HTFL

Heartflow, Inc.

Nasdaq · Surgical & Medical Instruments & Apparatus · Inc. DE · CIK 0001464521
$28.45 +1.25% $2.5B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$2.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders7 funds
Inst. Value$196.6M
Inst. Activity4 buys / 0 sells
Insider Activity0B / 15S
Insider Net $-$121.3M
SEC Reports7
Press Releases1
Exchange Nasdaq·Sector Surgical & Medical Instruments & Apparatus·Inc. DE·CIK 0001464521·Prev Close $28.10

Recent Activity

May 20, 2026 SEC
Heartflow's CMO and CEO sold a combined $918K in open-market sales within a week of the company's strong Q1 earnings bea
CLUSTER — Impact 5/10
May 18, 2026 Insider
Rogers Campbell sold 9,219 shares
Chief Medical Officer @ $19.00 ($175.2K)
May 18, 2026 Insider
Rogers Campbell sold 9,219 shares
Chief Medical Officer @ $28.34 ($261.3K)
May 18, 2026 Insider
Rogers Campbell sold 9,219 shares
Chief Medical Officer @ $0.00 ($0.00)
May 15, 2026 short_volume
Short Volume: HTFL — 63.6% short (0.6M / 0.9M)
Short: 599,174 | Exempt: 12,591 | TRF Vol: 941,767 | Short Ratio: 63.6% | Off-exchange volume (dark
May 14, 2026 SEC
Heartflow reported Q1 2026 revenue of $52.6M (+41% YoY), beating the $49.7M consensus, and raised full-year 2026 revenue
8-K — Impact 7/10
May 14, 2026 SEC
Heartflow reported Q1 2026 revenue of $52.6M (+41% YoY), beating the $49.7M consensus, and non-GAAP EPS of -$0.16, beati
PRESS-RELEASE — Impact 7/10
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD
153,346 shares ($4.5M)

Price Targets

$37.00 +29.1% upside Strong Buy
Current $28.67 Low $35.00 Median $37.00 High $40.00 6 analysts
$35.00 $40.00

Analyst Ratings

Strong Buy85% buy · 13 analysts
4Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 Canaccord Genuity MAINTAIN Buy → Buy
May 15, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 4, 2026 William Blair INITIATE Outperform
Mar 19, 2026 JP Morgan MAINTAIN Overweight → Overweight
Mar 19, 2026 Canaccord Genuity MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.13 $-0.15 — $-0.12 88% YoY 7
Next Q $-0.11 ▼ -2.7% $-0.13 — $-0.09 59% YoY 7
Current FY $-0.49 ▲ +4.8% $-0.55 — $-0.45 70% YoY 7
Next FY $-0.26 ▲ +11.9% $-0.45 — $-0.07 46% YoY 7

Top Institutional Holders

FundValueMove
FMR LLC$120.2MNEW
VANGUARD GROUP INC$46.1MNEW
MORGAN STANLEY$21.7MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$4.5MADD
BANK OF AMERICA CORP$2.5MADD

