Azenta, Inc. (AZTA)

Azenta's stock has experienced volatility in the past six months, influenced by earnings reports and broader market conditions. In August 2025, the company reported its fiscal third-quarter earnings, surpassing EPS expectations but missing revenue forecasts, leading to a stock drop. In May 2025, the company reported first-quarter EPS which was worse than estimates, although revenue topped estimates. In February 2025, Azenta reported fourth-quarter EPS exceeding estimates and revenue also topped estimates. In November 2024, Azenta reported its fourth quarter and full year fiscal 2024 results, with Q4'24 revenue growth of 6% reported and 5% organic in combined Sample Management Solutions and Multiomics. The company also announced a plan to sell B Medical Systems and appointed Lawrence Y. Lin as CFO.

While specific details on demand seasonality are not explicitly provided, Azenta operates in the life sciences sector, which is influenced by research funding cycles, academic calendars, and pharmaceutical development timelines. The increasing global demand for biologics and advanced therapies drives the freeze and thaw systems market, suggesting growing demand for Azenta's cold-chain solutions. Subscription-based models and long-term storage services create recurring revenue streams, mitigating some seasonal fluctuations.

Azenta, Inc. is a global provider of life sciences solutions focused on accelerating drug discovery, development, and commercialization, operating primarily within the Life Sciences sector. The company's core business is divided into Life Sciences Products and Life Sciences Services, which include automated cold sample management systems, consumables and instruments, genomic services through GENEWIZ, sample management services, informatics solutions like Limfinity and Freezer Pro, and B Medical Systems.

Azenta, Inc. operates globally with its headquarters in Burlington, Massachusetts, and operations spanning North America, Europe, and Asia. The company serves pharmaceutical, biotech, academic, and healthcare customers worldwide, with sales broken down by the United States, Rest of Europe, Africa, China, Asia Pacific/Other, and the United Kingdom.

Azenta Life Sciences maintains a reputation as a leading provider of solutions for the life sciences industry, enabling breakthroughs and accelerating therapies. Strategic alliances and a commitment to growth, evidenced by forecast organic revenue increases, support a positive brand image. The company's focus on sustainable and energy-efficient storage solutions also contributes to its brand reputation.

Major institutional owners of Azenta, Inc. include Politan Capital Management, L.P., The Vanguard Group, Inc., State Street Global Advisors, Inc., Blackrock, Inc., Dimensional Fund Advisors L.P., Conestoga Capital Advisors, Llc, Allspring Global Investments Holdings, Llc, Gw&K Investment Management, Llc, Millennium Management Llc, and Lord, Abbett & Co. Llc. Institutional investors collectively increased their holdings from 117.94% to 117.99% in September 2025, and insiders have shown confidence with share purchases over the past year.