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Caris Life Sciences, Inc. SEC Filings

CAI NASDAQ

Caris Life Sciences, Inc. filings document financial results, governance matters, financing arrangements and material company events for an AI TechBio precision medicine business. Form 8-K disclosures report quarterly and annual operating results, molecular profiling services revenue, clinical therapy selection activity, and Regulation FD updates tied to company presentations and diagnostic-development programs.

The company’s SEC record also includes a definitive proxy statement covering annual meeting proposals, director elections and auditor ratification. Other material-event filings describe senior secured credit facilities with subsidiary guarantees, amendments to bylaws affecting shareholder derivative proceedings, and capital-structure terms relevant to Caris’ public-company reporting obligations.

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CASTLEMAN PETER M reported acquisition or exercise transactions in this Form 4 filing.

Caris Life Sciences director Peter M. Castleman received a grant of 5,509 shares of common stock on February 26, 2026, as compensation for his 2025 board retainer fees, instead of cash. The shares were valued at $20.06 each, based on a ten-day volume-weighted average price through February 25, 2026.

After this award, he directly holds 24,138 common shares. He also has indirect holdings reported as 100,000 shares through a family trust and 10,270,906 shares held by CLS-PF-SPE, LLC, an entity whose manager controls voting and investment power, while he disclaims beneficial ownership beyond his economic interest.

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Caris Life Sciences delivered a breakout 2025, nearly doubling revenue and turning profitable in the fourth quarter. Q4 2025 revenue reached $292.9 million, up 125% year over year, with gross margin expanding to 75% and net income of $82.0 million. Full-year 2025 revenue was $812.0 million, up 97%, with gross margin improving to 66%. The company still reported a full-year net loss of $68.1 million, but generated positive Adjusted EBITDA of $137.7 million, operating cash flow of $83.2 million, and free cash flow of $66.9 million.

Management expects 2026 revenue of $1.0 billion to $1.02 billion, implying approximately 23% to 26% growth, driven by about 20% higher clinical therapy selection volume and 21% to 22% molecular profiling growth. They also expect to remain positive on free cash flow and Adjusted EBITDA. The company highlighted an interim readout from its Achieve 1 study supporting the planned first-half 2026 launch of Caris Detect, a multi-cancer early detection test, and recent partnerships with Everlywell and Genentech.

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Caris Life Sciences delivered a breakout 2025, nearly doubling revenue and turning profitable in the fourth quarter. Q4 2025 revenue reached $292.9 million, up 125% year over year, with gross margin expanding to 75% and net income of $82.0 million. Full-year 2025 revenue was $812.0 million, up 97%, with gross margin improving to 66%. The company still reported a full-year net loss of $68.1 million, but generated positive Adjusted EBITDA of $137.7 million, operating cash flow of $83.2 million, and free cash flow of $66.9 million.

Management expects 2026 revenue of $1.0 billion to $1.02 billion, implying approximately 23% to 26% growth, driven by about 20% higher clinical therapy selection volume and 21% to 22% molecular profiling growth. They also expect to remain positive on free cash flow and Adjusted EBITDA. The company highlighted an interim readout from its Achieve 1 study supporting the planned first-half 2026 launch of Caris Detect, a multi-cancer early detection test, and recent partnerships with Everlywell and Genentech.

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Caris Life Sciences delivered a breakout 2025, nearly doubling revenue and turning profitable in the fourth quarter. Q4 2025 revenue reached $292.9 million, up 125% year over year, with gross margin expanding to 75% and net income of $82.0 million. Full-year 2025 revenue was $812.0 million, up 97%, with gross margin improving to 66%. The company still reported a full-year net loss of $68.1 million, but generated positive Adjusted EBITDA of $137.7 million, operating cash flow of $83.2 million, and free cash flow of $66.9 million.

Management expects 2026 revenue of $1.0 billion to $1.02 billion, implying approximately 23% to 26% growth, driven by about 20% higher clinical therapy selection volume and 21% to 22% molecular profiling growth. They also expect to remain positive on free cash flow and Adjusted EBITDA. The company highlighted an interim readout from its Achieve 1 study supporting the planned first-half 2026 launch of Caris Detect, a multi-cancer early detection test, and recent partnerships with Everlywell and Genentech.

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Caris Life Sciences, Inc. received an updated ownership report from investment entities affiliated with TSSP Sub-Fund HoldCo, LLC and Alan Waxman. As of December 31, 2025, TSSP Sub-Fund HoldCo reports beneficial ownership of 18,416,128 shares of common stock, representing 6.5% of the company. Alan Waxman reports beneficial ownership of 19,385,399 shares, or 6.9% of the outstanding common stock.

