3 Stocks to Watch Following Guidance Upgrades

Three major healthcare companies—Illumina, Tempus AI, and Novartis—raised their FY26 guidance following positive Q3 earnings results. Illumina reported 4.2% YoY revenue growth driven by strong clinical demand and NovaSeq X placements. Tempus AI delivered record revenue with 23% YoY growth, particularly strong in its Data & Applications segment. Novartis improved its profitability outlook despite generic competition pressures.