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Rogers CampbellM$175.2K
May 18, 2026Rogers CampbellSELL$261.3K
May 18, 2026Rogers CampbellM$0.00
May 11, 2026Farquhar JohnSELL$657.0K
May 7, 2026Farquhar JohnF$57.1K
7 institutional holders with $196.6M total value (6,745,662 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 4 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC4,122,853$120.2M61.1%NEW
2VANGUARD GROUP INC1,580,313$46.1M23.4%NEW
3MORGAN STANLEY745,924$21.7M11.1%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC153,346$4.5M2.3%ADD +51.0%
5BANK OF AMERICA CORP /DE/86,738$2.5M1.3%ADD +33.5%
6NORGES BANK35,000$1.0M0.5%NEW
7WELLS FARGO & COMPANY/MN21,488$626.4K0.3%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD101,585153,346+51.0%$4.5M2025-Q4
BANK OF AMERICA CORP /DE/ADD64,98186,738+33.5%$2.5M2025-Q4
NORGES BANKNEW35,000$1.0M2025-Q4
WELLS FARGO & COMPANY/MNNEW21,488$626.4K2025-Q4
FMR LLCNEW4,730,234$159.2M2025-Q3
VANGUARD GROUP INCNEW1,451,913$48.9M2025-Q3
MORGAN STANLEYNEW755,141$25.4M2025-Q3
UBS Group AGNEW152,412$5.1M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW101,585$3.4M2025-Q3
BANK OF AMERICA CORP /DE/NEW64,981$2.2M2025-Q3
9 unique insiders with 15 transactions. Net insider value: -$121.3M ($0.00 bought, $121.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Rogers CampbellChief Medical OfficerM9,219$19.00$175.2K
May 18, 2026Rogers CampbellChief Medical OfficerSELL9,219$28.34$261.3K
May 18, 2026Rogers CampbellChief Medical OfficerM9,219$0.00$0.00
May 11, 2026Farquhar John C.M.Chief Executive OfficerSELL22,562$29.12$657.0K
May 7, 2026Farquhar John C.M.Chief Executive OfficerF1,904$29.98$57.1K
May 7, 2026Verghese VikramChief Financial OfficerF473$29.98$14.2K
May 7, 2026Rogers CampbellChief Medical OfficerF637$29.98$19.1K
May 7, 2026Jones Marie L.Chief Accounting OfficerF82$29.98$2.5K
May 6, 2026Jones Marie L.Chief Accounting OfficerF485$30.29$14.7K
May 6, 2026Rogers CampbellChief Medical OfficerF1,634$30.29$49.5K
May 6, 2026Verghese VikramChief Financial OfficerF1,536$30.29$46.5K
May 6, 2026Farquhar John C.M.Chief Executive OfficerF5,300$30.29$160.5K
Apr 30, 2026Bain Capital Life Sciences Investors, LLC10%+ OwnerSELL892,533$29.18$26.0M
Apr 29, 2026Bain Capital Life Sciences Investors, LLC10%+ OwnerSELL797,133$29.37$23.4M
Apr 28, 2026Bain Capital Life Sciences Investors, LLC10%+ OwnerSELL254,110$30.51$7.8M
Apr 10, 2026Farquhar John C.M.Chief Executive OfficerSELL22,562$26.72$602.9K
Apr 1, 2026Rogers CampbellChief Medical OfficerM291$8.33$2.4K
Apr 1, 2026Rogers CampbellChief Medical OfficerM291$0.00$0.00
Apr 1, 2026Rogers CampbellChief Medical OfficerSELL64,533$24.64$1.6M
Apr 1, 2026Rogers CampbellChief Medical OfficerM6,849$0.00$0.00
Mar 24, 2026Lightcap Jeffrey CDirectorJ206,261$0.00$0.00
Mar 24, 2026HealthCor Partners Management LPDirectorJ4,615,542$0.00$0.00
Mar 19, 2026Rogers CampbellChief Medical OfficerM19,402$2.22$43.1K
Mar 19, 2026Rogers CampbellChief Medical OfficerSELL64,533$25.69$1.7M
Mar 19, 2026Rogers CampbellChief Medical OfficerM19,402$0.00$0.00
Mar 18, 2026Farquhar John C.M.Chief Executive OfficerSELL9,725$25.00$243.1K
Mar 11, 2026BARABE TIMOTHY CDirectorM8,667$2.22$19.2K
Mar 11, 2026BARABE TIMOTHY CDirectorM8,667$0.00$0.00
Mar 10, 2026Farquhar John C.M.Chief Executive OfficerSELL12,837$22.66$290.9K
Mar 6, 2026Farquhar John C.M.Chief Executive OfficerA2,631$16.15$42.5K
Mar 5, 2026Cullivan Julie ADirectorSELL9,122$25.00$228.1K
Feb 12, 2026Rogers CampbellChief Medical OfficerM19,401$2.22$43.1K
Feb 12, 2026Rogers CampbellChief Medical OfficerSELL65,153$24.49$1.6M
Feb 12, 2026Rogers CampbellChief Medical OfficerM39,709$0.00$0.00
Feb 10, 2026Farquhar John C.M.Chief Executive OfficerSELL22,562$27.46$619.6K
Feb 6, 2026Farquhar John C.M.Chief Executive OfficerA321,259$0.00$0.00
Feb 6, 2026Farquhar John C.M.Chief Executive OfficerF1,541$27.74$42.7K
Feb 6, 2026Farquhar John C.M.Chief Executive OfficerA183,850$0.00$0.00
Feb 6, 2026Verghese VikramChief Financial OfficerA119,685$0.00$0.00
Feb 6, 2026Verghese VikramChief Financial OfficerA68,493$0.00$0.00
Feb 6, 2026Verghese VikramChief Financial OfficerF542$27.74$15.0K
Feb 6, 2026Rogers CampbellChief Medical OfficerA94,488$0.00$0.00
Feb 6, 2026Rogers CampbellChief Medical OfficerA54,073$0.00$0.00
