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Upturn AI Summary - About
HeartCore Enterprises Inc(HTCR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HTCR
09/25/2026: HTCR (1-star) is currently NOT-A-BUY. Pass it for now.
HeartCore Enterprises Inc is a Japanese-based software and automation company that provides enterprise-level content management and robotics services. The company benefits from a stable core of software subscription revenue, while its newer automation unit offers significant, albeit higher-risk, growth potential. While it holds a recognized position in the Japanese market, it faces intense competitive pressure from global technology leaders with significantly more resources. Investors should monitor the progress of its international expansion and the company's ability to maintain margins while scaling its robotics division. Given its small-cap status and lack of dividends, it is generally better suited for growth-oriented investors with a higher tolerance for volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company targets high-growth segments like automation, but carries the volatility risks associated with small-cap international stocks. |
| Momentum investor | Weak fit | The stock often lacks the consistent, high-volume trading activity required for a strong momentum strategy. |
| Value investor | Mixed fit | The valuation may appear attractive to some, but earnings unpredictability makes it difficult to assess intrinsic value reliably. |
| Dividend investor | Weak fit | The company does not pay a dividend and focuses capital on growth initiatives. |
| Low-risk investor | Weak fit | Small-cap equity status and market concentration inherently introduce significant price volatility and risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Small-cap stocks often experience sharp price swings driven by market sentiment and news. |
| Valuation risk | Medium / high | Growth expectations are often priced into shares, leaving little margin for error in earnings. |
| Competition risk (enterprise software) | High | Competing against giants like Adobe limits the company's pricing power. |
| Business quality | Medium | The transition from niche software to broader automation services is still maturing. |
| Dividend income | Low / none | Investors should expect zero income from dividends. |
| Execution risk | Medium / high | Scaling robotics and software simultaneously increases operational complexity. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit 172.76% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 3.17M USD | Price to earnings Ratio - | 1Y Target Price 2.75 |
Price to earnings Ratio - | 1Y Target Price 2.75 | ||
Volume (30-day avg) 12.8K shares | Beta 1.68 | 52 Weeks Range 1.73 - 16.68 | Updated Date 09/25/2026 |
52 Weeks Range 1.73 - 16.68 | Updated Date 09/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.42 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Customer Experience Management (CXM) | Subscriptions and licensing for the HeartCore CMS platform. | The reliable core of the company, providing steady software subscription revenue. |
| Robotics and Automation | Service contracts and installation for industrial and service robotics. | The growth segment, but project-based and potentially more volatile. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 2.55 | Enterprise Value 771.67K | Price to Sales(TTM) 0.35 |
Enterprise Value 771.67K | Price to Sales(TTM) 0.35 | ||
Enterprise Value to Revenue 0.09 | Enterprise Value to EBITDA -3.02 | Shares Outstanding 1.52M | Shares Floating 631.63K |
Shares Outstanding 1.52M | Shares Floating 631.63K | ||
Percent Insiders 60.26 | Percent Institutions - |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About HeartCore Enterprises Inc
Exchange NASDAQ | Headquarters - | ||
IPO Launch date 2022-02-10 | President, CEO & Chairman Mr. Sumitaka Yamamoto | ||
Sector Technology | Industry Software - Application | Full time employees 44 | Website https://www.heartcore.co.jp |
Full time employees 44 | Website https://www.heartcore.co.jp | ||
HeartCore Enterprises, Inc. provides initial public offerings (IPO) consulting services in Japan, the United States, and internationally. It offers Go IPO consulting services, including assisting with introductions to law firms, underwriters, and auditing firms; providing process mining and task mining licenses for internal audit and internal control; assisting in the preparation of documentation for internal controls required for an initial public offering and simultaneous listing on the Nasdaq Stock Market, the New York Stock Exchange, or the NYSE American; providing support services to remove problematic accounting accounts upon listing support; translation of requested documents into English; attending and leading meetings of management and employees; support services related to the Nasdaq, the New York Stock Exchange, or the NYSE American listing; converting accounting data from Japanese standards to accounting principles generally accepted in the U.S.; assisting in the preparation of S-1 or F-1 filings; creating English web page; and preparing an investor presentation/deck and executive summary of the operations. HeartCore Enterprises, Inc. was founded in 2009 and is headquartered in Shibuya, Japan.
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