When Timing Meets Tech: Pelosi's Tempus Bet Pays Off

Congresswoman Nancy Pelosi (D-Calif.) managed to beat the stock market again in 2025, and one of her picks is absolutely on fire right now. Tempus AI (TEM) shares rocketed higher on Monday after the company dropped some impressive preliminary financial results over the weekend, and it turns out Pelosi's portfolio had a front-row seat to the show.

The artificial intelligence healthcare company reported fourth-quarter revenue is expected to land around $367 million, representing an 83% jump year-over-year. That's already ahead of what analysts were expecting—consensus estimates from market data had pegged fourth-quarter revenue at $360.1 million. Breaking it down further, diagnostics revenue should hit $266 million (up 121% year-over-year), while data and applications revenue came in at $100 million (up 25% year-over-year).

For the full fiscal year 2025, Tempus AI expects revenue of $1.27 billion, an 83% increase from the prior year. Diagnostics revenue for the full year reached $955 million, up 111% year-over-year. These preliminary results suggest the company just notched its fourth consecutive quarterly revenue beat, which tends to make investors happy.

A Look at Pelosi's January 2025 Options Play

On January 14, 2025, Pelosi disclosed purchasing options in five different stocks. For those tracking congressional trading activity, here's the lineup:

• Tempus AI (TEM)
• Alphabet Inc. (GOOGL)
• NVIDIA Corporation (NVDA)
• Amazon.com Inc. (AMZN)
• Vistra Corp (VST)

Fast forward roughly a year, and here's how those picks have performed based on the highest trading prices from January 14, 2025 through early Monday morning:

• Tempus AI: +116.4%
• Alphabet: +69.8%
• Nvidia: +34.2%
• Amazon.com: +10.6%
• Vistra: -5.7%

Four out of five stocks are up at least 10%, with Tempus AI absolutely crushing it. Now here's where it gets interesting: these were call options executed by Pelosi's husband Paul Pelosi, which means the actual gains could be substantially higher than the stock price movements alone.

For Tempus, the disclosure showed a purchase of 50 call options with a $20 strike price and a January 16, 2026 expiration date. The transaction was valued between $50,000 and $100,000 at the time. Those options, which represent the right to buy 5,000 common shares at $20 per share, are now worth approximately $263,350 as of Monday morning. That's quite a return on investment.

Pelosi has historically exercised stock options for common shares around the option expiration date, so investors might see disclosure filings soon showing option exercises for some of these positions.

Beyond the January 2025 options purchases, Pelosi disclosed exercising Broadcom stock options in June and donating Apple shares to a school in October. Her overall investment portfolio posted gains of either 20.1% (according to UnusualWhales) or 18% (per Quiver Quantitative) for 2025, both comfortably ahead of the S&P 500's 16.6% gain for the year.

Strong Fundamentals Attracting Institutional Money

Tempus AI's fourth-quarter results continue a pattern of impressive growth. In the third quarter, the company reported revenue of $334.2 million, up 84.7% year-over-year. The momentum appears to be accelerating rather than slowing down.

Along with the preliminary financial results, Tempus shared an update on its backlog, reporting a record total contract value of $1.1 billion as of December 31, 2025. The company also posted a net revenue retention rate of 126% for 2025, suggesting existing customers are not only sticking around but increasing their spending.

"We enter 2026 in an exceptionally strong position with both of our main businesses accelerating in growth and delivering the financial leverage inherent in our platform," Tempus CEO Eric Lefkofsky said. "With AI as a catalyst across all of our products, we couldn't be more excited for 2026."

Pelosi isn't the only notable investor betting on Tempus AI's growth story. Cathie Wood's Ark Invest has made the stock one of its largest positions across the entire fund family. Tempus AI ranks as the top holding in the Ark Genomic Revolution ETF (ARKG) at 9.0% of assets, and it's the sixth largest holding in the Ark Innovation ETF (ARKK) at 4.9% of assets. When measured by assets under management across all Ark Funds combined, Tempus AI sits among the top five holdings overall.

The convergence of strong fundamental performance, AI tailwinds in healthcare, and interest from both high-profile individual investors and institutional money managers suggests Tempus AI has captured serious attention in the market. Whether that momentum continues will depend on the company's ability to maintain its impressive growth trajectory and convert its substantial backlog into revenue.