AZTA

Azenta Inc

Healthcare, Event Driven/Special Sit


Presented:01/21/2022
Price:$77.67
Cap:$5.82B
Current Price:$45.00
Cap:$2.20B

Presented

Date01/21/2022
Price$77.67
Market Cap$5.82B
Ent Value$7.49B
P/E Ratio52.2x
Book Value$17.83
Div Yield0.51%
Shares O/S74.91M
Ave Daily Vol603,404
Short Int1.96%

Current

Price$45.00
Market Cap$2.20B
Azenta, Inc. is a provider of life sciences solutions. The firm also provides a cold-chain sample management solutions and genomic services across areas such as drug development, clinical research, and advanced cell therapies for the pharmaceutical, biotech, academic, and healthcare institutions globally. It operates the Semiconductor Solutions Group business, a provider of semiconductor manufacturing automation and collaborative robotics solutions worldwide. The company was founded in 1978 and is headquartered in Chelmsford, MA.

Publicly traded companies mentioned herein: Azenta Inc (AZTA), Rockwell Automation (ROK)

Highlights

The presenter is long Azenta Inc (AZTA), a semiconductor manufacturing company undergoing a major transformation. The stock is off 34% from Nov. 2021 highs of $124/share. The presenter estimates 30% upside on the stock from here in 2022 and 50% upside over the next 18 months.

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Idea Discussion

Commentor 1 - 2 weeks ago

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