B+
Bull case
0%
Probability
Target price
$78.00
+18.4% vs current
HAE
HaemoneticsBNYSE / Health Care Equipment & Services
Last Price
At close
2026-06-03
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
1%
Probability
Target price
$66.00
+0.2% vs current
B-
Bear case
0%
Probability
Target price
$46.00
-30.2% vs current
AI sentiment snapshot
Latest data as of 2026-05-09
Recent news sentiment (30D)
-26.5
Negative
Company
-
Unavailable
Macro
-26.5
Negative
Pulse
-
Unavailable
Sentiment proxy
+44.2
Score
AI commentary
Tone improved modestly after earnings but did not become unequivocally bullish. The company source showed a clean FY27 guide and better core growth, trusted coverage framed the quarter as a slight EPS beat, and HAE was at $55.12 on May 8, 2026 versus the $54.37 May 7 anchor, about a 1.4% gain. Still, by this T+3 follow-up, fresh analyst revision evidence is thin, so the setup remains a cautious monitoring view rather than a confirmed rerating.
RankAlpha Sentiment Codex - 2026-05-09
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-01eventQ4/FY26 print and FY27 guide support a near-term resetHigh impact
Haemonetics reported Q4 FY26 revenue of $346.4 million, adjusted EPS of $1.29, and FY27 guidance for 4%-7% reported revenue growth, 3%-6% organic growth, 50-100 bps of adjusted operating margin expansion, and about 80% free-cash-flow conversion [#8-K-2026-05-07]. A trusted earnings snapshot also said adjusted EPS was modestly above the six-analyst Zacks average of $1.28.
2026-08-01catalystCore growth ex-CSL is improving, but investors still need proof it is durableMedium impact
Q4 organic revenue grew 4.5% and organic ex-CSL grew 8.6%, with Plasma up 2.8%, Blood Center up 0.7%, and Hospital up 8.0% [#8-K-2026-05-07]. That matters because the prior 10-Q said Haemonetics did not expect North America disposable sales to CSL Plasma in fiscal 2026 and had been working through that transition [#10-Q-2026-02-05].
2027-03-31catalystHospital growth and Vivasure can offset legacy mix headwinds if execution holdsHigh impact
The February 2026 10-Q said Vivasure was acquired on January 9, 2026, expands Haemonetics in interventional cardiology, and that PerQseal Elite had a U.S. PMA submission plus European CE Mark for arterial and venous indications [#10-Q-2026-02-05]. Q4 results also showed Hospital revenue up 8.0%, with sequential improvement in Interventional Technologies and strength in Blood Management Technologies [#8-K-2026-05-07].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-09 • Updated nightlySource: Internal modelMethodology