Update shared on 26 Nov 2025
Fair value Increased 1.86%Analysts have raised their price target for Haemonetics from $83 to approximately $84.55. They cite solid execution, an improved sales outlook, and increased confidence in the company's guidance and operational credibility.
Analyst Commentary
Recent analyst commentary on Haemonetics reflects an overall positive sentiment, with several key factors influencing their updated price targets and outlooks.
Bullish Takeaways- Bullish analysts cite solid execution in the most recent quarter, noting the company's ability to exceed expectations across all business segments.
- The reset of Hospital guidance to a more achievable level is viewed as a prudent move that enhances operational credibility and supports upward revisions to sales forecasts.
- Raising the total sales outlook for fiscal year 2026 provides a foundation for continued revenue growth and supports confidence in management's targets.
- Improved messaging and operational transparency are seen as positive factors that could sustain a gradual recovery in share value.
- Bears remain cautious about the sustainability of recent performance improvements, especially if macroeconomic challenges persist.
- There is ongoing concern that elevated expectations may put pressure on execution in subsequent quarters, particularly if guidance proves too optimistic.
- Some analysts warn that the company's recovery trajectory could stall if further operational setbacks emerge or if growth in the Hospital segment slows again.
What's in the News
- Haemonetics has completed the repurchase of 1,430,579 shares, representing 2.97% of outstanding shares, for $75 million under the buyback announced on May 8, 2025 (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly, increasing from $83 to approximately $84.55.
- The discount rate has edged down modestly, moving from 8.56% to 8.46%.
- Revenue growth expectation has improved slightly, from 4.42% to 4.50%.
- The net profit margin forecast has declined marginally, shifting from 17.69% to 17.58%.
- The future P/E ratio projection has increased moderately, from 14.69x to 14.98x.
Disclaimer
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