RxSight press release ( RXST ): Q4 Non-GAAP EPS of -$0.03 beats by $0.17 . Revenue of $32.6M (-18.9% Y/Y) in-line. 2026 Guidance The company provided its full year 2026 financial guidance as follows: Revenue of $120.0 to $135.0 million, reflecting lower year-over-year LDD placements; Gross margin of 70% to 72%, driven by higher per-unit manufacturing costs associated with lower LDD production volu...
RxSight press release ( RXST ): Q4 Non-GAAP EPS of -$0.03 beats by $0.17 . Revenue of $32.6M (-18.9% Y/Y) in-line. 2026 Guidance The company provided its full year 2026 financial guidance as follows: Revenue of $120.0 to $135.0 million, reflecting lower year-over-year LDD placements; Gross margin of 70% to 72%, driven by higher per-unit manufacturing costs associated with lower LDD production volumes; Operating expenses of $150.0 million to $160.0 million; and Non-cash stock-based compensation expense of $30.0 million to $32.0 million. More on RxSight RxSight, Inc. (RXST) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript RxSight, Inc. (RXST) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow RxSight guides FY revenue above previous estimates, names new CFO RxSight down on CFO transition Seeking Alpha’s Quant Rating on RxSight
GummyBone/iStock Editorial via Getty Images Nvidia ( NVDA ) shares rose 3% in extended trading on Wednesday after the semiconductor giant reported fiscal fourth-quarter results and guidance that topped below Wall Street's forecast by a wide margin. For the period ending Jan. 25, Nvidia said it earned an adjusted $1.62 per share as revenue soared 73% year-over-year to come in at $68.13B. Data cente...
GummyBone/iStock Editorial via Getty Images Nvidia ( NVDA ) shares rose 3% in extended trading on Wednesday after the semiconductor giant reported fiscal fourth-quarter results and guidance that topped below Wall Street's forecast by a wide margin. For the period ending Jan. 25, Nvidia said it earned an adjusted $1.62 per share as revenue soared 73% year-over-year to come in at $68.13B. Data center revenue flew past expectations, coming in at $62.13B, compared to estimates of $60.36B. Automotive revenue for the period clocked in at $604M, while professional visualization revenue rose 74% year-over-year to $1.3B. Gaming revenue for the period was $3.7B, up 48% year-over-year, but below the $4.01B estimate. Adjusted gross margin came in at 75.2% for the quarter, in-line with estimates, while it generated $34.9B in free cash flow during the period. Analysts had expected the company to earn an adjusted $1.54 per share on $65.91B in revenue. “Computing demand is growing exponentially — the agentic AI inflection point has arrived. Grace Blackwell with NVLink is the king of inference today — delivering an order-of-magnitude lower cost per token — and Vera Rubin will extend that leadership even further,” said Jensen Huang, founder and CEO of NVIDIA. “Enterprise adoption of agents is skyrocketing. Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth.” Looking ahead to the fiscal first-quarter, Nvidia expects revenue to be $78B, plus or minus 2%. Analysts had expected the company to generate $72.78B in revenue. Adjusted non-GAAP gross margins are expected to be 75%, plus or minus 50 basis points, inclusive of a 0.1% impact from stock-based compensation expense. Shares of other semiconductor companies, including AMD ( AMD ), ARM ( ARM ), ASML ( ASML ), Taiwan Semiconductor ( TSM ) and Intel ( INTC ) moved in tandem in after-hours trading following the results and guidance. Super Micro Computer ( SMCI ) a...
Chiron Real Estate press release ( XRN ): Q4 FFO of $1.16 beats by $0.11 . Revenue of $38.39M (+9.2% Y/Y) beats by $0.95M The Company’s full year 2026 Core FFO per share and unit guidance range is $4.30 to $4.45 vs $4.07 consensus More on Chiron Real Estate Global Medical REIT: Buy This 9% Yield While The Market Ignores Value Global Medical REIT: Time To Buy As The Need For Outpatient Care Could G...
