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Haemonetics CorporationNYSE:HAE 株式レポート

時価総額 US$2.6b
株価
US$59.56
US$86.9
31.5% 割安 内在価値ディスカウント
1Y-11.0%
7D4.5%
ポートフォリオ価値
表示

Haemonetics Corporation

NYSE:HAE 株式レポート

時価総額:US$2.6b

Haemonetics(HAE)株式概要

Haemonetics Corporationは医療技術企業で、米国内外で一連の病院技術ソリューションを提供している。 詳細

HAE ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長3/6
過去の実績1/6
財務の健全性3/6
配当金0/6

HAE Community Fair Values

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Haemonetics Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Haemonetics
過去の株価
現在の株価US$59.56
52週高値US$87.32
52週安値US$47.32
ベータ0.53
1ヶ月の変化-2.63%
3ヶ月変化-1.83%
1年変化-11.00%
3年間の変化-28.52%
5年間の変化7.37%
IPOからの変化903.12%

最新ニュース

ナラティブの更新 May 09

HAE: New Approvals And Trials Will Support Upside Despite Cautious Repricing

Haemonetics' updated analyst price target reflects a modest reset in expectations, with several firms trimming their targets by $4 to $12 as analysts factor in slightly lower revenue growth assumptions, a marginally higher profit margin outlook, and a small adjustment to the assumed future P/E multiple. Analyst Commentary Recent research shows a cluster of bearish adjustments to Haemonetics' price targets, with several bearish analysts trimming their numbers in close succession.
ナラティブの更新 Apr 22

HAE: Pipeline And Product Updates Will Offset Cautious Sector Repricing

Haemonetics' implied fair value price target has been revised to $64 from $70 as analysts factor in updated sector peer multiples, adjustments to revenue growth and margin assumptions, and a slightly higher discount rate following recent Street research updates. Analyst Commentary Recent Street research around Haemonetics reflects a more cautious tone as several bearish analysts trim their price targets and revisit their assumptions on growth, margins, and valuation risk.
ナラティブの更新 Apr 08

HAE: Vivasure Acquisition Will Support Earnings Quality Despite Sector Repricing

Haemonetics' updated fair value estimate has edged down by about $1, reflecting analysts' recent trims to price targets across the medical technology group, even as they point to healthy sector fundamentals and mixed revisions following the Vivasure acquisition. Analyst Commentary Recent research views on Haemonetics highlight a split between analysts who see upside from the Vivasure acquisition and those who are resetting expectations across the medical technology group after recent sector volatility.

Recent updates

ナラティブの更新 May 09

HAE: New Approvals And Trials Will Support Upside Despite Cautious Repricing

Haemonetics' updated analyst price target reflects a modest reset in expectations, with several firms trimming their targets by $4 to $12 as analysts factor in slightly lower revenue growth assumptions, a marginally higher profit margin outlook, and a small adjustment to the assumed future P/E multiple. Analyst Commentary Recent research shows a cluster of bearish adjustments to Haemonetics' price targets, with several bearish analysts trimming their numbers in close succession.
ナラティブの更新 Apr 22

HAE: Pipeline And Product Updates Will Offset Cautious Sector Repricing

Haemonetics' implied fair value price target has been revised to $64 from $70 as analysts factor in updated sector peer multiples, adjustments to revenue growth and margin assumptions, and a slightly higher discount rate following recent Street research updates. Analyst Commentary Recent Street research around Haemonetics reflects a more cautious tone as several bearish analysts trim their price targets and revisit their assumptions on growth, margins, and valuation risk.
ナラティブの更新 Apr 08

HAE: Vivasure Acquisition Will Support Earnings Quality Despite Sector Repricing

Haemonetics' updated fair value estimate has edged down by about $1, reflecting analysts' recent trims to price targets across the medical technology group, even as they point to healthy sector fundamentals and mixed revisions following the Vivasure acquisition. Analyst Commentary Recent research views on Haemonetics highlight a split between analysts who see upside from the Vivasure acquisition and those who are resetting expectations across the medical technology group after recent sector volatility.
ナラティブの更新 Mar 25

HAE: Vivasure Deal And Pipeline Progress Will Support Future Share Recovery

Analysts have reduced the Haemonetics fair value estimate to $70 from $74. Recent target resets in the group, including Citi's move to $70, reflect updated assumptions around growth, margins and the P/E multiple for the stock.
ナラティブの更新 Mar 10

HAE: Vivasure Deal And 2026 Outlook Will Support Earnings Quality

Analysts have modestly adjusted their views on Haemonetics, with several firms trimming price targets by $10 to $18 and one small $1 upward revision. These changes reflect updated assumptions on valuation multiples, while fair value and key model inputs remain broadly unchanged.
ナラティブの更新 Feb 23

