butterfly Network, despite modest growth and execution risks, presents a compelling opportunity for investors due to its distressed valuation and significant upside potential [20]

Company Overview - Biotricity Inc. (BTCY) is part of the Medical sector, which includes 976 individual stocks and currently holds a Zacks Sector Rank of 6, indicating its relative strength among sector groups [2] - Biotricity Inc. has a Zacks Rank of 2 (Buy), suggesting a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] Performance Metrics - Over the past three months, the Zacks Consensus Estimate for BTCY's full-year earnings has increased by 17.9%, reflecting improved analyst sentiment and a stronger earnings outlook [4] - Year-to-date, BTCY has gained approximately 115.6%, significantly outperforming the average loss of 3.3% in the Medical group [4] Industry Comparison - Biotricity Inc. belongs to the Medical Info Systems industry, which consists of 44 companies and currently ranks 51 in the Zacks Industry Rank. This industry has seen a year-to-date gain of about 23.6%, indicating BTCY's strong performance relative to its peers [6] - In contrast, another stock in the Medical sector, Brainsway Ltd. Sponsored ADR (BWAY), has a year-to-date return of 57.5% and belongs to the Medical - Products industry, which ranks 96 and has gained 5.5% year to date [5][6] Investment Consideration - Investors interested in the Medical sector may want to monitor Biotricity Inc. and Brainsway Ltd. Sponsored ADR for their continued strong performance [7]

Company Performance - P3 Health Partners Inc. reported a quarterly loss of $6.23 per share, significantly worse than the Zacks Consensus Estimate of a loss of $3.29, representing an earnings surprise of -89.36% [1] - The company's revenues for the quarter ended June 2025 were $355.79 million, missing the Zacks Consensus Estimate by 2.03%, and down from $379.16 million in the same quarter last year [2] - Over the last four quarters, P3 Health Partners has not surpassed consensus EPS estimates and has topped revenue estimates only once [2] Stock Movement and Outlook - P3 Health Partners shares have declined approximately 36.9% since the beginning of the year, contrasting with a 10% gain in the S&P 500 [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is -$5.04 on revenues of $342.9 million, and for the current fiscal year, it is -$16.60 on revenues of $1.43 billion [7] Industry Context - The Medical Info Systems industry, to which P3 Health Partners belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact P3 Health Partners' stock performance [5][6]

Company Performance - Veeva Systems closed at $279.18, with a daily increase of +1.36%, outperforming the S&P 500's gain of 0.32% [1] - The stock has decreased by 1.39% over the past month, underperforming the Medical sector's loss of 2.75% and the S&P 500's gain of 3.08% [1] Upcoming Earnings - The upcoming earnings report is scheduled for August 27, 2025, with projected EPS of $1.9, reflecting a 17.28% increase year-over-year [2] - Revenue is anticipated to be $767.61 million, indicating a 13.52% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are expected to be $7.64 per share, marking a +15.76% change from the previous year [3] - Revenue for the year is projected at $3.1 billion, representing a +12.78% increase from last year [3] Analyst Estimates - Changes in analyst estimates are crucial as they reflect short-term business trends, with positive revisions indicating optimism about the business outlook [4] - The Zacks Rank system, which evaluates these estimate changes, currently ranks Veeva Systems at 2 (Buy) [6] Valuation Metrics - Veeva Systems has a Forward P/E ratio of 36.03, which is a premium compared to the industry average of 22.73 [7] - The company has a PEG ratio of 1.55, which is lower than the Medical Info Systems industry's average PEG ratio of 2.83 [7] Industry Ranking - The Medical Info Systems industry ranks in the top 30% of all industries, with a Zacks Industry Rank of 72 [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Insights - Tempus AI's stock has increased nearly 13% since the release of its second-quarter 2025 earnings, driven by strong revenue growth and strategic positioning in a high-value market [1] - The company reported an 89.6% year-over-year revenue increase, primarily due to a significant rise in Genomics revenues and growth in its Data and Services segment [1][6] - Gross profit more than doubled, and adjusted EBITDA losses narrowed, indicating a clear path to profitability [2][6] Financial Performance - Revenues rose 89.6% year over year, surpassing the Zacks Consensus Estimate by 5.12%, with Genomics revenues surging by 115% and Data and Services increasing by 35.7% [6][9] - Adjusted operating expenses decreased by 57.8%, leading to a reduction in adjusted EBITDA losses to $5.6 million from $31.2 million a year ago [7][9] - The company has raised its full-year revenue guidance and strengthened liquidity through a $750 million convertible note offering [2][8] Market Position - In August, Tempus AI's shares surged 17.3%, outperforming the Medical Info Systems industry, which declined by 3% [3] - The stock is trading above its 50-day and 200-day moving averages, indicating upward momentum and price stability [10] - Despite strong performance, the stock is currently overvalued compared to its industry, with a forward price-to-sales ratio of 7.98, higher than the industry average of 5.57 [12] Future Outlook - Tempus AI is positioned to achieve sustainable profitability soon, supported by high-margin revenue growth and disciplined cost control [8][13] - Management has reaffirmed its $5 million adjusted EBITDA target for 2025, representing a $110 million improvement over 2024 [7] - The company's ability to maintain growth momentum and control costs will be crucial for its path to sustained profitability [13]

