- 7 Healthcare AI Stocks Under $50 With Huge Upside Potential
May 18, 2026
Quick Read
Dislocation between share price and product progress is exactly the kind of setup retail investors should scan for. Here are seven healthcare AI stocks trading under $50 where the bull case is grounded, not hype. The analyst who called NVIDIA in 2010 just named his top 10 stocks and AbCellera Biologics wasn't one of them. Get them here FREE.
Healthcare AI stocks have been hammered in 2026, with several names down 30% to 65% year to date even as their underlying platforms keep maturing. That dislocation between share price and product progress is exactly the kind of setup retail investors should scan for: real revenue, real partnerships, and prices low enough that a successful multi-year execution path can plausibly deliver triple-digit returns. The $50 ceiling is the filter; the AI flywheel is the thesis.
With that in mind, here are seven healthcare AI stocks trading under $50 where the bull case is grounded in product, partnership, or platform data, not hype.
Tempus AI
Tempus AI (NASDAQ: TEM) pairs genomic diagnostics with a massive healthcare data library that pharma partners license for AI-driven drug discovery. At around $43.93, shares are down 25.6% year to date and are well below the $67.20 analyst target price, with 10 Buy or Strong Buy ratings against one Sell.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and AbCellera Biologics wasn't one of them.Get them here FREE.
Q4 2025 revenue grew 83% year over year to $367.21 million, adjusted EBITDA flipped positive at $12.89 million, and 2026 guidance calls for $1.59 billion in revenue and roughly $65 million in adjusted EBITDA. CEO Eric Lefkofsky said "network effects from our investments in AI continue to compound," backed by deepening partnerships with Gilead, Merck, and Daiichi Sankyo. The risk is that an accumulated deficit of $2.4 billion, heavy stock-based comp, and the $460 million in convertible notes priced in May 2026 add dilution and execution risk. Still, the data flywheel keeps spinning.
Hims & Hers Health
Hims & Hers Health (NYSE: HIMS) runs a direct-to-consumer telehealth platform that uses AI to personalize care across weight loss, dermatology, mental health, and sexual wellness. At about $25.05 a share, the stock is down 57.2% over one year, with a forward P/E near 48x.
FY2026 guidance was raised to $2.80 billion to $3.00 billion in revenue and $275 million to $350 million in adjusted EBITDA, and management is targeting $6.5 billion in revenue and $1.3 billion adjusted EBITDA by 2030. International revenue surged 969% to $78.19 million, and a $250 million buyback was authorized. CEO Andrew Dudum called 2026 "a defining year." The bull case is based on subscriber growth, the Novo Nordisk branded GLP-1 partnership, and international scaling. Notably, Q1 2026 EPS missed consensus estimates by 396.74%, U.S. revenue declined, and ongoing FDA and securities lawsuits around compounded GLP-1s remain unresolved.
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Doximity
Doximity (NYSE: DOCS) operates the dominant professional network for U.S. physicians, now layered with Doximity GPT and clinical AI workflow tools. Trading at around $18.97, the stock is down 57.2% year to date, with a PEG ratio of 0.715 and a forward P/E near 16x.
The platform now reaches 800,000+ active prescribers, with nearly half using clinical AI and prompts per user nearly doubling between January and April 2026. FY2026 generated $644.86 million in revenue, $196.05 million in net income, and $317.50 million in free cash flow, and the company repurchased $431.7 million of stock. The triple-digit upside thesis depends on AI engagement converting into pharma ad pricing power. The risk here is that FY2027 revenue guidance of $664 million to $676 million implies meaningful growth deceleration, and stock-based comp doubled. The cash generation cushions the multi-year story.
Nurix Therapeutics
Nurix Therapeutics (NASDAQ: NRIX) applies an AI and computational platform to targeted protein degradation, a next-generation drug modality. At about $15.86, shares are well below the $30.18 analyst target, with 17 Buy or Strong Buy ratings and zero Holds or Sells.
Lead asset bexobrutideg, a BTK degrader, is enrolling the Phase 2 DAYBreak CLL-201 study, with Phase 3 DAYBreak CLL-306 set to start mid-2026 and an IND submission planned in autoimmune indications. CEO Arthur Sands has positioned bex as a "potential best-in-class" CLL therapy. Active collaborations with Gilead, Sanofi, and Pfizer carry 50/50 U.S. profit-share opt-ins, and $540.73 million in cash may fund the runway through 2027 readouts. However, Q1 revenue collapsed 66.1% year over year as the Sanofi initial research term expired, and clinical trials can fail at any stage.
Schrödinger
Schrodinger (NASDAQ: SDGR) combines physics-based simulation with AI in a drug discovery platform used by most major biopharma R&D groups. At around $11.95, the stock is down 33.2% year to date, with analysts targeting $20.88.