Chiron Real Estate press release ( XRN ): Q4 FFO of $1.16 beats by $0.11 . Revenue of $38.39M (+9.2% Y/Y) beats by $0.95M The Company’s full year 2026 Core FFO per share and unit guidance range is $4.30 to $4.45 vs $4.07 consensus More on Chiron Real Estate Global Medical REIT: Buy This 9% Yield While The Market Ignores Value Global Medical REIT: Time To Buy As The Need For Outpatient Care Could Grow GMRE.PR.B: An 8.00% Preferred Stock IPO From Global Medical REIT Global Medical REIT to rebrand to Chiron Real Estate Seeking Alpha’s Quant Rating on Chiron Real Estate
sharrocks Driven by sales associated with its Pentagon contracts, corporate partnerships, and recent Blade Urban Air Mobility acquisition, Joby Aviation ( JOBY ) reported better-than-expected results for the fourth quarter and set FY26 revenue guidance above consensus estimates. For the quarter ending December 31, the electric air taxi enterprise generated revenue of $30.8M, up significantly from ...
sharrocks Driven by sales associated with its Pentagon contracts, corporate partnerships, and recent Blade Urban Air Mobility acquisition, Joby Aviation ( JOBY ) reported better-than-expected results for the fourth quarter and set FY26 revenue guidance above consensus estimates. For the quarter ending December 31, the electric air taxi enterprise generated revenue of $30.8M, up significantly from $55K a year earlier and nearly double what was anticipated. And while the company continued to incur costs to support certification and expenses tied to the Blade acquisition, the company’s net loss narrowed to $121.5M from a loss of $246M in the same quarter last year thanks to increased revenue. This translated into a loss of $0.14 per share, narrowing from a loss of $0.34 per share a year earlier and 6 cents better than expected. Joby’s ( JOBY ) operating loss, however, widened to $206.8M from a loss of $149.9M last year, and adjusted EBITDA for the quarter widened to a loss of $154M from a loss of $119M in Q4 2024. Joby’s ( JOBY ) balance sheet improved as well, with total cash and cash equivalents increasing 51% to $1.41B. Looking ahead to FY26, Joby ( JOBY ) expects to generate $105M to $115M in revenue, straddling the consensus estimate of $111.1M. Shares are up nearly 4% in Wednesday’s after-hours trading. More on Joby Aviation Unlocking The Skies: Joby Aviation's Tough Path To Urban Air Mobility Joby Aviation: A Billion Dollars Says They Can Fly (But Can They Earn?) Why Joby Aviation Is A Prime Pick For Speculative Investors Eyes on the sky: Uber and Joby take ride-hailing to the air Worst performing industrials stocks in the past month
SM Energy press release ( SM ): Q4 Non-GAAP EPS of $0.83 in-line. Revenue of $705M (-17.3% Y/Y) misses by $55.57M . Record operating cash flow of $2.01 billion; totaled $2.02 billion before net change in working capital, including change in certain long-term prepayments (1) Record adjusted EBITDAX (1) of $2.26 billion, 13% higher than 2024, driven by record production and resilient margins, offset...
SM Energy press release ( SM ): Q4 Non-GAAP EPS of $0.83 in-line. Revenue of $705M (-17.3% Y/Y) misses by $55.57M . Record operating cash flow of $2.01 billion; totaled $2.02 billion before net change in working capital, including change in certain long-term prepayments (1) Record adjusted EBITDAX (1) of $2.26 billion, 13% higher than 2024, driven by record production and resilient margins, offsetting a 14% decline in benchmark oil price Shares -2.49% AH. More on SM Energy SM Energy: Merger Complete, Cleaning The Balance Sheet Begins Civitas Resources: Upgrading To Buy On Transformational Merger With SM Energy SM Energy Company (SM) Presents at Bank of America Leveraged Finance Conference Transcript SM Energy Q4 2025 Earnings Preview SM Energy to sell some South Texas assets to Caturus Energy in $950M deal
Earnings Call Insights: Angel Oak Mortgage REIT (AOMR) Q4 2025 Management View Sreeniwas Prabhu, President & CEO, stated that "our fourth quarter and full year results were encouraging, serving as a testament to the strength of our earnings engine and our dedication to our process." He emphasized double-digit net interest income growth for the second consecutive year and the third consecutive year...
