Latest news with #Azenta
Yahoo
28-05-2025
- Business
- Yahoo
Is Now An Opportune Moment To Examine Azenta, Inc. (NASDAQ:AZTA)?
Azenta, Inc. (NASDAQ:AZTA), might not be a large cap stock, but it saw a decent share price growth of 11% on the NASDAQGS over the last few months. While good news for shareholders, the company has traded much higher in the past year. As a stock with high coverage by analysts, you could assume any recent changes in the company's outlook is already priced into the stock. But what if there is still an opportunity to buy? Let's examine Azenta's valuation and outlook in more detail to determine if there's still a bargain opportunity. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Good news, investors! Azenta is still a bargain right now. Our valuation model shows that the intrinsic value for the stock is $35.76, but it is currently trading at US$27.72 on the share market, meaning that there is still an opportunity to buy now. What's more interesting is that, Azenta's share price is quite volatile, which gives us more chances to buy since the share price could sink lower (or rise higher) in the future. This is based on its high beta, which is a good indicator for how much the stock moves relative to the rest of the market. Check out our latest analysis for Azenta Future outlook is an important aspect when you're looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. With profit expected to grow by 93% over the next year, the near-term future seems bright for Azenta. It looks like higher cash flow is on the cards for the stock, which should feed into a higher share valuation. Are you a shareholder? Since AZTA is currently undervalued, it may be a great time to accumulate more of your holdings in the stock. With an optimistic outlook on the horizon, it seems like this growth has not yet been fully factored into the share price. However, there are also other factors such as financial health to consider, which could explain the current undervaluation. Are you a potential investor? If you've been keeping an eye on AZTA for a while, now might be the time to enter the stock. Its prosperous future outlook isn't fully reflected in the current share price yet, which means it's not too late to buy AZTA. But before you make any investment decisions, consider other factors such as the strength of its balance sheet, in order to make a well-informed investment decision. It can be quite valuable to consider what analysts expect for Azenta from their most recent forecasts. Luckily, you can check out what analysts are forecasting by clicking here. If you are no longer interested in Azenta, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
28-05-2025
- Business
- Yahoo
Is Now An Opportune Moment To Examine Azenta, Inc. (NASDAQ:AZTA)?
Azenta, Inc. (NASDAQ:AZTA), might not be a large cap stock, but it saw a decent share price growth of 11% on the NASDAQGS over the last few months. While good news for shareholders, the company has traded much higher in the past year. As a stock with high coverage by analysts, you could assume any recent changes in the company's outlook is already priced into the stock. But what if there is still an opportunity to buy? Let's examine Azenta's valuation and outlook in more detail to determine if there's still a bargain opportunity. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Good news, investors! Azenta is still a bargain right now. Our valuation model shows that the intrinsic value for the stock is $35.76, but it is currently trading at US$27.72 on the share market, meaning that there is still an opportunity to buy now. What's more interesting is that, Azenta's share price is quite volatile, which gives us more chances to buy since the share price could sink lower (or rise higher) in the future. This is based on its high beta, which is a good indicator for how much the stock moves relative to the rest of the market. Check out our latest analysis for Azenta Future outlook is an important aspect when you're looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. With profit expected to grow by 93% over the next year, the near-term future seems bright for Azenta. It looks like higher cash flow is on the cards for the stock, which should feed into a higher share valuation. Are you a shareholder? Since AZTA is currently undervalued, it may be a great time to accumulate more of your holdings in the stock. With an optimistic outlook on the horizon, it seems like this growth has not yet been fully factored into the share price. However, there are also other factors such as financial health to consider, which could explain the current undervaluation. Are you a potential investor? If you've been keeping an eye on AZTA for a while, now might be the time to enter the stock. Its prosperous future outlook isn't fully reflected in the current share price yet, which means it's not too late to buy AZTA. But before you make any investment decisions, consider other factors such as the strength of its balance sheet, in order to make a well-informed investment decision. It can be quite valuable to consider what analysts expect for Azenta from their most recent forecasts. Luckily, you can check out what analysts are forecasting by clicking here. If you are no longer interested in Azenta, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12-05-2025
- Business
- Yahoo
