Haemonetics expands CSL rollout and BTIG lifts target for Haemonetics stock

Published on 10/08/2026 at 18:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q1 revenue reached USD 339.38 million versus USD 328.92 million consensus. Haemonetics stock costs EUR 105.50 on October 8, 2026, versus EUR 90.75.

Key points in brief

Haemonetics disclosed that CSL Plasma expects to roll out NexSys devices across all current U.S. plasma collection centers by the end of 2027.
BTIG raised its price target from USD 110.00 to USD 130.00 while maintaining a Buy rating on October 8, 2026.
Haemonetics stock was at EUR 105.50 at Lang & Schwarz on October 8, 2026, up 16.25 percent versus the EUR 90.75 prior close.
Fiscal Q1 2027 revenue reached USD 339.38 million, while second-quarter results are scheduled for November 5, 2026.

HAE, US4050241003, Illustration mit AI erstellt.

Haemonetics (ISIN US4050241003) was trading at EUR 105.50 at Lang & Schwarz on October 8, 2026 at 6:44 p.m. CEST, up 16.25 percent on the prior-close comparison. The company said CSL Plasma expects to complete a rollout of NexSys PCS devices and related disposables across all of its current U.S. plasma collection centers by the end of 2027, according to StockTitan on October 8, 2026.

CSL rollout expands the addressable account

The update changes the scale of the August agreement. Haemonetics had described the supply arrangement as non-exclusive, and the latest filing says CSL anticipates the transition will cover its entire current U.S. network. The scope and timing remain subject to change, and Haemonetics kept its fiscal 2027 guidance unchanged, the filing said.

The commercial opportunity is material but not yet fully contracted. Investing.com reported that analysts had estimated a complete CSL transition could add USD 183 million to USD 223 million in annual Haemonetics revenue over several years.

What does the order mean for revenue?

The timing points to fiscal 2028 as the first full period in which the rollout could influence the business materially, while the company has reserved a fuller assessment for its second-quarter earnings call. That makes the November update more important than the initial market reaction because the agreement has no disclosed minimum purchase commitment and implementation details remain open.

Q1 figures support the commercial case

Haemonetics reported USD 339.38 million of revenue in fiscal Q1 2027, compared with USD 328.92 million consensus, and adjusted earnings per share of USD 1.14 versus USD 1.09 consensus, according to Investing.com. The finance statement for the quarter also shows net income attributable to common shareholders of USD 33.01 million and operating profit of USD 57.46 million.

BTIG raised its price target from USD 110.00 to USD 130.00 while maintaining a Buy rating, Investing.com reported on October 8, 2026. The new target still excludes revenue from the CSL agreement pending more rollout detail.

Three dates frame the announcement

On August 6, 2026, Haemonetics published fiscal Q1 2027 results with USD 339.38 million of revenue; on August 18, 2026, it entered the non-exclusive CSL supply agreement; on October 8, 2026, CSL outlined a full-network rollout by the end of 2027. The first-quarter figure is reported by Investing.com, while the agreement chronology appears in the StockTitan filing.

November 5 is the next checkpoint

Haemonetics plans to publish fiscal second-quarter 2027 results at 6:00 a.m. ET and hold its earnings call at 8:00 a.m. ET on November 5, 2026, according to the company release dated September 30, 2026, available from Haemonetics.

Stock reaches a fresh annual high

The same-day NYSE quote was USD 120.00 at 12:58 p.m. ET, with a USD 48.17 to USD 120.72 52-week range and a market capitalization of USD 5.5 billion. The euro reference price was EUR 105.50 at Lang & Schwarz on October 8, 2026 at 6:44 p.m. CEST, plus 16.25 percent versus the EUR 90.75 prior close. The further course of trading is shown by the continuously updated real-time quote of Haemonetics stock.