Earnings Call Insights: Angel Oak Mortgage REIT (AOMR) Q4 2025 Management View Sreeniwas Prabhu, President & CEO, stated that "our fourth quarter and full year results were encouraging, serving as a testament to the strength of our earnings engine and our dedication to our process." He emphasized double-digit net interest income growth for the second consecutive year and the third consecutive year of operating expense reduction, highlighting the stability and operational strength of the platform. Prabhu explained that book value per share increased year-over-year due to "improving valuations in our legacy securitizations as rates moved lower as well as higher net interest income supported by our deployment of capital into high-yielding investments." He noted strong credit performance and a deliberate shift to higher credit quality, stressing that "the broader interest rate environment in 2025 was characterized in general by decreasing rates across the curve." The company participated in four securitizations and called two legacy deals from 2019, redeploying capital into higher-yielding assets. Notably, Angel Oak completed its first HELOC securitization and added a new warehouse credit facility, diversifying its lender base and optimizing funding mix. Prabhu commented, "we are optimistic that short-term rates will continue to decline, and we will see further steepening in the yield curve." He reiterated the company's position as a leading non-QM platform, with a focus on prudently managing leverage, emphasizing net interest margin and earnings growth. Brandon Filson, Treasurer & CFO, stated, "fourth quarter results tracked in line with our expectation, and... capped the second consecutive year of expanding net interest income alongside continued operating expense reduction." He reported interest income increased 30% and net interest income increased over 11% year-over-year versus 2024, driven by a 15.4% reduction in operating expenses and supportive valuations. Filso...
Earnings Call Insights: Gladstone Land Corporation (LAND) Q4 2025 Management View David Gladstone, CEO, highlighted the sale of six properties during 2025, totaling $95 million in proceeds and an aggregate gain of about $21 million. He noted, "After these sales, we still own nearly 99,000 acres across 144 farms." The company indicated ongoing portfolio review with plans to potentially sell additio...
Earnings Call Insights: Gladstone Land Corporation (LAND) Q4 2025 Management View David Gladstone, CEO, highlighted the sale of six properties during 2025, totaling $95 million in proceeds and an aggregate gain of about $21 million. He noted, "After these sales, we still own nearly 99,000 acres across 144 farms." The company indicated ongoing portfolio review with plans to potentially sell additional farms and use proceeds to pay down debt and buy back higher-cost preferred stock. Gladstone stated, "We're hopeful of a good transaction that will come and show how good we are in buying and holding these properties." The company continues to exercise caution on acquisitions, citing elevated interest rates and low cap rates on row crop farmland. Gladstone said, "Interest rates and our overall cost of capital remain elevated and the capital rates on most row crop farmland is still too low to make it economically work for us today if we have to use a lot of debt to buy it." On leasing, Gladstone discussed adjusting lease structures to reduce fixed costs for growers, opting for higher participation rents in some cases, and emphasizing the role of crop insurance to mitigate risks. "Our goal is still to eventually transition these leases back to more traditional structure with fixed base rents." Executive Vice President William Reiman reported, "We completed harvest for 2025, and we're pleased to report that the overall yield objectives that we had in our budgets, we exceeded all of that." CFO Lewis Parrish stated, "During the quarter, we repaid a $4 million note... and subsequent to year-end, we redeemed our Series D term preferred stock to avoid a step-up in the coupon from 5% to 8%." Parrish added, "Since the beginning of the fourth quarter, we raised about $50 million of common stock through our ATM program." He also reported net income of about $4.2 million and a net loss to common shareholders of $1.8 million or ($0.05) per share for Q4, and for the year, net income of...
Earnings Call Insights: Southwest Gas Holdings (SWX) Q4 2025 Management View Karen Haller, President, CEO & Director, announced the completed disposition of Centuri in September, stating "this strategic step enabled us to fully pay down the remaining holding company debt, strengthened our balance sheet and unlocked meaningful capital to reinvest in our core operations." Haller revealed her retirem...