HAE: Vivasure Acquisition And FY26 Outlook Will Support Margin Recovery

The analyst price target for Haemonetics has been reduced by $3.70, with analysts pointing to a slightly higher discount rate, a lower fair value estimate and some pressure on projected profit margins, even as they continue to apply a higher forward P/E and updated revenue growth assumptions in their models. Analyst Commentary Recent Street research on Haemonetics has been mixed, with several firms trimming their price targets while at least one firm has lifted its target in connection with the Vivasure Medical acquisition.
ナラティブの更新 Feb 08

HAE: Vivasure Acquisition Will Drive Execution And Support Future Share Recovery

Analysts have trimmed their fair value estimate for Haemonetics to about $74.00, reflecting mixed Street price target moves that weigh recent target cuts from several firms against at least one increase tied to a favorable view of the Vivasure Medical acquisition. Analyst Commentary Recent Street research around Haemonetics reflects a split view, with several bearish analysts trimming price targets and a smaller group seeing upside tied to the Vivasure Medical acquisition.
ナラティブの更新 Jan 25

HAE: Vivasure Deal And Buyback Will Shape Execution And Share Recovery

Analysts have lifted their price target for Haemonetics from about $58 to roughly $74.82, citing recent Street research that points to higher assumed revenue growth, slightly stronger profit margins, a higher future P/E, and supportive views on the Vivasure acquisition and recent earnings execution. Analyst Commentary Recent Street research has centered on two main themes for Haemonetics, the Vivasure acquisition and the company’s latest earnings print.
Seeking Alpha Jan 11

Haemonetics: Re-Rating Complete, Time To Cash In

Summary Haemonetics has rebounded sharply, with shares up 50% in under six months following a modest organic growth guidance hike. Haemonetics' re-rating is now largely complete, as valuation stands at 17x adjusted earnings and low-20s on free cash flow multiples. Recent guidance improvements are mainly currency-driven, with organic growth momentum excluding CSL showing underlying strength. I am turning cautious and actively trimming my position, as shares now appear fairly valued after rapid appreciation. Read the full article on Seeking Alpha
ナラティブの更新 Jan 11

HAE: Achievable Hospital Reset And FY26 Outlook Will Support Gradual Recovery

Narrative Update on Haemonetics Analysts have inched up their price target for Haemonetics, with updated fair value rising from about US$90 to roughly US$92, citing recent price target increases, company performance that met or exceeded expectations across segments, and what they view as more achievable guidance and improved credibility on execution and messaging. Analyst Commentary Recent commentary has focused on how Haemonetics is executing against expectations, how realistic its guidance looks, and what that might mean for valuation support and potential growth in the medium term.
分析記事 Jan 06

These 4 Measures Indicate That Haemonetics (NYSE:HAE) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Dec 24

HAE: Achievable Hospital Guidance Reset Will Support Gradual Share Recovery

Analysts have modestly raised their price target on Haemonetics to approximately $90 from about $86, citing stronger than expected execution across all segments, a more achievable Hospital guidance reset, and an improved long term sales outlook that supports higher growth and valuation assumptions. Analyst Commentary Analysts see the recent quarter as a constructive inflection point for Haemonetics, with improved guidance and execution supporting a modestly higher valuation framework, though some caution remains around sustainability of growth and delivery against new targets.
ナラティブの更新 Dec 10

HAE: Broad Outperformance And Achievable Hospital Guidance Will Support Gradual Share Recovery

Analysts have modestly raised their price target on Haemonetics to approximately $86 from about $85, citing broad-based outperformance, more achievable Hospital guidance, and an upgraded FY26 sales outlook that supports a gradual recovery in the shares. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the price target increase toward the high $80s reflects growing confidence in the company’s ability to sustain outperformance across all operating segments.
ナラティブの更新 Nov 26

HAE: Solid Execution And Achievable Guidance Will Support Measured Share Recovery

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.
ナラティブの更新 Nov 12

HAE: Upbeat Execution And Reset Guidance Should Drive Share Price Recovery

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.
分析記事 Nov 07

A Piece Of The Puzzle Missing From Haemonetics Corporation's (NYSE:HAE) 36% Share Price Climb

Haemonetics Corporation ( NYSE:HAE ) shares have had a really impressive month, gaining 36% after a shaky period...
ナラティブの更新 Oct 28

Execution Challenges Will Shift Outlook For Global Plasma And Hemostasis Expansion

Haemonetics’ analyst price target has been revised lower by analysts to approximately $76 from $77. This change reflects concerns about execution within the Interventional Technologies segment, despite confidence in the company’s long-term value.
ナラティブの更新 Oct 14