FY2026 guidance calls for ACV of $218 million to $228 million and drug discovery revenue of $55 million to $65 million, with the Bunsen agentic AI co-scientist launching in summer 2026. Lilly's pending acquisition of co-founded Ajax Therapeutics for up to $2.3 billion validates the ecosystem; Schrodinger holds a 5.8% stake. CEO Ramy Farid said, "the biopharmaceutical funding environment is improving," which matters since software revenue is mid-transition. Yet operating cash flow swung to negative $14.83 million from positive $144 million year over year, and cash burn is meaningful. If Bunsen lands, the multi-year setup is compelling.
Phreesia
Phreesia (NYSE: PHR) sells AI-enabled patient intake and provider workflow software to thousands of healthcare practices. At about $8.77, the stock is down 65.9% over one year, with an analyst target of $15.39 and a forward P/E near 18x.
FY2026 delivered Phreesia's first-ever positive GAAP net income year, with adjusted EBITDA above $100 million and free cash flow over $50 million. Q4 free cash flow set a record at $28.5 million, up 210%. CEO Chaim Indig said the "underlying platform is stronger than it has ever been." The bull case is based on AI-driven margin expansion plus a depressed share price. Risk: FY2027 revenue guidance was cut to $510 million to $520 million on pharma manufacturer pullback in vaccines and GLP-1 categories, sending shares down roughly 25%. Profitability is durable; growth visibility is not.
AbCellera Biologics
AbCellera Biologics (NASDAQ: ABCL) runs an AI and machine-learning antibody discovery platform, now also advancing its own internal pipeline. At around $4.09, the stock is up 102.5% over one year but well below the $10.14 analyst target, implying meaningful upside.
Q1 revenue grew 96.3% year over year to $8.31 million and EPS beat by 29%. Lead asset ABCL635, a non-hormonal antibody for vasomotor symptoms, posted positive Phase 1 interim data with about a 24-day half-life supporting monthly dosing; the addressable market is over $6 billion, with 12 million U.S. women suffering moderate-to-severe VMS. CEO Carl Hansen described the upcoming Q3 2026 Phase 2 readout as "highly de-risking," followed by an ABCL575 Phase 1 readout in Q4 2026. With around $655 million in available liquidity, the balance sheet is strong. The risks are pre-revenue burn and binary trial outcomes.
The Takeaway
A low share price by itself is never a reason to buy or avoid a stock. Each of these names carries real volatility, ongoing losses or dilution exposure, and execution risk that could materially change the thesis. Treat this list as a research starting point, dig into the latest filings, and size positions accordingly before acting.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks
This analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE.
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- 7 Healthcare AI Stocks Under $50 With Huge Upside Potential
May 18, 2026 · 247wallst.com
Healthcare AI stocks have been hammered in 2026, with several names down 30% to 65% year to date even as their underlying platforms keep maturing.
- Cathie Wood sells $40.6 million of popular semiconductor stock
May 16, 2026
Cathie Wood, chief of Ark Investment Management, is known for actively trading her holdings, sometimes selling stocks during sharp market pullbacks.
Semiconductor stocks experienced a major market pullback on May 15, with the iShares Semiconductor ETF (SOXX) dropping roughly 4%. Amid that sell-off, Wood sold millions of dollars worth of shares in one chipmaker company.
In 2025, Wood’s flagship Ark Innovation ETF gained 35.49%, far outpacing the S&P 500’s return of 17.88% in the same period. So far this year, Wood’s flagship Ark Innovation ETF (ARKK) was down 3.81%, trailing the S&P 500’s gain of more than 8%.
Wood gained a reputation after the Ark Innovation ETF delivered a 153% return in 2020. But her style also brings painful losses in bearish markets, as seen in 2022, when the Ark Innovation ETF tumbled more than 60%.
Those swings have weighed on Wood’s long-term gains. As of May 7, the Ark Innovation ETF has delivered a five-year annualized return of -6.25%, while the S&P 500 has an annualized return of 13.80% over the same period, according to data from Morningstar.
Cathie Wood expects “great acceleration” brought by tech developments
Wood focuses on high-tech companies across artificial intelligence, blockchain, biomedical technology, and robotics. She thinks these businesses have strong growth potential, though their volatility often causes fluctuations in the Ark’s funds.
According to Morningstar analyst Bella Albrecht, two of Wood’s Ark funds were among the worst-performing ETFs in the first quarter of 2026. The Ark Next Generation Internet ETF (ARKW) ranked second on the list, while the ARK Innovation ETF placed fifth.
From 2014 to 2024, the Ark Innovation ETF wiped out $7 billion in investor wealth, according to an analysis by Morningstar’s analyst Amy Arnott. That made it the third-biggest wealth destroyer among mutual funds and ETFs in Arnott’s ranking. The analyst hasn’t updated the 2025 ranking.
In a March Bloomberg podcast, Wood says the global economy is not heading into a downturn, but into what she calls a “great acceleration” driven by AI and other breakthrough technologies.
“We’re not going into the Great Depression, we’re going into the great acceleration,” Wood said, pointing to how past technological revolutions reshaped economic growth.
