HTFL · HeartFlow Inc.
AI read · Neutral
The AI's read
HeartFlow reported Q2 revenue up 48% to $64.1M and raised full-year revenue guidance to $246–$250M with non-GAAP gross margin guided to ~82%. That signals stronger adoption of FFRCT and plaque products in the U.S. The stock has already jumped ~24% on the news, so much of the upside looks priced in. RSI sits mid-50s, but the large immediate move triggers our headway filter. Bottom line: the print is high-quality but the market ran first, reducing asymmetric upside. We lean neutral until there is follow-through on margins and sustained adoption trends.