Key Highlights

  • Aehr Test Systems (NASDAQ:AEHR) rose 26.5% on November 3, 2026, after Revenue of USD 33.0 million, up 200%, and fiscal 2027 revenue guidance was raised to USD 150 million.
  • Fiserv (NASDAQ:FISV) rose 12.46% after adjusted Earnings of USD 1.75 a share beat a published USD 1.72, despite a USD 6.45 billion non-cash Goodwill impairment.
  • IDEXX Laboratories (NASDAQ:IDXX) gained about 22% on November 2 after raising its 2026 earnings guidance to USD 14.96 to USD 15.16 a share from USD 14.69 to USD 14.94.
  • Tempus AI (NASDAQ:TEM) rose 8.67% on November 2 after lifting 2026 revenue guidance to USD 1.60 billion to USD 1.605 billion, on revenue growth of 23%.

Aehr Test Systems (NASDAQ:AEHR): A Small Company Guiding Much Higher

Aehr Test Systems (NASDAQ:AEHR) reported fiscal first-quarter 2027 results on November 2, 2026, for the quarter ended September 25. Revenue was USD 33.0 million, up 200% from USD 11.0 million and up 75% from USD 18.8 million in the prior quarter. GAAP Net Income came to USD 7.2 million, against a loss of USD 2.1 million a year earlier. Bookings were USD 46.7 million, a book-to-bill ratio of about 1.4, and effective Backlog stood at USD 109.3 million. Fiscal 2027 revenue guidance rose to USD 150 million from a range of USD 130 million to USD 150 million, with non-GAAP net income of at least 20% of revenue. The shares rose about 14% after hours and closed up 26.5% on November 3. AEHR is a small company, so a few trades can move the price, spreads can be wide and quoted moves can reverse. Management said it sees production potential across more than a dozen customers, a claim that still has to show up in orders. Revenue depends on a few large customers, and cash fell to USD 105.1 million from USD 116.5 million at May 29, 2026.

Fiserv (NASDAQ:FISV): A Rebound Despite a Writedown

Fiserv (NASDAQ:FISV) reported third-quarter 2026 results on November 3. Adjusted earnings of USD 1.75 a share fell from USD 2.04 a year earlier but beat a single published consensus of USD 1.72. GAAP results showed a loss of USD 11.17 a share because of a USD 6.45 billion non-cash goodwill impairment, an accounting entry that writes down past acquisitions when their expected returns fall. Adjusted revenue of USD 4.85 billion was down 1%. The company affirmed full-year adjusted earnings of USD 7.20 to USD 7.40 a share and organic revenue growth of minus 1% to 0%. It also raised its Project Elevate savings target to USD 1 billion from USD 500 million and planned USD 500 million of Buybacks in the fourth quarter. FISV shares closed up 12.46%. The starting point was low, since coverage says the stock plunged more than 40% in one session on October 29, 2025. Revenue is still shrinking, with nine-month adjusted revenue down 3%, so one strong session does not repair the trend. The Impairment signals that some acquired businesses are worth less than planned, and cost savings only help if they are not reinvested to defend market share.

IDEXX Laboratories (NASDAQ:IDXX): A Raise With a Trimmed Margin

IDEXX Laboratories (NASDAQ:IDXX) reported third-quarter results on November 2, 2026. Revenue rose 10% to about USD 1.214 billion, against roughly USD 1.19 billion expected, and diluted earnings of USD 4.01 a share climbed 18%. Recurring diagnostics revenue in the companion animal group reached USD 967 million, up 11%, and the company placed 5,780 premium instruments. Revenue guidance is USD 4.741 billion to USD 4.767 billion, and earnings guidance rose to USD 14.96 to USD 15.16. The full-year operating Margin range of 32.1% to 32.3% sits below the 32.3% to 32.5% given in August, so the raise is not across every measure. IDXX shares closed up about 22% at USD 671.64. A published analysis notes that same-store clinical visits fell 1.8%, with price alone keeping some sales growing. After a one-day rise of 22%, expectations are high, and a miss after a long run of beats tends to be punished. Organic revenue growth guidance was lifted to 9.3% to 10.0% from 8.5% to 9.7%, which suggests the beat was not only currency.

Tempus AI (NASDAQ:TEM): Positive Adjusted EBITDA, Thin GAAP Profit

Tempus AI (NASDAQ:TEM) reported third-quarter results on November 2, 2026. Revenue was USD 411.5 million, up 23% and slightly above a consensus near USD 409 million, with diagnostics up 20% to USD 303.5 million and data and applications up 33% to USD 108.1 million. Adjusted EBITDA of USD 25.6 million marked the first positive quarter on that measure, and adjusted earnings of USD 0.07 a share compared with an expected loss of USD 0.08. Full-year adjusted EBITDA guidance was held at about USD 65 million. Published coverage puts the GAAP net loss at USD 14.9 million, with cash and marketable securities of USD 854.4 million. TEM shares closed up 8.67%. These figures come from coverage of the call and release, which could not be matched to the full filing, so treat them as approximate. A Shareholder vote on November 30 is a further catalyst, and Tempus AI (NASDAQ:TEM) must keep adjusted EBITDA positive for its guide to hold. Data revenue depends on a few large pharmaceutical customers, and reimbursement and regulatory decisions for tests remain a swing factor. Acquisitions add integration risk, since the pending deal would bring in a Business that has to be absorbed.

Where Things Stand

The most credible raise on the evidence is IDEXX's, because it comes with a revenue beat, a stated prior range and rising instrument placements, although its margin range was trimmed. Aehr's raise is large relative to the company's size, which makes its move the most volatile. Fiserv affirmed rather than raised its earnings range, and its stock rebounded from a low base despite a USD 6.45 billion writedown. Tempus raised revenue guidance and turned adjusted EBITDA positive but still reports a GAAP loss. AEHR carries real Reversal risk because of its size, and FISV could give back its gain. Nothing here is Investment advice.