Equity Profile

HTFL

HeartFlow, Inc.

Health CareHealth Care Technology$3.3B

Aug13Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

HeartFlow, Inc. is a health care technology company focused on improving cardiovascular care through advanced imaging and analysis....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability, and this quarter's consensus suggests a loss of $0.13.

$-0.13

Revenue

Revenue figures provide insight into the company's sales performance and market demand, with analysts expecting $57 million this quarter.

$57M

Wall Street expectations, options signals, track record, and call prep available with Pro.

HTFL Q2-2026 Earnings Preview

Context

Company Snapshot

HeartFlow, Inc. is a health care technology company focused on improving cardiovascular care through advanced imaging and analysis. With a market cap of $3 billion, it plays a crucial role in the growing health tech sector, leveraging data to enhance patient outcomes and reduce costs.

Earnings Scorecard·Last 3Q

EPS Beat Streak

EPS Beat Rate

67%

Avg EPS Surprise

+27.50%

Avg Stock Reaction

+7.01%

Last Quarter Recap

In Q1-2026, HeartFlow reported an EPS of $-0.16, outperforming expectations of $-0.24, which led to a positive stock reaction of 3.33%. However, revenue details were not disclosed.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about HeartFlow's upcoming earnings, with expectations for a smaller loss and stable revenue. The company's recent performance has led to a positive sentiment.

Bull Case

If HeartFlow can beat EPS expectations and show strong revenue growth, it could signal a recovery in demand and operational efficiency, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about its growth prospects and lead to a negative stock reaction.

Key Metrics to Watch

EPS

$-0.13

Earnings per share is a key indicator of profitability, and this quarter's consensus suggests a loss of $0.13.

Revenue

$57M

Revenue figures provide insight into the company's sales performance and market demand, with analysts expecting $57 million this quarter.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will HeartFlow's EPS come in better than the consensus estimate of $-0.13?

A beat on EPS could reinforce investor confidence and indicate improving operational performance.

What are the revenue figures for this quarter, and how do they compare to the expected $57 million?

Revenue performance will be critical to understanding market demand and the company's growth trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate HeartFlow's ability to improve its EPS and revenue due to recent operational efficiencies not yet reflected in analyst models.

Supporting Evidence

HeartFlow has consistently beaten EPS estimates in the past three quarters, indicating potential for continued improvement.

The options market is pricing a smaller move compared to historical averages, suggesting that traders may be underestimating volatility.

Recent trends in health tech suggest increasing demand for innovative solutions, which could benefit HeartFlow.

Key Risk

If HeartFlow's revenue exceeds $57 million, it could challenge the current bearish sentiment and shift investor expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in assessing HeartFlow's recovery and growth potential in the health tech market.

Bull Confirmed If

An EPS of better than $-0.12 and revenue exceeding $57 million would confirm a bullish outlook.

Bear Confirmed If

An EPS worse than $-0.15 and revenue below $56 million would confirm a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±5.38%

Historical Avg

±7.0%

Pricing cheap

The options market is pricing in a move of about 5.4%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±5.4% while HTFL has averaged ±7.0% over the last 3 prints — setup is pricing cheap.

Detail

ATM IV

0.9%

30d HV

73.3%

Calls (100K)P/C Ratio: 0.03Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If HeartFlow beats expectations, history suggests a potential stock increase of around 7.01%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the market may react cautiously, leading to minimal movement as investors await further guidance.

Miss

A miss could lead to a significant drop, with historical patterns indicating a potential decline based on past performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or partnerships that could drive revenue growth.
2Management's commentary on operational efficiencies and cost management strategies.
3Insights into market demand for HeartFlow's services and any changes in customer acquisition.
4Guidance on future earnings and revenue expectations for the next quarter.
5Responses to any questions regarding competitive pressures in the health tech sector.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

ePlus inc.

Company Snapshot

HeartFlow, Inc. is a health care technology company focused on improving cardiovascular care through advanced imaging and analysis....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability, and this quarter's consensus suggests a loss of $0.13.

$-0.13

Revenue

Revenue figures provide insight into the company's sales performance and market demand, with analysts expecting $57 million this quarter.

$57M

Wall Street expectations, options signals, track record, and call prep available with Pro.

HTFL Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 3Q

EPS Beat Streak

EPS Beat Rate

67%

Avg EPS Surprise

+27.50%

Avg Stock Reaction

+7.01%

Last Quarter Recap

In Q1-2026, HeartFlow reported an EPS of $-0.16, outperforming expectations of $-0.24, which led to a positive stock reaction of 3.33%. However, revenue details were not disclosed.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about HeartFlow's upcoming earnings, with expectations for a smaller loss and stable revenue. The company's recent performance has led to a positive sentiment.

Bull Case

If HeartFlow can beat EPS expectations and show strong revenue growth, it could signal a recovery in demand and operational efficiency, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about its growth prospects and lead to a negative stock reaction.

Key Metrics to Watch

EPS

$-0.13

Earnings per share is a key indicator of profitability, and this quarter's consensus suggests a loss of $0.13.

Revenue

$57M

Revenue figures provide insight into the company's sales performance and market demand, with analysts expecting $57 million this quarter.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will HeartFlow's EPS come in better than the consensus estimate of $-0.13?

A beat on EPS could reinforce investor confidence and indicate improving operational performance.

What are the revenue figures for this quarter, and how do they compare to the expected $57 million?

Revenue performance will be critical to understanding market demand and the company's growth trajectory.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate HeartFlow's ability to improve its EPS and revenue due to recent operational efficiencies not yet reflected in analyst models.

Supporting Evidence

HeartFlow has consistently beaten EPS estimates in the past three quarters, indicating potential for continued improvement.

The options market is pricing a smaller move compared to historical averages, suggesting that traders may be underestimating volatility.

Recent trends in health tech suggest increasing demand for innovative solutions, which could benefit HeartFlow.

Key Risk

If HeartFlow's revenue exceeds $57 million, it could challenge the current bearish sentiment and shift investor expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will be pivotal in assessing HeartFlow's recovery and growth potential in the health tech market.

Bull Confirmed If

An EPS of better than $-0.12 and revenue exceeding $57 million would confirm a bullish outlook.

Bear Confirmed If

An EPS worse than $-0.15 and revenue below $56 million would confirm a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±5.38%

Historical Avg

±7.0%

Pricing cheap

The options market is pricing in a move of about 5.4%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±5.4% while HTFL has averaged ±7.0% over the last 3 prints — setup is pricing cheap.

Detail

ATM IV

0.9%

30d HV

73.3%

Calls (100K)P/C Ratio: 0.03Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If HeartFlow beats expectations, history suggests a potential stock increase of around 7.01%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the market may react cautiously, leading to minimal movement as investors await further guidance.

Miss

A miss could lead to a significant drop, with historical patterns indicating a potential decline based on past performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or partnerships that could drive revenue growth.
2Management's commentary on operational efficiencies and cost management strategies.
3Insights into market demand for HeartFlow's services and any changes in customer acquisition.
4Guidance on future earnings and revenue expectations for the next quarter.
5Responses to any questions regarding competitive pressures in the health tech sector.