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Agilent Technologies, Inc.

$A·$41B·Medical - Diagnostics & Research·Healthcare
$153.63-0.1%YTD+2.2%1Y+22.7%
Mentions · last 7 days
2026-08-22: 19 posts2026-08-23: 29 posts142+14%
Price updated 11h ago·X counts updated 8d ago
AA
$AAgilent Technologies, Inc.
$153.63-0.14%142 posts+14%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $A, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

Agilent's Q3 was a clean-print beat — third consecutive guidance raise, five-year-base breakout, and Jefferies lifting the target to $150.

Agilent Technologies is a global life-sciences and diagnostics tools company — mass spectrometry, chromatography, genomics platforms sold into pharma R&D, biotech, and applied-chemistry customers. The stock has spent 2026 quietly outperforming as end-market recovery combined with the internal 'Ignite' operating-model rollout.

  • The Q3 print was the moment: EPS of $1.62 beat the $1.49 consensus by 8.7%, revenue grew 8.1% year-over-year to $1.88B (beating by roughly $40M), and it was the third consecutive quarter where management raised FY26 guidance — that's the specific cadence a re-rating requires.
  • The segment mix is quality-weighted: Life Sciences & Diagnostics led at $746M (up 11% YoY), which is the highest-margin, highest-multiple segment of the business — the mix shift plus the 'Ignite' operating model compounding gross margins is what supports the FY27 EPS estimate of $6.60 (up from $6.06 FY26).
  • The valuation is reasonable for the profile: at 27x trailing earnings with 21% operating margins and mid-single-digit growth accelerating to high-single-digits, Agilent is priced as a durable compounder — the Jefferies target bump to $150 from $135 reflects modest-but-real re-rating room.
  • Insider tape is functionally absent (zero reported events) — for a $41B market cap the absence of any selling is the neutral-to-positive read a re-rate needs; the technical setup of a five-year-base breakout is what chart-focused buyers are underwriting.

The path if the run continues is a Nov 23 Q4 print keeping revenue growth above +8% year-over-year plus a fresh FY guide — the tape earns its acceleration toward $150+ and the 'Ignite' operating-model narrative becomes durable framing. What breaks the run is a Q4 with softer academic/government end-market spend or a China deceleration; that's when a stock at 91% of its 52-week range gives back to the 50-day support 14% below spot.

Agrees with X sentimentThe bullish X take — Q3 non-GAAP EPS of $1.62 vs $1.49 expected, revenue of $1.88B beating by roughly $40M, 8.1% YoY growth, third consecutive FY26 guidance raise, Jefferies lifting its target to $150 from $135, chart posters calling it a five-year-base breakout with the 'Ignite' operating model compounding margin, Life Sciences & Diagnostics leading at $746M (+11% YoY) — captures the acceleration precisely; the minimal skepticism is the honest read.

What to watch: The Nov 23 Q4 print — revenue growth above +8% YoY plus a fresh FY guide extends the acceleration toward $150+; a Q4 with softer academic/government spend or China deceleration is what breaks the run back to 50-day support.

On the calendar: 2026-11-23 — Q4 fiscal 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment21 posts analyzed · as of 2026-08-31

X leans bullish, driven by Agilent's Q3 print — a $0.13 beat, 8% revenue growth and a third straight FY guidance raise. Traders flag a five-year base breakout with 28.3% non-GAAP operating margins as the standout, and pass around a Jefferies $150 price target hike. Compounder-focused accounts pair the print with a solid Waters report and call healthcare worth another look.

Read the AI verdict + X sentiment for $A

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes analytical instruments and software for life sciences, diagnostics, and chemical analysis serving pharma and biotech research.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $A.

Medical - Diagnostics & Research · Healthcare

Diagnostic testing volumes are normalizing post-COVID elevated baseline; liquid biopsy and genomic sequencing are the structural growth areas. Reimbursement rate changes (CMS updates) are the primary margin risk for established lab businesses.

