Strong Results Lifted Haemonetics Corporation (HAE) in Q4

Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. The Strategy underperformed the Russell 2500 Index during the fourth quarter as well as for the full year. Stock selection drove the underperformance of the Strategy in the quarter. The Strategy’s emphasis on high-quality stocks lagged behind broader market trends. In addition, please check the Strategy’s top five holdings to know its best picks in 2025.

In its fourth-quarter 2025 investor letter, Riverwater Partners Sustainable Value Strategy highlighted Haemonetics Corporation (NYSE:HAE) as its top contributor to performance. Headquartered in Boston, Massachusetts, Haemonetics Corporation (NYSE:HAE) is a medical technology company. Haemonetics Corporation (NYSE:HAE) shares traded between $47.32 and $87.32 over the past 52 weeks. On January 22, 2026, Haemonetics Corporation (NYSE:HAE) stock closed at $70.02 per share. One-month return of Haemonetics Corporation (NYSE:HAE) was -12.78%, and its shares gained 36.60% of their value over the last three months. Haemonetics Corporation (NYSE:HAE) has a market capitalization of $3.373 billion.

Riverwater Partners Sustainable Value Strategy stated the following regarding Haemonetics Corporation (NYSE:HAE) in its fourth quarter 2025 investor letter:

“Haemonetics Corporation (NYSE:HAE) was the top contributor in the quarter. It was the worst performer during the 3rd quarter, when the stock sank 33% following a slightly disappointing second quarter report for its Hospital segment and lingering concern by some about the health of its plasma collections equipment business. We had high confidence that the plasma market was returning to its historic high-single-digit growth rate, and that HAE’s Hospital portfolio has great potential; therefore, we added to our position. In November, HAE reported strong third quarter results in both its Hospital and Plasma segments, propelling the stock to recoup its prior losses and more. We believe these trends offer opportunities for HAE going forward.”

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. As per our database, 36 hedge fund portfolios held Haemonetics Corporation (NYSE:HAE) at the end of the third quarter, which was 29 in the previous quarter. In the second quarter of fiscal 2026, Haemonetics Corporation (NYSE:HAE) reported revenue of $327 million, marking a 5% reported revenue decline.  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 Loomis Sayles Small Cap Value Fund’s views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q4 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.