908 Devices Inc.

NasdaqGM:MASS Stock Report

Market Cap: US$334.7m

908 Devices Management

Management criteria checks 4/4

908 Devices' CEO is Kevin Knopp, appointed in Feb 2012, has a tenure of 14.33 years. total yearly compensation is $1.55M, comprised of 32.2% salary and 67.8% bonuses, including company stock and options. directly owns 3.54% of the company’s shares, worth $11.83M. The average tenure of the management team and the board of directors is 3.4 years and 5.3 years respectively.

Key information

Kevin Knopp

Chief executive officer

US$1.6m

Total compensation

CEO salary percentage32.19%
CEO tenure14.3yrs
CEO ownership3.5%
Management average tenure3.4yrs
Board average tenure5.3yrs

Recent management updates

Recent updates

Narrative Update Jun 18

MASS: Raised 2026 Revenue Outlook Will Support A Higher Stock Price

Analysts have lifted their price target on 908 Devices stock from $10.00 to $11.00, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that they consider better aligned with the company's current outlook. What’s in the News for 908 Devices 908 Devices raised its full year 2026 revenue guidance, according to a key developments summary.
Narrative Update Jun 03

MASS: Raised 2026 Revenue Outlook Will Support Higher Future P/E Multiple

Analysts have modestly adjusted their price targets on 908 Devices, reflecting updated assumptions for a fair value of $10.00, a slightly higher discount rate, marginally stronger projected revenue growth, a softer profit margin outlook, and a higher future P/E of about 70x. What's in the News 908 Devices raised its full year 2026 revenue guidance to a range of $67.0 million to $70.0 million.
Seeking Alpha May 18

908 Devices Looking Better Now (Rating Upgrade)

Summary 908 Devices delivered strong Q1 results, raising full-year revenue guidance after a strategic acquisition in narcotics detection. Adjusted gross margins improved nearly three percentage points to 57%, and operating cash flow turned positive. MASS has a solid balance sheet with nearly $100 million in cash post-acquisition and is debt free, while trading at a reasonable valuation. Read the full article on Seeking Alpha
Narrative Update May 12

MASS: Raised 2026 Revenue Guidance Will Support Higher Earnings Multiple

Analysts have reset their price target on 908 Devices to $10.00 from $8.00, citing updated assumptions around revenue growth, profitability, and future P/E that feed into a higher fair value estimate and a modestly higher discount rate. What's in the News 908 Devices raised full year 2026 revenue guidance to a range of $67.0 million to $70.0 million, compared with 2025 revenue, with the range described as representing 19% to 25% growth (Corporate Guidance: Raised).
Analysis Article Jan 23

908 Devices Inc.'s (NASDAQ:MASS) 29% Price Boost Is Out Of Tune With Revenues

Those holding 908 Devices Inc. ( NASDAQ:MASS ) shares would be relieved that the share price has rebounded 29% in the...
Analysis Article Nov 12

Some 908 Devices Inc. (NASDAQ:MASS) Shareholders Look For Exit As Shares Take 26% Pounding

908 Devices Inc. ( NASDAQ:MASS ) shareholders won't be pleased to see that the share price has had a very rough month...
Analysis Article Sep 20

908 Devices Inc.'s (NASDAQ:MASS) Share Price Not Quite Adding Up

When close to half the companies in the Electronic industry in the United States have price-to-sales ratios (or "P/S...
Analysis Article Aug 07

908 Devices Inc. (NASDAQ:MASS) Analysts Are Pretty Bullish On The Stock After Recent Results

NasdaqGM:MASS 1 Year Share Price vs Fair Value Explore 908 Devices's Fair Values from the Community and select yours...
Narrative Update Aug 06

US Federal And International Funding Will Expand Global Analysis Markets

The notable increase in 908 Devices’ price target reflects improved outlook due to higher expected revenue growth and an expanded forward P/E, raising the consensus fair value from $6.50 to $9.00. What's in the News 908 Devices raised its 2025 revenue guidance to $54–56 million (13–17% growth), up from prior guidance of $53–55 million.
Analysis Article Jun 11

908 Devices Inc.'s (NASDAQ:MASS) Shares Climb 26% But Its Business Is Yet to Catch Up

Despite an already strong run, 908 Devices Inc. ( NASDAQ:MASS ) shares have been powering on, with a gain of 26% in the...
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New Narrative Apr 06

The New Handheld Mass Spectrometer Launch Will Expand Market Reach

Divesting the desktop bioprocessing portfolio boosts cash reserves, streamlines operations, and is expected to enhance margins and cash flow in future years.
Seeking Alpha Mar 06

908 Devices Makes Key Divestiture (Rating Upgrade)

Summary 908 Devices' stock surged after announcing a $70 million desktop portfolio sale, doubling its cash position and improving financial stability. The company will now focus on its handheld device business, expecting 11% to 15% revenue growth in 2025 with acceleration in 2026. MASS management believes losses will be significantly reduced with the new structure, with positive cash flow next year. Read the full article on Seeking Alpha
Analysis Article Mar 05

908 Devices Inc.'s (NASDAQ:MASS) 55% Jump Shows Its Popularity With Investors

The 908 Devices Inc. ( NASDAQ:MASS ) share price has done very well over the last month, posting an excellent gain of...
Analysis Article Nov 15

Earnings Update: 908 Devices Inc. (NASDAQ:MASS) Just Reported And Analysts Are Trimming Their Forecasts

The analysts might have been a bit too bullish on 908 Devices Inc. ( NASDAQ:MASS ), given that the company fell short...
Seeking Alpha Sep 08

