Haemonetics CorporationHAE
▲ PositiveCapitalrelevance
Earnings beat, higher revenue guidance, and DCF fair value above current price.
Impact on stocks 1
Biotech & Genomic Medicine
Haemonetics CorporationHaemonetics reported first quarter fiscal 2027 results with sales of US$339.38 million and net income of US$33.01 million, alongside a US$391.25 million shelf registration tied to an ESOP related stock offering. The company's recent earnings beat, higher revenue guidance and fresh clinical data around VASCADE MVP XL have coincided with a strong 90 day share price return of 61.31%, while the 1 year total shareholder return of 68.96% signals building momentum. Haemonetics closed at $90.80, and the most followed narrative places fair value at $96.90 using a discounted cash flow framework with an 8.0% range discount rate, implying the stock is 6.3% undervalued. 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 with guidance of 26–27% for FY26. However, the story could change quickly if competition bites into NexSys, TEG or VASCADE, or if U.S.-focused demand slows and exposes product concentration.
Haemonetics CorporationEarnings beat, higher revenue guidance, and DCF fair value above current price.