Agilent Technologies (A)
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-04
$150.86+0.59%
Close 2026-09-04 · 1-day change
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-09-04
Intact: The reason to own it still holds.
Agilent grew revenue from $6.95B in 2025 to $7.44B guided for 2026. Non-GAAP EPS rose from $5.58 to $6.05 guided for 2026. The company beat EPS estimates in 5 of last 6 quarters. It invests in AI diagnostics and new centers to grow more.
Revenue growth could slow below 7% expected by analysts. Profit margin gains may stall. Management changes and volatile execution could hurt results.
The price is about 4% below our fair value near $137. Analysts expect about 7% revenue growth. Our fair value is 11% below the Street median.
Breaks if: Ignite progress stalls or reverses in FY26
Continue the operational transformation through the Ignite initiative to drive growth.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on consistent revenue and earnings growth. The current thesis state is stable, supported by strong financial performance and management priorities.
The market appears to have priced in a neutral valuation relative to peers, with expectations slightly below the average. There is a divergence indicating that A is viewed as cheaper compared to its industry counterparts.
Management is on track to meet its revenue and earnings targets for fiscal year 2026, reflecting strong operational execution. However, there is a low probability of missing earnings expectations, although recent trends in earnings surprises are declining.
The thesis hinges on the ability of A to maintain its revenue growth and earnings expansion while navigating potential economic headwinds. Key factors include the performance of sector bellwethers and any shifts in guidance that could impact credibility.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports this improvement. A recent product launch enhances growth prospects for the company. There are no new threats to the thesis.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: EPS falls below $6.00 in FY26
Breaks if: Revenue falls below $7.39B in FY26
Over the next 1 to 3 years, A's performance will depend on continued operational success and sector momentum. Not investment advice.