Haemonetics Jumps as Investors Cheer Raised Fiscal 2027 Outlook

Haemonetics (HAE) is up 16.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The sharp gain appears most likely tied to investor follow-through after Haemonetics posted better first-quarter fiscal 2027 growth and raised its full-year revenue outlook on August 6. This could also reflect growing confidence that the company is moving beyond the drag from the prior CSL Plasma supply transition as newer plasma and MedSurg products gain traction.

Details:

In first-quarter fiscal 2027 results, total net revenue rose to $339.4 million, up 5.6% reported and 5.9% organically versus the prior year.

Adjusted earnings per share increased to $1.14 from $1.10, while management lifted full-year reported revenue guidance to 5% to 8% growth from 4% to 7% previously.

The plasma business remained a bright spot, with Plasma revenue up 7.2% reported and 8.2% organically, and management highlighted accelerating adoption of Persona PLUS on the NexSys PCS platform.

Company filings have shown that prior results were weighed down by the wind-down of the CSL Plasma U.S. supply agreement; the market may now be rewarding evidence that core growth is becoming cleaner and more durable after that reset.

Sources:

Haemonetics, SEC, Stock Analysis

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$HAE Hedge Fund Activity

We have seen 164 institutional investors add shares of $HAE stock to their portfolio, and 204 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ARIEL INVESTMENTS, LLC added 2,060,966 shares (+inf%) to their portfolio in Q2 2026, for an estimated $154,572,450
CITADEL ADVISORS LLC added 1,251,967 shares (+485.0%) to their portfolio in Q2 2026, for an estimated $93,897,525
AQR CAPITAL MANAGEMENT LLC removed 1,090,054 shares (-32.5%) from their portfolio in Q2 2026, for an estimated $81,754,050
FMR LLC removed 987,832 shares (-77.4%) from their portfolio in Q2 2026, for an estimated $74,087,400
NORTH PEAK CAPITAL MANAGEMENT, LLC removed 655,876 shares (-65.7%) from their portfolio in Q2 2026, for an estimated $49,190,700
NEUBERGER BERMAN GROUP LLC added 618,525 shares (+17.4%) to their portfolio in Q2 2026, for an estimated $46,389,375
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 591,423 shares (+inf%) to their portfolio in Q2 2026, for an estimated $44,356,725

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$HAE Government Contracts

We have seen $355,494 of award payments to $HAE over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

PORTABLE BLOOD ANALYZERS: $131,896
HAEMONETICS CORPORATION PROVIDES THE ARTERIAL AND VENOUS CLOSURE SHEATHS REQUIRED FOR CARDIAC ELECTROPHYSIO...: $87,900
EXPRESS REPORT: NX ORDERS PLACED DURING THE MONTH OF FEBRUARY 2026: $49,691
EXPRESS REPORT: NX ORDERS PLACED DURING THE MONTH OF APRIL, 2026: $22,600
(R) HAEMONETICS CORPORATION:1177264 [25-002935] AUTOMATED CELL PROCESSORS ACP 215 SERIAL NUMBER 19C027SPG ...: $12,166

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$HAE Price Targets

Multiple analysts have issued price targets for $HAE recently. We have seen 6 analysts offer price targets for $HAE in the last 6 months, with a median target of $82.0.

Here are some recent targets:

Marie Thibault from BTIG set a target price of $84.0 on 06/26/2026
Anthony Petrone from Mizuho set a target price of $85.0 on 06/15/2026
Joanne Wuensch from Citigroup set a target price of $70.0 on 05/28/2026
Craig Bijou from B of A Securities set a target price of $80.0 on 05/22/2026
Michael Petusky from Barrington Research set a target price of $89.0 on 05/12/2026
Allen Gong from JP Morgan set a target price of $62.0 on 05/08/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.