Earnings Call Insights: Southwest Gas Holdings (SWX) Q4 2025 Management View Karen Haller, President, CEO & Director, announced the completed disposition of Centuri in September, stating "this strategic step enabled us to fully pay down the remaining holding company debt, strengthened our balance sheet and unlocked meaningful capital to reinvest in our core operations." Haller revealed her retirement, with Justin Brown named as the next CEO effective May 8, and confirmed she will remain as adviser through year-end to ensure a smooth transition. Haller highlighted that "in 2025, we delivered strong financial performance with Southwest Gas' adjusted net income finishing above the top end of our previously stated guidance range," driving an adjusted return on equity to 8.3% for the year. She introduced 2026 adjusted earnings per share guidance of $4.17 to $4.32 and outlined a projected EPS CAGR of 12% to 14% from 2025 to 2030. Southwest Gas announced a 4% increase in its annual dividend, beginning with the second quarter 2026 payout, and indicated more than $1.3 billion of liquidity at year-end, with a cash balance nearly $600 million. Justin Brown, incoming CEO, stated "I'm energized by the opportunity ahead, and I look forward to continuing to work alongside our extraordinary team as we strive each day to exceed the expectations of our customers and our regulators." Justin Forsberg, CFO, Treasurer & Senior VP, said: "adjusted earnings per diluted share from continuing operations increased nearly 19% from $3.07 in 2024 to $3.65 in 2025, representing a $0.58 improvement year-over-year." Outlook Management issued 2026 adjusted EPS guidance of $4.17 to $4.32 per share from continuing operations and confirmed expectations for a 5-year adjusted EPS CAGR of 12% to 14% through 2030, with growth expected to be front-end loaded through 2028–2029. The company anticipates $6.3 billion in capital investment over the next five years, with 73% directed toward Southwest Gas and 27% ...
In a call with top state voting officials, a Department of Homeland Security official stated unequivocally that immigration agents would not be patrolling polling places during this year's midterms. (Image credit: Olga Fedorova)
In a call with top state voting officials, a Department of Homeland Security official stated unequivocally that immigration agents would not be patrolling polling places during this year's midterms. (Image credit: Olga Fedorova)
Earnings Call Insights: Archrock, Inc. (AROC) Q4 2025 Management View CEO D. Childers highlighted, "2025 was an incredible year for Archrock, one that leveraged a multiyear transformation of the business and demonstrated the strength, durability and scalability of our strategy against what continues to be a robust outlook for our business." He noted adjusted EPS rose 68% and adjusted EBITDA increa...
Earnings Call Insights: Archrock, Inc. (AROC) Q4 2025 Management View CEO D. Childers highlighted, "2025 was an incredible year for Archrock, one that leveraged a multiyear transformation of the business and demonstrated the strength, durability and scalability of our strategy against what continues to be a robust outlook for our business." He noted adjusted EPS rose 68% and adjusted EBITDA increased 51% compared to 2024. Childers emphasized contract operations achieving over 70% adjusted gross margins for the fifth straight quarter, high fleet utilization of 95% or higher for 11 quarters, and $212 million returned to shareholders through dividends and share repurchases, up over 70% year-over-year. Childers stated, "We have a substantial backlog for 2026, which is 85% contracted, and we've already booked units for 2027 delivery." He outlined a strategic focus on investing in large horsepower and electric motor drive compression, maximizing reliability through digital tools and analytics, and maintaining disciplined capital allocation. CFO Douglas Aron reported, "Net income for the fourth quarter of 2025 was $117 million and adjusted EBITDA was $269 million, bringing net income for the full year 2025 to $322 million and adjusted EBITDA to $901 million." Aron pointed to discrete benefits from a $23 million cash net benefit to contract operations cost of sales and $32 million in net gains from asset sales. He reaffirmed the company’s leverage ratio fell to 2.7x, below the long-term target range. Outlook The company introduced 2026 adjusted EBITDA guidance of $865 million to $915 million, with a midpoint of $890 million. Aron explained, "In contract operations, this outlook reflects continued strength with growth in horsepower, revenue and profitability." Aftermarket Services is expected to perform near historical peak levels, second only to 2025, with robust service activity and sustained margin improvements. Growth CapEx for 2026 is set between $250 million and $275 m...
