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Heartflow (HTFL) Stock Surges 13% as Q4 Revenue of $49.1M Beats Estimates Despite $0.12 Loss

Heartflow posts wider-than-expected Q4 loss of $0.29/share but revenue tops estimates by 5.6%, driving 13% stock surge on growth optimism.

March 19, 2026 2 min read
Tencent

Heartflow posts wider-than-expected Q4 loss of $0.29/share but revenue tops estimates by 5.6%, driving 13% stock surge on growth optimism.

Earnings Per Share (adj.)
$-0.12
vs $-0.16 est.
Revenue
$49.1M
vs $46.5M est.

Wider-than-expected loss. Heartflow, Inc. (NASDAQ: HTFL) reported a GAAP loss of $0.29 per share for Q4 2025, wider than the estimated loss of $0.16 per share by 85.7%. On an adjusted basis, the company posted a loss of $0.12 per share, still reflecting operational challenges in the Health Information Services sector. The net loss totaled $10.0 million for the quarter. Shares surged 13.1% following the report, suggesting investors focused on revenue momentum rather than near-term profitability.

Revenue acceleration drives optimism. Q4 revenue reached $49.1 million, topping the $46.5 million consensus by 5.6%. The top-line performance represents sequential growth from Q3 2025’s $46.3 million, marking the second consecutive quarter of revenue expansion. Gross profit of $39.1 million delivered a healthy margin profile despite the operating loss of $17.8 million. Management issued fiscal 2026 revenue guidance of $218 million to $222 million, signaling confidence in sustained growth trajectory.

What to Watch: The path to adjusted EBITDA breakeven. With Q4 adjusted EBITDA at negative $11.1 million, track whether Q1 2026 results (expected late June) show meaningful improvement in operating leverage as revenue scales. The 5-analyst consensus leans bullish—five Buy ratings versus one Hold—but profitability timing will determine whether the current $2.17 billion market cap holds.

This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.

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Tags: #HTFL