Heartflow climbs as price-target hike adds to momentum

Heartflow, Inc. (HTFL) is up 9.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a bullish analyst move on October 20, 2026, when Piper Sandler lifted its price target and highlighted Heartflow’s competitive moat in FFRct and plaque analysis. The rally also looks supported by the company’s already strong operating backdrop, including fast revenue growth, improving margins, and higher full-year guidance from its latest quarterly report.

Details:

Piper Sandler raised its price target on Heartflow to $64 from $45 and kept an Overweight rating, pointing to durable positioning as competition enters the category.

Heartflow’s second-quarter 2026 results showed revenue of $64.1 million, up 48% from a year earlier, while adjusted loss per share came in better than market expectations.

Management raised full-year 2026 guidance after that report, reinforcing the view that adoption of its coronary artery disease platform is continuing to expand.

Heartflow also said on October 19 that it will report third-quarter 2026 financial results on November 12, which may have helped keep investor attention focused on the name.

Sources:

Heartflow Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$HTFL Insider Trading Activity

$HTFL insiders have traded $HTFL stock on the open market 27 times in the past 6 months. Of those trades, 0 have been purchases and 27 have been sales.

Here’s a breakdown of recent trading of $HTFL stock by insiders over the last 6 months:

CAPITAL LIFE SCIENCES INVESTORS, LLC BAIN has made 0 purchases and 4 sales selling 2,000,000 shares for an estimated $58,898,336.
JOHN C.M. FARQUHAR (Chief Executive Officer) has made 0 purchases and 11 sales selling 282,414 shares for an estimated $11,113,841.
VIKRAM VERGHESE (Chief Financial Officer) has made 0 purchases and 8 sales selling 99,376 shares for an estimated $4,980,360.
CAMPBELL ROGERS (Chief Medical Officer) has made 0 purchases and 4 sales selling 47,339 shares for an estimated $1,865,530.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$HTFL Hedge Fund Activity

We have seen 133 institutional investors add shares of $HTFL stock to their portfolio, and 60 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP removed 4,118,057 shares (-34.4%) from their portfolio in Q2 2026, for an estimated $120,823,792
BLACKROCK, INC. added 3,735,163 shares (+255.4%) to their portfolio in Q2 2026, for an estimated $109,589,682
BAILLIE GIFFORD & CO removed 3,005,998 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $88,195,981
BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC removed 2,000,000 shares (-19.1%) from their portfolio in Q2 2026, for an estimated $58,680,000
NUVEEN, LLC added 1,329,929 shares (+5722.8%) to their portfolio in Q2 2026, for an estimated $39,020,116
POINT72 ASSET MANAGEMENT, L.P. added 1,182,928 shares (+219.7%) to their portfolio in Q2 2026, for an estimated $34,707,107
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. added 931,160 shares (+inf%) to their portfolio in Q2 2026, for an estimated $27,320,234

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$HTFL Analyst Ratings

Wall Street analysts have issued reports on $HTFL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

William Blair issued a "Outperform" rating on 05/04/2026

To track analyst ratings and price targets for $HTFL, check out Quiver Quantitative's $HTFL forecast page.

$HTFL Price Targets

Multiple analysts have issued price targets for $HTFL recently. We have seen 3 analysts offer price targets for $HTFL in the last 6 months, with a median target of $37.0.

Here are some recent targets:

Gene Mannheimer from Freedom Capital Markets set a target price of $37.0 on 07/01/2026
Larry Biegelsen from Wells Fargo set a target price of $37.0 on 05/15/2026
William Plovanic from Canaccord Genuity set a target price of $37.0 on 05/15/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.