Related: Qualcomm stock gets harsh reality check after semiconductor rally
She noted that global real GDP growth averaged just 0.6% between 1500 and 1900, before the Industrial Revolution lifted it to around 3% for more than a century. Now, she argues, a new wave of innovation could push growth much higher.
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“We think [technologies] are going to take growth into the 7 to 8% range,” Wood said, adding that the number may actually be conservative.
Wood also emphasized that AI is rapidly driving down costs across industries.
“These technologies are deflationary,” she said. “AI training costs are dropping 75% per year, and inference costs are falling as much as 85% to even 98% annually.”
In an earlier letter published in January, Wood rejects the “AI bubble” talk, saying that it "is years away" and that "the most powerful capital spending cycle in history" is coming.
Some investors seem to agree with Wood’s optimism. Over the past five days through May 14, the Ark Innovation ETF saw roughly $1.48 billion in net inflows, according to data from ETF research firm VettaFi.Over the past five days through May 14, the Ark Innovation ETF saw roughly $1.48 billion in net inflows, according to data from ETF research firm VettaFi.Getty Images
Cathie Wood sells $40.6 million of Taiwan Semiconductor stock
On May 14 and 15, Wood’s Ark funds sold a total of 100,549 shares of Taiwan Semiconductor Manufacturing Company (TSM), or TSMC, according to Ark’s daily trade information. These shares are valued at about $40.6 million.
Shares of TSMC, the world's largest dedicated contract semiconductor foundry and a key supplier of Nvidia (NVDA), are up roughly 35% year to date as investors bet on a much bigger semiconductor market and an expanding role for the company in the AI supply chain.
Related: Cathie Wood buys $12.9 million of tumbling tech stock
TSMC just revealed that it now sees the semiconductor market reaching $1.5 trillion by 2030, topping its previous forecast of $1 trillion, according to its presentation materials ahead of a tech symposium on May 14, Reuters reported.
The company has become a key manufacturer for the AI industry because most advanced AI chips cannot be mass-produced without Taiwan Semiconductor Manufacturing Company’s chipmaking and advanced packaging technology.
Among the $1.5 trillion 2030 chip market, TSMC sees 55% of demand tied to AI and high-performance computing.
In April, TSMC reported rosy first-quarter 2026 results. Revenue increased 35.1%, net income and diluted EPS both increased 58.3%, and gross margin reached 66.2%.
Those figures are well above Wall Street's expectations. The company also raised its full-year 2026 outlook to more than 30% revenue growth in U.S. dollars.
“AI-related demand continues to be extremely robust,” TSMC CEO C.C. Wei said on the Q1 earnings call.
“Our business in the first quarter was supported by strong demand for our leading-edge process technologies,” TSMC’s CFO Wendell Huang said in a press release. “Moving into second quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies.”
Barclays raised its price target on TSMC to $470 from $450 and maintained an overweight rating on the shares after the earnings, The Fly reported.
The analysts said TSMC reported another quarter of" impressive delivery" with an earlier than expected guidance upgrade, the analyst wrote in a research note.
Barclays believes TSMC's AI demand momentum is set to continue, making the stock "a core holding."
TSMC is not in the top 10 holdings of Wood’s Ark Innovation ETF.
Top 10 holdings of the Ark Innovation ETF as of May 15, 2026:
Tesla, Inc. (TSLA) 11.16% Advanced Micro Devices, Inc. (AMD) 5.57% Circle Internet Group Inc. (CRCL) 5.23% CRISPR Therapeutics AG (CRSP) 4.74% Coinbase Global, Inc. (COIN) 4.72% Robinhood Markets, Inc. (HOOD) 4.70% Roku, Inc. (ROKU) 4.62% Tempus AI, Inc. (TEM) 4.61% Shopify Inc. (SHOP) 3.83% Palantir Technologies Inc. (PLTR) 2.97%
Other than selling shares of TSMC, Wood’s recent trading activity included purchases of Cerebras Systems (CBRS), while selling Advanced Micro Devices (AMD), Twist Bioscience (TWST), Teradyne (TER), and CareDx (CDNA).
Related: AARP raises red flag on major 401(k) problem
This story was originally published by TheStreet on May 16, 2026, where it first appeared in the Investing section. Add TheStreet as a Preferred Source by clicking here.
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- HIMS Stock Dips 14.3% Since Q1 Earnings: Should You Still Hold or Sell?
May 15, 2026
Hims & Hers Health, Inc.’s HIMS investors have been experiencing some short-term losses. The San Francisco, CA-based health and wellness platform’s stock has lost 14.3% compared with the industry’s 6.5% decline since reporting its first-quarter 2026 results on May 11. It has also underperformed the sector and the S&P 500’s gain of 2.5% and 1.3%, respectively, in the same time frame.
Two major recent developments of HIMS are the announcement of first-quarter 2026 results and a collaboration with Novo Nordisk as part of a new strategy for weight loss care treatments involving GLP-1s (in March).
