Do You Own Tempus AI Without Knowing It? Check These ETFs After Its Earnings Surge
Tempus AI (TEM) rose 11.21% to $80.31 after reporting Q3 revenue of $411.54M, up 23.1% YoY, and adjusted EPS of $0.07, beating estimates. The company raised full-year revenue guidance to $1.60-$1.605B. ARK Innovation ETF (ARKK) and ARK Genomic Revolution ETF (ARKG) hold significant positions in Tempus, with weights of 4.89% and 6.56% respectively, as of July 31, 2026.
How this was made
The 30-second read
Why it matters
The earnings surprise and guidance raise may trigger buying in both the stock and the ETFs holding it, while the upcoming Personalis vote adds near‑term volatility.
Market read
Tempus AI's earnings beat and raised guidance provide a clear catalyst for short‑term price action and affect thematic AI/health ETFs.
What to watch
Potential dilution from convertible notes and Personalis acquisition integration risk.
Background
Tempus AI is a precision‑medicine company with notable exposure in ARK thematic ETFs; its earnings beat and guidance lift have immediate relevance for fund holders.
Ticker impact
Tempus AI reported Q3 results with revenue $411.5M (+23.1% YoY) and raised full-year revenue guidance to $1.60‑$1.605B, causing an 11% intraday rally.
likely upward pressure as traders price in the revenue beat and higher guidance
The surprise earnings beat and guidance raise expectations for future cash flow, attracting buying interest.
Market effects
Boosts sentiment for AI‑enabled biotech and precision‑medicine stocks.
U.S. biotech sector may see modest gains.
Limited to investors with exposure to thematic AI/health ETFs.
Counterpoint
High valuation multiples and $1.17B convertible debt could limit upside if guidance misses future quarters.
Key entities
- companyTempus AI
Precision‑medicine firm reporting Q3 results.
- ETFARK Innovation ETF (ARKK)
Holds ~4.9% of its assets in Tempus AI.
- ETFARK Genomic Revolution ETF (ARKG)
Holds ~6.6% of its assets in Tempus AI.
