AI is transforming healthcare, from imaging and diagnostics to surgical robotics and drug discovery. These U.S.-listed companies represent the top innovators applying AI across the sector.
Sectors & Industries
August 23, 2025
Table of Contents
Artificial Intelligence (AI) is reshaping diagnostics, drug discovery, patient monitoring, and even surgical procedures. U.S.-listed companies ranging from biotech startups to global healthcare giants are either pure-play AI innovators or heavily investing in AI across their business lines.
The list of AI Healthcare Stocks below covers both large-cap powerhouses and smaller AI-first companies that are redefining the sector.
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What it does (AI angle): AbCellera is a contract discovery partner that uses high-throughput single-cell screening, microfluidics, and machine-learning to find and optimize therapeutic antibodies for pharma partners. The platform is built to compress timelines from target to clinic by rapidly generating, ranking, and engineering antibodies.
Recent developments: AbSellera began dosing first participants in a Phase 1 trial for ABCL635 (vasomotor symptoms) and received Health Canada authorization to initiate the study, reflecting the company’s push to bring partner-discovered programs toward clinical proof-of-concept.
AbCellera’s New products/services:
Market Performance:
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What it does (AI angle): Provides physics-based simulation software fused with machine learning to accelerate molecular discovery in biopharma and materials; also runs an internal therapeutics pipeline informed by its platform.
Schrödinger’s developments: Reported continued adoption of hosted/AI-augmented software and progress across partnered and internal programs (e.g., MALT1 inhibitor SGR-1505).
Schrödinger’s new products/services:
Schrödinger’s earnings: Q2 2025 total revenue $54.8M (+16% YoY), software revenue $40.5M (+15% YoY), net loss $43.2M.
Market Performance:
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What it does (AI angle): Combines automated biology (phenomics), large-scale in-house datasets, and deep learning plus high-performance compute to industrialize drug discovery; merged with Exscientia to extend precision chemistry and automated synthesis.
Recursion Pharmaceuticals’ Recent developments: Completed the Exscientia merger (Nov 20, 2024), creating a combined, end-to-end AI drug-discovery player with expanded pipeline depth; continued reprioritization and progress on partnered programs (e.g., Sanofi milestone).
Recursion Pharmaceuticals’ New products/services
Recursion Pharmaceuticals’ earnings: Q2 2025 revenue $19.2M (collaborations), net loss $171.9M, cash ~$534M at quarter end.
Market Performance:
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What it does (AI angle): A top-tier imaging, ultrasound, and patient-monitoring company embedding AI across modalities (CT/MR/X-ray/ultrasound) and enterprise software to improve acquisition, triage, and interpretation.
GE HealthCare’s developments: Partnered with NVIDIA to develop autonomous X-ray and ultrasound capabilities using the Isaac for Healthcare platform (simulation, edge AI)—aimed at automating repetitive technologist tasks and improving throughput/quality. Also introduced a new advanced digital X-ray system geared for high-throughput sites.
New products/services
GE HealthCare’s earnings: Reported Q2 2025 results in late July; (see GE HealthCare’s investor newsroom for the detailed breakdown alongside the July 24 product launch)
Market Performance:
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What it does (AI angle): Medtronic is a global medtech across cardiovascular, surgical, neuroscience and diabetes. AI shows up in computer-vision endoscopy (e.g., GI Genius), guidance/automation in cardiac and surgical platforms, and smarter diabetes tech.
Medtronic’s Recent developments: Solid momentum across cardiovascular (notably pulsed-field ablation growth), med-surg, and diabetes; activist engagement and board additions to sharpen focus and execution. Recent activist investor.
Medtronic’s New products/services
Medtronic’s earnings: Q1 FY26 (reported Aug 19, 2025) revenue $8.6B (+8.4% reported), non-GAAP EPS $1.26; company raised FY26 EPS guidance.
Market Performance:
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What it does (AI angle): Orthopedics, MedSurg & Neurotech leader; flagship Mako robotic-assisted platform and AI-enhanced planning/guidance tools for joint replacement and emerging indications (spine/shoulder), plus digital OR integration.