Hims & Hers reported modest top-line growth in the first quarter of 2026, supported by subscriber expansion, rising demand for its personalized healthcare offerings and momentum in branded weight-loss treatments. The company also continued to strengthen its platform through investments in AI, diagnostics and international expansion initiatives. However, profitability deteriorated during the quarter. HIMS reported a net loss against the prior-year profitability, while gross margins contracted due to restructuring charges, elevated operating expenses and continued investments aimed at scaling its technology infrastructure and expanding care offerings.
HIMS Three Months Price ComparisonZacks Investment Research
Image Source: Zacks Investment Research
Despite its weak performance since releasing its quarterly results, the stock’s performance has been robust over the past three months, where it gained 48.7% against the industry’s loss of 2.5%. The stock has also outperformed its peers like Tempus AI, Inc. TEM and Doximity, Inc. DOCS. Tempus AI and Doximity’s shares have lost 12.4% and 28%, respectively, in the same time frame.
HIMS expects revenues for the second quarter of 2026 and the full year in the bands of $680 million to $700 million (reflecting an uptick of 25%-28% year over year) and $2.8 billion to $3 billion (representing growth of 19%-28% from 2025 levels), respectively. The Zacks Consensus Estimate for revenues for the second quarter and the full year is currently pegged at $689.3 million and $2.91 billion, respectively, while the same for earnings per share is currently pegged at a loss of a penny and 4 cents, respectively.
Hims & Hers’ Expanding Healthcare Ecosystem Driving User Growth
Hims & Hers continues to strengthen its position as a broad-based digital healthcare platform by expanding into new treatment categories and building a more comprehensive care ecosystem. The company recently deepened its weight-loss portfolio through a collaboration with Novo Nordisk, enabling eligible users to access a wider assortment of FDA-approved GLP-1 treatments, including the Wegovy pill (the FDA-approved GLP-1 weight loss pill). Management highlighted that early demand trends from the expanded branded GLP-1 lineup are helping broaden customer reach and accelerate platform engagement.
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HIMS is also pushing aggressively into preventive and personalized healthcare. New offerings such as Labs, multi-cancer early detection testing through Galleri and the planned integration of YourBio’s pain-free blood sampling technology reflect a shift toward diagnostics-led, data-driven care. These initiatives are designed to improve long-term customer engagement while positioning Hims & Hers as more than just a telehealth prescription platform.
At the same time, Hims & Hers continues expanding across high-demand specialties, including menopause, testosterone therapy and holistic wellness benefits. These additions widen the addressable market and increase cross-selling opportunities within its growing subscriber base. Management also emphasized continued investments in AI, diagnostics and technology infrastructure to improve personalization and operational efficiency across the platform.
HIMS’ International Expansion and Scale Advantages
Investor sentiment is also being supported by Hims & Hers’ aggressive international expansion strategy. The acquisitions of ZAVA, Livewell and Eucalyptus are expected to significantly broaden the company’s reach across Europe, Canada, Australia and Japan while strengthening localized healthcare capabilities. Management believes the digital-first platform can scale efficiently across geographies and deliver personalized care to a much larger global audience.
Despite margin pressure and a quarterly net loss tied to higher operating costs, restructuring charges and continued investments, investors appear encouraged by rising subscriber growth, recurring revenue visibility and management’s confidence in long-term expansion targets. HIMS also reiterated expectations for accelerating growth supported by scale efficiencies and infrastructure investments.
Challenges Ahead of Hims & Hers
Hims & Hers faces mounting regulatory and operational risks as it expands across telehealth, diagnostics and compounded drug offerings. The company operates in a highly regulated healthcare environment where evolving rules around telemedicine, prescribing practices and pharmacy operations could increase compliance costs or restrict certain services. Additionally, aggressive investments in marketing, acquisitions and infrastructure continue to pressure profitability, with HIMS reporting a quarterly net loss despite strong revenue growth, highlighting the challenge of balancing expansion with sustainable margins.
HIMS Stock’s Valuation
HIMS’ forward 12-month P/S of 1.9X is lower than the industry’s average of 3.2X and its two-year median of 3.1X.Zacks Investment Research
Image Source: Zacks Investment Research
Tempus AI and Doximity’s forward 12-month P/S currently stand at 4.7X and 4.8X, respectively.
Hims & Hers’ Estimate Movement
Estimates for Hims & Hers’ 2026 earnings per share (EPS) have plunged 92.2% to 4 cents in the past 60 days.Zacks Investment Research
Image Source: Zacks Investment Research
Estimates for Tempus AI’s 2026 loss per share have narrowed from 40 cents to 35 cents in the past 60 days.
Estimates for Doximity’s fiscal 2026 EPS have moved a penny south to $1.59 in the past 60 days.
Our Final Take on HIMS
Hims & Hers, a Zacks Rank #3 (Hold) company, continues to stand out as a differentiated digital health platform, supported by its expanding portfolio of personalized care offerings, growing preventive healthcare initiatives and aggressive international expansion strategy. The company’s efforts to build a more integrated healthcare ecosystem spanning diagnostics, wellness, chronic care and weight management reinforce its long-term growth narrative and strengthen its positioning within the evolving telehealth landscape.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
However, the stock’s sharp decline following earnings reflects rising investor concerns around execution and profitability. Elevated operating expenses, continued investments in infrastructure and expansion initiatives, and ongoing regulatory scrutiny surrounding telehealth and certain treatment categories have pressured sentiment. Additionally, weaker earnings expectations indicate that although revenue growth remains healthy, achieving sustainable profitability may take longer than investors had anticipated.