Earnings Call Insights: Interparfums, Inc. (IPAR) Q4 2025 Management View Jean Madar, Co-Founder, Chairman & CEO, opened by stating, "2025 was a record year for Interparfums with sales rising to $1.49 billion, including fourth quarter sales of $386 million representing our best-ever fourth quarter performance." He emphasized portfolio dynamism, new blockbuster launches, and operational execution a...
Earnings Call Insights: Interparfums, Inc. (IPAR) Q4 2025 Management View Jean Madar, Co-Founder, Chairman & CEO, opened by stating, "2025 was a record year for Interparfums with sales rising to $1.49 billion, including fourth quarter sales of $386 million representing our best-ever fourth quarter performance." He emphasized portfolio dynamism, new blockbuster launches, and operational execution amid industry normalization and macro headwinds such as tariffs and exchange rates. Madar highlighted that innovations like Solferino, the company’s first ultra-luxury offering, and strengthened marketing drove brand performance. He noted, "Our diverse portfolio of fragrances attracted consumers throughout the year with impressive annual performances by several of our top brands as well as brands newer to our portfolio such as Lacoste and Roberto Cavalli." New partnerships and license extensions were announced, including exclusive agreements with David Beckham and Nautica, and a 15-year GUESS license extension. Madar said, "We have always taken a strategic approach to portfolio expansion, adding brands that strengthen our global reach and long-term growth profile." He reported progress in operational improvements, stating, "Our transition to 100% third-party providers for packing, shipping, warehousing and order fulfillment should be completed by the end of March of this year," and described production shifts for tariff savings. Michel Atwood, CFO & Director, stated, "As reported, we delivered net sales growth of 7% to $386 million during the fourth quarter, leading to a record $1.49 billion in sales for the full year in 2025." Atwood detailed, "Gross margin contracted 20 basis points to 63.6% in 2025, and this was primarily driven by the higher costs due to tariffs. Tariff resulted in about $12.8 million in higher costs in 2025 or 0.9% of sales." Outlook Atwood confirmed, "We are maintaining the outlook we provided in November. We expect sales to remain steady at approximat...
An options trader appears to be betting almost $14 million that Netflix Inc. will win should it lose out on its bid to acquire Warner Bros. Discovery Inc. The speculator bought 55,000 May $90 call options on Wednesday, selling the same number of $105 calls to partially fund the position, data compiled by Bloomberg show. The call-spread strategy cost about $2.51 for each contract, for a total of $1...
An options trader appears to be betting almost $14 million that Netflix Inc. will win should it lose out on its bid to acquire Warner Bros. Discovery Inc. The speculator bought 55,000 May $90 call options on Wednesday, selling the same number of $105 calls to partially fund the position, data compiled by Bloomberg show. The call-spread strategy cost about $2.51 for each contract, for a total of $13.8 million, and gives the right to buy 5.5 million shares if Netflix rallies from its current level of about $83. The new $31-a-share buyout offer from Paramount Skydance Corp. could lead to a better deal than its existing agreement with Netflix, Warner Bros. said on Tuesday . The famed Hollywood studio isn’t withdrawing its recommendation that investors support Netflix’s $27.75-a-share agreement to buy the company’s studio and HBO operations. Instead, it’s saying the latest Paramount terms meet the threshold for further talks. Netflix shares jumped about 6% on Wednesday, for the biggest advance since April. The streaming giant would receive a $2.8 billion termination fee if its bid fails. “Presumably one reason to put that trade on is in case Netflix rallies upon Paramount winning the bid,” said Cabot Henderson , an event-driven specialist at JonesTrading. While the option trade would be the most profitable — netting around $68 million — if shares surged 30% by expiration on May 15, a smaller rally before then would drive up the price of the spread and could boost implied volatility, allowing the trader to exit the position for a gain. “Someone is anticipating Netflix will walk away,” said Matt Osowiecki , a merger arbitrage-focused portfolio manager at Water Island Capital LLC. The situation remains fluid. Politico reported Wednesday that Netflix CEO Ted Sarandos is visiting the White House on Thursday to discuss the Warner Bros. bid. “That tells me they haven’t yet ruled out increasing their bid to some degree,” Osowiecki said.
