What Lifted Neurocrine Biosciences (NASDAQ:NBIX), Revvity (NYSE:RVTY), IDEXX Laboratories (NASDAQ:IDXX) and Tempus AI (NASDAQ:TEM) as Much as 22%?

Vinay Lochav

05 November 2026 12:49 AM AEDT

What Lifted Neurocrine Biosciences (NASDAQ:NBIX), Revvity (NYSE:RVTY), IDEXX Laboratories (NASDAQ:IDXX) and Tempus AI (NASDAQ:TEM) as Much as 22%?

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Key Highlights

IDEXX Laboratories (NASDAQ:IDXX) gained about 22% on November 2, 2026, closing near USD 671.64 after Revenue rose 10% to about USD 1.214 billion and 2026 Earnings guidance was raised.
Neurocrine Biosciences (NASDAQ:NBIX) rose 13.42% on November 3 after third-quarter revenue climbed 41% to USD 1,123 million and Ingrezza guidance was lifted to USD 2,900 million to USD 2,925 million.
Revvity (NYSE:RVTY) closed up 7.84% after revenue of USD 728.9 million and a raised pro forma earnings range of USD 5.40 to USD 5.45 for 2026.
Tempus AI (NASDAQ:TEM) rose 8.67% on November 2 after revenue grew 23% to USD 411.5 million and adjusted EBITDA turned positive at USD 25.6 million.

IDEXX Laboratories (NASDAQ:IDXX): The Biggest Mover on a Raised Outlook

IDEXX Laboratories (NASDAQ:IDXX) reported third-quarter results on November 2, 2026. Revenue rose 10% to about USD 1.214 billion, above roughly USD 1.19 billion expected, and diluted earnings of USD 4.01 a share climbed 18%. Operating Margin was 33.1%. Recurring diagnostics revenue in the companion animal group reached USD 967 million, up 11%, led by a 14% rise in consumables for in-clinic analysers, and the company placed 5,780 premium instruments. Guidance for 2026 earnings rose to USD 14.96 to USD 15.16 from USD 14.69 to USD 14.94, although the full-year operating margin range of 32.1% to 32.3% sits below the 32.3% to 32.5% given in August. The IDXX shares closed up about 22% at USD 671.64. A published analysis notes that same-store clinical visits fell 1.8%, so pricing is carrying some of the sales growth. After a one-day gain of that size, expectations are elevated and the move can reverse. Organic revenue growth guidance rose to 9.3% to 10.0% from 8.5% to 9.7%, which suggests the beat was not only currency, while coverage also notes a seventh straight quarterly earnings beat, which raises the bar.

Neurocrine Biosciences (NASDAQ:NBIX): Two Drugs, One Strong Quarter

Neurocrine Biosciences (NASDAQ:NBIX) reported third-quarter 2026 results for the quarter ended September 30. Total revenue was USD 1,123 million, up 41%. Ingrezza, its treatment for tardive dyskinesia and chorea in Huntington's disease, generated USD 801 million, up 17%, while Crenessity, approved for classic congenital adrenal hyperplasia, produced USD 211 million, up 115%. Non-GAAP earnings were USD 3.29 a share against USD 2.17, while GAAP earnings were USD 1.96 against USD 2.04. The NBIX shares closed up 13.42% on November 3. Ingrezza accounted for about 71% of revenue, simple arithmetic, so reliance on two products is the main risk. Ingrezza growth of 17% trails the company-wide pace, and the drug faces payer pricing pressure. The release gives no 2026 range for Crenessity, so investors must estimate the launch curve, which can slow once early patients in a small population have been treated. The gap between non-GAAP and GAAP earnings was USD 1.33 a share, simple arithmetic, so the comparison basis matters. Investors will track Crenessity prescriptions, Ingrezza Demand and pipeline readouts, since a surprise in either product could move NBIX sharply again.

Revvity (NYSE:RVTY): Pro Forma Numbers and a Raised Range

Revvity (NYSE:RVTY) reported third-quarter 2026 results on November 3, for the quarter ended October 4. Reported revenue was USD 728.9 million against USD 698.9 million, and adjusted earnings from continuing operations were USD 1.38 a share against USD 1.18. Life Sciences revenue reached USD 379.6 million with pro forma organic growth of 9%, and Diagnostics revenue was USD 349.3 million with 5%. The 2026 outlook is pro forma revenue of about USD 2.86 billion and pro forma adjusted earnings of USD 5.40 to USD 5.45 a share, excluding its China IDX business. The release says the range was raised but does not state the prior figures, so the size of the increase cannot be measured. RVTY shares closed up 7.84%. Revvity sells instruments and reagents to research labs, drug makers and diagnostic labs, so research funding drives demand. Pro forma figures can also hide restructuring effects, which limits comparison with reported numbers. Life Sciences carried an adjusted operating margin of 31.5% and Diagnostics 29.9%, a useful gauge of whether the mix is holding. Reported revenue grew about 4.3%, simple arithmetic, against 7% pro forma organic growth, so currency and portfolio changes explain part of the gap.

Tempus AI (NASDAQ:TEM): The First Positive Adjusted EBITDA

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. Diagnostics revenue reached USD 303.5 million, up 20%, and data and applications revenue was USD 108.1 million, up 33%. Adjusted EBITDA of USD 25.6 million marked the first positive quarter on that measure, and 2026 revenue guidance rose to USD 1.60 billion to USD 1.605 billion, while 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 rather than a matched 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 to meet its full-year target. Oncology revenue was USD 172.6 million, up 28%, hereditary testing was USD 111.3 million, and data licensing grew 29%. Data revenue relies on a few large pharmaceutical customers, and reimbursement and regulatory decisions for tests remain a swing factor.

Where Things Stand

Healthcare results rewarded raised guidance in these four reports. IDEXX gained about 22% on a higher earnings range despite a trimmed margin range, Neurocrine gained 13.42% on a higher Ingrezza range, Revvity gained 7.84% on a raised pro forma range and Tempus gained 8.67% on higher revenue guidance and positive adjusted EBITDA. The evidence is positive, but the moves are large relative to the changes in outlook, which leaves little room for disappointment. For IDEXX Laboratories (NASDAQ:IDXX), visit trends and margins are the swing factors. Neurocrine Biosciences (NASDAQ:NBIX) depends on Crenessity prescriptions. Tempus AI (NASDAQ:TEM) must keep adjusted EBITDA positive. Revvity (NYSE:RVTY) needs Life Sciences growth to hold. The common risk is that a big one-day gain raises the bar for the next report. A single day's gain can reverse, and none of these moves is a forecast.

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