Do You Believe in the Long-Term Growth Potential of Haemonetics Corporation (HAE)?

Loomis Sayles, an investment management company, released its “Small Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities delivered strong results in the third quarter, mainly driven by easing tariff concerns, a pro-growth budget passed by the U.S. Congress, and anticipation of the Federal Reserve’s further rate cuts. The fund returned 6.21% in the quarter compared to 12.60% for the Russell 2000 Value Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Loomis Sayles Small Cap Value Fund 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 -0.92%, and its shares gained 3.36% of their value over the last 52 weeks. On December 24, 2025, Haemonetics Corporation (NYSE:HAE) stock closed at $80.01 per share, with a market capitalization of $3.855 billion.

Loomis Sayles Small Cap Value Fund stated the following regarding Haemonetics Corporation (NYSE:HAE) in its third quarter 2025 investor letter:

"The market leadership change toward “risk-on” and “low-quality” stocks is common around market pivot points and has continued into the third quarter of the year. Regarding our Fund, stock selection measures trailed the index given the style mismatch with our high quality approach. From an individual stock perspective Haemonetics Corporation (NYSE:HAE), Alight, Inc. and Kyndryl Holdings Incorporated detracted the most from performance.

Haemonetics is a global healthcare company offering innovative products and solutions for blood and plasma collection, surgical procedures, and hospital transfusion services. After a planned exit of a major customer from its legacy plasma business, the company expanded into the hospital surgical market through acquisitions, gaining exposure to higher-growth, innovative procedures. Recently, the hospital segment experienced softness due to increased competition, and raised concerns about management’s ability to meet stated long-term growth targets. Additionally, the US plasma collections market has been weaker than historical levels. Despite these challenges, long-term demand for immunoglobulin therapies and technological advancements are expected to drive future plasma growth, though caution remains regarding a turnaround in the hospital business."

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 potential of Haemonetics Corporation (NYSE:HAE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Haemonetics Corporation (NYSE:HAE) and shared Riverwater Partners Small Cap 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.