TickerTalks
Browse all tickers →
TickerTalks›$A
AA

Agilent Technologies, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 10% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (686/wk), no spike
$A·$38B·Medical - Diagnostics & Research·Healthcare
$131.46-3.4%YTD-3.5%1Y+13.0%
Mentions · last 7 days
2026-07-10: 132 posts2026-07-11: 51 posts2026-07-12: 114 posts2026-07-13: 156 posts2026-07-14: 110 posts2026-07-15: 76 posts2026-07-16: 32 posts686+1%
Price updated 6h ago·X counts updated 1d ago
AA
$AAgilent Technologies, Inc.
$131.46-3.41%686 posts+1%
AI analysisFundamentalsVoices on X
Loading…

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 numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Life-sciences tools compounder quietly executing on biopharma-AI expansion — waiting on August print.

Agilent Technologies makes analytical instruments and consumables for life-sciences research — chromatography, mass spectrometry, and microarray tools used by pharma R&D and clinical diagnostics. The stock has been roughly flat YTD as the biopharma-tools group digests the post-pandemic reset.

  • Revenue grew 10% YoY to $1.75B last quarter with a 22% operating margin — the top-line acceleration is real; pharma-tools spending is genuinely recovering after two years of budget compression.
  • Trades at 27x TTM earnings and 5.3x sales with a 3.3% FCF yield — reasonable for a life-sciences tools business with 12% ROIC and steady growth, and the multiple has room to expand if biopharma capex keeps accelerating.
  • The July 14 FDA approval for PD-L1 IHC 28-8 pharmDx in esophageal squamous cell carcinoma is a real diagnostic-approval catalyst — Agilent's companion-diagnostic franchise generates high-margin recurring revenue tied to specific oncology drugs.
  • The $600M senior notes issuance at 4.9% (June 25) refinances at a reasonable coupon — investment-grade credit market access is intact, which is the quiet signal that management sees continued growth capex ahead.
  • 52-week position 51st percentile with position vs 50-day MA +7% — the tape is coiling in the middle of its range; the August 26 earnings has to reaccelerate the story.

August 26 Q3 earnings is where the biopharma-tools recovery either extends or stalls: revenue growth held above 8% plus specific commentary on companion-diagnostic revenue growth is what confirms the setup; a soft Q4 guide reflecting biopharma budget compression is where the tape drifts back to $125. Real quality-tools franchise with genuine biopharma-cycle tailwinds — the setup rewards continued execution.

What to watch: Aug 26 Q3 earnings — need revenue growth held above 8% and specific companion-diagnostic revenue growth. A soft Q4 guide reflecting biopharma budget compression is where the tape drifts back to $125.

On the calendar: 2026-08-26 — Q3 earnings

sentiment ticker mismatch

X sentiment

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

Mixed sentiment⚠6 posts analyzed · as of 2026-07-13 · top-engagement diverged

Discussion is dominated by daily macro update ticker mentions covering Eurozone/US shares, Iran-related oil moves, and cross-asset yields, with the A cryptocurrency showing a falling-wedge pattern on the daily bouncing from support. Upside targets on the token stack from $0.081 through $0.10+ pending an Ichimoku-cloud break, with Agilent equity commentary largely absent.

Read the AI verdict + X sentiment for $A

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

No material change from last week — pharma R&D spending is recovering and CDMO demand is growing as drug pipelines advance toward clinical trials.

What this means for $A

Direct beneficiary — Makes analytical instruments and software for life sciences, diagnostics, and chemical analysis serving pharma and biotech research; the business model is a direct conduit for the pharma R&D recovery and CDMO outsourcing demand expansion.

Industry benchmark

13-name peer basket
+36.0%YTD
+71.5%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
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%
Q2 2025Aug 27, 2025$1.37$1.370.0%
Next earningsWed, Aug 26·consensus EPS $1.47

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$5.96 – $6.1213
FY27$7.9B$7.8B – $8.0B$6.60$6.47 – $6.7013
FY28$8.4B$8.4B – $8.4B$7.31$6.79 – $7.8915
FY29$8.9B$8.8B – $8.9B$8.09$8.00 – $8.187
FY30$9.4B$9.3B – $9.5B$8.82$8.72 – $8.927

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.1.9×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.45%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.+3.5%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.+0.3%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 today1.5% 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.β1.255-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
+ 20 other (11 awards · 9 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
Free, forever. No credit card.

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.

+ 12 other (3 13Gs · 2 10-Qs · 2 proxys · 1 SD) in window

Recent news

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

Agilent Receives FDA Approval for PD-L1 IHC 28-8 pharmDx in Esophageal Squamous Cell Carcinoma (ESCC), Gastric, Gastroesophageal Junction (GEJ), and Esophageal Adenocarcinomabusinesswire.com·4d agoAgilent Strengthens Biopharma Growth Prospects With AI Expansionzacks.com·9d agoAgilent Expands Altura Portfolio with Inert Size Exclusion and PLRP-S Columns for Biotherapeutic Analysisbusinesswire.com·10d agoAlpha and Omega Semiconductor Unveils AmpStack™ Packaging: A Leap Forward in MOSFET Power Densitygurufocus.com·11d agoAgilent Launches AI-Driven Analysis Module for Agilent xCELLigence RTCA eSightbusinesswire.com·17d ago

In themes

Explore the broader themes this ticker is being talked about under.

GLP-1 & Weight Loss

More in Medical - Diagnostics & Research

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$TMO$DHR$IQV$ILMN$NTRA$TWST$STIM$CDNA
Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport