Update shared on 12 Nov 2025
Fair value Increased 8.82%Haemonetics' analyst price target has been raised from $76.27 to $83.00, as analysts cite improved execution, strong segment performance, and a more optimistic sales outlook as key drivers for the upward revision.
Analyst Commentary
Following recent quarterly results and the revised price target, analysts have shared both optimistic highlights and points of caution regarding Haemonetics' outlook and valuation.
Bullish Takeaways- Improved execution across all business segments is viewed as reinforcing credibility around both operational performance and the company's broader messaging.
- The resetting of Hospital guidance to a more achievable level has reduced operational risk. This is expected to support predictable growth in the coming quarters.
- Upward revisions to the total sales outlook for fiscal year 2026 reflect confidence in sustained momentum and market demand.
- Bullish analysts believe the positive quarterly results may drive continued gradual recovery in the share price and support recent valuation upgrades.
- Some caution that the sustainability of momentum, especially in challenging macroeconomic conditions, remains to be tested.
- There is ongoing scrutiny of whether further upward guidance adjustments will be required if market conditions shift.
- Analysts note that, despite near-term improvements, any operational missteps could impact investor confidence and the stock's recovery trajectory.
What's in the News
- Haemonetics has completed a share repurchase program by buying back 1,430,579 shares, which represents 2.97% of its outstanding shares, for $75 million between June 29, 2025 and September 27, 2025 (Key Developments).
- This buyback was carried out under the plan that was initially announced on May 8, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from $76.27 to $83.00, reflecting a stronger outlook for the company's shares.
- Discount Rate has edged up marginally from 8.56% to 8.56%.
- Revenue Growth expectations have risen significantly, from 2.56% to 4.42%.
- Net Profit Margin projection has decreased slightly, moving from 17.86% to 17.69%.
- Future P/E ratio estimate has fallen from 15.80x to 14.69x, indicating a marginally lower valuation on expected future earnings.
Disclaimer
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