Helios Technologies, Inc. (HLIO) Stock Analysis
Industrials · Specialty Industrial Machinery
Hold if already holding. Not a fresh buy at $86.30, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: Americas (Electronics segment) (79.0%); Analyst target reached - limited upside remaining.
Helios Technologies designs and manufactures hydraulic motion control and electronic controls technology for construction, agriculture, industrial, marine, and health/wellness markets through two segments: Hydraulics and Electronics. Revenue comes from OEM and distributor sales;... Read more
Hold if already holding. Not a fresh buy at $86.30, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: Americas (Electronics segment) (79.0%); Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 5.6/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 52d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-06-15Recent Developments — Helios Technologies, Inc.
Latest news
- NEWS Helios Technologies: The Fundamentals Are Starting To Heat Up (Upgrade) (NYSE:HLIO) - Seeking Alpha — Seeking Alpha positive
- NEWS A. O. Smith, Winnebago, Gates Industrial Corporation, Helios, and Fortune Brands Stocks Trade Down, What You Need To Kno — StockStory negative
- NEWS Why Helios Technologies Stock Is Sinking Today - TipRanks — TipRanks negative
- NEWS Helios Technologies (HLIO) Receives a Rating Update from a Top Analyst - The Globe and Mail — The Globe and Mail neutral
- NEWS Helios Technologies (HLIO) price target increased by 11.30% to 78.34 - MSN — MSN positive
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicAmericas (Electronics segment)79%10-K Item 1: 'our 2025 Electronics segment sales were 79% in the Americas, 10% in EMEA and 11% in APAC'
Material Events(8-K, last 90d)
- 2026-02-26Item 5.02LOWCompensation Committee approved Amended and Restated Executive Officer Severance Agreement with Sean Bagan on Feb 23, 2026, increasing his base salary continuation upon Involuntary Termination to 24 months from 12 months. No departure event; routine compensatory arrangement.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $86.30, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: Americas (Electronics segment) (79.0%); Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $86.11 (-0.2%), stop $80.25 (−7.5%), A.R:R -0.8:1. Score 5.6/10, moderate confidence.
Take-profit target: $86.11 (-0.2% upside). Target $86.11 (-0.2%), stop $80.25 (−7.5%), A.R:R -0.8:1. Stop-loss: $80.25.
Concentration risk — Geographic: Americas (Electronics segment) (79.0%); Analyst target reached - limited upside remaining; Near 52-week high (0.5% away).
Helios Technologies, Inc. trades at a P/E of 46.5 (forward 25.2). TrendMatrix value score: 5.1/10. Verdict: Hold.
12 analysts cover HLIO with a consensus score of 4.3/5. Average price target: $88.
What does Helios Technologies, Inc. do?Helios Technologies designs and manufactures hydraulic motion control and electronic controls technology for...
Helios Technologies designs and manufactures hydraulic motion control and electronic controls technology for construction, agriculture, industrial, marine, and health/wellness markets through two segments: Hydraulics and Electronics. Revenue comes from OEM and distributor sales; in 2025 no single customer made up 10% or more of consolidated net sales. Electronics OEM sales were 78% of Electronics segment revenue, and Hydraulics contributed 64% of total company sales.