Expectations trend
FY2028 · fiscal year ending 2028-09-30 · fmp
Azenta, Inc. (AZTA)
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
$37.38-4.50%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.79 → 0.69 EPS · FY ending Sep 30, 2028 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for AZTA yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Free cash flow margin | Free cash flow is expected near 12% next quarter. | Intact | FCF margin falls below 10% next quarter | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-09-30 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 10, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a challenged growth and execution story, not yet a proven durable compounder. The thesis state is watch: recent results remain weak relative to the industry cohort, while Multiomics revenue growth shows some progress.
AZTA is described as cheap versus peers, but confidence in that valuation reading is low. The expectations gap is elevated, and the evidence flags the valuation as unjustified rather than showing that weak results are fully reflected.
Near term, recent results point to pressure: Q3 organic revenue grew 9%, but fiscal 2026 organic growth guidance was reduced to flat to up 1%, and the company reported an operating loss. Multiomics revenue rose from $64 million in Q2 to $73 million in Q3, though the supplied evidence does not show specific customer or contract milestones; higher adjusted operating expenses also indicate limited progress on cost discipline.
Over the next year, the thesis hinges on whether AZTA sustains organic growth and turns Multiomics revenue gains into clearer commercial progress. A guidance cut or worsening job growth could add pressure, while continued earnings strength and higher guidance from healthcare peers could support the sector backdrop.
For the 1-3 year view, AZTA has signs of progress in Multiomics but faces weak recent performance, operating losses, and a sharply reduced growth outlook. The evidence supports a watchful thesis, with meaningful uncertainty about execution. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Azenta, Inc.'s published investment case. The stated target is >=4% YoY revenue growth. |
| Improving |
| YoY revenue growth falls below 0% next year |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Total company revenue growth | A supporting condition in Azenta, Inc.'s published investment case. The stated target is >=4% YoY revenue growth. | Improving | YoY revenue growth falls below 3% next year | Revenue growth: 11.97% FY2026-Q3; GAAP. Published target: >=4% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Aug 6, 202611.974267 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.79 → $0.69 · observed estimates
$0.68B → $0.67B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-10-01 | $0.79 | $676,525,000 | 1 / 3 |
| 2026-10-02 | $0.79 | $676,525,000 | 1 / 3 |
| 2026-10-03 | $0.79 | $676,525,000 | 1 / 3 |
| 2026-10-04 | $0.79 | $676,525,000 | 1 / 3 |
| 2026-10-05 | $0.79 | $676,525,000 | 1 / 3 |
| 2026-10-06 | $0.79 | $676,775,000 | 1 / 3 |
| 2026-10-07 | $0.79 | $676,775,000 | 1 / 3 |
| 2026-10-08 | $0.79 | $676,775,000 | 1 / 3 |
| 2026-10-09 | $0.79 | $676,775,000 | 1 / 3 |
| 2026-10-10 | $0.79 | $676,775,000 | 1 / 3 |
| 2026-10-11 | $0.79 | $676,775,000 | 1 / 3 |
| 2026-10-12 | $0.79 | $676,775,000 | 1 / 3 |
| 2026-10-13 | $0.79 | $676,775,000 | 1 / 3 |
| 2026-10-14 | $0.79 | $676,775,000 | 1 / 3 |
| 2026-10-15 | $0.72 | $670,220,620 | 1 / 3 |
| 2026-10-16 | $0.73 | $670,220,620 | 1 / 3 |
| 2026-10-17 | $0.73 | $670,220,620 | 1 / 3 |
| 2026-10-18 | $0.73 | $670,220,620 | 1 / 3 |
| 2026-10-19 | $0.73 | $670,220,620 | 1 / 3 |
| 2026-10-20 | $0.73 | $670,220,620 | 1 / 3 |
| 2026-10-21 | $0.73 | $670,220,620 | 1 / 3 |
| 2026-10-22 | $0.73 | $670,220,620 | 1 / 3 |
| 2026-10-23 | $0.73 | $670,220,620 | 1 / 3 |
| 2026-10-24 | $0.69 | $670,220,620 | 2 / 4 |
| 2026-10-25 | $0.69 | $670,220,620 | 2 / 4 |
| 2026-10-26 | $0.69 | $670,220,620 | 2 / 4 |
| 2026-10-27 | $0.69 | $670,220,620 | 2 / 4 |
| 2026-10-28 | $0.69 | $670,220,620 | 2 / 4 |
| 2026-10-29 | $0.69 | $670,220,620 | 2 / 4 |
| 2026-10-30 | $0.69 | $670,220,620 | 2 / 4 |
| 2026-10-31 | $0.69 | $670,220,620 | 2 / 4 |
| 2026-11-01 | $0.69 | $670,220,616 | 2 / 4 |
| 2026-11-02 | $0.69 | $670,220,616 | 2 / 4 |
| 2026-11-03 | $0.69 | $670,220,616 | 2 / 4 |
| 2026-11-04 | $0.69 | $670,220,616 | 2 / 4 |
| 2026-11-05 | $0.69 | $670,220,616 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.