908 Devices: Key Investor Now Selling

Summary ARK Invest's recent sales of 908 Devices shares have helped to send the stock to multi-year lows. 908 Devices is seeing decent revenue growth, but large losses and limited financial flexibility raise concerns about future capital needs. The stock's low valuation compared to peers is a positive, but ongoing sales by ARK Invest could exert further downward pressure. Read the full article on Seeking Alpha
Analysis Article Aug 16

Why We're Not Concerned Yet About 908 Devices Inc.'s (NASDAQ:MASS) 29% Share Price Plunge

To the annoyance of some shareholders, 908 Devices Inc. ( NASDAQ:MASS ) shares are down a considerable 29% in the last...
Analysis Article Mar 30

We Think 908 Devices (NASDAQ:MASS) Can Afford To Drive Business Growth

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Analysis Article Dec 18

Investors Appear Satisfied With 908 Devices Inc.'s (NASDAQ:MASS) Prospects

When you see that almost half of the companies in the Electronic industry in the United States have price-to-sales...
Seeking Alpha Aug 08

908 Devices Q2 2022 Earnings Preview

908 Devices (NASDAQ:MASS) is scheduled to announce Q2 earnings results on Tuesday, August 9th, before market open. The consensus EPS Estimate is -$0.26 (+3.7% Y/Y) and the consensus Revenue Estimate is $10.79M (+30.5% Y/Y). Over the last 3 months, EPS estimates have seen 1 upward revision and 2 downward. Revenue estimates have seen 0 upward revisions and 2 downward.

CEO Compensation Analysis

How has Kevin Knopp's remuneration changed compared to 908 Devices's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-US$35m

Dec 31 2025US$2mUS$500k

-US$33m

Sep 30 2025n/an/a

-US$73m

Jun 30 2025n/an/a

-US$81m

Mar 31 2025n/an/a

-US$57m

Dec 31 2024US$2mUS$498k

-US$53m

Sep 30 2024n/an/a

-US$45m

Jun 30 2024n/an/a

-US$28m

Mar 31 2024n/an/a

-US$30m

Dec 31 2023US$1mUS$475k

-US$36m

Sep 30 2023n/an/a

-US$39m

Jun 30 2023n/an/a

-US$38m

Mar 31 2023n/an/a

-US$37m

Dec 31 2022US$2mUS$477k

-US$34m

Sep 30 2022n/an/a

-US$27m

Jun 30 2022n/an/a

-US$26m

Mar 31 2022n/an/a

-US$25m

Dec 31 2021US$760kUS$400k

-US$22m

Sep 30 2021n/an/a

-US$29m

Jun 30 2021n/an/a

-US$26m

Mar 31 2021n/an/a

-US$18m

Dec 31 2020US$591kUS$284k

-US$13m

Sep 30 2020n/an/a

-US$3m

Jun 30 2020n/an/a

-US$6m

Mar 31 2020n/an/a

-US$11m

Dec 31 2019US$445kUS$287k

-US$13m

Compensation vs Market: Kevin's total compensation ($USD1.55M) is below average for companies of similar size in the US market ($USD2.45M).

Compensation vs Earnings: Kevin's compensation has been consistent with company performance over the past year.


CEO

Kevin Knopp (53 yo)

14.3yrs
Tenure
US$1,553,502
Compensation

Dr. Kevin J. Knopp, Ph D., Co-Founded 908 Devices Inc. in 2012 and serves as its Chief Executive Officer, President and Director since February 2012. Dr. Knopp Co-Founded Ahura Scientific, Inc. in 2002 and...


Leadership Team

NamePositionTenureCompensationOwnership
Kevin Knopp
Co-Founder14.3yrsUS$1.55m3.54%
$ 11.8m
Christopher Brown
Co-Founder14.4yrsno data2.32%
$ 7.7m
Joseph Griffith
CFO & Treasurer12.3yrsUS$1.14m0.35%
$ 1.2m
Mark Levine
Chief Legalless than a yearUS$1.33mno data
Barbara Russo
Vice President of Corporate Marketing and Communications2.3yrsno datano data
John Kenneweg
Senior Vice President of Sales and Product Marketingno dataUS$1.03m0.15%
$ 511.4k
Don Osmer
Vice President of Human Resources4.4yrsno datano data
Kevin McCallion
Senior Vice President of Products and Productionless than a yearno data0.12%
$ 397.6k
Kola Otitoju
Chief Business & Strategy Officerless than a yearno datano data
3.4yrs
Average Tenure
53yo
Average Age

Experienced Management: MASS's management team is considered experienced (3.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Kevin Knopp
Co-Founder14.3yrsUS$1.55m3.54%
$ 11.8m
Christopher Brown
Co-Founder1.3yrsno data2.32%
$ 7.7m
Keith Crandell
Independent Director14yrsUS$202.51k0.067%
$ 223.8k
Fenel Eloi
Independent Director5.3yrsUS$200.43k0.11%
$ 361.9k
Kevin Hrusovsky
Independent Chairman of the Board12.8yrsUS$222.51k1.31%
$ 4.4m
Mark Spoto
Independent Director14yrsUS$200.01k0.20%
$ 666.1k
Anthony Hunt
Independent Director4.3yrsUS$183.34k0.12%
$ 390.9k
Michele Leonhart
Independent Director2yrsUS$175.01k0.054%
$ 182.0k
Brandi Vann
Independent Directorless than a yearUS$216.63k0%
$ 0
5.3yrs
Average Tenure
62yo
Average Age

Experienced Board: MASS's board of directors are considered experienced (5.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/21 14:14
End of Day Share Price 2026/06/18 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

908 Devices Inc. is covered by 4 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Puneet SoudaLeerink Partners LLC
Daniel AriasStifel, Equities Research
Brendan SmithTD Cowen