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Helios Technologies, Inc. (HLIO) Stock Analysis

Catalyst-Driven edge

HoldModerate Confidence

Industrials · Specialty Industrial Machinery

Hold if already holding. Not a fresh buy at $67.80, but acceptable to hold if already in. Reasons: Thin upside margin: 3.1%; Negative momentum.

Helios Technologies manufactures hydraulic motion control and fluid conveyance products (Hydraulics segment) and electronic controls systems and displays (Electronics segment) for construction, agriculture, industrial, marine, and other end markets globally. Revenue comes from... Read more

$67.80+3.1% A.UpsideScore 5.5/10#13 of 48 Specialty Industrial Machinery
Stop $63.80Target $69.75(analyst − 13%)A.R:R 0.5:1
Analyst target$80.17+18.2%6 analysts
$69.75our TP
$67.80price
$80.17mean
$85

Hold if already holding. Not a fresh buy at $67.80, but acceptable to hold if already in. Reasons: Thin upside margin: 3.1%; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 5.5/10, moderate confidence.

Passes 4/7 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Val6.0Qual5.5Grw6.9Mom2.6Sent6.8Ins5.0Peer3.6Tech6.7Risk5.45.5OVERALL

Thesis

Rewards
Strong earnings beat streak (3/4)
Risks
Thin upside margin: 3.1%
Negative momentum

Key Metrics

P/E (TTM)46.1
P/E (Fwd)21.1
Mkt Cap$2.2B
EV/EBITDA16.4
Profit Mgn5.8%
ROE5.4%
Rev Growth17.4%
Beta1.26
Dividend0.72%
Rating analysts12

Quality Signals

Piotroski F9/9

Options Flow

P/C4.25bearish
IV71%elevated

Material Events(8-K, last 90d)

  • 2026-02-26Item 5.02LOW
    Helios amended and restated executive severance agreement with Sean Bagan, extending salary continuation upon involuntary termination from 12 to 24 months. Compensatory arrangement only; no officer departure.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
0.0
Macd
0.3
Obv
1.0
Ma Position
4.0
Rsi
7.7
Uptrend pullback (RSI 38) - buy opportunityVolume distribution (falling OBV)Above 200-day MA

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
2.2
Value Rank
4.2
Growth Rank
8.0
Industry growth leader
GatesMomentum 2.6<4.5A.R:R 0.5 < 1.5@spotEARNINGS PROXIMITY 11d<=14d (soft)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARSuitability: Aggressive
RSI
38 · Neutral
↓ 20D MA↓ 50D MA↑ 200D MAGOLDEN CROSSSupport $64.16Resistance $73.11

Price Targets

$64
$70
A.Upside+2.9%
A.R:R0.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Momentum score 2.6/10 — below 4.5 minimum
! Reward/Risk 0.5:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-05-11 (11d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is HLIO stock a buy right now?

Hold if already holding. Not a fresh buy at $67.80, but acceptable to hold if already in. Reasons: Thin upside margin: 3.1%; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $69.75 (+2.9%), stop $63.80 (−6.3%), A.R:R 0.5:1. Score 5.5/10, moderate confidence.

What is the HLIO stock price target?

Take-profit target: $69.75 (+3.1% upside). Target $69.75 (+2.9%), stop $63.80 (−6.3%), A.R:R 0.5:1. Stop-loss: $63.80.

What are the risks of investing in HLIO?

Thin upside margin: 3.1%; Negative momentum.

Is HLIO overvalued or undervalued?

Helios Technologies, Inc. trades at a P/E of 46.1 (forward 21.1). TrendMatrix value score: 6.0/10. Verdict: Hold.

What do analysts say about HLIO?

12 analysts cover HLIO with a consensus score of 4.3/5. Average price target: $80.

What does Helios Technologies, Inc. do?Helios Technologies manufactures hydraulic motion control and fluid conveyance products (Hydraulics segment) and...

Helios Technologies manufactures hydraulic motion control and fluid conveyance products (Hydraulics segment) and electronic controls systems and displays (Electronics segment) for construction, agriculture, industrial, marine, and other end markets globally. Revenue comes from selling components and engineered solutions to OEMs and distributors across diverse international markets.

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