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Agilent Technologies, Inc.

$A·$48B·Medical - Diagnostics & Research·Healthcare
$172.97-1.5%YTD+27.0%1Y+22.6%
Price updated 5h ago·X counts updated 5d ago
AA
$AAgilent Technologies, Inc.
$172.97-1.47%389 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $A on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

389X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $A's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Neutral sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-11

The $A cashtag is a mix of Agilent equity in market-recap posts (Eurozone -1.6%, US -0.5%, oil/yields up on Middle East strikes) and $A/DELL crypto pair on Robinhood Chain. No coherent equity thesis; sample is fragmented.

Read what X is saying about $A

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $A — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Agilent is quietly running — life-sciences tools demand is back and the chart is breaking out ahead of Nov 23 earnings.

Agilent Technologies makes analytical instruments, consumables, and services for life sciences — mass specs, chromatography, cell analysis. It's a quality compounder whose end-markets have been in recession for two years.

  • The business is finally reaccelerating: Q1 revenue +10% YoY at a 21.5% operating margin — a return to double-digit growth after the biotech funding winter is the signal the sector has been waiting on.
  • 52-week position is 85% on volume 31% above average — the market is participating in the breakout, which is reinforcement that the inflection is being bought, not just marked up.
  • At 27x PE and 5.3x sales this is reasonable for the quality — Agilent's margin structure and ROIC of 12.5% are what the market pays for in a sector where many peers are still negative.

Nov 23 Q4 earnings is the gate — any FY27 guide implying continued double-digit growth plus margin expansion extends the breakout. Guidance that implies deceleration back toward mid-single-digits and the recent run cools.

What to watch: Nov 23 Q4 earnings — mass-spec and bioprocessing revenue trajectory, FY27 guide, and operating-margin cadence. A deceleration back toward single-digit growth caps the move.

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

cashtag collision

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  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Genetic testing, liquid biopsy, and multi-cancer early detection (MCED) platforms are growing through direct-to-consumer and employer wellness channels; reimbursement coverage expansion by CMS and commercial payers is the adoption bottleneck. Lab volume normalization post-COVID is complete; growth is now driven by novel test launches and test menu expansion for chronic disease management.

What this means for $A

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

Industry benchmark

19-name peer basket
+37.1%YTD
+43.9%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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.5B$7.5B – $7.5B$6.20$6.19 – $6.2915
FY27$8.0B$7.9B – $8.0B$6.74$6.51 – $6.9715
FY28$8.5B$8.3B – $8.8B$7.45$6.92 – $8.0017
FY29$9.1B$9.0B – $9.2B$8.26$8.15 – $8.378
FY30$9.4B$9.2B – $9.5B$9.00$8.89 – $9.138

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.1.2×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.93%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.+11.1%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.+29.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 281.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β1.215-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellSep 4Mikael DolstenDirector634 sh$96KSellMay 29Mikael DolstenDirector1.6K sh$217K
+ 5 other (3 inkinds · 2 awards) 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

3New insider — initial holdingsSep 103
AI summary

Glenn S. Boehnlein was appointed as a new Director at Agilent Technologies (A) and filed a Form 3 disclosing no direct holdings and 35 shares held indirectly through a trust. The Form 3 is a standard Section 16 disclosure for newly appointed insiders.

8-KOfficer or director changeSep 88-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Agilent Technologies (A) announced via 8-K (Item 5.02) that Board Chair Boon Hwee Koh notified the company of his intention to retire from the board effective September 4, 2026. No succession plan was disclosed, and no executive changes were announced. The departure is described as a retirement with no stated reason.

S-3ASRAuto-shelf registrationSep 1S-3ASR
AI summary

Agilent Technologies, Inc. filed an automatic shelf registration statement (S-3ASR) on September 1, 2026 to register debt securities for potential sale on a delayed or continuous basis under Rule 415. No aggregate offering amount or specific terms are specified; pricing and terms will be disclosed in future prospectus supplements. As a large accelerated filer, Agilent's shelf becomes effective immediately upon filing under Rule 462(e). Routine capital-markets housekeeping maintaining ongoing shelf capacity for potential future debt issuances.

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 other (2 10-Qs · 2 13Gs · 1 EFFECT · 1 S-4) in window

Recent news

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

Agilent to Acquire Proscia, Advancing AI-Enabled Digital Pathology and Scientific Intelligencebusinesswire.com·4d agoIs Agilent Technologies (A) Outperforming Other Medical Stocks This Year?zacks.com·5d agoDividend Champion, Contender, And Challenger Highlights: Week October 4seekingalpha.com·14d agoAgilent Introduces the NovoStation Sample Preparation System for Automated Flow Cytometry Workflowsbusinesswire.com·16d agoA DCF Analysis: Intrinsic Value $120 vs Price $175gurufocus.com·17d ago

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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.

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