I recommend a buy rating for HeartFlow, Inc. due to its strong clinical workflow integration and expanding product suite. HTFL's AI-enabled platform, anchored by FFRCT and Plaque Analysis, drives adoption, monetization, and workflow efficiency in coronary artery disease diagnosis. Plaque Analysis, validated and soon to have its own billing code, broadens HTFL's addressable market and supports incremental revenue growth from existing CCTA scans.
Heartflow NASDAQ: HTFL reported a sharply higher first-quarter revenue total and raised its full-year 2026 outlook, citing strength in its core FFRCT business, faster-than-expected adoption of its Plaque Analysis product and continued expansion of the coronary CT angiography, or CCTA, market.
HeartFlow, Inc. (HTFL) Q1 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Point72 Asset Management LP Point72 Asset Management LP | 538,351 | $15.47M | $13.22M | -$2.25M | -14.53% |
Joseph Castro Nuveen LLC | 23,239 | $677,417 | $570,749.84 | -$106,667.16 | -15.75% |
| TC Thomas Cagna Sandia Investment Management LP | 15,917 | $497,805.55 | $387,738.12 | -$110,067.43 | -22.11% |
Bobby Adusumilli SJS Investment Consulting Inc. | 14 | $340.62 | $339.22 | -$1.4 | -0.41% |
Regan O'Neill Burkehill Global Management LP | 65,000 | $2.19M | $1.6M | -$583,901.5 | -26.69% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gene Mannheimer Freedom Capital Markets | 2,551.45 | $78,354.98 | $64,628.19 | -$13,726.79 | -17.52% |
| Health Care Technology Industry | Healthcare Sector | John Farquhar CEO | NASDAQ (NMS) Exchange | 42238D107 CUSIP |
| US Country | 843 Employees | - Last Dividend | - Last Split | - IPO Date |