Analyst Consensus ?
ConsensusBuy39 ratings
Bullish3282.0%
Neutral615.4%
Bearish12.6%
1 unmapped firm rating excluded from the percentages.
Agilent Technologies, Inc. · A · FY2024 Q1 · Calendar Q1 2024
Agilent Maintains FY2024 Outlook as Applied Markets Offset Pharma Weakness
The supplied analysis supports a cautiously constructive view: applied-market demand, product launches, and services and consumables growth are helping offset pharma weakness, while maintained guidance and a confident management tone are supportive. The case remains conditional on pharma budget recovery, China instrumentation trends, and disciplined NASD capacity expansion.
Reported After market closeNYSEHealthcare
$48.80B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.29
Consensus $1.22
EPS surprise
+5.7%
Reported versus consensus
Reported revenue
$1.66B
Consensus $1.59B
Revenue surprise
+4.4%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.4%
Event window
SPY move
-0.1%
Same window
Abnormal move
+3.5%
Stock minus SPY
Volume
1.7×
Versus trailing sessions
Subsequent drift
+7.6%
Up to 20 sessions
ASPY benchmark
Ask FN2 about A FY2024 Q1
Transcript, numbers and history already loaded
Why did A rise 3.4% after beating EPS estimates in FY2024 Q1?What changed in A's guidance and outlook in FY2024 Q1?Give me the bull and bear case for A after FY2024 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis points to better-than-expected China and Europe performance, continued secular demand in PFAS and advanced materials, and first customer shipments of new LC/MS and Q-TOF platforms. Compared with the prior analysis, guidance remains maintained, while the focus shifts toward execution, seasonal pull-forward, and NASD capacity risk.
Guidance delta
Management maintained full-year guidance despite a slower first half; no guidance increase was indicated in the supplied analysis.
Key takeaways
- Q1 revenue and EPS exceeded expectations despite year-over-year declines.
- PFAS, advanced materials, China and Europe supported results while pharma spending remained cautious.
- New instruments, services and consumables provide support for recurring growth, but NASD visibility remains mixed.
Management priorities
- Roll out the 6495D LC/MS, Revident LC/Q-TOF and ProteoAnalyzer platforms.
- Scale the expanded Shanghai manufacturing facility and invest in applied-market opportunities.
- Maintain disciplined capital deployment, including planned capex and share repurchases, while keeping M&A options open.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$173.07Current
$120Low
$162.56Average
$195High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 24, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| TD Cowen | Buy | Buy | Maintain | Oct 13, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Oct 13, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 7, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 28, 2026 |
| Stifel | Buy | Buy | Maintain | Aug 27, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 27, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Aug 27, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 27, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 27, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Aug 27, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 27, 2026 |
| Piper Sandler | Neutral | Overweight | Downgrade | Jun 11, 2026 |
| HSBC | Buy | Buy | Maintain | Jun 3, 2026 |
| Baird | Outperform | Outperform | Maintain | May 26, 2026 |
| Keybanc | Sector Weight | Maintain | Apr 28, 2026 | |
| UBS | Buy | Buy | Maintain | Feb 26, 2026 |
| Jefferies | Hold | Hold | Maintain | Apr 21, 2025 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Jun 27, 2024 |
