B+
Bull case
0%
Probability
Target price
$78.00
Analysis reference price unavailable
Analysis 2026-05-09 · RankAlpha Sentiment Codex
HAE
HaemoneticsFNYSE / Health Care Equipment & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
1%
Probability
Target price
$66.00
Analysis reference price unavailable
Analysis 2026-05-09 · RankAlpha Sentiment Codex
B-
Bear case
0%
Probability
Target price
$46.00
Analysis reference price unavailable
Analysis 2026-05-09 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-05-09
Recent news sentiment (30D)
+0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
+30.0
Positive
Sentiment proxy
+17.3
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