Heartflow Inc

HTFL

Market cap $2.3B

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 Plaque Staging TM , the only staging tool based on total plaque volume * , is now included with every Heartflow Plaque Analysis Data from over 36,000 patients validate the accuracy, reproducibility and utility of Heartflow Plaque Analysis SAN FRANCISCO, July 09, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coronary artery disease (CAD), today announced eight new datasets from clinical studies spanning more than 36,000 patients will be presented at the Society of Cardiovascular Computed Tomography (SCCT) 2026 Annual Scientific Meeting taking place July 9-12, 2026 in San Diego. These studies reveal over 50% of symptomatic patients with zero coronary artery calcium (CAC) harbor significant non-calcified plaque that traditional CAC scoring cannot detect.

Heartflow uses artificial intelligence to transform coronary imaging into actionable diagnostic data for heart disease. Omeros is launching its first commercial product, Yartemlea, while maintaining a pipeline focused on rare diseases.

Heartflow leverages AI-enabled software to dominate the non-invasive coronary diagnostic market, backed by a stable base of over 1,450 accounts. Iovance Biotherapeutics is pioneering personalized TIL therapies for cancer, backed by centralized manufacturing and significant revenue growth from its lead products.

HeartFlow uses AI-driven software to transform cardiac diagnostics through non-invasive heart scans. NovoCure utilizes specialized electric fields to combat various forms of cancer on a global scale.

In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.

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

SAN FRANCISCO, May 14, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coronary artery disease (CAD), today reported financial results for the first quarter ended March 31, 2026.

SAN FRANCISCO, April 23, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coronary artery disease (CAD), today announced it will release financial results for the first quarter of 2026 after market close on Thursday, May 14, 2026. Management will host a conference call to discuss financial results beginning at 1:30 p.m. PT / 4:30 p.m. ET on May 14, 2026.