| Oppenheimer | Outperform | Outperform | Maintain | Mar 26, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Aug 16, 2023 |
| SVB Securities | Outperform | Outperform | Maintain | May 31, 2023 |
| SVB Leerink | Outperform | Outperform | Maintain | Jan 6, 2023 |
| CFRA | Buy | Buy | Maintain | May 26, 2022 |
| Cowen & Co. | Outperform | Outperform | Maintain | Sep 17, 2021 |
| Cleveland Research | Buy | Neutral | Upgrade | Nov 17, 2020 |
| Needham | Hold | Buy | Downgrade | Feb 24, 2020 |
| Stifel Nicolaus | Hold | Hold | Maintain | Nov 15, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Jul 16, 2019 |
| Piper Jaffray | Overweight | Overweight | Maintain | Jun 11, 2019 |
| Deutsche Bank | Buy | Buy | Maintain | May 15, 2019 |
| BTIG Research | Buy | Buy | Maintain | Aug 18, 2016 |
| BTIG | Buy | Buy | Maintain | Aug 18, 2016 |
| Janney Capital | Buy | Neutral | Upgrade | Sep 19, 2013 |
| ISI Group | Strong Buy | Buy | Upgrade | Sep 19, 2013 |
| Janney Montgomery Scott | Buy | Neutral | Upgrade | Sep 18, 2013 |
| Longbow Research | Buy | Buy | Maintain | Aug 15, 2013 |
| Leerink Swann | Outperform | Outperform | Maintain | Mar 6, 2013 |
| S&P Capital IQ | Sell | Hold | Downgrade | Feb 15, 2013 |
| CLSA | Outperform | Buy | Maintain | Jan 17, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $173.07. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Analyst unavailable | $190 | $171.46 | +9.8% | Oct 12, 2026 |
| Barclays | Analyst unavailable | $195 | $169.33 | +12.7% | Oct 7, 2026 |
| UBS | Analyst unavailable | $165 | $146.85 | -4.7% | Sep 9, 2026 |
| Jefferies | Analyst unavailable | $155 | $151.56 | -10.4% | Sep 2, 2026 |
| Wells Fargo | Analyst unavailable | $180 | $157.69 | +4.0% | Aug 27, 2026 |
| Barclays | Luke Sergott | $175 | $157.98 | +1.1% | Aug 27, 2026 |
| RBC Capital | Analyst unavailable | $185 | $158.78 | +6.9% | Aug 27, 2026 |
| RBC Capital | Analyst unavailable | $180 | $157.92 | +4.0% | Aug 27, 2026 |
| Evercore ISI | Vijay Kumar | $172 | $155.16 | -0.6% | Aug 27, 2026 |
| Bernstein | Analyst unavailable | $180 | $155.16 | +4.0% | Aug 27, 2026 |
| Goldman Sachs | Evie Koslosky | $175 | $155.16 | +1.1% | Aug 27, 2026 |
| Stifel Nicolaus | Daniel Arias | $180 | $155.16 | +4.0% | Aug 27, 2026 |
| Evercore ISI | Vijay Kumar | $148 | $128.34 | -14.5% | Jul 6, 2026 |
| Piper Sandler | David Westenberg | $150 | $131.62 | -13.3% | Jun 11, 2026 |
| HSBC | Sidharth Sahoo | $165 | $135.04 | -4.7% | Jun 3, 2026 |
| RBC Capital | Analyst unavailable | $155 | $133.5 | -10.4% | May 28, 2026 |
| Robert W. Baird | Analyst unavailable | $158 | $115.83 | -8.7% | May 28, 2026 |
| Wells Fargo | Brandon Couillard | $160 | $115.83 | -7.6% | May 28, 2026 |
| RBC Capital | Dan Leonard | $153 | $115.08 | -11.6% | May 26, 2026 |
| Robert W. Baird | Catherine Ramsey Schulte | $156 | $114.96 | -9.9% | May 26, 2026 |
| Barclays | Luke Sergott | $140 | $117.52 | -19.1% | Apr 14, 2026 |
| Fermium Research | Analyst unavailable | $150 | $114.21 | -13.3% | Mar 9, 2026 |
| HSBC | Analyst unavailable | $180 | $139.64 | +4.0% | Jan 20, 2026 |
| Evercore ISI | Analyst unavailable | $160 | $137.95 | -7.6% | Jan 5, 2026 |
| Goldman Sachs | Analyst unavailable | $170 | $142.44 | -1.8% | Dec 9, 2025 |
| Morgan Stanley | Analyst unavailable | $180 | $148.81 | +4.0% | Dec 2, 2025 |
| Morgan Stanley | Analyst unavailable | $270 | $150.1 | +56.0% | Dec 1, 2025 |
| Stifel Nicolaus | Daniel Arias | $170 | $158.22 | -1.8% | Nov 25, 2025 |
| UBS | Analyst unavailable | $180 | $153.6 | +4.0% | Nov 25, 2025 |
| Robert W. Baird | Catherine Ramsey Schulte | $165 | $153.6 | -4.7% | Nov 25, 2025 |
| Barclays | Analyst unavailable | $165 | $153.6 | -4.7% | Nov 25, 2025 |
