Haemonetics (HAE) has seen a lift in its stock price over the past month, gaining more than 51%. This move stands out when compared to the company’s broader track record and recent financial performance.
See our latest analysis for Haemonetics.
This kind of sharp 30-day share price return, up more than 51%, signals a dramatic shift in sentiment for Haemonetics. This comes after a challenging year with a 12-month total shareholder return of -17.6%. Recent momentum may hint at renewed optimism about the company’s prospects as investors look past last year’s struggles and consider its potential for recovery.
If you’re interested in what else might be catching renewed investor attention, it’s a great moment to check out opportunities with other healthcare stocks using our See the full list for free.
With shares soaring more than 51% in just 30 days, the key question now is whether Haemonetics is truly undervalued or if this surge means future growth is already reflected in the market price.
Haemonetics’s most widely followed narrative places its fair value at $83, noticeably higher than the recent closing price of $73.49. This difference points to possible upside embedded in key growth and profitability assumptions that diverge from past market trends.
Rapid innovation and increased adoption of advanced plasma collection systems (NexSys with Persona and Express Plus), as well as new software contracts securing approximately 80% market share, are driving share gains and supporting double-digit organic growth ex-CSL in the plasma segment. These trends are expected to boost both revenue and net margins as upgrades and center conversions accelerate through FY26 and into FY27.
Read the complete narrative.
The key to this bullish view? It rests on a blueprint where profit margins climb, recurring revenues expand, and fresh innovation secures market dominance. Want to discover what bold projections lie behind this optimistic price target? The full narrative reveals the details shaping this valuation and the stakes if things do not go to plan.
Result: Fair Value of $83 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, risks remain. Intensifying competition and dependence on a few core products could threaten Haemonetics’s growth if operational challenges persist.
Find out about the key risks to this Haemonetics narrative.
If you see the story differently or want to dig into the numbers yourself, it only takes a few minutes to build your own view. Do it your way