On the onset of the third-quarter 2025 earnings reporting cycle, traders are paying shut consideration as to if AI and digitalization initiatives are lastly translating into measurable income and margin positive factors inside the well being IT or medical info programs house. Regardless of the continued market hullabaloo brought on by the federal government’s initiatives towards fiscal and financial coverage shifts, the tone from many healthcare software program firms underscores cautious optimism. The main focus is regularly shifting towards “AI-enabled programs” as a substitute of conventional record-keeping or billing platforms.
Right here we now have shortlisted two well being IT shares, Omnicell OMCL and Tempus AI TEM, that are anticipated to report important earnings and income positive factors of their upcoming earnings experiences, backed by sturdy adoption of AI-driven automation, superior analytics options and expanded healthcare community integrations.
Subsequent-Gen Well being IT: NVDA and PLTR Driving AI Integration
A number of business gamers and tech giants, together with athenahealth, Oracle ORCL and Philips, not too long ago highlighted new AI-enabled architectures and workflows that sign a shift past conventional EHR and billing platforms. On the infrastructure aspect, the affect of AI infrastructure and analytics powerhouses akin to NVIDIA NVDA and Palantir PLTR is turning into extra visibly embedded within the well being IT story.
NVIDIA continues to sharpen its positioning as a foundational AI enabler in healthcare. Its Holoscan SDK has gained traction because the runtime spine for streaming, low-latency medical workloads deployed on the edge. In the meantime, NVIDIA’s Clara portfolio, spanning medical gadgets, imaging and genomics, is more and more promoted as an built-in, full-stack AI platform for medical and life-science use instances. Via these instruments, system and imaging distributors are progressively counting on NVIDIA’s compute, libraries, and middleware to ship regulatory-grade, real-time performance on the medical edge.
On the information and analytics aspect, Palantir continued increasing in healthcare all through 2025. In June, it partnered with TeleTracking to combine its Foundry and AIP platforms into hospital operations, serving to well being programs handle staffing, assets and affected person circulation extra effectively. Earlier within the 12 months, Palantir additionally teamed up with The Joint Fee to convey AI and analytics into hospital accreditation and high quality reporting processes.
NVIDIA is strengthening its healthcare presence by means of partnerships with GE HealthCare, Philips and IQVIA. In the meantime, Palantir is increasing its function in hospital and payer/supplier analytics through offers with The Joint Fee, R1 and OneMedNet. How these AI initiatives present up in upcoming monetary outcomes will reveal whether or not the rising hype displays actual influence.
With these shifts gaining momentum, now could be an opportune time to trace main well being IT shares which might be well-positioned to ship sturdy Q3 earnings development.
Our Selections Forward of Q3 Earnings
TEM & OMCL Shares Throughout Q3
Picture Supply: Zacks Funding Analysis
Omnicell: By way of its monetary roadmap, Omnicell is concentrating on to achieve $1.9 billion to $2 billion of revenues by 2025, representing a CAGR of 14%-15% within the 2021-2025 interval. Extra targets embrace a non-GAAP gross margin of 52%-53% and a non-GAAP EBITDA margin of roughly 23%. The corporate is well-positioned to ship on the 2025 whole income development targets, pushed by components like rising its tech companies income, advantages from long-term sole supply buyer partnerships, multi-year co-development plans, and elevated common deal sizes. This optimistic pattern is anticipated to have continued in Omnicell’s third-quarter 2025 efficiency as properly.
This Zacks Rank #2 (Purchase) inventory is anticipated to report third-quarter earnings of 36 cents on revenues of $294 million. Over the previous three months, earnings estimates have been revised upward by 6 cents.
Omnicell, Inc. Worth and EPS Shock
Omnicell, Inc. price-eps-surprise | Omnicell, Inc. Quote
Tempus AI: Within the last-reported second quarter of 2025, Tempus AI reported an enchancment in internet lack of $42.8 million in contrast with the year-ago quarter’s internet lack of $552.2 million. Quarterly gross revenue rose sharply to $195 million, up 160% 12 months over 12 months, reflecting improved value administration and a shift towards higher-margin merchandise. Operational effectivity additionally improved considerably, with adjusted EBITDA narrowing from a destructive $16 million in first-quarter 2025 to a destructive $5.6 million in second-quarter 2025, demonstrating stronger value self-discipline and operational leverage as the corporate scaled. Banking on strategic acquisitions and product innovation in precision medication, the corporate is as soon as once more anticipated to report sturdy outcomes for the third quarter of 2025.
This Zacks Rank #3 (Maintain) inventory is anticipated to report third-quarter earnings development of 36% 12 months over 12 months on income development of 80.7%. Over the previous 90 days, third-quarter earnings estimates have improved by 2 cents. You’ll be able to see the whole listing of at the moment’s Zacks Rank #1 (Robust Purchase) shares right here.
Tempus AI, Inc. Worth and EPS Shock
Tempus AI, Inc. price-eps-surprise | Tempus AI, Inc. Quote
Zacks Names #1 Semiconductor Inventory
This under-the-radar firm makes a speciality of semiconductor merchandise that titans like NVIDIA do not construct. It is uniquely positioned to benefit from the following development stage of this market. And it is simply starting to enter the highlight, which is precisely the place you wish to be.
With sturdy earnings development and an increasing buyer base, it is positioned to feed the rampant demand for Synthetic Intelligence, Machine Studying, and Web of Issues. World semiconductor manufacturing is projected to blow up from $452 billion in 2021 to $971 billion by 2028.
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NVIDIA Company (NVDA) : Free Inventory Evaluation Report
Omnicell, Inc. (OMCL) : Free Inventory Evaluation Report
Oracle Company (ORCL) : Free Inventory Evaluation Report
Palantir Applied sciences Inc. (PLTR) : Free Inventory Evaluation Report
Tempus AI, Inc. (TEM) : Free Inventory Evaluation Report
This text initially revealed on Zacks Funding Analysis (zacks.com).
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially replicate these of Nasdaq, Inc.
