AZTA Azenta Inc.

Semiconductor equipment Technology Re-underwrite / risk
Leaning supportive Trend: Rising Sector cycle: Semiconductor Production: Slowdown, turning
AI impact: AI is not material to it, not material
$37.72
+$1.72 +4.78% today

AZTA price and valuation history

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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.

Medical Instruments & Supplies · Burlington, MA · 2,900 employees · azenta.com

Azenta supplies sample exploration and management solutions to the global life sciences sector. The company generates revenue by selling automated storage systems, cryogenic devices, instruments, and repository services, alongside related experimental design consultation. It also provides genomic analysis services, including gene sequencing and synthesis.

Bull case

The measurements do not currently make a case for the business, though annual revenue growth has accelerated.

  • Annual revenue growth rose from -8% to +1%.
  • The share price trend is rising.

Bear case

The company's most recent regulatory filing includes warning language that may signal underlying risks. In addition, the business burns cash once stock-based compensation is factored in.

  • Its latest filing carries warning language.
  • Burns cash after stock pay (-1% of revenue).
  • Valued above what companies with similar growth, margins and size trade at.

Features

  • V-DEEP-VALUE Deep value The price is 40% below its own-history reference value.
  • V-ACCELERATING Growth accelerating Annual revenue growth rose from -8% to +1%. Shared by most companies we track

AI impact

AI is not material to it Not material

The company provides sample management and genomic services that artificial intelligence is transforming across the life sciences industry. The company's reports do not show an advantage or risk from the technology.

Assessed by AI from the company's own annual report filed 4 Dec 2025 and quarterly report filed 6 Aug 2026. A reading of the business, not a forecast or a recommendation.

Valuation position

AZTA is at the 31st percentile of its own valuation history. Depending on how far back you look, it ranges from the 30th to the 51st percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.

Lower than own history Higher than own history

Price ladder

The measured price sits in the Reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.

Confirmed break: at least one break condition is active.

Quality versus peers

Each dimension is shown on its own; they are not combined into a score.

Earnings quality 27th percentile
Investment discipline 85th percentile
Profitability 30th percentile
Cash margin 80th percentile
Dilution discipline 92nd percentile

Current analyst snapshot

Shown for reference only; not used in any measurement.

Positive ratings50.0%
Analysts4
Forward P/E68.3×

What would have to break

  • Not triggered — Revenue decline
  • Not triggered — Margin break
  • Not triggered — Cash burn with rising debt
  • Not triggered — Heavy dilution
  • Triggered — Warning language in filings

News

No recent brief on this company.