Key Takeaways Tempus AI's Q3 loss of 11 cents per share beat estimates, with revenues up 84.7% year over year. TEM's Genomics revenues rose 117.2%, led by strong oncology and hereditary testing volume growth. Tempus AI lifted 2025 revenue and EBITDA guidance, despite an unchanged operating loss. Tempus AI, Inc. (TEM) reported a third-quarter 2025 adjusted loss of 11 cents per share, narrower than the Zacks Consensus Estimate by 31.3%.GAAP loss per share was 46 cents, flat on a year-over-year basis. TEM’s Q3 ...

Key Takeaways Tempus AI gained FDA clearance for its RNA-based Tempus xR IVD device aiding drug development. The updated Tempus Pixel earned FDA nod for new T1 and T2 mapping in cardiac MR image analysis. Tempus AI received approval for ECG-Low EF, its second FDA-cleared ECG-AI tool for heart diagnostics.In the first nine months of 2025, Tempus AI Inc. (TEM) achieved several key regulatory milestones that strengthened its position in AI-driven diagnostics. In September 2025, the company received FDA 510(k) ...

Core Insights - Tempus AI, Inc. (TEM) is set to report its third-quarter 2025 results on November 3, with an adjusted loss of 22 cents in the last quarter, which was better than the Zacks Consensus Estimate of a loss of 23 cents per share [1] - The company has exceeded earnings estimates in three of the last four quarters, with an average negative earnings surprise of 0.72% [1] Revenue and Earnings Estimates - The Zacks Consensus Estimate for third-quarter revenues is $326.9 million, reflecting an 80.7% increase compared to the same period last year [2] - The loss per share estimate for the third quarter has remained steady at 16 cents over the past 30 days [2] Stock Performance - Tempus AI's stock experienced a 48% gain during the third quarter of 2025, outperforming the broader industry gain of 6% and the S&P 500's 9.8% increase [3][4] - The company outperformed competitors in the health infotech sector, such as 10x Genomics (2.8% gain) and SOPHiA GENETICS (35.3% gain) [4] Strategic Developments - The acquisition of Paige, valued at $81.25 million, is expected to enhance Tempus' digital pathology dataset and AI capabilities, adding nearly 7 million digitized pathology slide images [8] - The company achieved several regulatory milestones, including multiple FDA clearances for its diagnostics and imaging products, which strengthen its market position [10] Business Segments and Demand - The Genomics segment is anticipated to show improvement due to increased volume in oncology testing and strong demand for proprietary data licensing and AI solutions [9] - The recent collaboration with AstraZeneca highlights growing pharmaceutical interest in Tempus' extensive molecular and clinical datasets [9] Financial Outlook - Tempus AI's second-quarter gross profit more than doubled, and adjusted EBITDA losses narrowed, indicating progress towards profitability [11] - The company expects an adjusted EBITDA of $5 million for the full year 2025, with meaningful progress anticipated in the upcoming quarter [11] Valuation Concerns - TEM's stock is currently considered overvalued, trading at a forward price-to-sales ratio of 10.26, significantly higher than the industry average of 5.83 [13] - The stock's premium valuation and lack of near-term profitability may limit short-term gains [16] Market Positioning - The AI market is projected to grow rapidly, positioning Tempus AI to capitalize on emerging opportunities in healthcare [14] - The company is focused on advancing healthcare outcomes, presenting an attractive investment prospect in the AI and healthcare sectors [14]

