Haemonetics (HAE) Stock Forecast & Price Target

Haemonetics is supported by a favorable mix shift toward its higher-margin Plasma and Hospital businesses, while the Blood Center unit is being rationalized to shed less profitable revenue. Its F1Q revenue of $339.4M rose 5.6% year over year, adjusted EPS of $1.14 beat consensus by six cents, and management raised FY2027 guidance to 5%-8% reported growth, signaling durable operating momentum. Added confidence comes from Plasma share gains, the faster-than-anticipated Persona Plus rollout, and a CSL Plasma supply agreement that reinforces the company’s ability to recapture share and expand profitability through 50-100 bps of adjusted EBIT margin expansion.

Haemonetics is facing a fundamentally fragile outlook because its core plasma franchise remains exposed to competition, recombinant therapies, and other treatments that could erode demand for plasma-derived products. Its growth thesis also depends heavily on execution in new and existing Interventional Technologies offerings, while procedure volumes in interventional cardiology and electrophysiology can be cyclical and unpredictable. Although the company is described as having solid and increasing operating margins and a strong brand, tariffs and cybersecurity risks add pressure, making the path to a durable revenue shift toward high-growth MedTech less certain.