Azenta (AZTA)

• Market cap: $1.4B
• 1 day: 0.62%
• 5 days: 3.98%
• 1 month: 9.68%
• 3 months: -16.30%
• 6 months: -31.89%
• Year to date: -38.85%
• 1 year: -44.12%
• 5 years: -24.33%
• 10 years: 161.32%
• Sector: Healthcare
• Industry: Medical Instruments & Supplies

About: Azenta Inc is a provider of life sciences solutions, enabling impactful breakthroughs and therapies to market faster. It provides a full suite of reliable cold-chain sample management solutions and genomic services across areas such as drug development, clinical research and cell therapies for the industry's top pharmaceutical, biotech, academic and healthcare institutions globally. The company has three reportable segments that are Sample Management Solutions, Multiomics, and B Medical Systems. It generates a substantial part of its revenue from its Sample Management Solutions segment.

Employees: 3,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

0.44% more ownership

Funds ownership: 114.43% [Q4 2024] → 114.87% (+0.44%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

4% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 107

6% less funds holding

Funds holding: 305 [Q4 2024] → 288 (-17) [Q1 2025]

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

30% less capital invested

Capital invested by funds: $2.61B [Q4 2024] → $1.82B (-$796M) [Q1 2025]

55% less call options, than puts

Call options by funds: $3.9M | Put options by funds: $8.63M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $40 31% upside
• Avg. target: $40 31% upside
• High target: $40 31% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Needham David Saxon

31% upside $40

Buy Maintained

7 May 2025