Bull case
A would need investors to value it at roughly 36x earnings — about 15x more generous than today's 21x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Three scenarios for where A stock could go
A would need investors to value it at roughly 36x earnings — about 15x more generous than today's 21x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
At 27x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
If investor confidence fades or macro conditions deteriorate, a 4x multiple contraction could push A down roughly 18% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.

Agilent Technologies is a life sciences and diagnostics company that provides analytical instruments, software, and services to laboratories worldwide. It generates revenue primarily from selling laboratory instruments and consumables (~70% of sales) and related services (~30%), with its Life Sciences & Applied Markets segment contributing about 60% of revenue and Diagnostics & Genomics around 40%. The company's competitive advantage lies in its deep application expertise across multiple scientific domains—particularly in chromatography and mass spectrometry—and its sticky customer relationships built on complex, integrated workflow solutions.
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $1.37/$1.37 | +0.0% | $1.7B/$1.7B | +3.2% |
| Q4 2025 | $1.59/$1.58 | +0.4% | $1.8B/$1.8B | +0.4% |
| Q1 2026 | $1.36/$1.37 | -0.7% | $1.8B/$1.8B | -0.5% |
| Q2 2026 | $1.49/$1.41 | +5.7% | $1.8B/$1.8B | +2.0% |
A beat EPS estimates in 3 of 4 tracked quarters. A strong delivery record supports forward estimate credibility.
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest annual revenue by segment or product family
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Latest annual revenue by reported region
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Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Fair value est. $144 — implies +13.7% from today's price.
| Metric | A | S&P 500 | Healthcare | 5Y Avg A |
|---|---|---|---|---|
| Forward PE | 21.0x | 18.8x+11% | 18.3x+15% | — |
| Trailing PE | 27.8x | 24.4x+14% | 22.1x+26% | 31.8x-13% |
| PEG Ratio | 1.89x | 1.66x+14% | 1.59x+19% | — |
| EV/EBITDA | 21.2x | 15.2x+39% | 14.2x+49% | 23.8x-11% |
| Price/FCF | 31.2x | 20.7x+51% | 18.5x+68% | 32.5x |
| Price/Sales | 5.2x | 3.1x+67% | 2.6x+96% | 6.0x-14% |
| Dividend Yield | 0.78% | 1.91% | 1.50% | 0.67% |
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolA generates $1.3B in free cash flow at a 17.4% margin — 13.5% ROIC signals a durable competitive advantage · returns 2.0% of market cap to shareholders annually.
Revenue, margins, and cash generation
ROIC, leverage, and debt serviceability
~1.2 years to full repayment at current FCF run-rate
How capital is returned to owners
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageKey factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated June 18, 2026
Persisting pressures from global tariffs are affecting Agilent's performance despite stable fundamentals.
Supply chain disruptions are contributing to downward pressure on Agilent's stock despite positive long-term outlook.
Weak sentiment and profit-taking have led to stock price declines, even with stable quarterly results.
While Agilent raised full-year 2026 revenue guidance, market concerns persist about achieving these targets amid external pressures.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated June 18, 2026
Agilent provides comprehensive scientific solutions that help customers achieve superior outcomes in labs, clinics, and businesses, reinforcing its market leadership.
Multiple bullish analyses highlight Agilent's potential, with strong performance indicators like a forward P/E of 20.37 and a share price of $120.96 as of April 20th.
Agilent operates worldwide, offering instruments, software, and services, supported by trade shows, conferences, and webinars to engage customers and drive adoption.
The company's strong position in life sciences, diagnostics, and applied chemical markets provides stable revenue streams and growth opportunities.
Agilent's advanced solutions, such as 200+ Gbaud multi-level modulated signals, demonstrate its capability to meet high-performance demands in digital and optical standards.
Agilent offers a wide range of products, including consumables, software, and services, making it a one-stop solution for laboratory needs.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
A A Agilent Technologies, Inc. | $35.9B | 21.0x | +2.7% | 19.6% | Buy | +21.8% |
WAT WAT Waters Corporation | $23.2B | 24.5x | +18.4% | 11.9% | Hold | +11.2% |
TMO TMO Thermo Fisher Scientific Inc. | $172.7B | 18.7x | +6.1% | 15.2% | Buy | +29.1% |
DHR DHR Danaher Corporation | $125.4B | 21.0x | +3.5% | 14.9% | Buy | +30.3% |
BRK BRKR Bruker Corporation | $8.7B | 27.0x | +8.8% | -0.3% | Buy | -16.7% |
MTD MTD Mettler-Toledo International Inc. | $23.1B | 24.5x | +3.9% | 21.4% | Hold | +21.6% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
A returns capital mainly through $425M/year in buybacks (1.2% buyback yield), with a modest 0.78% dividend — combining for 2.0% total shareholder yield.
Yield, cadence, and growth quality
How much per-share support comes from repurchases
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2026 | $0.77 | — | — | — |
| 2025 | $0.74 | -22.2% | 1.0% | 1.7% |
| 2024 | $0.96 | +4.9% | 3.0% | 3.8% |
| 2023 | $0.91 | -14.5% | 1.9% | 2.7% |
| 2022 | $1.06 | +37.2% | 2.7% | 3.3% |
Common questions answered from live analyst data and company financials.
Agilent Technologies, Inc. (A) is rated Buy by Wall Street analysts as of 2026. Of 41 analysts covering the stock, 32 rate it Buy or Strong Buy, 8 rate it Hold, and 1 rate it Sell or Strong Sell. The consensus 12-month price target is $155, implying +21.8% from the current price of $127. The bear case scenario is $104 and the bull case is $218.
The Wall Street consensus price target for A is $155 based on 41 analyst estimates. The high-end target is $165 (+29.9% from today), and the low-end target is $140 (+10.2%). The base case model target is $166.
A trades at 21.0x times forward earnings. The stock's valuation is broadly in line with the broader market. Based on current multiples versus the peer group, the relative model signals slightly cheap versus peers. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
The primary risks for A in 2026 are: (1) Revenue guidance risks — While Agilent raised full-year 2026 revenue guidance, market concerns persist about achieving these targets amid external pressures. (2) Global tariffs impact — Persisting pressures from global tariffs are affecting Agilent's performance despite stable fundamentals. (3) Supply chain issues — Supply chain disruptions are contributing to downward pressure on Agilent's stock despite positive long-term outlook. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
Analyst consensus estimates A will report consensus revenue of $7.4B (+2.7% year-over-year) and EPS of $5.45 (+9.5% year-over-year) for the upcoming fiscal year. The following year, analysts project $7.8B in revenue.
A confirmed upcoming earnings date for A is not yet available. Check the Earnings section above for the most recent quarterly report dates and forward estimates.
Agilent Technologies, Inc. (A) generated $1.3B in free cash flow over the trailing twelve months — a free cash flow margin of 17.4%. A returns capital to shareholders through dividends (0.8% yield) and share repurchases ($425M TTM).