Aging Demographics Will Expand Global Plasma And Hemostasis Markets

The analyst price target for Haemonetics has been lowered by approximately $1.73 to $76.91. Analysts cite ongoing concerns around sales execution and challenges in the Interventional Technologies segment.
分析記事 Sep 15

Is Haemonetics Corporation (NYSE:HAE) Trading At A 48% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Haemonetics fair value estimate is US$100 Haemonetics...
ナラティブの更新 Aug 08

Aging Demographics Will Expand Global Plasma And Hemostasis Markets

The decrease in Haemonetics' price target primarily reflects a significant reduction in consensus revenue growth forecasts, partially offset by improved net profit margin expectations, leading to a revised fair value of $85.18. What's in the News Haemonetics Corporation (NYSE:HAE) added to Russell 2000 Dynamic Index Valuation Changes Summary of Valuation Changes for Haemonetics The Consensus Analyst Price Target has fallen from $92.45 to $85.18.
分析記事 Aug 08

Market Cool On Haemonetics Corporation's (NYSE:HAE) Earnings Pushing Shares 27% Lower

Haemonetics Corporation ( NYSE:HAE ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 Jun 30

Haemonetics (NYSE:HAE) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jun 10

Market Participants Recognise Haemonetics Corporation's (NYSE:HAE) Earnings

Haemonetics Corporation's ( NYSE:HAE ) price-to-earnings (or "P/E") ratio of 20.5x might make it look like a sell right...
分析記事 May 10

Do Haemonetics' (NYSE:HAE) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Mar 18

Is Haemonetics (NYSE:HAE) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Feb 20

Haemonetics: Almost Blood In The Streets

Summary Haemonetics shares have been trading at more appealing levels after a reduction in full-year sales guidance, trading at historically reasonable levels. The company, generating $1.3 billion in annual sales, has seen modest growth, with significant contributions from its plasma and hospital segments. Despite a cautious outlook due to suboptimal positioning in some units, Haemonetics aims for continued growth in 2025, aided by M&A efforts. Shares have fallen to $64, valuing the business at 3 times sales, with adjusted earnings multiples dropping to mid-teens multiple. The appeal is improving here. Read the full article on Seeking Alpha
分析記事 Feb 13

Haemonetics (NYSE:HAE) Is Posting Promising Earnings But The Good News Doesn’t Stop There

The market seemed underwhelmed by the solid earnings posted by Haemonetics Corporation ( NYSE:HAE ) recently. Our...
分析記事 Dec 06

Investors Interested In Haemonetics Corporation's (NYSE:HAE) Earnings

Haemonetics Corporation's ( NYSE:HAE ) price-to-earnings (or "P/E") ratio of 32.7x might make it look like a strong...
分析記事 Sep 09

These 4 Measures Indicate That Haemonetics (NYSE:HAE) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
新しいナラティブ Sep 03

Innovative Express Plus Technology And Strategic Market Expansion Set To Propel Revenue Growth

Innovation and R&D in Blood Management Technologies, including new products, are expected to increase market share and net margins through product differentiation.
分析記事 Aug 14

What You Can Learn From Haemonetics Corporation's (NYSE:HAE) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
分析記事 Jul 18

Are Investors Undervaluing Haemonetics Corporation (NYSE:HAE) By 46%?

Key Insights The projected fair value for Haemonetics is US$167 based on 2 Stage Free Cash Flow to Equity Haemonetics...
Seeking Alpha Jun 21

Haemonetics Undervalued As It Passes Into A Period Of Softer Reported Growth

Summary Haemonetics faces near-term revenue growth challenges due to the loss of its plasma collections business with CSL over the next two years. Management has used M&A to boost its revenue growth, including the very successful deal for Cardiva to enter vascular closure, but recent M&A deals have been more questionable. Haemonetics should see revenue reacceleration in FY'26, with long-term revenue growth of 6% to 7% and margin improvement driving a fair value above $100. Read the full article on Seeking Alpha
分析記事 Apr 30

Does Haemonetics (NYSE:HAE) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Apr 12

Haemonetics Corporation's (NYSE:HAE) Share Price Matching Investor Opinion

With a price-to-earnings (or "P/E") ratio of 34.7x Haemonetics Corporation ( NYSE:HAE ) may be sending very bearish...
分析記事 Mar 07

Haemonetics Corporation (NYSE:HAE) Shares Could Be 35% Below Their Intrinsic Value Estimate

Key Insights Haemonetics' estimated fair value is US$120 based on 2 Stage Free Cash Flow to Equity Haemonetics...
Seeking Alpha Mar 06