Core Insights - Tempus AI has seen a significant increase in its stock price, rising 155% since its IPO price of $37, with shares reaching a high of $104 on October 9 before closing near $94 on October 13 [1][2] Recent Developments - The company received 510(k) clearance from the FDA for its AI-powered cardiac imaging platform, Tempus Pixel, which provides numerical data about heart tissue health and automates image reporting, leading to a nearly 14% increase in shares [2] - Tempus also gained 510(k) clearance for its Tempus xR IVD device, which analyzes cancerous cells through RNA sequencing, aimed at assisting drug companies in designing better clinical trials [3] - An executive order signed by President Trump on September 30, promoting AI in pediatric cancer research, contributed to a 9% rise in Tempus shares, aligning with the company's mission [4] Market Analysis - The consensus price target for Tempus is just under $72, indicating a potential downside of 24%, although recent targets from analysts like HC Wainwright and Guggenheim suggest modest upside potential of 0% to 4% [5][6] - Tempus trades at a forward enterprise value to sales (EV/S) ratio of around 12x, significantly higher than the average of 6x for U.S. large-cap life sciences tools and services stocks, suggesting the stock may be overvalued [7] - Despite the positive developments, there is uncertainty regarding the market adoption of the newly cleared devices, and the company needs to demonstrate that these products can generate meaningful financial results [8] Analyst Sentiment - Tempus AI currently holds a Hold rating among analysts, with some suggesting that there are better investment opportunities available [10]

Core Insights - Tempus AI's stock surged to a record high following FDA clearance of its new RNA analysis device, which aids drugmakers in understanding disease mechanisms and targeting specific conditions [1][2] - The FDA clearance is seen as a significant step in unlocking the full potential of RNA sequencing for therapeutic development, according to Tempus AI's Chief Scientific Officer [2] - Following the FDA announcement, Tempus AI's stock increased over 5% to $92.92, surpassing a profit-taking zone after breaking out of a cup base pattern [2] Company Performance - Tempus AI stock ranks No. 33 on the IBD 50 list of elite growth stocks, indicating strong market performance [3] - The stock has shown a rising relative strength rating, achieving an upgrade to 88, reflecting its increasing market leadership [5][7] Market Context - The weight-loss industry, valued at $186 billion, is experiencing a surge, which may contribute to the overall market dynamics affecting companies like Tempus AI [1] - Other companies in the biopharma space, such as Merck and Pfizer, are also making significant moves, indicating a competitive landscape in therapeutic development [4]

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].

Group 1: Ark Invest's Trades - Ark Invest sold shares of Tempus AI Inc and purchased shares of Brera Holdings PLC, Pony AI Inc, and Baidu Inc, indicating a strategic focus on the tech and AI sectors [1] - The acquisition of Brera Holdings involved purchasing 6,500,001 shares across multiple ETFs, including ARK Innovation ETF, Ark Fintech Innovation ETF, and ARK Next Generation Internet ETF [2] - The total value of Brera Holdings shares acquired by Ark Invest is approximately $161.85 million, with the stock closing at $24.90, reflecting a 225.49% increase [3] Group 2: Brera Holdings and Solmate - Brera Holdings will rebrand as Solmate, focusing on becoming a Solana-based digital asset treasury and crypto infrastructure company, following a $300 million investment [4] - Solmate aims to accumulate and stake Solana, deploying advanced validator infrastructure in the UAE, and will continue operating Brera's multi-club sports ownership business [5] Group 3: Tempus AI Trade - Ark Invest offloaded 43,157 shares of Tempus AI, valued at approximately $3.76 million, amid the company's recent FDA clearance for its AI-powered cardiac imaging platform [6] - Tempus AI's stock closed at $87.07, showing a slight increase of 0.72%, with a price target raised to $98 by HC Wainwright & Co [7] Group 4: Pony AI Trade - Ark Invest acquired 31,764 shares of Pony AI, valued at approximately $554,917, with the company reporting a 75.9% year-over-year revenue growth driven by its Robotaxi services [8] - Pony AI's stock price remained unchanged at $17.47, with a prior purchase of $1.5 million worth of shares [9] Group 5: Baidu Trade - Ark Invest added 5,033 shares of Baidu, valued at approximately $680,713, with the stock closing at $135.25, experiencing a slight dip of 1.87% [10]

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]

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]