Haemonetics Corporation (HAE) is Navigating Challenges Through Earnings Growth

The London Company, an investment management company, released “The London Company Small Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities continued their rally in the third quarter, driven by the Fed rate cut, solid corporate earnings, and enthusiasm around AI. The small-cap portfolio appreciated 1.9% (1.6% net) in the third quarter, compared to the Russell 2000 Index’s 12.4% gain. Please review the fund’s top 5 holdings to gain insight into their key selections for 2025.

In its third-quarter 2025 investor letter, The London Company Small Cap Strategy highlighted stocks such as Haemonetics Corporation (NYSE:HAE). Headquartered in Boston, Massachusetts, Haemonetics Corporation (NYSE:HAE) is a medical technology company. The one-month return of Haemonetics Corporation (NYSE:HAE) was 1.45%, and its shares lost 31.63% of their value over the last 52 weeks. On November 3, 2025, Haemonetics Corporation (NYSE:HAE) stock closed at $50.27 per share, with a market capitalization of $2.422 billion.

The London Company Small Cap Strategy stated the following regarding Haemonetics Corporation (NYSE:HAE) in its third quarter 2025 investor letter:

“Haemonetics Corporation (NYSE:HAE) – HAE was a bottom performer after reporting a mixed quarter, with the price reaction seemingly extrapolating forward near-term headwinds. Its vascular closure business is facing some elevated competitive pressures due to legacy vendors reacting more aggressively to the perceived threat from its business. However, we believe the company’s portfolio of clinically differentiated, high-margin products will win market share and drive robust earnings growth over time. The thesis relies on minimal improvement in the core segments to drive strong investor returns.”

Is Haemonetics Corporation (HAE) the Best Russell 2000 Stock to Buy According to Wall Street Analysts?

Haemonetics Corporation (NYSE:HAE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 29 hedge fund portfolios held Haemonetics Corporation (NYSE:HAE) at the end of the second quarter, compared to 35 in the previous quarter. Haemonetics Corporation (NYSE:HAE) reported revenue of $321 million in the first fiscal quarter of 2026, down 4% year-over-year.  While we acknowledge the risk and potential of Haemonetics Corporation (NYSE:HAE) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Haemonetics Corporation (NYSE:HAE) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Haemonetics Corporation (NYSE:HAE) and shared Aristotle Capital Small/Mid Cap Equity Strategy’s views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.