Haemonetics Corporation: Improved Performance, Another Bolt-On Deal

Summary Haemonetics Corporation has announced a $160 million cash deal to acquire Attune Medical, a manufacturer of esophageal cooling devices. Haemonetics has seen improvements in its business after a tough period during the pandemic, but its share price has lagged. The company's adjusted earnings multiples have fallen below 20 times, making its shares more reasonably priced. Read the full article on Seeking Alpha
分析記事 Feb 15

The Strong Earnings Posted By Haemonetics (NYSE:HAE) Are A Good Indication Of The Strength Of The Business

Haemonetics Corporation ( NYSE:HAE ) just reported healthy earnings but the stock price didn't move much. Investors are...
分析記事 Jan 01

The Price Is Right For Haemonetics Corporation (NYSE:HAE)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
Seeking Alpha Nov 22

Haemonetics: Solid Performance Of This Blood Play

Summary Haemonetics has seen signs of growth and operational momentum after a challenging period during the pandemic. The company's fiscal year 2024 first half results were solid, increasing its appeal. Still trading at a small premium based on adjusted earnings, valuations remain somewhat demanding despite arguably a solid operating performance year to date. Read the full article on Seeking Alpha
分析記事 Nov 14

Here's Why We Think Haemonetics (NYSE:HAE) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...

株主還元

HAEUS Medical EquipmentUS 市場
7D4.5%4.0%-0.3%
1Y-11.0%-18.6%26.7%

業界別リターン: HAE過去 1 年間で-18.6 % の収益を上げたUS Medical Equipment業界を上回りました。

リターン対市場: HAEは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is HAE's price volatile compared to industry and market?
HAE volatility
HAE Average Weekly Movement5.2%
Medical Equipment Industry Average Movement8.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

安定した株価: HAE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: HAEの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19713,023Chris Simonwww.haemonetics.com

Haemonetics Corporationは医療技術企業で、米国および海外で一連の病院技術ソリューションを提供しています。同社は、自動血漿採取システム、ドナー管理ソフトウェア、およびNexSys PCSおよびPCS2血漿採取装置と関連消耗品およびソリューション、血漿採取顧客がドナー、オペレーション、サプライチェーンを管理するための統合情報技術プラットフォーム、NexLynk DMSドナー管理システムおよびDonor360ツールなどのサポートソフトウェアソリューションを提供しています。また、電気生理学、クリティカルケア、神経クリティカルケア、外傷、熱傷手術、脊椎手術、がん手術における治療、TAVR手術用のセンサーガイド付き3-in-1ガイドワイヤーであるSavvyWire、分画流量予備能と拡張期圧比を測定する圧力ガイドワイヤーであるOptoWire、医療機器やその他の重要な産業用途で使用される光ファイバーセンサーソリューションも提供している。さらに、患者の止血状態を総合的に評価するTEGおよびHAS止血アナライザーシステムや、病院内の様々なTEGアナライザーを接続し、臨床医に治療の意思決定に役立つ有効な検査結果や過去の検査結果へのリモートアクセスを提供するTEG Managerソフトウェアなどの病院向け製品も提供している。さらに、心臓血管、整形外科、外傷、移植、血管、産科、婦人科手術用の自己血回収システムであるセルセイバーエリート+、カテーテルベースの送達システムを提供し、コラーゲンの自然な血栓誘導特性を活用する技術プラットフォームであるバスケード5F、バスケード6/7F、バスケードMVP XL、バスケードMVPから成るバスケードクロージャー製品も提供している。同社は直販部隊、独立代理店、臨床専門家、販売代理店を通じて製品を販売している。Haemonetics Corporationは1971年に設立され、マサチューセッツ州ボストンに本社を置いている。

Haemonetics Corporation 基礎のまとめ

Haemonetics の収益と売上を時価総額と比較するとどうか。
HAE 基礎統計学
時価総額US$2.64b
収益(TTM)US$97.31m
売上高(TTM)US$1.33b
28.4x
PER(株価収益率
2.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
HAE 損益計算書(TTM)
収益US$1.33b
売上原価US$537.45m
売上総利益US$796.58m
その他の費用US$699.27m
収益US$97.31m

直近の収益報告

Mar 28, 2026

次回決算日

該当なし

一株当たり利益(EPS)2.09
グロス・マージン59.71%
純利益率7.29%
有利子負債/自己資本比率153.8%

HAE の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 15:44
終値2026/05/20 00:00
収益2026/03/28
年間収益2026/03/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Haemonetics Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
David RescottBaird
Michael PetuskyBarrington Research Associates, Inc.
Raymond MyersBenchmark Company