Haemonetics (HAE) Wins FDA Approval, Is The Stock Fairly Valued?
Haemonetics (HAE) just received U.S. FDA approval for its PerQseal Elite vascular closure system, a new addition to its large bore arterial closure lineup following the Vivasure Medical acquisition.
Investors have already been reacting to Haemonetics' expanding hospital technology lineup, with the share price at US$119.19 and a 30-day share price return of 13.19% feeding into a 90-day gain of 44.40% and a 1-year total shareholder return of 132.75%. This suggests momentum has been building as the PerQseal Elite approval and Vivasure deal reshape expectations around growth and risk for the business.
Scan beyond Haemonetics and see how other hospital technology and medical-device players stack up on quality and momentum by reviewing the hand picked list of solid balance sheet and fundamentals (24 results)
After a run like this, Haemonetics still trades at a discount to both analyst targets and some fair value estimates. Is the market appropriately cautious, or has the recent move not yet caught up with fundamentals?
Most Popular Narrative: 4% Undervalued
On the most followed narrative, Haemonetics screens as modestly undervalued, with a fair value of $124.50 against the latest $119.19 close. This puts the recent rally in context around balance sheet risk, plasma contracts, and hospital expansion.
Enterprise wide portfolio transformation that has already lifted adjusted gross margin to 60.3% and adjusted operating margin to 25.4%, together with free cash flow conversion above 100% of adjusted net income over the last twelve months, supports the idea that a richer mix of disposables and software can help maintain net margin resilience and cash generation.
See why 8 investors see Haemonetics as 4% undervalued.
Result: Fair Value of $124.50 (UNDERVALUED)
Still, the Haemonetics story can change quickly if CSL conversions underdeliver on volume, or if tariff and self-insured medical costs squeeze margins harder than analysts model.
Find out about the key risks to this Haemonetics narrative.
Next Steps
Mixed signals on Haemonetics so far? With both concerns and bright spots in view, move quickly and weigh the full balance of 2 key rewards and 3 important warning signs.
Looking for more Haemonetics sized opportunities?
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