HAE Haemonetics Corporation

Boston Trust Walden Corp reduced its stake in Haemonetics Corporation (HAE) by 12.2% in Q3, selling 133,250 shares and now holding 956,690 shares valued at $46.63 million. The company exceeded Q3 earnings estimates, reporting $1.27 EPS against $1.12 expected, with revenues of $327.3 million. Analyst sentiment for HAE is mixed, with a consensus of "Moderate Buy" and an average target price of $84.10.

Assenagon Asset Management S.A. has initiated a new position in Haemonetics Corporation with an investment of approximately $8.56 million, acquiring 175,574 shares. This move highlights significant institutional interest in Haemonetics, as institutional investors now own 99.67% of the company's stock. Analysts currently rate Haemonetics with a "Moderate Buy" and a consensus target price of $84.10, indicating positive outlook for the medical instruments supplier.

Haemonetics (HAE) experienced a downgrade from Needham to 'Hold' due to increasing competition in vascular closure devices from Abbott and Cordis. Despite a recent 56% share price return over three months, the 5-year total shareholder return remains negative, questioning the durability of its Interventional Technologies growth story. The stock currently trades at a discount to analyst targets and intrinsic value, leading investors to weigh whether it is undervalued or if its current price already accounts for future growth amidst new competitive pressures.

Riverwater Partners' Small Cap Strategy sold its stake in Haemonetics Corporation (HAE) during the third quarter of 2025. The strategy, which focuses on higher-quality companies, lagged its benchmark due to the market's preference for lower-quality companies. Investors can download the Q3 2025 investor letter for more details.

Needham has downgraded Haemonetics (NYSE:HAE) from Buy to Hold due to increasing competition in the vascular closure device market, particularly from Abbott and Cordis. The firm projects a continued decline in Haemonetics' Interventional Technologies segment through fiscal year 2027, despite the company's "GREAT" financial health and recent strong earnings. This competitive pressure is expected to limit Haemonetics' future revenue and earnings per share growth, putting consensus estimates at risk.

Baird has maintained its Outperform recommendation for Haemonetics (NYSE:HAE) as of December 15, 2025. The average one-year price target for HAE is $86.24, suggesting a 3.29% upside from its current price of $83.49 per share. Analyst forecasts for Haemonetics project annual revenue of 1,270MM (a 4.36% decrease) and non-GAAP EPS of 4.41.