Group 1: Financial Performance - Standard BioTools reported a quarterly loss of $0.04 per share, consistent with the Zacks Consensus Estimate, compared to a loss of $0.08 per share a year ago [1] - The company posted revenues of $41.96 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 5.35%, and up from $37.21 million year-over-year [2] - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $40.7 million, and for the current fiscal year, it is -$0.14 on revenues of $169.3 million [7] Group 2: Market Performance - Standard BioTools shares have declined approximately 25.4% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The company has surpassed consensus revenue estimates three times over the last four quarters, but has only exceeded consensus EPS estimates once in the same period [2][1] Group 3: Industry Outlook - The Medical Info Systems industry, to which Standard BioTools belongs, is currently ranked in the top 36% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]

Company Performance - Tempus AI reported a quarterly loss of $0.22 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.23, and an improvement from a loss of $0.63 per share a year ago, representing an earnings surprise of +4.35% [1] - The company posted revenues of $314.64 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 5.12%, and showing significant growth from $165.97 million in the same quarter last year [2] - Over the last four quarters, Tempus has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] Stock Performance - Tempus shares have increased approximately 74% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.8% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.18 on revenues of $325.52 million, and for the current fiscal year, it is -$0.67 on revenues of $1.24 billion [7] Industry Outlook - The Medical Info Systems industry, to which Tempus belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of Tempus's stock may be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

Core Insights - Health Catalyst (HCAT) reported quarterly earnings of $0.04 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, but down from $0.12 per share a year ago, indicating an earnings surprise of +33.33% [1] - The company generated revenues of $80.72 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.24% and up from $75.9 million year-over-year [2] - Health Catalyst shares have declined approximately 46% year-to-date, contrasting with the S&P 500's gain of 7.9% [3] Earnings Outlook - The future performance of Health Catalyst's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $85.38 million, and for the current fiscal year, it is $0.24 on revenues of $334.82 million [7] Industry Context - The Medical Info Systems industry, to which Health Catalyst belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Company Performance - Evolent Health reported a quarterly loss of $0.1 per share, missing the Zacks Consensus Estimate of $0.09, and down from earnings of $0.3 per share a year ago, representing an earnings surprise of -211.11% [1] - The company posted revenues of $444.33 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 2.86%, and down from $647.15 million year-over-year [2] - Evolent Health has not surpassed consensus EPS estimates over the last four quarters and has topped consensus revenue estimates only once during the same period [2] Stock Performance - Evolent Health shares have declined approximately 16.4% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The current Zacks Rank for Evolent Health is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $539.68 million, and for the current fiscal year, it is $0.40 on revenues of $2.06 billion [7] - The outlook for the Medical Info Systems industry, where Evolent Health operates, is currently in the top 37% of Zacks industries, suggesting a favorable environment for stock performance [8]