MarketBeat
13 Nov 2026, 03:17 UTC · 1h ago
What Heartflow (HTFL) Said on Its Q3 Earnings Call
Impact · against what's priced in
Heartflow is the primary beneficiary, reporting strong growth and raising FY2026 revenue and margin guidance. For Boston Scientific and Amgen, the news is not material as their current valuations are driven by much larger internal catalysts and legacy product cycles.
- BSX+0.00
Doesn't touch the price's assumptions
- The price assumes
U.S. WATCHMAN and electrophysiology deceleration and market share loss
The collaboration with Heartflow to advance CT-guided PCI planning is a minor strategic addition that does not address the primary price drivers regarding WATCHMAN share loss or cyberattack disruptions.
What BSX's price assumes · Sep 10