Kinetik press release ( KNTK ): Q4 GAAP EPS of $2.16. Revenue of $430.42M (+11.6% Y/Y) misses by $60.44M . ssuing full year 2026 Financial Guidance (“2026 Guidance”): Adjusted EBITDA 1 guidance of $950 million to $1,050 million, a 7% increase year-over-year at the midpoint 2 Capital Expenditures 3 guidance of $450 million to $510 million (including maintenance) More on Kinetik Kinetik Holdings: St...
Kinetik press release ( KNTK ): Q4 GAAP EPS of $2.16. Revenue of $430.42M (+11.6% Y/Y) misses by $60.44M . ssuing full year 2026 Financial Guidance (“2026 Guidance”): Adjusted EBITDA 1 guidance of $950 million to $1,050 million, a 7% increase year-over-year at the midpoint 2 Capital Expenditures 3 guidance of $450 million to $510 million (including maintenance) More on Kinetik Kinetik Holdings: Strategic Permian Infrastructure With Strong Yield And Long-Term Upside Kinetik: Buy This Undervalued 8% Yield For Income And Growth Kinetik Holdings gets takeover interest from Western Midstream Partners - FT Kinetik started with Buy rating at Jefferies, expecting company to reach potential Seeking Alpha’s Quant Rating on Kinetik
Essential Utilities press release ( WTRG ): FY GAAP EPS of $2.20 beats by $0.06 . Revenue of $2.48B (+18.7% Y/Y) beats by $240M . The company’s latest expectations are the following: Anticipated growth in long-term earnings per share at a compounded annual growth rate of 5 to 7% from the adjusted 2024 earnings per share of $1.97 (Non-GAAP) for the three-year period through 2027. In 2026, regulated...
Essential Utilities press release ( WTRG ): FY GAAP EPS of $2.20 beats by $0.06 . Revenue of $2.48B (+18.7% Y/Y) beats by $240M . The company’s latest expectations are the following: Anticipated growth in long-term earnings per share at a compounded annual growth rate of 5 to 7% from the adjusted 2024 earnings per share of $1.97 (Non-GAAP) for the three-year period through 2027. In 2026, regulated infrastructure investments are expected to be $1.7 billion. Multiyear plan to ensure that finished water does not exceed the federal maximum contaminant level of the six EPA-regulated PFAS chemicals. More on Essential Utilities Essential Utilities: A Quality Dividend Grower To Buy Now Essential Utilities: When Boring Becomes Profitable Essential Utilities FY 2025 Earnings Preview American Water, Essential Utilities shareholders approve merger deal Seeking Alpha’s Quant Rating on Essential Utilities
The Dow Jones Industrial Average added 0.6%, and the Nasdaq composite climbed 1.3%. Stock indexes rose in Europe and Asia, while Treasury yields held steady. The Nasdaq composite rose 288.40 points, or 1.3%, to 23,152.08.
The Dow Jones Industrial Average added 0.6%, and the Nasdaq composite climbed 1.3%. Stock indexes rose in Europe and Asia, while Treasury yields held steady. The Nasdaq composite rose 288.40 points, or 1.3%, to 23,152.08.
HEICO press release ( HEI ): Q1 GAAP EPS of $1.35 beats by $0.06 . Revenue of $1.18B (+14.6% Y/Y) beats by $10M . More on HEICO HEICO: Here Is Why I Am Upgrading This Aerospace Premium Stock To Buy Reassessing HEICO's Perennially High P/E: Upgrading To 'Neutral' HEICO Corporation (HEI) Q4 2025 Earnings Call Transcript HEICO Q1 2026 Earnings Preview Venezuela raid and Greenland tensions lift defens...
HEICO press release ( HEI ): Q1 GAAP EPS of $1.35 beats by $0.06 . Revenue of $1.18B (+14.6% Y/Y) beats by $10M . More on HEICO HEICO: Here Is Why I Am Upgrading This Aerospace Premium Stock To Buy Reassessing HEICO's Perennially High P/E: Upgrading To 'Neutral' HEICO Corporation (HEI) Q4 2025 Earnings Call Transcript HEICO Q1 2026 Earnings Preview Venezuela raid and Greenland tensions lift defense stocks as European index gains 10%
Never miss an episode. Follow The Big Take daily podcast today. As the “AI scare trade” jolts companies large and small, Apple shares keep doing their own thing. The company has “decoupled” to the greatest degree in 20 years from forces moving the rest of the Nasdaq 100. Why — and how? On today’s Big Take podcast, host Sarah Holder talks to Bloomberg’s equities reporter Ryan Vlastelica and Chief A...
