HeartFlow raises 2026 revenue outlook after Q3 beat

HeartFlow reported Q3 revenue of $72.86M, up 57% year over year, and an adjusted loss per share of -$0.03 versus a consensus estimate of -$0.17. Management lifted its 2026 revenue outlook to $262 million-$264 million, or 49% to 50% year-over-year growth, and increased adjusted gross margin guidance to approximately 82.5% from 82%. The shares fell 5% after the results.

The higher sales outlook and margin target raise the company's stated operating expectations for 2026. Management said it expects cash flow profitability by mid-2028, making progress toward that milestone a longer-term focus for investors.

  • 1Q3 revenue reached $72.86M and increased 57% YoY.
  • 2Adjusted Q3 loss per share was -$0.03, compared with a consensus estimate of -$0.17.
  • 3HeartFlow raised full-year 2026 revenue guidance from $246 million to $250 million to $262 million to $264 million.
  • 4The company lifted adjusted gross margin guidance to approximately 82.5% from 82%.
  • 5Management now expects approximately 1,300 Plaque-activated accounts by year-end and Plaque revenue of $36 million to $37 million.
  • 6On September 30, 2026, HeartFlow held $253.0 million across cash, cash equivalents and investments.
  • One report gives a Q3 loss of $11.5M or 13 cents per share without identifying the accounting basis, while another reports adjusted loss per share of -$0.03; the relationship between these figures is not stated.

Sources