From a valuation standpoint, HIMS appears to be trading at a discount, suggesting that investors are already pricing in a more cautious outlook. While this may leave room for upside if execution improves, the lower valuation also reflects concerns around margin pressure, earnings volatility and the pace at which investments convert into profitable growth. Additionally, the steep downward revision in earnings expectations suggests that while revenue growth remains healthy, translating scale into sustainable profitability may take longer than investors had anticipated.
For current shareholders, the stock still appears suitable for a hold rather than an outright exit, particularly for investors with a longer investment horizon and higher risk tolerance. While the broader growth story remains intact, near-term operational and regulatory uncertainties could continue to limit upside momentum. Prospective investors may benefit from waiting for improved visibility into profitability trends and execution before turning more constructive on the stock.
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Hims & Hers Health, Inc. (HIMS) : Free Stock Analysis Report
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This article originally published on Zacks Investment Research (zacks.com).
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- Here’s Why Aristotle Core Equity Fund Bets on Tempus AI (TEM), a Healthcare Technology Company
May 14, 2026
Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond Index fell by 0.05%. In the quarter, the Fund (Class I-2) posted a total return of -4.45%, compared to the S&P 500 Index’s -4.33% return. The Fund’s underperformance in the quarter was driven by the allocation effect, while security selection contributed positively. In this environment, the Fund continues to focus on companies experiencing secular tailwinds or robust product-driven cycles. In addition, please check the Fund’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Aristotle Core Equity Fund highlighted Tempus AI, Inc. (NASDAQ:TEM) as a new addition. Tempus AI, Inc. (NASDAQ:TEM) is a healthcare technology company that focuses on delivering precision medicine solutions through the use of AI and genomic data. On May 13, 2026, Tempus AI, Inc. (NASDAQ:TEM) closed at $45.90 per share. One-month return of Tempus AI, Inc. (NASDAQ:TEM) was -14.86%, and its shares lost 25.98% over the past 52 weeks. Tempus AI, Inc. (NASDAQ:TEM) has a market capitalization of $8.31 billion.
Aristotle Core Equity Fund stated the following regarding Tempus AI, Inc. (NASDAQ:TEM) in its Q1 2026 investor letter:
"Tempus AI, Inc. (NASDAQ:TEM) is a healthcare technology company specializing in AI-enabled precision medicine solutions. By leveraging AI and machine learning, Tempus connects laboratory test results with clinical data to improve patient care across multiple diseases. The company operates through three main business units: Genomics (Diagnostics), which offers advanced genetic testing and diagnostics; Data and Services, which commercializes de-identified healthcare data and supports clinical trials; and AI Applications, which develops algorithmic diagnostics and clinical decision support tools. Tempus collaborates with leading pharmaceutical and biotechnology firms, positioning itself as a key innovator in both oncology and broader healthcare markets.
In our opinion, Tempus stands out as a compelling investment opportunity due to its alignment with key secular trends such as AI, Data Analysis and Monetization, and Personalized Medicine. Since going public in mid-2024, Tempus has demonstrated impressive growth, driven by both organic expansion and strategic acquisitions like Ambry. The company’s robust portfolio in genomics and diagnostics—spanning oncology, hereditary risk assessment and advanced testing—along with its rapidly growing data and applications segment, positions Tempus at the forefront of personalized medicine. The company’s expanding database of over 45 million patient records enhances its value proposition to research partners, and ongoing innovations are expected to drive both revenue and average selling price growth, making Tempus well-situated to capitalize on the evolving healthcare landscape."
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Tempus AI, Inc. (NASDAQ:TEM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 41 hedge fund portfolios held Tempus AI, Inc. (NASDAQ:TEM) at the end of the fourth quarter, up from 32 in the previous quarter. In Q1 2026, Tempus AI, Inc. (NASDAQ:TEM) reported revenue of $348.1 million, which grew about 36% year-over-year driven by its strong growth in diagnostic and data applications businesses. While we acknowledge the potential of Tempus AI, Inc. (NASDAQ:TEM) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Tempus AI, Inc. (NASDAQ:TEM) and shared a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. This article is originally published at Insider Monkey.
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- Tempus Expands Strategic Collaboration with Bristol Myers Squibb to Enhance the Probability of Success Across Clinical Development Programs In Oncology and Neuroscience
May 14, 2026
CHICAGO, May 14, 2026--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced a new initiative with Bristol Myers Squibb (NYSE: BMY). This collaboration aims to leverage AI, multimodal real-world data and data science techniques to optimize clinical trial designs and enhance the Probability of Technical & Regulatory Success (PTRS) across five initial clinical trial programs.