Never miss an episode. Follow The Big Take daily podcast today. As the “AI scare trade” jolts companies large and small, Apple shares keep doing their own thing. The company has “decoupled” to the greatest degree in 20 years from forces moving the rest of the Nasdaq 100. Why — and how? On today’s Big Take podcast, host Sarah Holder talks to Bloomberg’s equities reporter Ryan Vlastelica and Chief Apple Correspondent Mark Gurman about how the company became a hedge against fears of AI disruption — and why that may not be a good thing. Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: click here to subscribe. This episode was produced by: David Fox; Editor: Jeffrey Grocott; Fact-checker: Eleanor Harrison-Dengate; Sound Design/Engineer: Alex Sugiura; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.
BlackJack3D/E+ via Getty Images Tempus AI, Inc. ( TEM ) has seen the stock continue to slide over the last few months, leaving Tempus down 50% from the highs. The AI precision medicine company has seen the stock slip back to support in the $50 to $55 range despite ongoing strong results, including a solid Q4 earnings beat. My investment thesis is ultra Bullish on the stock now. Source: Finviz Boom...
BlackJack3D/E+ via Getty Images Tempus AI, Inc. ( TEM ) has seen the stock continue to slide over the last few months, leaving Tempus down 50% from the highs. The AI precision medicine company has seen the stock slip back to support in the $50 to $55 range despite ongoing strong results, including a solid Q4 earnings beat. My investment thesis is ultra Bullish on the stock now. Source: Finviz Booming Precision Medicine Demand Tempus AI reported another strong quarter to end 2025. The Q4 results were as follows: Source: Seeking Alpha The key here is that Tempus AI both beat consensus analyst estimates by $4 million and reported organic growth of 33%. Naturally, the reported growth was 83% when including sales from acquisitions like Ambry. The stock has slumped to yearly lows due to a combination of factors, including AI replacement fears and the disconnect with targeted growth rates in 2026. Tempus AI has FDA-approved tests that clearly some vibe coding AI can't easily replace, while the AI Data business has access to proprietary data and partnerships that software code alone can't duplicate and replace. The company is reporting strong growth in the Diagnostics business, with reported sales up 122% YoY to $267 million, with Oncology tests (solid tumor profiling, liquid biopsies, and minimal residual disease (MRD) monitoring) up ~26% to 340,500. Tempus AI generates revenue growth via both additional tests run, but also the tests generating higher ASPs due to advancements to insurance reimbursement and FDA clearances for more advanced tests. Source: Tempus AI Q4 2025 Presentation Tempus AI saw the Q4 2025 ASP increase to $1,640. The company projects a further rise to a $2,200+ ASP over the next several years with the expansion of commercial coverage and additional costs from expanding tests like the $1,600 boost from shifting to the xT CDx test leading to an ~$200 boost in ASP. Even the Data business reported 25% growth in Q4 to reach $100 million. Tempus AI lists a $1...
Seeking Alpha More on Zoom Communications Buy Zoom And Get Anthropic Equity Now Before The IPO Zoom: Discounted For A Reason - Wait For More Growth Zoom: RPO Acceleration, Buybacks Picking Up Steam Zoom slides amid weak Q4 results, mixed outlook Zoom Communications Non-GAAP EPS of $1.44 misses by $0.05, revenue of $1.25B beats by $20M
Seeking Alpha More on Zoom Communications Buy Zoom And Get Anthropic Equity Now Before The IPO Zoom: Discounted For A Reason - Wait For More Growth Zoom: RPO Acceleration, Buybacks Picking Up Steam Zoom slides amid weak Q4 results, mixed outlook Zoom Communications Non-GAAP EPS of $1.44 misses by $0.05, revenue of $1.25B beats by $20M