908 Devices Inc. (MASS)

908 Devices, Inc. stock has outperformed the S&P500 Index by +39.34% over the past six months and was trading +61.22% higher than its 200-day moving average as of October 31, 2025. Over the past year, the stock price increased by +149.56%, outperforming the S&P500 Index by +119.63%. Key events include a Q3 2025 earnings report with a loss but topped revenue estimates, Q2 2025 financial results with a 14% year-over-year revenue increase, and a $70 million sale of its desktop portfolio, leading to improved financial stability and a focus on handheld devices.

There is a possibility of seasonality in the demand for 908 Devices' products. The company has made preparations for strong second-half seasonal demand for its MX908 device, suggesting increased sales activity in the latter half of the year.

908 Devices, Inc. is a commercial-stage technology company specializing in handheld and desktop mass spectrometry devices for life sciences research, bioprocessing, pharma/biopharma, forensics, and adjacent markets. The company offers products like the MX908, a handheld mass spectrometry device; Rebel, a small desktop analyzer; Maverick and Maven, optical and online in-line analyzers for bioprocess monitoring; Trace C2, an online monitoring solution; ZipChip solution, a high-resolution separation platform; and XplorIR, ProtectIR, ThreatID, and InterceptIR, products for forensics and field detection.

908 Devices, Inc. has a global presence, operating in the United States, Europe, the Middle East, Africa, the Asia Pacific, and the rest of the Americas. The company derives the maximum portion of its revenue from the United States.

908 Devices has a reputation for revolutionizing chemical analysis by providing rapid, precise chemical detection at the point of need. The United States Coast Guard's purchase of 23 MX908 devices for narcotics interdiction and hazardous threat detection has positively impacted its reputation. The company focuses on vital health, safety, and defense technology applications, including addressing the fentanyl and illicit drug crisis, toxic carcinogen exposure, and global security threats, further contributing to its brand image.

The ownership structure of 908 Devices, Inc. is primarily composed of institutional investors, holding approximately 53.84% to 73.47% of shares outstanding. Major institutional owners include AWM Investment Company, Inc., First Light Asset Management, LLC, State Street Corp, ARK Genomic Revolution ETF (ARKG), ARK Investment Management LLC, BlackRock, Inc., Vanguard Group Inc, and GM Advisory Group, Inc. Insider ownership is around 4.74% to 59.13%, with Keith Crandell owning 5.75 million shares, representing 15.89% of the company.