Waters Corporation, Avantor, Azenta, Bio-Techne, and Elanco Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after the major indices popped (Nasdaq +3.4%, S&P 500 +2.5%) in response to the positive outcome of U.S.-China trade negotiations, as both sides agreed to pause some tariffs for 90 days, signaling a potential turning point in ongoing tensions. This rollback cuts U.S. tariffs on Chinese goods to 30% and Chinese tariffs on U.S. imports to 10%, giving companies breathing room to reset inventories and supply chains. However, President Trump clarified that tariffs could go "substantially higher" if a full deal with China wasn't reached during the 90-day pause, but not all the way back to the previous levels. Still, the agreement has cooled fears of a prolonged trade war, helping stabilize expectations for global growth and trade flows and fueling renewed optimism. The optimism appeared concentrated in key trade-sensitive sectors, particularly technology, retail, and industrials, as lower tariffs reduce cost pressures and restore cross-border demand. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Research Tools & Consumables company Waters Corporation (NYSE:WAT) jumped 7%. Is now the time to buy Waters Corporation? Access our full analysis report here, it's free. Research Tools & Consumables company Avantor (NYSE:AVTR) jumped 7.7%. Is now the time to buy Avantor? Access our full analysis report here, it's free. Drug Development Inputs & Services company Azenta (NASDAQ:AZTA) jumped 8%. Is now the time to buy Azenta? Access our full analysis report here, it's free. Research Tools & Consumables company Bio-Techne (NASDAQ:TECH) jumped 7.8%. Is now the time to buy Bio-Techne? Access our full analysis report here, it's free. Specialty Pharmaceuticals company Elanco (NYSE:ELAN) jumped 7.3%. Is now the time to buy Elanco? Access our full analysis report here, it's free. Azenta's shares are very volatile and have had 24 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. Azenta is down 42.7% since the beginning of the year, and at $28.65 per share, it is trading 54% below its 52-week high of $62.29 from July 2024. Investors who bought $1,000 worth of Azenta's shares 5 years ago would now be looking at an investment worth $731.13. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-05-2025
- Business
- Yahoo
AZTA Q1 Earnings Call: Revenue Tops Expectations, Margin Progress Amid Macro Headwinds
Life sciences company Azenta (NASDAQ:AZTA) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 5.2% year on year to $143.4 million. Its non-GAAP profit of $0.05 per share was $0.03 below analysts' consensus estimates. Is now the time to buy AZTA? Find out in our full research report (it's free). Revenue: $143.4 million vs analyst estimates of $140.6 million (5.2% year-on-year growth, 2% beat) Adjusted EPS: $0.05 vs analyst estimates of $0.07 ($0.03 miss) Adjusted EBITDA: $14.29 million vs analyst estimates of $12.79 million (10% margin, 11.7% beat) Operating Margin: -11.3%, up from -17.8% in the same quarter last year Free Cash Flow Margin: 6.1%, up from 0.9% in the same quarter last year Market Capitalization: $1.27 billion Azenta's first-quarter results reflected continued operational improvements and strategic adjustments in response to a shifting macroeconomic landscape. CEO John Marotta emphasized that growth was led by both the Sample Management Solutions and Multiomics segments, with particular strength in next-generation sequencing and consumables. The company pointed to ongoing cost discipline and productivity initiatives, such as its restructuring efforts and rollout of the Azenta Business System, as contributing factors to year-over-year margin improvement. Management acknowledged that external pressures—such as reduced U.S. academic research funding, tariffs, and geopolitical tensions—required active risk mitigation, including weekly executive reviews and direct customer engagement to understand market dynamics. Looking forward, Azenta reaffirmed its full-year guidance for organic revenue growth and margin expansion, despite the evolving environment. Marotta noted, 'We remain committed to our full-year 2025 guidance of organic revenue growth between 3% and 5%, and adjusted EBITDA margin expansion of 300 basis points.' The company highlighted opportunities to benefit from increased outsourcing by customers facing cost constraints and indicated that its strong balance sheet positions it to pursue targeted acquisitions. Management also plans to update investors more fully at an upcoming Investor Day later this year. Azenta's management attributed the company's performance to a combination of operational restructuring, strategic investment, and proactive customer engagement. The following were the most meaningful drivers of financial results and forward-looking guidance: Operational Streamlining: The company completed a global organizational redesign, reducing workforce complexity by nearly 10% and shifting resources toward R&D, sales, and product management. These changes are intended to boost productivity and customer focus. Segment Growth Patterns: Sample Management Solutions saw robust growth in consumables, instruments, and storage, while Multiomics benefited from strong next-generation sequencing demand. However, there was softness in Sanger sequencing and gene synthesis, particularly in North America, due to delayed projects and shifting customer priorities. Macro and Regulatory Response: Management identified and addressed headwinds from reduced U.S. National Institutes of Health (NIH) funding and new tariffs. Countermeasures were implemented to limit the impact on both revenue and margins, including rapid customer outreach and organizational pivots toward higher-growth segments. Digital and Sales Investments: The company increased investment in digital platforms, data analytics, and expanded sales force coverage to capture new business, especially in pharma and biotech. Regional go-to-market models were adopted to better respond to local market conditions, particularly in China and Europe. Leadership and Transformation: John Marotta temporarily took direct oversight of Sample Management Solutions following a leadership transition. Additionally, the company appointed Will Simmons as Vice President of the Azenta Business System to drive lean initiatives and continuous improvement through Kaizen workshops