With Lens, Tempus’ AI-enabled analytical platform, BMS and Tempus are applying insights from a vast library of de-identified multimodal records to optimize clinical research and strengthen PTRS across BMS’ development portfolio. This collaboration combines unprecedented scale of real-world data with emerging AI-techniques to pressure test assumptions, characterize complex patient populations, validate control group assumptions, and pinpoint the optimal patient segments most likely to benefit from investigational therapies.
This new initiative is supporting key assets in solid tumor oncology, including lung, colon, and prostate cancers. Beyond oncology, the collaboration extends into neuroscience to accelerate drug development in Alzheimer’s Disease, demonstrating the versatility of the Tempus multimodal database across multiple therapeutic areas.
"Our collaboration with BMS aims to optimize clinical development by peering deeper into patient biology than ever before," said Ryan Fukushima, CEO of Data and Apps at Tempus. "Our multimodal data library allows us to connect the dots between clinical records and molecular subtypes. Together, we are doing more than just generating insights. We are uncovering the hidden biological signals of unmet patient need, which allows us to assess trial assumptions and stratify patient groups with unprecedented precision. We are moving past traditional approaches and creating a new level of data-driven confidence in the drug development process."
"This collaboration is about improving the quality of decisions we make in development, where the impact is greatest," said Bryan Campbell, Senior Vice President, Drug Development Strategy & Innovation at Bristol Myers Squibb. "By combining Tempus’ multimodal real-world data capabilities with our development expertise, we can rigorously pressure-test trial assumptions, better understand patient heterogeneity, and design studies with a higher probability of technical and regulatory success. This is a critical step toward more disciplined, data-driven development with the goal of bringing life-changing medicines to patients faster."
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This initiative builds upon the existing work between Tempus and BMS, which includes the deployment of the Next Pathways program across 13 community-based health systems to address care gaps for patients with advanced non-small cell lung cancer (aNSCLC).
About Tempus
Tempus is a technology company advancing precision medicine through the practical application of artificial intelligence in healthcare. With one of the world’s largest libraries of multimodal data, and an operating system to make that data accessible and useful, Tempus provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and in parallel facilitates discovery, development and delivery of optimal therapeutics. The goal is for each patient to benefit from the treatment of others who came before by providing physicians with tools that learn as the company gathers more data. For more information, visit tempus.com.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended, about Tempus and Tempus’ industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this press release are forward-looking statements, including, but not limited to, statements regarding potential impact of Tempus’ collaboration with BMS to strengthen clinical research programs and enhance the Probability of Technical & Regulatory Success (PTRS) of clinical trial programs. In some cases, you can identify forward-looking statements because they contain words such as "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "going to," "intend," "may," "plan," "potential," "predict," "project," "should," "target," "will," or "would" or the negative of these words or other similar terms or expressions. Tempus cautions you that the foregoing may not include all of the forward-looking statements made in this press release.
You should not rely on forward-looking statements as predictions of future events. Tempus has based the forward-looking statements contained in this press release primarily on its current expectations and projections about future events and trends that it believes may affect Tempus’ business, financial condition, results of operations and prospects. These forward-looking statements are subject to risks and uncertainties related to: the intended use of Tempus’ products and services; Tempus’ financial performance; the ability to attract and retain customers and partners; managing Tempus’ growth and future expenses; competition and new market entrants; compliance with new laws, regulations and executive actions, including any evolving regulations in the artificial intelligence space; the ability to maintain, protect and enhance Tempus’ intellectual property; the ability to attract and retain qualified team members and key personnel; the ability to repay or refinance outstanding debt, or to access additional financing; future acquisitions, divestitures or investments; the potential adverse impact of climate change, natural disasters, health epidemics, macroeconomic conditions, and war or other armed conflict, as well as risks, uncertainties, and other factors described in the section titled "Risk Factors" in Tempus’ Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission ("SEC") on February 24, 2026, as well as in other filings Tempus may make with the SEC in the future. In addition, any forward-looking statements contained in this press release are based on assumptions that Tempus believes to be reasonable as of this date. Tempus undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260514235969/en/
Contacts
Tempus Communications
Hanah Heintzelman
hanah.heintzelman@tempus.com
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- Tempus Expands Strategic Collaboration with Bristol Myers Squibb to Enhance the Probability of Success Across Clinical Development Programs In Oncology and Neuroscience
May 14, 2026 · businesswire.com
CHICAGO--(BUSINESS WIRE)--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced a new initiative with Bristol Myers Squibb (NYSE: BMY). This collaboration aims to leverage AI, multimodal real-world data and data science techniques to optimize clinical trial designs and enhance the Probability of Technical & Regulatory Success (PTRS) across five initial clinical trial programs. With Lens, Tempus' AI-enabled analytical pl.
