Heartflow, Inc. Common Stock

HeartFlow raised its full-year 2026 revenue guidance to $246 million to $250 million, representing 40% to 42% year-over-year growth, after second-quarter revenue rose 48% to $64.1 million. The company also increased its Plaque revenue outlook to $29 million to $31 million and raised its non-GAAP gross margin guidance to approximately 82%. U.S. revenue grew 51% to $59.6 million, including $7.8 million of Plaque revenue, while non-GAAP net loss was $5.8 million, or $0.07 per share. HeartFlow ended the quarter with $246.8 million in cash, cash equivalents, and investments, and reiterated its expectation to achieve cash flow profitability by mid-2028.

Artificial intelligence is attracting over $1.4 billion in cumulative funding for cardiovascular drug development, according to a new BCC Research report. The investment surge is led by Novo Nordisk's $190 million partnership with Valo Health and HeartFlow's $1.2 billion in total funding for AI-powered cardiovascular diagnostics. Regulatory agencies including the FDA, EMA, and PMDA are showing increasing receptiveness toward real-world data and digital health tools, creating clearer pathways for AI-enabled development. Major pharmaceutical companies such as Pfizer, AstraZeneca, Eli Lilly, Novartis, Bayer, Johnson & Johnson, Roche, Merck, and Sanofi are actively incorporating AI tools into cardiovascular R&D processes. The report highlights AI's role in optimizing clinical trials, transforming pharmacovigilance, and integrating value-based care evidence.