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HeartFlow (HTFL) moved after its second quarter 2026 report, which paired higher sales with a continued net loss, along with a raised full year revenue outlook that lifted investor attention on the stock.
See our latest analysis for HeartFlow.
HeartFlow has seen sharp share price momentum around these results, with a 1 day share price return of 35.7% and a 30 day share price return of 69.1%, helping lift the stock to US$42.08 and contributing to a 35% 1 year total shareholder return.
If the recent move in HeartFlow has you thinking about where else growth and AI in healthcare might show up next, it could be worth scanning 42 healthcare AI stocks
After a surge like HeartFlow has just seen, some investors prefer to wait for a pullback while others lean into the momentum. So how does the current share price compare with the fundamentals and growth profile?
HeartFlow's most followed narrative places fair value at about $42.13, almost exactly in line with the recent $42.08 close. This puts the latest surge into context.
In order for you to agree with the analysts, you would need to believe that by 2029, revenues will be $419.1 million, earnings will come to $31.5 million, and it would be trading on a PE ratio of 179.5x, assuming you use a discount rate of 8.1%.
Want to see what kind of revenue ramp, margin shift and future earnings multiple sit behind that tight fair value band? The full narrative lays out those assumptions in detail.
Result: Fair Value of $42.13 (ABOUT RIGHT)
Have a read of the narrative in full and understand what's behind the forecasts.
However, HeartFlow's story still leans on assumptions about sustained coronary CT adoption and Plaque Analysis uptake, and any shortfall in either area could quickly challenge this fair value view.
Find out about the key risks to this HeartFlow narrative.
While the analyst narrative pegs HeartFlow at about fair value around $42.13, the current P/S ratio of 17.3x paints a more expensive picture. It sits well above the US Healthcare Services industry at 2.9x and a fair ratio estimate of 7.4x, which increases valuation risk if expectations ease even slightly. So which signal do you trust more right now?
For a closer look at what the numbers imply about this pricing gap, See what the numbers say about this price — find out in our valuation breakdown.
If the sentiment around HeartFlow so far feels finely balanced between promise and risk, it makes sense to move quickly and test the data for yourself, then weigh up the 2 key rewards and 2 important warning signs.
If HeartFlow has sharpened your focus on where to put new capital to work, now is a good time to scan fresh ideas before the next move passes you by.
Spot potential value opportunities early and run your own comparisons using the 52 high quality undervalued stocks.
Prioritise capital preservation by filtering for companies with steadier profiles through the 80 resilient stocks with low risk scores.
Hunt for underfollowed stories that still show solid fundamentals with the screener containing 20 high quality undiscovered gems.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include HTFL.
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