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Haemonetics (HAE) Stock Analysis

Healthcare Updated August 17, 2026
$90.19
52W $47.32 – $92.25
53/100
$4.13B
44.1
0.52
AI Committee Verdict
Watch
53/100
Conviction: Contested · 33% agreement · 6 analysts
+0.5%
-7.0%
0.08:1
Contested

Is HAE Bullish or Bearish?

Mixed. Innellis AI committee rates Haemonetics (HAE) Watch with a composite score of 53/100 , based on 6 analysts with 33% agreement. Last updated August 17, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +7.46 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -12.54 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 1.54) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • News sentiment is positive (+0.20 across 19 articles, 14d) — News
Bear Case
  • P/E of 43.2 is expensive by classic value standards — Value
  • Debt-to-equity of 1.54 adds balance-sheet risk to the value case — Value
  • EPS declining -37.4% YoY despite any revenue growth — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • RSI at 73 is in overbought territory — Technical
  • Weekly RSI at 83 -- overbought on the larger timeframe too — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 17, 2026
Overall Committee Score
53/100
Agreement
33%
Analysts
6
Conviction
Contested
Sector Rank
Top 96%
of 192 Healthcare peers
Value Analyst bearish
37 / 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 43.2 is expensive by classic value standards
Growth Analyst neutral
44 / 100 · High confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− EPS declining -37.4% YoY despite any revenue growth
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 73 is in overbought territory
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 1.54) amplifies downside in a stress scenario
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 19 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2963.04)
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Investment Thesis Evolution

Committee score moved marginally from 52.5 to 52.5.

Analyst-level changes:
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-08-16 to 2026-08-17 (1 day apart).

Technical Analysis

RSI (14)
72.8
Overbought
MACD Histogram
0.406
Bullish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Hh Hl
Support
$84.46
Resistance
$91.29
Bollinger %B
0.87
Inside Bands
Price vs Moving Averages
EMA 9
$88.07 Above
EMA 21
$84.64 Above
EMA 50
$78.89 Above
EMA 200
$70.06 Above

Fundamental Analysis

Valuation
49
Growth
56
Profitability
58
Financial Health
77
Cash Flow
70
Valuation
P/E Ratio 44.1×
P/B Ratio 4.92×
PEG Ratio -1.18
Dividend Yield 0.00%
52W High $92.25
52W Low $47.32
Quality & Growth
ROE 1222.0%
ROA 406.1%
Gross Margin 5738.4%
Operating Margin 1817.6%
Revenue Growth YoY
Debt / Equity 1.40
AI Fundamental Assessment
P/E ratio of 44.1 (rich relative to a 15-40x range); Price-to-book of 4.9x; PEG ratio of -1.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 12.2%; Return on assets of 4.1%; Net margin of 7.1%; Gross margin of 57.4%; Current ratio of 3.08 (healthy short-term liquidity); Debt-to-equity of 1.40; Free cash flow per share is positive (6.42); Most recent quarter beat estimates by 4.8%; 5 consecutive earnings beats; EPS growth decelerating (-1.5% -> -11.6% QoQ); Average YoY EPS growth of 3.6%; Analyst estimates falling over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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