- TEMPUS EXPANDS STRATEGIC COLLABORATION WITH BRISTOL MYERS SQUIBB TO ENHANCE THE PROBABILITY OF SUCCESS ACROSS CLINICAL DEVELOPMENT PROGRAMS IN ONCOLOGY AND NEUROSCIENCE
May 14, 2026
CHICAGO--(BUSINESS WIRE)--TEMPUS AI, INC. (NASDAQ: TEM), A TECHNOLOGY COMPANY LEADING THE ADOPTION OF AI TO ADVANCE PRECISION MEDICINE, TODAY ANNOUNCED A NEW INITIATIVE WITH BRISTOL MYERS SQUIBB (NYSE: BMY). THIS COLLABORATION AIMS TO LEVERAGE AI, MULTIMODAL REAL-WORLD DATA AND DATA SCIENCE TECHNIQUES TO OPTIMIZE CLINICAL TRIAL DESIGNS AND ENHANCE THE PROBABILITY OF TECHNICAL & REGULATORY SUCCESS (PTRS) ACROSS FIVE INITIAL CLINICAL TRIAL PROGRAMS. WITH LENS, TEMPUS' AI-ENABLED ANALYTICAL PL.
- S&P 500 and Nasdaq 100 Post New Record Highs on Chip Stock Strength
May 13, 2026
The S&P 500 Index ($SPX) (SPY) today is up +0.20%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.12%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.35%.
Stock indexes today are mixed, with the S&P 500 and Nasdaq 100 posting new all-time highs. Today's strength in chip stocks is leading technology stocks and the broader market higher. Higher T-note yields today are a negative factor for equities.
The markets are looking ahead to Fed Chair Powell’s semiannual monetary policy report to the Senate Banking Committee today and to the House Financial Services Committee on Wednesday. The markets will then look to Thursday’s June US CPI report to see if price pressures are continuing to ease. The consensus is that the June CPI eased to +3.1% y/y from +3.3% y/y in May, and the June core CPI remained unchanged from May at +3.4% y/y. Finally, Q2 earnings season begins Friday as some of the biggest US banks, including JPMorgan Chase, Citigroup, and Wells Fargo, will report quarterly results.
The markets are discounting the chances for a -25 bp rate cut at 5% for the next FOMC meeting on July 30-31 and 75% for the following meeting on September 17-18.
Overseas stock markets today are mixed. The Euro Stoxx 50 is down -0.90%. China's Shanghai Composite recovered from a 4-1/2 month low and closed up +1.26%. Japan's Nikkei Stock 225 Index rallied to a new all-time high and closed up +1.96%.
Interest Rates
September 10-year T-notes (ZNU24) today are down -5 ticks. The 10-year T-note yield is up +1.0 bp at 4.288%. Sep T-notes are under pressure today on negative carryover from a fall in European government bonds. Also, supply pressures are weighing on T-notes as the Treasury will auction $119 billion of T-notes and T-bonds this week, beginning with today’s auction of $58 billion of 3-year T-notes.
European government bond yields today are higher. The 10-year German bund yield is up +2.3 bp at 2.563%. The 10-year UK gilt yield is up +3.3 bp at 4.146%.
ECB Governing Council member Panetta said the ECB shouldn't be overly worried about stubborn services inflation and still-robust wage growth and that "the reduction in key interest rates will continue at a gradual pace, accompanying the return of inflation to target, if macroeconomic developments remain in line with the ECB Governing Council's expectations."
Swaps are discounting the chances of a -25 bp rate cut by the ECB at 5% for the July 18 meeting and 71% for the September 12 meeting.
US Stock Movers
Chip stocks are climbing today after KeyBanc Capital Markets raised its price target on Nvidia to $180 from $130 and on Qualcomm to $225 from $205. As a result, Intel (INTC) is up more than +3% to lead gainers in the S&P 500, Dow Jones Industrials, and Nasdaq 100. Also, Nvidia (NVDA) and Micron Technology (MU) are up more than +2%. ARM Holdings Plc (ARM), Marvell Technology (MRVL), Applied Materials (AMAT), KLA Corp (KLAC), and Broadcom (AVGO) are up more than +1%.
Tempus AI (TEM) is up more than +5% after William Blair & Co. initiated coverage of the stock with a recommendation of outperform.
Corning (GLW) is up more than +2% after Argus Research raised its price target on the stock to $50 from $40.
Principal Financial Group (PFG) is up more than +2% after Raymond James upgraded the stock to strong buy from market perform with a price target of $99.
CRH Plc (CRH) is up more than +1% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $88.
Bank of America (BAC) is up nearly +1% after Piper Sandler upgraded the stock to neutral from underweight.
CH Robinson Worldwide (CHRW) is up more than +1% after Vertical Research Partners upgraded the stock to buy from hold with a price target of $102.
Energy producers and energy service providers are under pressure today after the price of WTI crude fell to a 1-week low. As a result, Marathon Petroleum (MPC), Valero Energy (VLO), Diamondback Energy (FANG), Phillips 66 (PSX), Haliburton (HAL), Schlumberger (SLB), and Marathon Oil (MRO) are down more than -1%.
Heartland Express (HTLD) is down more than -7% after UBS downgraded the stock to neutral from buy.
