"ARK's position in Tempus AI reflects a bet on AI-driven precision medicine at an inflection point. The fund increased its position by 1,888,852 shares last quarter (+24.99%), bringing Tempus to 3.23% of the portfolio, making it one of ARK's larger holdings."
"Q4 2025 revenue reached $367.21 million, an 83% year-over-year increase, while adjusted EBITDA turned positive at $12.89 million, the company's first profitable quarter on that metric."
"CEO Eric Lefkofsky framed the trajectory plainly: 'As the network effects from our investments in AI continue to compound, we expect to not only drive significant growth over the next several years, but to also enhance the lives of millions of patients around the world.'"
"Management guided 2026 revenue to approximately $1.59 billion with Adjusted EBITDA of approximately $65 million. The stock trades near $55.87, up 38.12% over the past year."
ARK Investment, led by Cathie Wood, aims to identify disruptive innovations early, focusing on long-term technological shifts rather than short-term earnings. The portfolio includes companies like Tempus AI, Circle Internet Group, and CRISPR Therapeutics, reflecting themes in AI healthcare, fintech, digital dollar infrastructure, and genomic medicine. Tempus AI has shown significant growth, with Q4 2025 revenue of $367.21 million and a positive adjusted EBITDA. The company anticipates continued growth, projecting 2026 revenue of approximately $1.59 billion.
Read at 24/7 Wall St.
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