← Haemonetics overview

Haemonetics vs Neogen: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Haemonetics Corporation (HAE)

Q3 2026
▲4

CSL Plasma Deal Expands, Guidance Raised, Board Strengthened

  • CSL Plasma to roll out NexSys across all U.S. centers by end-2027 CSL Plasma now expects to complete the rollout of Haemonetics' NexSys PCS devices and Persona PLUS disposables across all its U.S. plasma collection centers by the end of 2027. This is a major expansion of the August supply deal and could significantly boost future sales and profits, though Haemonetics has not yet updated its financial guidance.

    This is the biggest new development, directly driving the stock's recent jump and future growth prospects.

  • BofA upgrades HAE to Buy, raises target to $123 on CSL deal Bank of America upgraded Haemonetics to Buy from Neutral and raised its price target to $123 from $92, citing the CSL supply deal. The analyst expects the deal to lift organic revenue growth, operating margins, and earnings per share over the next several years, which supports a higher stock price.

    This is a new analyst action that validates the CSL deal's positive impact and can attract more investors.

  • Q1 earnings beat, fiscal 2027 guidance raised Haemonetics reported first-quarter revenue of $339 million, up 6% organically, and raised its full-year fiscal 2027 guidance. Adjusted EPS rose 4% to $1.14. Strong plasma and MedSurg growth, plus the Persona PLUS rollout, drove the beat and higher outlook, signaling healthy business momentum.

    This is a new earnings report that directly affects investor expectations for future profits.

  • New board member brings operational and strategic expertise Haemonetics elected Martin Madaus to its Board of Directors. Dr. Madaus has over 30 years of leadership experience in diagnostics and life sciences, including CEO roles at Ortho Clinical Diagnostics and Millipore. His expertise is expected to support growth and long-term value creation, a positive but gradual influence.

    This is a new governance change that could improve strategic direction, though its impact is longer-term.

September 2026
▲4

CSL Plasma Deal Expands, Guidance Raised, Board Strengthened

  • CSL Plasma to roll out NexSys across all U.S. centers by end-2027 CSL Plasma now expects to complete the rollout of Haemonetics' NexSys PCS devices and Persona PLUS disposables across all its U.S. plasma collection centers by the end of 2027. This is a major expansion of the August supply deal and could significantly boost future sales and profits, though Haemonetics has not yet updated its financial guidance.

    This is the biggest new development, directly driving the stock's recent jump and future growth prospects.

  • BofA upgrades HAE to Buy, raises target to $123 on CSL deal Bank of America upgraded Haemonetics to Buy from Neutral and raised its price target to $123 from $92, citing the CSL supply deal. The analyst expects the deal to lift organic revenue growth, operating margins, and earnings per share over the next several years, which supports a higher stock price.

    This is a new analyst action that validates the CSL deal's positive impact and can attract more investors.

  • Q1 earnings beat, fiscal 2027 guidance raised Haemonetics reported first-quarter revenue of $339 million, up 6% organically, and raised its full-year fiscal 2027 guidance. Adjusted EPS rose 4% to $1.14. Strong plasma and MedSurg growth, plus the Persona PLUS rollout, drove the beat and higher outlook, signaling healthy business momentum.

    This is a new earnings report that directly affects investor expectations for future profits.

  • New board member brings operational and strategic expertise Haemonetics elected Martin Madaus to its Board of Directors. Dr. Madaus has over 30 years of leadership experience in diagnostics and life sciences, including CEO roles at Ortho Clinical Diagnostics and Millipore. His expertise is expected to support growth and long-term value creation, a positive but gradual influence.

    This is a new governance change that could improve strategic direction, though its impact is longer-term.

Latest
▲4

CSL Plasma Deal Expands, Guidance Raised, Board Strengthened

  • CSL Plasma to roll out NexSys across all U.S. centers by end-2027 CSL Plasma now expects to complete the rollout of Haemonetics' NexSys PCS devices and Persona PLUS disposables across all its U.S. plasma collection centers by the end of 2027. This is a major expansion of the August supply deal and could significantly boost future sales and profits, though Haemonetics has not yet updated its financial guidance.

    This is the biggest new development, directly driving the stock's recent jump and future growth prospects.

  • BofA upgrades HAE to Buy, raises target to $123 on CSL deal Bank of America upgraded Haemonetics to Buy from Neutral and raised its price target to $123 from $92, citing the CSL supply deal. The analyst expects the deal to lift organic revenue growth, operating margins, and earnings per share over the next several years, which supports a higher stock price.

    This is a new analyst action that validates the CSL deal's positive impact and can attract more investors.

  • Q1 earnings beat, fiscal 2027 guidance raised Haemonetics reported first-quarter revenue of $339 million, up 6% organically, and raised its full-year fiscal 2027 guidance. Adjusted EPS rose 4% to $1.14. Strong plasma and MedSurg growth, plus the Persona PLUS rollout, drove the beat and higher outlook, signaling healthy business momentum.

    This is a new earnings report that directly affects investor expectations for future profits.