CSX Corp (CSX) is down more than -2% after it said it would review the capitalization of certain prior engineering materials and labor.
Helen of Troy (HELE) is down more than -30% after reporting preliminary Q1 adjusted EPS of 99 cents, well below the consensus of $1.59, and cutting its 2025 adjusted EPS estimate to $7.00-$7.50 from a prior estimate of $8.70-$9.20, weaker than the consensus of $8.93.
Helios Technologies (HLIO) is down more than -12% after placing CEO and president Matosevic on paid leave following allegations of a potential violation of the company’s Code of Business Conduct and Ethics.
Chewy (CHWY) is down more than -1% after Argus Research downgraded the stock to hold from buy.
Earnings Reports (7/9/2024)
Byrna Technologies Inc (BYRN), Helen of Troy Ltd (HELE), Kura Sushi USA Inc (KRUS), SMART Global Holdings Inc (SGH).
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On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- Roku Inc Faces Significant Reduction in Catherine Wood's Portfolio
May 12, 2026
This article first appeared on GuruFocus.
Exploring the Strategic Moves of ARK's Founder in Q1 2026
Catherine Wood (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2026, providing insights into her investment moves during this period. With over 40 years of experience, Cathie Wood founded ARK in 2014 to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that spans across sectors, market capitalizations, and geographies, she believes ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As chief investment officer and portfolio manager, Wood spearheaded the development of ARKs philosophy and investment approach and is ultimately responsible for investment decisions. Recognizing that disruptive innovation causes rapid cost declines, cuts across sectors, and spawns further innovation, ARK uses an iterative investment process that combines top-down and bottom-up research. The firm strives to identify innovation early in order to capitalize on the opportunity, providing long-term value to investors.
Warning! GuruFocus has detected 10 Warning Signs with TSLA. Is TSLA fairly valued? Test your thesis with our free DCF calculator.
Summary of New Buy
Catherine Wood (Trades, Portfolio) added a total of 13 stocks, among them:
The most significant addition was Broadcom Inc (NASDAQ:AVGO), with 407,803 shares, accounting for 0.98% of the portfolio and a total value of $126.22 million. The second largest addition to the portfolio was BioNTech SE (NASDAQ:BNTX), consisting of 127,878 shares, representing approximately 0.09% of the portfolio, with a total value of $11.37 million. The third largest addition was Eli Lilly and Co (NYSE:LLY), with 12,676 shares, accounting for 0.09% of the portfolio and a total value of $11.66 million.
Key Position Increases
Catherine Wood (Trades, Portfolio) also increased stakes in a total of 85 stocks, among them:
The most notable increase was Tempus AI Inc (NASDAQ:TEM), with an additional 2,050,162 shares, bringing the total to 9,607,745 shares. This adjustment represents a significant 27.13% increase in share count, a 0.72% impact on the current portfolio, with a total value of $434.46 million. The second largest increase was Robinhood Markets Inc (NASDAQ:HOOD), with an additional 1,196,850 shares, bringing the total to 6,003,061. This adjustment represents a significant 24.9% increase in share count, with a total value of $416.01 million.
Story Continues
Summary of Sold Out
Catherine Wood (Trades, Portfolio) completely exited 29 of the holdings in the first quarter of 2026, as detailed below:
The Trade Desk Inc (NASDAQ:TTD): Catherine Wood (Trades, Portfolio) sold all 2,927,539 shares, resulting in a -0.74% impact on the portfolio. PagerDuty Inc (NYSE:PD): Catherine Wood (Trades, Portfolio) liquidated all 8,323,386 shares, causing a -0.72% impact on the portfolio.
Key Position Reduces
Catherine Wood (Trades, Portfolio) also reduced positions in 82 stocks. The most significant changes include:
Reduced Roku Inc (NASDAQ:ROKU) by 2,061,333 shares, resulting in a -35.05% decrease in shares and a -1.49% impact on the portfolio. The stock traded at an average price of $97.4 during the quarter and has returned 53.27% over the past 3 months and 17.16% year-to-date. Reduced Teradyne Inc (NASDAQ:TER) by 1,111,134 shares, resulting in a -47.16% reduction in shares and a -1.43% impact on the portfolio. The stock traded at an average price of $278.84 during the quarter and has returned 13.93% over the past 3 months and 83.08% year-to-date.
Portfolio Overview
At the first quarter of 2026, Catherine Wood (Trades, Portfolio)'s portfolio included 181 stocks, with top holdings including 8.18% in Tesla Inc (NASDAQ:TSLA), 4.29% in Advanced Micro Devices Inc (NASDAQ:AMD), 4.19% in CRISPR Therapeutics AG (NASDAQ:CRSP), 3.85% in Shopify Inc (NASDAQ:SHOP), and 3.54% in Palantir Technologies Inc (NASDAQ:PLTR).
The holdings are mainly concentrated in 10 of all the 11 industries: Technology, Healthcare, Consumer Cyclical, Financial Services, Industrials, Communication Services, Energy, Utilities, Consumer Defensive, Basic Materials.
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