Quick Read Tempus AI (TEM) launched an AI algorithm identifying cancer patients responsive to platinum-based chemotherapy using RNA analysis. Tempus reported preliminary Q4 revenue of $367M, up 83% year-over-year. Total contract value exceeded $1.1B. Analysts set a consensus target of $85.69 for Tempus with nearly 50% upside. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Tempus AI, Inc. (NASDAQ:TE ...

Company Overview - BillionToOne, Inc. is a healthcare diagnostics company specializing in molecular counting technology for single-molecule DNA detection, focusing on non-invasive prenatal testing and oncology liquid biopsy solutions [6] - The company generates revenue by providing advanced molecular testing services to healthcare providers and laboratories, leveraging proprietary molecular counting technology for high-sensitivity DNA analysis [8] Financial Metrics - As of February 13, 2026, the company's stock price was $88.61, reflecting a 48% increase from its November IPO price of $60 [7][10] - The market capitalization of BillionToOne is $4.06 billion, with a revenue of $254.14 million and a net income of -$14.20 million for the trailing twelve months (TTM) [4] Recent Developments - On February 13, 2026, Napean Trading & Investment disclosed a new position in BillionToOne, acquiring 233,333 shares valued at $19,095,973, which accounts for 3.71% of the fund's reportable U.S. equity assets under management [1][9] - The company reiterated its 2025 revenue guidance of $293 million to $299 million and projected 2026 revenue between $415 million and $430 million, indicating a growth rate of 40% to 45% at the midpoint [10] Market Position - BillionToOne's offerings include precision molecular diagnostics such as UNITY Complete (non-invasive prenatal screening), Northstar Select (liquid biopsy for tumor mutation profiling), and Northstar Response (cancer burden monitoring) [8] - The company is positioned to address critical needs in precision medicine and clinical diagnostics, with primary customers including hospitals, clinics, and research institutions focused on prenatal care and oncology diagnostics [6][8]

Company Overview - CareDx is a healthcare diagnostics company that specializes in advanced molecular and digital solutions for transplant patient care, focusing on organ and stem cell transplant monitoring [1] - The company generates revenue through direct sales and third-party distribution of proprietary diagnostic tests, software platforms, and related services [2] Recent Transactions - John Hanna, President and CEO of CareDx, sold 19,480 shares in multiple open-market transactions on January 21 and 22, 2026, with an aggregate transaction value of approximately $412,200 [7] - This sale was part of a Rule 10b5-1 trading plan, which allows insiders to buy and sell shares at predetermined times to avoid the appearance of insider trading [8] Insider Ownership - The transaction reduced direct holdings by 3.16%, leaving John Hanna with 597,405 directly held shares, which still represents a substantial ownership position post-sale [5] - The sale of 19,480 shares was the largest among two recent sell-only trades by John Hanna, surpassing the prior transaction of 10,156 shares [6] Financial Performance - CareDx's stock is down 9.36% over the last year and 75.4% since January 22, 2021, but its financial results and future outlook appear promising [9] - The company announced preliminary fourth-quarter revenue of approximately $108 million, an increase of 25% year over year, and full-year revenue of approximately $380 million, an increase of 14% year over year [9] - CareDx repurchased 5.8 million shares for $88 million at an average price of $15.16 per share, indicating strong cash-flow management [9] Strategic Initiatives - CareDx announced a strategic collaboration with 10x Genomics to establish a research initiative called ImmuneScape, which will study the biology of transplant organ rejection and support clinical diagnostic development [10]

Core Insights - QuidelOrtho's shares fell 12.8% after disappointing Q3 financial results and a reduced full-year earnings forecast [1] - The company's Q3 revenue was $699.9 million, a 3.7% decrease year-over-year, despite adjusted earnings per share of $0.80 beating Wall Street expectations [1] - A significant GAAP net loss, including a non-cash goodwill impairment charge, raised investor concerns [1] - QuidelOrtho lowered its adjusted earnings per share guidance for the full year by 10.6% at the midpoint [1] Market Reaction - QuidelOrtho's shares have shown extreme volatility, with 35 moves greater than 5% in the past year, indicating significant market impact from recent news [3] - The previous notable stock movement occurred 17 days prior, when shares gained 5.5% following positive news regarding the company's commitment to transfusion medicine and FDA approval of a new product [4] Stock Performance - Since the beginning of the year, QuidelOrtho's stock has declined by 47.9%, currently trading at $23.47, which is 50.7% below its 52-week high of $47.61 [5] - An investment of $1,000 in QuidelOrtho shares five years ago would now be worth $82.80 [5]

Core Insights - Bio-Rad Laboratories reported its third-quarter earnings, achieving revenue of $653 million, which represents a modest year-over-year increase of 0.5%. Net income, on a non-GAAP basis, rose by 8% to just under $61 million, translating to an adjusted earnings per share of $2.26. Despite these results beating analyst expectations, the stock experienced a decline of over 3% following the report, which was more significant than the S&P 500's 0.9% drop [1][2][3][6]. Financial Performance - Revenue for Q3 was $653 million, a slight increase of 0.5% year-over-year [2]. - Non-GAAP net income increased by 8% to just under $61 million, with an adjusted earnings per share of $2.26 [2]. - Analyst consensus had projected revenue of $652.2 million and adjusted earnings of $1.95 per share, indicating that Bio-Rad's performance exceeded these expectations [3]. Market Reaction - The stock market reacted negatively to Bio-Rad's earnings report, leading to a decline of over 3% in its share price, despite the company beating both revenue and earnings estimates [1][6]. Future Guidance - Bio-Rad maintained its guidance for 2025, forecasting revenue growth to be flat to 1% above the 2024 results. The company also indicated that its adjusted operating margin is expected to be between 12% and 13% [3].