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NASDAQ · Miscellaneous

NOVANTA INC NOVT

Novanta Inc., together with its subsidiaries, provides precision medicine, precision manufacturing, medical solutions, robotics and automation solutions, and advanced surgery solutions in the United States and internationally. The company operates Automation Enabling Technologies and Medical Solutions segments. The Precision Medicine and Manufacturing segment designs, manufactures, and markets laser beam steering and scanning solutions, laser sources, robotic and precision motion, robotic end-of-arm tooling, and bearing spindles.

Sources StockAnalysis company profile stockanalysis.com
Industrial Machinery/Components

Company profile

Business mix

  • The company operates Automation Enabling Technologies and Medical Solutions segments.
  • This segment serves advanced industrial processes, advanced industrial and medical robotics, other medical and life science automation applications, and medical laser procedures, such as ophthalmology applications.
  • The Medical Solutions segment provides a range of medical grade technologies, including medical insufflators, pumps, and related disposables.
  • The company was formerly known as GSI Group, Inc. and changed its name to Novanta Inc. in May 2016.

Current key questions

  • Can demand for the company's products and platforms keep growing within scientific & technical instruments?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 110.63 FCF 1.23% Buyback -5.08%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.3% $108.1M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $95.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +789.1% +812,156 / 102,927
Soros Fund Management George Soros 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$31.7M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$31.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 202.3% 13F value change +$27.0M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 101.6% 13F value change +$22.7M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 49.4% 13F value change +$48.7M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.3% 13F value change -$3.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 102,927 Last 4 periods +812,156 (+789.1%) Total shares 915,083 Value $108.1M

Recent mentions

No public mentions.