BRKS - Brooks Automation Offers A Two-For-One With Exposure To 2 Healthy Growth Markets
- Brooks Automation is posting impressive growth, driven by healthy demand for leading-edge semiconductor production tools, bio-sample storage, genomics, and DNA/gene synthesis.
- The semiconductor business will always be cyclical, but underlying long-term demand for leading-edge nodes looks healthy.
- Sample storage is a reliable, cash-generating business with decent growth potential, but next-gen sequencing and DNA/gene synthesis for discovery and manufacturing is a more exciting opportunity.
- Brooks shares are not conventionally cheap, but do not appear overpriced relative to the strong underlying growth and margin leverage opportunities.
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Brooks Automation Offers A Two-For-One With Exposure To 2 Healthy Growth Markets