and daily management boot camps. Management's outlook centers on leveraging operational gains and digital investments to drive revenue growth and margin expansion, while remaining vigilant to external risks and market shifts. Increased Outsourcing Demand: The company expects continued outsourcing by academic and biopharma customers, driven by cost pressures and funding reductions, to benefit Azenta's storage and services platforms. M&A Pipeline and Cash Position: Azenta's substantial cash reserves and absence of debt enable it to pursue tuck-in acquisitions that could accelerate growth and enhance margins, particularly as more targets become available in a challenging market. Macro and Regulatory Uncertainties: Management remains focused on mitigating risks from tariffs, NIH funding changes, and geopolitical factors. The company's weekly executive reviews and customer feedback loops are designed to adapt strategy quickly if market conditions worsen. David Saxon (Needham): Asked about the cadence of growth for the remainder of the year and what risks might affect maintaining the low end of guidance. Management stated growth patterns should be similar to prior years, with countermeasures offsetting NIH funding headwinds. David Saxon (Needham): Inquired about the Sample Management Solutions leadership transition and whether an internal or external replacement is being considered. CEO John Marotta confirmed he is currently overseeing the segment and emphasized hands-on involvement to drive performance. Vijay Kumar (Evercore): Questioned the sustainability of recent free cash flow performance and margin outlook, especially regarding the impact of tariffs. CFO Lawrence Lin explained that improvements stem from working capital execution and that guidance already reflects expected margin impacts from tariffs. Paul Knight (KeyBanc): Sought clarity on the salesforce structure and long-term growth expectations for Sample Management Solutions. Marotta discussed regional alignment, investment in sales headcount, and indicated that there is further growth potential beyond current rates. Matthew Stanton (Jefferies): Asked about capital deployment priorities, including share repurchases versus M&A. Marotta stated that M&A opportunities are actionable, but all capital allocation levers are on the table, with an emphasis on disciplined returns. Going forward, the StockStory team will be watching (1) the pace of margin expansion as operational efficiencies and cost discipline take hold, (2) the impact of recently implemented countermeasures on mitigating macroeconomic headwinds—especially those related to tariffs and research funding, and (3) the company's ability to execute on M&A opportunities and digital platform investments without disrupting core performance. Updates from the planned Investor Day and ongoing customer feedback initiatives will also be important for assessing strategic progress. Azenta currently trades at a forward P/E ratio of 37.6×. Is the company at an inflection point that warrants a buy or sell? See for yourself in our free research report. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
Yahoo
07-05-2025
- Business
- Yahoo
Azenta (NASDAQ:AZTA) Beats Q1 Sales Targets
Life sciences company Azenta (NASDAQ:AZTA) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 5.2% year on year to $143.4 million. Its non-GAAP profit of $0.07 per share was in line with analysts' consensus estimates. Is now the time to buy Azenta? Find out in our full research report. Azenta (AZTA) Q1 CY2025 Highlights: Revenue: $143.4 million vs analyst estimates of $140.6 million (5.2% year-on-year growth, 2% beat) Adjusted EPS: $0.07 vs analyst estimates of $0.07 (in line) Adjusted EBITDA: $14 million vs analyst estimates of $12.79 million (9.8% margin, 9.4% beat) Operating Margin: -11.3%, up from -17.8% in the same quarter last year Free Cash Flow Margin: 5.1%, up from 3.3% in the same quarter last year Market Capitalization: $1.16 billion "We delivered another quarter of strong performance in an evolving and uncertain macroeconomic environment. Our performance in the second quarter and first half of our fiscal year demonstrates the resilience of our portfolio and the dedication of our teams that focus on our customers with our clearly differentiated products and services," said John Marotta, President and CEO. Company Overview Serving as the guardian of some of medicine's most valuable materials, Azenta (NASDAQ:AZTA) provides biological sample management, storage, and genomic services that help pharmaceutical and biotechnology companies preserve and analyze critical research materials. Sales Growth Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Azenta struggled to consistently generate demand over the last five years as its sales dropped at a 6.8% annual rate. This was below our standards and is a sign of poor business quality. Azenta Quarterly Revenue Long-term growth is the most important, but within healthcare, a half-decade historical view may miss new innovations or demand cycles. Azenta's revenue over the last two years was flat, sugggesting its demand was weak but stabilized after its initial drop in sales. Azenta Year-On-Year Revenue Growth We can better understand the company's revenue dynamics by analyzing its most important segment, Sample Management. Over the last two years, Azenta's Sample Management revenue averaged 5.3% year-on-year growth. This segment has outperformed its total sales during the same period, lifting the company's performance. This quarter, Azenta reported year-on-year revenue growth of 5.2%, and its $143.4 million of revenue exceeded Wall Street's estimates by 2%. Looking ahead, sell-side analysts expect revenue to grow 4% over the next 12 months. While this projection suggests its newer products and services will catalyze better top-line performance, it is still below the sector average.