The ownership percentages are calculated using 282,146,923 shares outstanding as of November 3, 2025, as disclosed in the company’s Form 10-Q. The filing explains that the reported holdings are spread across several affiliated investment vehicles and that each reporting person formally disclaims beneficial ownership of the securities held by those entities.

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FMR LLC has filed a Schedule 13G reporting a passive ownership stake in Caris Life Sciences Inc. common stock. FMR and related entities beneficially own 14,143,768 shares, representing 5.0% of the class as of December 31, 2025.

FMR has sole voting power over 14,141,156 shares and sole dispositive power over 14,143,768 shares. Abigail P. Johnson is reported with sole dispositive power over the same 14,143,768 shares but no voting power. The filing certifies the holdings are in the ordinary course of business and not for influencing control of the company.

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Caris Life Sciences director Peter M. Castleman reported an option exercise and updated share holdings. On January 9, 2026, he exercised a stock option to acquire 2,500 shares of common stock at an exercise price of $18.6 per share, increasing his directly held common stock to 18,629 shares. The stock option position reported in this filing is now shown as 0 derivative securities remaining.

Castleman also reports indirect ownership of 100,000 common shares through a family trust and 10,270,906 common shares held by CLS-PF-SPE, LLC, where he has voting and investment power through CLS-PF-SPE Manager, LLC, while disclaiming beneficial ownership except to the extent of his pecuniary interest. The option was already fully vested and had been previously reported on his Form 3.

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Caris Life Sciences, Inc. furnished an 8-K to report that it issued a press release with certain preliminary unaudited financial results for the quarter and full year ended December 31, 2025. The press release is included as Exhibit 99.1 and is incorporated by reference for this results disclosure. The company also states that materials used for its presentation at the 2026 J.P. Morgan Healthcare Conference will be posted to its investor relations website. The information in this report, including the exhibit, is being furnished rather than filed, which limits its use in other securities law contexts.

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Caris Life Sciences, Inc. furnished an 8-K to report that it issued a press release with certain preliminary unaudited financial results for the quarter and full year ended December 31, 2025. The press release is included as Exhibit 99.1 and is incorporated by reference for this results disclosure. The company also states that materials used for its presentation at the 2026 J.P. Morgan Healthcare Conference will be posted to its investor relations website. The information in this report, including the exhibit, is being furnished rather than filed, which limits its use in other securities law contexts.

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Caris Life Sciences, Inc. reported insider transactions by a Senior Vice President, Chief Financial Officer, and Chief Accounting Officer on 12/11/2025. The officer exercised stock options to acquire 24,750 and 37,500 shares of common stock at an exercise price of $2.44 per share.

On the same date, the officer sold 60,850 shares at a weighted average price of $26.5644 and 1,400 shares at a weighted average price of $27.1554, in multiple transactions within stated price ranges. These option exercises and sales were effected pursuant to a Rule 10b5-1 trading plan adopted on August 19, 2025. Following the transactions, the officer directly owns 99,571 shares of Caris Life Sciences common stock, and the reported stock options have been fully exercised.

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Caris Life Sciences, Inc. reported that one of its directors and executive officers, who serves as Vice Chairman and Executive Vice President, made two stock gifts of the company’s common stock. On 12/10/2025 and 12/11/2025, the insider transferred 650 shares on each date as gifts at a reported price of $0 per share, reflecting that these were non-cash transfers.

After these transactions, the insider beneficially owns 161,128 shares of Caris common stock directly. In addition, 500,000 shares are reported as indirectly owned through trusts, with the insider stating that beneficial ownership of those shares is disclaimed except to the extent of any pecuniary interest. No derivative securities were reported.

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Caris Life Sciences (CAI) reported an insider purchase on a Form 4. J. Russel Denton, Senior Vice President, General Counsel, and Secretary, bought 4,184 shares of common stock on 11/07/2025 at a weighted average price of $24.09, with trades executed between $23.99 and $24.15.

After this transaction, he beneficially owns 9,184 shares indirectly by trust and 123,591 shares directly. The price range note indicates multiple trade executions aggregated into the reported average.

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Caris Life Sciences (CAI) filed a Form 4 reporting an open‑market purchase by its President. On 11/07/2025, the officer bought 400 shares of common stock at $23.85 (transaction code P). Following the trade, the reporting person beneficially owns 460,777 shares, held directly.

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FAQ

How many Caris Life Sciences (CAI) SEC filings are available on StockTitan?

StockTitan tracks 51 SEC filings for Caris Life Sciences (CAI), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Caris Life Sciences (CAI)?

The most recent SEC filing for Caris Life Sciences (CAI) was filed on February 27, 2026.