Stryker’s Recent developments: Double-digit organic growth continues; operational leverage expanding.
Stryker’s New products/services
Stryker’s earnings: Q2 2025 sales $6.0B (+11.1% YoY), adjusted EPS $3.13 (+11.4% YoY); adjusted operating margin 25.7% (+110 bps).
Market Performance:
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What it does (AI angle): Global leader in soft-tissue surgical robotics (da Vinci). Increasingly augments workflows with data, computer vision, and analytics; scaling the new da Vinci 5 platform.
Intuitive’s Recent developments: Strong procedure growth; rapid commercial rollout of da Vinci 5 with growing trade-ins/installed base. Ion lung-biopsy volumes remain robust.
Intuitive’s New products/services
Intuitive’s Recent earnings: Q2 2025 revenue $2.44B (+21% YoY), adjusted EPS $2.19; installed base 10,488 (+14% YoY as of June 30).
Market Performance:
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What it does (AI angle): MedTech + Innovative Medicine giant. In MedTech, J&J is building a digital surgery stack (robotics, imaging, analytics) and is funding AI solutions from pre-op to post-op.
Johnson & Johnson’s Recent developments: Launched the Polyphonic AI Fund for Surgery (with NVIDIA and AWS) to accelerate responsible AI tools in the OR; progressed OTTAVA robotic system clinicals.
Johnson & Johnson’s New products/services
Johnson & Johnson’s Recent earnings: Q2 2025 sales $23.7B (+5.8% YoY), adjusted EPS $2.77; raised full-year 2025 outlook.
Market Performance:
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What it does (AI angle): United Health Group is the largest U.S. payer with massive data exhaust and applied AI across Optum’s services (claims, clinical coding, care management). Building marketplaces and tools to standardize AI deployment across providers and payers.
UnitedHealth Group’s Recent developments: Optum AI Marketplace launched to simplify integrating vetted AI models into healthcare systems; ongoing push to scale AI across administrative and clinical use-cases.
UnitedHealth Group’s New products/services
UnitedHealth Group’s Recent earnings: Q2 2025 revenue $111.6B (+13% YoY); adjusted EPS $4.08; re-established 2025 outlook (revenue $445.5–$448.0B; adj. EPS ≥ $16.00).
Market Performance:
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What it does (AI angle): Certara is a global leader in model-informed drug development (MIDD), providing biosimulation, software, and AI-powered services that optimize decision-making across the drug development lifecycle—from discovery through regulatory submission and market access. Its Certara.AI platform, with products like CoAuthor (AI-generated regulatory writing), D360, Simcyp, and biosimulation tools, enables life science companies to break down data silos, accelerate workflows, and make evidence-based decisions. The platform supports biopharma clients, CROs, and regulatory agencies worldwide.
Certara’s Recent developments: In 2025, Certara strengthened its leadership team by appointing Dr. Chris Bouton as Chief Technology Officer to expand its AI-driven in-silico discovery and biosimulation platform. Certara Simcyp Simulator becomes the first and only software platform to receive EMA qualification opinion for PBPK Modeling. The company also rebranded its corporate presence in March 2025, emphasizing integrated AI-enabled drug development solutions across its portfolio. Analysts noted improving momentum in the stock, with upgrades tied to accelerating earnings and sales growth.
The information below was sent as an alert to LevelFields Premium Members in April.
The U.S. Food and Drug Administration (FDA) has announced a groundbreaking shift in how drugs, particularly monoclonal antibody therapies, are evaluated, moving away from traditional animal testing toward human-relevant, technology-driven methods. This transition, detailed in a roadmap released on Thursday, April 10, 2025, aims to improve safety evaluations, reduce research costs, and accelerate drug development timelines. For companies like Certara, Inc. (NASDAQ: CERT) and Simulations Plus, Inc. (NASDAQ: SLP), which specialize in AI-driven biosimulation, this regulatory pivot could be a game-changer, as reflected in their recent stock price surges.
