The Bull Case For Azenta (AZTA) Could Change Following Profitable Q4 and Upbeat Growth Guidance

• Azenta, Inc. recently reported its fourth-quarter earnings, showing US$159.19 million in revenue and a net income of US$47.14 million for the period ended September 30, 2025, reversing a net loss from the previous year.
• One significant insight is Azenta’s transition from loss to profitability on both a net income and earnings per share basis, accompanied by positive guidance for continued organic revenue growth into fiscal year 2026.
• We’ll explore how Azenta’s return to profitability and growth forecast could reshape its investment narrative and future outlook.

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Azenta Investment Narrative Recap

To be a shareholder in Azenta today, you would need to believe in the company’s ability to sustain revenue growth through the ongoing expansion of life sciences automation and outsourcing. The company's recent return to profitability and its outlook for organic revenue growth may strengthen the case for continued momentum, but the short-term catalyst remains the pace of recovery in higher-margin capital equipment sales, while the biggest risk continues to be delays from customer budget pressures, which remain largely unchanged after the latest earnings.

Among recent announcements, the fiscal year 2026 revenue growth guidance of 3% to 5% stands out as closely tied to current performance. This communicates management’s focus on incremental top-line growth in the face of sector headwinds and indicates that forecasts of recurring service revenues remain an important watchpoint for short-term results.

In contrast, investors should also be aware that the pace of order recovery for core capital equipment, particularly if customer budget constraints persist, may…

Read the full narrative on Azenta (it's free!)

Azenta's outlook suggests $684.6 million in revenue and $34.5 million in earnings by 2028. This is based on a forecast revenue decline of 0.8% per year and a $202 million increase in earnings from the current level of -$167.5 million.

Uncover how Azenta's forecasts yield a $39.83 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Fair value estimates from two Simply Wall St Community members range from US$36.28 to US$39.83, reflecting different views on Azenta’s earnings and revenue outlook. While market participants see varied upside, recent guidance on organic growth remains central to the company’s forward performance, making it important to compare multiple perspectives.

Explore 2 other fair value estimates on Azenta - why the stock might be worth as much as 12% more than the current price!

Build Your Own Azenta Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Azenta research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Azenta research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Azenta's overall financial health at a glance.

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This 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.

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