What this means for $A

Neutral — cloud platform provides stable recurring revenue but limited direct tie to the macro structural driver.

Industry benchmark

21-name peer basket
+37.1%YTD
+75.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
20.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
53.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$1.62$1.49+8.7%
Q1 2026May 27, 2026$1.49$1.41+5.7%
Q4 2025Feb 25, 2026$1.36$1.37-0.7%
Q3 2025Nov 24, 2025$1.59$1.58+0.4%
Next earningsMon, Nov 23·consensus EPS $1.72

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.8B+10.0%55.0%21.7%$1.20$370.0M
Q1 FY26$1.8B+7.0%52.6%19.6%$1.08$175.0M
Q4 FY25$1.9B+9.4%51.8%23.8%$1.53$452.0M
Q3 FY25$1.7B+10.1%52.6%20.7%$1.18$259.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.4B$7.4B – $7.5B$6.06$5.95 – $6.1115
FY27$7.9B$7.8B – $8.0B$6.60$6.45 – $6.6815
FY28$8.4B$8.2B – $8.8B$7.32$6.82 – $7.9314
FY29$8.9B$8.8B – $9.0B$8.09$7.99 – $8.257
FY30$9.4B$9.3B – $9.4B$8.82$8.71 – $9.009

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.91%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+18.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 281.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 29Mikael DolstenDirector1.6K sh$217K
+ 17 other (11 awards · 6 inkinds) in window

See when $A insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 258-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Agilent Technologies closed a $600 million private placement of 4.900% Senior Notes due January 15, 2032, on June 25, 2026, issued at 99.968% of par. The notes were sold via Rule 144A/Reg S to qualified institutional buyers and are senior unsecured obligations ranking equally with Agilent's existing debt. Interest is payable semi-annually starting January 15, 2027; the notes are redeemable at Agilent's option prior to December 15, 2031. Citigroup, Mizuho, and SG Americas were the initial purchasers. Routine balance-sheet financing with no stated use of proceeds beyond general corporate purposes.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of A securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at A.

8-KOfficer or director changeMay 278-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

Agilent Technologies, Inc. reported second fiscal quarter 2026 results for the period ended April 30, 2026, with the press release furnished as Exhibit 99.1. The 8-K also discloses an officer change (Item 5.02). Specific revenue, earnings, and segment performance are in the exhibit. This is a routine quarterly earnings announcement accompanied by an administrative leadership update for the life sciences instrumentation company.

3New insider — initial holdingsMay 83
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for A on 2026-05-08, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

A disclosed a personnel change (8-K Item 5.02, dated 2026-05-04). An executive departure and a new appointment are both reported. Michael Buckner as the new Chief Legal. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-K/AOfficer or director change (amended)Apr 68-K/A — Item 5.02: Officer or director change
AI summary

A disclosed a personnel change (8-K Item 5.02, dated 2026-04-06). Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KChange in controlApr 38-K — Item 5.01: Change in control
AI summary

A filed an 8-K (other items) dated 2026-04-03. 0001090872 false 0001090872 2026-03-31 2026-03-31 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2026 AGILENT TECHNOLOGIES, INC.

8-KCharter amendmentMar 208-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

A held its Annual Meeting of stockholders around 2026-03-20 (8-K Item 5.07). Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 7 other (3 13Gs · 1 earnings 8-K · 1 10-Q · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

International Markets and Agilent (A): A Deep Dive for Investorszacks.com·22h agoAgilent Technologies: Q3 Growth, Expanding Margins, And Raised Guidanceseekingalpha.com·5d agoAgilent Technologies, Inc. (A) Q3 2026 Earnings Call Transcriptseekingalpha.com·6d agoAgilent Technologies Q3 Earnings Call Highlightsmarketbeat.com·6d agoAgilent (A) Q3 Earnings: Taking a Look at Key Metrics Versus Estimateszacks.com·6d ago

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