The FDA’s New Approach: Embracing AI and Human Models
The FDA’s roadmap emphasizes New Approach Methodologies (NAMs), encouraging drug developers to adopt advanced technologies like AI-driven simulations, lab-grown human organoids, and organ-on-a-chip systems. These methods are designed to provide more accurate predictions of human responses and toxicities, addressing limitations of animal testing, which often fails to detect human-specific adverse effects.
A key strategy in the FDA’s plan is the use of AI-based simulations to model how drugs, such as monoclonal antibodies, travel through the human body and predict potential side effects based on their structure. These simulations can mimic pharmacokinetics (how a drug moves through the body) and pharmacodynamics (its effects on the body), reducing the need for animal-based preclinical studies. Additionally, lab-grown human organoids and organ-on-a-chip technologies replicate the function of organs like the liver and heart, offering a more precise view of a drug’s behavior in humans.
To support this transition, the FDA is updating regulatory guidelines and offering streamlined reviews for applications that use NAMs data, potentially shortening development timelines and lowering costs. The agency will also leverage real-world safety data from countries with comparable regulatory standards, further reducing redundant animal testing. Over the next year, the FDA will pilot a program allowing select developers to rely primarily on non-animal methods for monoclonal antibody development, with a public workshop scheduled later in 2025 to gather stakeholder feedback.
Certara’s New products/services
Certara’s Recent earnings: For Q2 2025, Certara reported revenue of $104.6 million, up 12% year-over-year. Software revenue grew 22% to $46.7 million, while services revenue rose 5% to $57.9 million.
Market Performance:
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There isn’t a single “best” pick for every investor, but three leaders often highlighted are Certara (CERT) for its scale and AI-enabled drug development plus booming incretin franchise, Intuitive Surgical (ISRG) for AI/robotics-driven procedure growth and the da Vinci 5 rollout, and GE HealthCare (GEHC) for AI across imaging and monitoring with improving 2025 guidance. Intuitive’s Q2 2025 revenue grew 21% on record system placements. GE HealthCare raised its 2025 EPS outlook to $4.43–$4.63 as tariff headwinds eased. Always match any pick to your risk tolerance and time horizon.
If you want AI exposure within healthcare, a balanced trio is Certara (CERT) for scaled data-driven pharma, Intuitive Surgical (ISRG) for AI-enhanced surgical robotics momentum, and GE HealthCare (GEHC) for AI imaging and diagnostics tied to hospital capex cycles. Intuitive delivered 21% revenue growth with 395 da Vinci placements; GE HealthCare posted $5.0B revenue and lifted guidance after mitigating tariffs. Do your own diligence—leaders can be volatile around trials, clearances, and hospital budgets.
It depends on what kind of “AI” edge you want. According to LevelFields’ analysts, for platform data + precision medicine, Tempus AI (TEM) is a pure-play using multimodal datasets and apps like olivia to apply AI in care and research. For robotic/vision AI in the OR, Intuitive Surgical (ISRG) leads with da Vinci 5 adoption. For imaging AI at scale, LevelFields’ analysts like GE HealthCare (GEHC) which integrates AI across CT/MR/ultrasound and enterprise software while growing earnings in 2025.
Her most recently disclosed AI-related trades (filed Jan 17, 2025) show purchases of NVIDIA (NVDA) call options and Tempus AI (TEM) call options on Jan 14, 2025. Public filings list 50 NVDA calls (Jan 2026 expiry) and 50 TEM calls (Jan 2026 expiry).
That phrase is a newsletter teaser, not an official category. In 2024–2025 many analysts decoded the tease as SoundHound AI (SOUN) when it traded near ~$3, but promos can change and the price moves. Treat these pitches as marketing—identify the ticker, verify financials, and ignore the hype.
Personally (via Bezos Expeditions), he has backed several AI startups including Figure AI (humanoid robotics, 2024 round), Perplexity AI (AI search, 2024 rounds), and in May 2025 led a $72M investment in Toloka, an AI data and evaluation company. Amazon, the company he founded, has also made large AI investments separately, but those are corporate—not personal—stakes. Stocks Amazon is buying can be found for free on LevelFields.
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