  • New board member brings operational and strategic expertise Haemonetics elected Martin Madaus to its Board of Directors. Dr. Madaus has over 30 years of leadership experience in diagnostics and life sciences, including CEO roles at Ortho Clinical Diagnostics and Millipore. His expertise is expected to support growth and long-term value creation, a positive but gradual influence.

    This is a new governance change that could improve strategic direction, though its impact is longer-term.

Neogen Corporation (NEOG)

Q3 2026
▲3▼1

Neogen's growth bets meet an FDA safety blow

  • Q4 beat and strong FY27 guidance Neogen's fiscal fourth-quarter revenue of $225.3 million beat expectations, with core growth accelerating to 4.3% and adjusted EBITDA up 12%. It guided fiscal 2027 revenue to $880–885 million and EBITDA to $180–182 million, and repaid $20 million of debt. A stronger profit outlook lifts the stock.

    The earnings beat and guidance are the core reason the stock jumped and set the period's direction.

  • R&D boost and Petrifilm brought in-house Neogen plans to raise fiscal 2027 R&D spending about 50% and move Petrifilm manufacturing in-house, with the first sellable output starting November 2026 and at least two new product launches a year. Doing its own manufacturing can cut costs and speed new products, supporting future profit.

    This is a concrete new investment plan that shapes Neogen's growth and margins beyond the quarter.

  • FDA warning letters over contaminated horse product The FDA issued warning letters after fungal contamination was found in Neogen's veterinary product HYCOAT, linked to severe joint infections in nearly 100 horses and at least 20 deaths. Shares fell 5.4%. This raises regulatory, legal and reputational risk that can weigh on the stock.

    It is the main negative force this period and a real counterweight to the upbeat earnings news.

  • Guidance raised again above consensus Neogen lifted fiscal year revenue guidance to $885–890 million, above its earlier range and the $883.2 million consensus, sending shares up 11% before the market opened. The raise signals management sees demand holding up, which supports the stock.

    The fresh guidance increase is the newest positive catalyst and confirms the growth trend.

August 2026
▲3▼1

Neogen's growth bets meet an FDA safety blow

  • Q4 beat and strong FY27 guidance Neogen's fiscal fourth-quarter revenue of $225.3 million beat expectations, with core growth accelerating to 4.3% and adjusted EBITDA up 12%. It guided fiscal 2027 revenue to $880–885 million and EBITDA to $180–182 million, and repaid $20 million of debt. A stronger profit outlook lifts the stock.

    The earnings beat and guidance are the core reason the stock jumped and set the period's direction.

  • R&D boost and Petrifilm brought in-house Neogen plans to raise fiscal 2027 R&D spending about 50% and move Petrifilm manufacturing in-house, with the first sellable output starting November 2026 and at least two new product launches a year. Doing its own manufacturing can cut costs and speed new products, supporting future profit.

    This is a concrete new investment plan that shapes Neogen's growth and margins beyond the quarter.

  • FDA warning letters over contaminated horse product The FDA issued warning letters after fungal contamination was found in Neogen's veterinary product HYCOAT, linked to severe joint infections in nearly 100 horses and at least 20 deaths. Shares fell 5.4%. This raises regulatory, legal and reputational risk that can weigh on the stock.

    It is the main negative force this period and a real counterweight to the upbeat earnings news.

  • Guidance raised again above consensus Neogen lifted fiscal year revenue guidance to $885–890 million, above its earlier range and the $883.2 million consensus, sending shares up 11% before the market opened. The raise signals management sees demand holding up, which supports the stock.

    The fresh guidance increase is the newest positive catalyst and confirms the growth trend.

Latest
▲3▼1

Neogen's growth bets meet an FDA safety blow

  • Q4 beat and strong FY27 guidance Neogen's fiscal fourth-quarter revenue of $225.3 million beat expectations, with core growth accelerating to 4.3% and adjusted EBITDA up 12%. It guided fiscal 2027 revenue to $880–885 million and EBITDA to $180–182 million, and repaid $20 million of debt. A stronger profit outlook lifts the stock.

    The earnings beat and guidance are the core reason the stock jumped and set the period's direction.

  • R&D boost and Petrifilm brought in-house Neogen plans to raise fiscal 2027 R&D spending about 50% and move Petrifilm manufacturing in-house, with the first sellable output starting November 2026 and at least two new product launches a year. Doing its own manufacturing can cut costs and speed new products, supporting future profit.

    This is a concrete new investment plan that shapes Neogen's growth and margins beyond the quarter.

  • FDA warning letters over contaminated horse product The FDA issued warning letters after fungal contamination was found in Neogen's veterinary product HYCOAT, linked to severe joint infections in nearly 100 horses and at least 20 deaths. Shares fell 5.4%. This raises regulatory, legal and reputational risk that can weigh on the stock.

    It is the main negative force this period and a real counterweight to the upbeat earnings news.

  • Guidance raised again above consensus Neogen lifted fiscal year revenue guidance to $885–890 million, above its earlier range and the $883.2 million consensus, sending shares up 11% before the market opened. The raise signals management sees demand holding up, which supports the stock.

    The fresh guidance increase is the newest positive catalyst and confirms the growth trend.