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Baird lowers Haemonetics stock price target to $81 on mixed outlook
| USA | economy

Baird lowers Haemonetics stock price target to $81 on mixed outlook

#Haemonetics #Baird #Stock Downgrade #Medical Technology #Price Target #Fiscal 2026 #Plasma Market

📌 Key Takeaways

  • Baird lowered its price target for Haemonetics from $99 to $81 while keeping an Outperform rating.
  • Haemonetics beat Q3 expectations with $1.31 EPS and $339 million in revenue.
  • Forecasted headwinds for fiscal 2027 include VASCADE recovery issues and dilution from the VivaSure deal.
  • The global plasma collection market remains a strong growth driver for the company's long-term outlook.

📖 Full Retelling

Investment firm Baird officially reduced its price target for Haemonetics (NYSE:HAE) from $99 to $81 on February 6, 2026, following the medical technology company's third-quarter fiscal results and a complex outlook for the coming year. Despite the target reduction, the brokerage maintained an Outperform rating, suggesting that the stock remains undervalued after a significant 20% decline in share price over recent weeks. The adjustment serves as a response to specific market headwinds and a need for greater investor confidence in the company's long-term recovery trajectory. The revised valuation comes despite Haemonetics reporting third-quarter earnings that actually surpassed Wall Street expectations. The company posted an adjusted earnings per share of $1.31 on revenue of $339 million, beating consensus estimates of $1.25 per share and $331.91 million in revenue respectively. Following these results, Haemonetics management even raised its full-year fiscal 2026 guidance, signaling internal confidence in the company's operational performance. However, Baird analysts expressed caution regarding the fiscal 2027 outlook, citing several structural challenges that could dampen growth. These include difficulties in the recovery of the VASCADE vascular closure product line, ongoing declines in the SGT/EC segments, and financial dilution stemming from the VivaSure acquisition. While these factors weigh on the immediate price target, the firm remains optimistic about the global plasma collection market, which it describes as accelerating. This positive momentum in plasma is expected to provide an "upward bias" to the company’s future prospects as markets stabilize.

🐦 Character Reactions (Tweets)

Jargonaut Investor

So Haemonetics beat earnings but their stock price got a 20% haircut. Guess that's what happens when your growth strategy gets 'diluted'—and no, not the good kind of diluted! #InvestingWoes

Market Wise Guy

Baird cuts Haemonetics target after they beat expectations. I call that the 'good news, but not TOO good' policy—keeping us all guessing on stock market mood swings. #WallStreetDrama

PlasmaPrince

Looks like Haemonetics is set to collect plasma with one hand while Baird slashes stock targets with the other. Who needs stability when we have mixed signals? #Investing

Cynical Analyst

The only thing more mixed than Haemonetics' outlook is my coffee this morning. Thanks for the wake-up call, Baird! Time to invest with one eye half-closed? #StockMarketSurprises

💬 Character Dialogue

SUBZERO: In the face of declining stock, one must remember that true honor arises from the depths of struggle. But alas, the financial world feels more like an icy battle than a noble challenge.
SQUIDWARD: Ah, the stock market—where expectations soar higher than my hopes for a peaceful day. They beat Wall Street, and yet, here we are, watching the price plunge like my enthusiasm every morning.
SUBZERO: A warrior knows that sometimes victory is not in the numbers but in the resolve to face the coming storms. The analysts seek comfort in predictions, yet each battle holds its own surprise.
SQUIDWARD: Sure, they might raise their guidance, but let’s be real: that’s just the market’s way of trying to sound optimistic while dragging us through the mud. I’d rather play my clarinet than decipher their mixed signals.
SUBZERO: While the risks loom like dark clouds, the plasma market emerges as a beacon of hope. Perhaps in this chaos, we shall find a way to rise once more from the cold depths of despair.

🏷️ Themes

Finance, Healthcare, Market Analysis

📚 Related People & Topics

Health technology

Application of organized knowledge and skills to solve health problems

Health technology is defined by the World Health Organization as the "application of organized knowledge and skills in the form of devices, medicines, vaccines, procedures, and systems developed to solve a health problem and improve quality of lives". This includes pharmaceuticals, devices, procedur...

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Baird

Topics referred to by the same term

Baird may refer to:

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Haemonetics

Healthcare company

Haemonetics Corporation is a global provider of blood and plasma supplies and services. The company was founded in Natick, Massachusetts by Dr. Allen (Jack) Latham in the 1970s.

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🔗 Entity Intersection Graph

Connections for Health technology:

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry Amazon stock slides 9% premarket as 2026 capex guidance blows past expectations Gold, silver prices log shaky gains after bruising week 3 reasons why Bitcoin is falling Amazon’s capex plans, Stellantis, Bitcoin’s fall - what’s moving markets (South Africa Philippines Nigeria) Baird lowers Haemonetics stock price target to $81 on mixed outlook Analyst Ratings Published 02/06/2026, 04:55 AM Baird lowers Haemonetics stock price target to $81 on mixed outlook 0 HAE -1.41% Investing.com - Baird has reduced its price target on Haemonetics (NYSE:HAE) to $81.00 from $99.00 while maintaining an Outperform rating on the stock. This target remains below the analyst high target of $108, but above InvestingPro ’s Fair Value calculation, suggesting the stock may be undervalued despite recent challenges. The RSI currently indicates the stock is in oversold territory. The price target adjustment follows Haemonetics ’ third-quarter fiscal 2026 results, which Baird described as "largely in-line with tempered expectations" after the stock declined approximately 20% over several weeks, compared to a 1% drop in the S&P 500 and an 8% decline in the IHI index. Baird cited several anticipated headwinds affecting its lower fiscal 2027 estimates, including VASCADE recovery challenges, ongoing SGT/EC declines, and dilution from VivaSure. Despite these challenges, the research firm expressed optimism about the worldwide plasma collection market, which it characterized as "elevated/accelerating" and likely to "continue to put an upward bias to HAE’s outlook." Baird maintained its Outperform rating on Haemonetics stock but noted that further price appreciation would likely depend on "building confidence in a sustained plasma market recovery." In other recent news, Haemonetics Corporation reported its third-quarter fiscal 2026 results, surpassing analyst expectations. The company achieved adjusted earnings per share of $1.31, exceeding the...

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