Haemonetics (HAE): Analyst Downgrades Spark New Discussion on Valuation and Future Growth Potential

Haemonetics (HAE) is attracting attention following a wave of analyst downgrades and lowered growth forecasts. This is driven by mounting concerns about tougher market conditions and an expected dip in sales over the next year.

See our latest analysis for Haemonetics.

After a rough quarter, Haemonetics’ share price has slid to $50.15. The stock has experienced a recent 7-day rebound but is still down significantly with a 30-day share price return of -7.54% and a steep 1-year total shareholder return of -32.64%. Momentum has faded quickly this year as market concerns about growth potential and profitability weigh more heavily on the stock’s long-term trend.

If this shift in fortunes has you watching for resilient movers, it could be a smart moment to explore See the full list for free.

With shares trading at a steep discount compared to analyst price targets, investors are left wondering if Haemonetics is currently undervalued, or if the latest market slide already reflects all the risks and future growth headwinds.

Most Popular Narrative: 36.2% Undervalued

At a last close of $50.15, Haemonetics trades well below the narrative fair value of $78.64. This gap is fueling speculation about whether the latest market dip has overshot real risks and created a rare opening. The situation invites a closer look at how analysts are forecasting stronger profits ahead, if the company can execute.

Enterprise-wide portfolio transformation, highlighted by the divestiture of low-margin businesses, disciplined capital deployment, and ongoing investment in automation and digital solutions, is driving substantial gross and operating margin expansion (guidance of 26, 27% for FY26) and is likely to support further improvements in net margins and free cash flow conversion.

Read the complete narrative.

What are the numbers behind this steep valuation gap? The narrative hinges on bold assumptions about margin expansion and revenue acceleration few in the sector can match. Curious how these projections turn uncertainty into opportunity? Dive in for the full story line and see the numbers that could change the outlook.

Result: Fair Value of $78.64 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, increased competition and ongoing challenges with key U.S.-focused products could undermine the optimistic outlook and restrict Haemonetics' future growth potential.

Find out about the key risks to this Haemonetics narrative.

Build Your Own Haemonetics Narrative

If you have a different perspective or want to look deeper into the figures yourself, you can shape your own narrative in just a few minutes, and Do it your way.

A great starting point for your Haemonetics research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

Looking for More Investment Ideas?

Stay ahead of the market and boost your portfolio’s potential by checking out these dynamic opportunities. Don’t let today’s best picks pass you by.

• Uncover high-yield opportunities by adding income powerhouses among these 18 dividend stocks with yields > 3% with solid yields surpassing 3%. These are perfect for boosting long-term returns.
• Tap into the AI revolution and capture upside with these 25 AI penny stocks that are driving innovations across industries and setting new standards for growth.
• Spot hidden bargains by checking out these 891 undervalued stocks based on cash flows currently priced below their intrinsic value, offering smart ways to get ahead of the crowd.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com