Azenta, Inc. (AZTA)

In the past six months, Azenta's stock price has been impacted by several events. Shares jumped after Evercore ISI Group upgraded the company's rating on January 5, 2026. Azenta announced a definitive agreement for the sale of its B Medical Systems business on December 29, 2025. The company's Board of Directors approved a $250 million share repurchase program on December 10, 2025. Azenta, Inc. announced a delayed annual 10-K filing on December 3, 2025. Azenta reported its Q4 2025 earnings on November 21, 2025, which included revenue growth of 6% year-over-year and a beat on both revenue and EPS estimates. The company reported Q3 CY2025 results on November 21, 2025, topping market revenue expectations, though non-GAAP profit was in line with estimates. In August 2025, the stock experienced a significant drop of 16.3% following mixed Q3 financial results. Azenta reported Q2 CY2025 results on August 5, 2025, which fell short of revenue expectations but had non-GAAP profit in line with estimates. Over the last 12 months, Azenta's stock price decreased by 26.65%, although it saw a 7.42% increase in the past month.

Specific detailed demand seasonality for Azenta, Inc.'s products and services is not publicly provided in the available information. The nature of some of Azenta's services, particularly multiomics profiling, can be influenced by biological seasonal patterns. More broadly, Azenta's demand has been affected by macroeconomic pressures and delayed customer purchasing decisions.

Azenta, Inc., formerly Brooks Automation, is a global provider of life sciences solutions focused on accelerating drug discovery, development, and commercialization, operating within the Healthcare sector, specifically in the Medical - Instruments & Supplies and Biotechnology industries. The company's core offerings are categorized into Life Sciences Products (Sample Management Solutions) and Life Sciences Services (Multiomics). Major products and services include automated cold sample management systems, consumables and instruments, sample repository services, genomic services, and informatics solutions.

Azenta, Inc. has a global presence, providing life science sample exploration and management solutions across North America, Europe, China, the Asia Pacific, and internationally. The company's headquarters are located in Burlington, Massachusetts, U.S. It maintains laboratories, biorepositories, and manufacturing facilities worldwide to support its operations.

Azenta has established a reputation for market leadership and innovation in providing comprehensive life sciences solutions, particularly in sample management and genomic services. However, material financial reporting weaknesses, challenges with organic growth and profitability, and mixed analyst sentiment have impacted its reputation, particularly among investors.

Azenta, Inc.'s ownership structure is heavily dominated by institutional investors, with major holders including Blackrock, Inc., Vanguard Group Inc., and Politan Capital Management, L.P. Institutional ownership can sometimes exceed 100% of outstanding shares due to short selling. Insider ownership is modest, sitting at approximately 1.8%, and there have been insider sales over the past year.