Feb 6, 2026Rogers CampbellChief Medical OfficerF515$27.74$14.3K
Feb 6, 2026Jones Marie L.Chief Accounting Officer, VPA37,795$0.00$0.00
Feb 6, 2026Jones Marie L.Chief Accounting Officer, VPA21,629$0.00$0.00
Feb 6, 2026Jones Marie L.Chief Accounting Officer, VPF94$27.74$2.6K
Feb 5, 2026Cullivan Julie ADirectorSELL8,000$27.32$218.6K
Feb 4, 2026Bain Capital Life Sciences Investors, LLC10%+ OwnerSELL2,000,000$28.05$56.1M
Current analyst consensus: Strong Buy (85% buy). Based on 13 analysts: 4 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$37.00 mean target +29.1% upside Strong Buy (1.57)
$35.00 Low $40.00 High
MetricValue
Current Price$28.67
Target Low$35.00
Target Mean$37.00
Target Median$37.00
Target High$40.00
# Analysts6
RecommendationStrong Buy (1.57)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.13 $-0.15 $-0.12 87.7% +0.4% 3↑ 1↓ $0.1B 31.1% 7
Next Q
2026-09-30
$-0.11 $-0.13 $-0.09 59.1% -2.7% 1↑ 2↓ $0.1B 28.0% 7
Current FY
2026-12-31
$-0.49 $-0.55 $-0.45 69.7% +4.8% 3↑ 0↓ $0.2B 30.6% 7
Next FY
2027-12-31
$-0.26 $-0.45 $-0.07 46.1% +11.9% 1↑ 2↓ $0.3B 23.2% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.135
7d ago$-0.135
30d ago$-0.135+0.000
60d ago$-0.135+0.000
90d ago$-0.123-0.011
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 Canaccord Genuity MAINTAIN Buy Buy
May 15, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 4, 2026 William Blair INITIATE Outperform
Mar 19, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 19, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 19, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 9, 2026 Canaccord Genuity MAINTAIN Buy Buy
Jan 28, 2026 Wells Fargo INITIATE Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264720085%
May 1, 20263720083%
Apr 1, 20263720083%
Mar 1, 20263720083%
Feb 1, 20263720083%
Jan 1, 20263620082%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 15, 2026
short_volume
Short Volume: HTFL — 63.6% short (0.6M / 0.9M)
Short: 599,174 | Exempt: 12,591 | TRF Vol: 941,767 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings
Heartflow Reports First Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
<p align="justify">SAN FRANCISCO, May 14, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coron
May 14, 2026
earnings_calendar
HTFL Q1 2026 Earnings Scheduled — 2026-05-14
Apr 27, 2026
short_interest
FTD: HTFL — 18,903 shares ($0.6M) failed to deliver
Settlement: 20260427, Price: $30.44, FTD Value: $575,407.32, HEARTFLOW INC COM
Apr 23, 2026
earnings
Heartflow to Report First Quarter 2026 Financial Results on May 14, 2026
<p>SAN FRANCISCO, April 23, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coronary artery dis
Apr 16, 2026
short_interest
FTD: HTFL — 134,785 shares ($3.9M) failed to deliver
Settlement: 20260416, Price: $29.23, FTD Value: $3,939,765.55, HEARTFLOW INC COM
Apr 13, 2026
other
Heartflow Files Patent Infringement Lawsuit Against Cleerly
Heartflow asserts that Cleerly infringed foundational patented technology central to the Heartflow Platform <pre>Heartflow asserts that Cleerly infrin
Apr 7, 2026
short_interest
FTD: HTFL — 94,604 shares ($2.5M) failed to deliver
Settlement: 20260407, Price: $25.96, FTD Value: $2,455,919.84, HEARTFLOW INC COM
Mar 27, 2026
short_volume
Short Volume: HTFL — 56.8% short (0.3M / 0.6M)
Short: 337,023 | Exempt: 0 | TRF Vol: 593,657 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
short_interest
FTD: HTFL — 81,614 shares ($2.3M) failed to deliver
Settlement: 20260326, Price: $27.75, FTD Value: $2,264,788.5, HEARTFLOW INC COM
Mar 25, 2026
short_volume
Short Volume: HTFL — 57.2% short (0.3M / 0.6M)
Short: 335,784 | Exempt: 67,973 | TRF Vol: 587,300 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
Mar 24, 2026
short_interest
FTD: HTFL — 260,400 shares ($7.0M) failed to deliver
Settlement: 20260324, Price: $26.82, FTD Value: $6,983,928, HEARTFLOW INC COM
Mar 23, 2026
short_interest
FTD: HTFL — 26,266 shares ($0.7M) failed to deliver
Settlement: 20260323, Price: $26.02, FTD Value: $683,441.32, HEARTFLOW INC COM
Mar 18, 2026
earnings
Heartflow Reports Fourth Quarter and Full Year 2025 Financial Results
<p align="left">MOUNTAIN VIEW, Calif., March 18, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology fo
Mar 18, 2026
earnings_calendar
HTFL Q4 2025 Earnings Scheduled — 2026-03-18