Equity Profile

HTFL

HeartFlow, Inc.

Health CareHealth Care Technology$2.3B

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

Revenue Growth

Understanding revenue growth is essential to gauge the company's market demand and operational efficiency.

N/A

EPS (Earnings Per Share)

EPS is a key indicator of profitability and will help investors assess the company's financial health this quarter.

N/A

1 more metrics, 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 $2 billion, it plays a crucial role in the health care sector by providing non-invasive solutions that help doctors diagnose heart disease more accurately.

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 the last quarter, HeartFlow reported an EPS of -$0.16, outperforming expectations by 32.49%. The stock reacted positively, gaining 3.33% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about HeartFlow's upcoming earnings, given its history of beating EPS estimates. However, the lack of guidance raises uncertainty about future growth.

Bull Case

If HeartFlow continues its trend of beating EPS estimates, it could signal strong operational performance and increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provide guidance, it could lead to a decline in stock price and investor sentiment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter?

Given HeartFlow's history of beating EPS estimates, this number will be critical for investor confidence and stock performance.

What are the customer adoption rates for HeartFlow's technology?

Understanding customer adoption will provide insights into market demand and future revenue potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate HeartFlow's ability to continue beating EPS estimates due to its innovative technology and growing market presence.

Supporting Evidence

HeartFlow has consistently beaten EPS estimates in the past, indicating strong operational performance.

The options market is pricing in a smaller move than historical averages, suggesting potential for a larger reaction.

The company's focus on non-invasive heart disease diagnostics positions it well in a growing health care market.

Key Risk

If customer adoption rates exceed expectations, it could significantly alter the growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on HeartFlow's ability to maintain its growth trajectory and profitability.

Bull Confirmed If

An EPS of -$0.10 or better would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS worse than -$0.20 would confirm the bear case, suggesting potential issues with growth or demand.

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 5.38%, suggesting that investors 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap in Health Care

n=30

Fade rate: 13 of 29 (45%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 5.7%, with a raw directional average of +2.5% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If HeartFlow beats expectations, history suggests the stock could rise by around 7.01%, confirming positive sentiment.

In-Line / Cautious

If results are in line but management is cautious, the stock may see muted movement as investors reassess future growth.

Miss

If the company misses expectations, the stock could decline, with historical data suggesting a potential drop of around 7.01%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer adoption rates for HeartFlow's technology.
2Management's outlook on future revenue growth.
3Details on any new partnerships or collaborations.
4Insights into operational efficiencies or cost management strategies.
5Any commentary on competitive landscape and market positioning.

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Company Snapshot

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

Key Metrics to Watch

Revenue Growth

Understanding revenue growth is essential to gauge the company's market demand and operational efficiency.

N/A

EPS (Earnings Per Share)

EPS is a key indicator of profitability and will help investors assess the company's financial health this quarter.

N/A

1 more metrics, 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 the last quarter, HeartFlow reported an EPS of -$0.16, outperforming expectations by 32.49%. The stock reacted positively, gaining 3.33% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about HeartFlow's upcoming earnings, given its history of beating EPS estimates. However, the lack of guidance raises uncertainty about future growth.

Bull Case

If HeartFlow continues its trend of beating EPS estimates, it could signal strong operational performance and increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provide guidance, it could lead to a decline in stock price and investor sentiment.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter?

Given HeartFlow's history of beating EPS estimates, this number will be critical for investor confidence and stock performance.

What are the customer adoption rates for HeartFlow's technology?

Understanding customer adoption will provide insights into market demand and future revenue potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate HeartFlow's ability to continue beating EPS estimates due to its innovative technology and growing market presence.

Supporting Evidence

HeartFlow has consistently beaten EPS estimates in the past, indicating strong operational performance.

The options market is pricing in a smaller move than historical averages, suggesting potential for a larger reaction.

The company's focus on non-invasive heart disease diagnostics positions it well in a growing health care market.

Key Risk

If customer adoption rates exceed expectations, it could significantly alter the growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on HeartFlow's ability to maintain its growth trajectory and profitability.

Bull Confirmed If

An EPS of -$0.10 or better would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS worse than -$0.20 would confirm the bear case, suggesting potential issues with growth or demand.

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 5.38%, suggesting that investors 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap in Health Care

n=30

Fade rate: 13 of 29 (45%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If HeartFlow beats expectations, history suggests the stock could rise by around 7.01%, confirming positive sentiment.

In-Line / Cautious

If results are in line but management is cautious, the stock may see muted movement as investors reassess future growth.

Miss

If the company misses expectations, the stock could decline, with historical data suggesting a potential drop of around 7.01%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer adoption rates for HeartFlow's technology.
2Management's outlook on future revenue growth.
3Details on any new partnerships or collaborations.
4Insights into operational efficiencies or cost management strategies.
5Any commentary on competitive landscape and market positioning.