| Wells Fargo | Analyst unavailable | $165 | $153.6 | -4.7% | Nov 25, 2025 |
| Redburn Partners | Analyst unavailable | $165 | $138.56 | -4.7% | Oct 8, 2025 |
| Jefferies | Analyst unavailable | $130 | $142.31 | -24.9% | Oct 3, 2025 |
| Barclays | Analyst unavailable | $150 | $138.58 | -13.3% | Oct 2, 2025 |
| Robert W. Baird | Analyst unavailable | $142 | $123.32 | -18.0% | Aug 28, 2025 |
| Wells Fargo | Brandon Couillard | $140 | $122.92 | -19.1% | Aug 28, 2025 |
| Jefferies | Analyst unavailable | $116 | $100.26 | -33.0% | Apr 21, 2025 |
| Barclays | Luke Sergott | $145 | $144.25 | -16.2% | Oct 15, 2024 |
| Citigroup | Patrick Donnelly | $165 | $143.82 | -4.7% | Oct 14, 2024 |
| Evercore ISI | Vijay Kumar | $145 | $148.48 | -16.2% | Oct 1, 2024 |
| Bank of America Securities | Michael Ryskin | $147 | $139.99 | -15.1% | Aug 22, 2024 |
| Jefferies | Brandon Couillard | $135 | $133.42 | -22.0% | Jul 22, 2024 |
| Stifel Nicolaus | Daniel Arias | $151 | $133.57 | -12.8% | May 30, 2024 |
| Robert W. Baird | Catherine Schulte | $136 | $145.48 | -21.4% | May 30, 2024 |
| Goldman Sachs | Matthew Sykes | $145 | $145.48 | -16.2% | May 30, 2024 |
| Stifel Nicolaus | Daniel Arias | $163 | $141.34 | -5.8% | Apr 4, 2024 |
| Evercore ISI | Ross Muken | $120 | $113.15 | -30.7% | Nov 20, 2023 |
| Wells Fargo | Dan Leonard | $170 | $153.44 | -1.8% | Jan 10, 2023 |
| Leerink Partners | Analyst unavailable | $170 | $145.3 | -1.8% | Jan 6, 2023 |
| UBS | Analyst unavailable | $170 | $147.67 | -1.8% | Dec 20, 2022 |
| Leerink Partners | Puneet Souda | $165 | $155.32 | -4.7% | Nov 22, 2022 |
| Robert W. Baird | Catherine Schulte | $161 | $120.38 | -7.0% | May 25, 2022 |
| Wells Fargo | Timothy Daley | $130 | $122.19 | -24.9% | Apr 29, 2022 |
Track every rating change on A the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationAgilent Technologies, Inc. delivers specialized, application-focused technologies and services to the global life sciences, diagnostics, and applied chemistry industries. Its Life Sciences and Applied Markets segment provides a comprehensive portfolio of analytical instrumentation. This includes liquid chromatography (LC) and gas chromatography (GC) systems, often integrated with mass spectrometry (MS) for advanced analysis (LC-MS, GC-MS). They also offer inductively coupled plasma mass spectrometry (ICP-MS), atomic absorption (AA), microwave plasma-atomic emission spectrometry (MP-AES), and inductively coupled plasma optical emission spectrometry (ICP-OES) instruments, alongside Raman spectroscopy for material characterization. Beyond spectroscopy, the segment supplies cell analysis solutions such as plate-based assays, flow cytometers, real-time cell analyzers, imaging systems, and microplate readers.…
Historical context
All A earningsHealthcare peers this season
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| RDY Dr. Reddy's Laboratories Limited | FY2027 Q2 · Calendar Q4 2026 | +24.0% | -0.2% | Dr. Reddy’s: margins improve as semaglutide rollout advances |
| DGX Quest Diagnostics Incorporated | FY2026 Q3 · Calendar Q4 2026 | +4.5% | +1.8% | Quest Diagnostics: growth broadens, but PAMA remains a headwind |
| ARGX argenx SE | FY2026 Q3 · Calendar Q4 2026 | — | -1.6% | argenx: VYVGART momentum and a broader late-stage pipeline |
| MEDP Medpace Holdings, Inc. | FY2026 Q3 · Calendar Q4 2026 | +9.0% | -1.3% | Medpace: Record awards lift backlog as 2026 outlook improves |
| MOH Molina Healthcare, Inc. | FY2026 Q3 · Calendar Q4 2026 | +12.7% | +0.8% | Molina reaffirms 2026 outlook as Florida contract scales |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the A recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-11-11T06:39:45.180704+00:00
- Polygon adjusted daily market bars · 2026-10-24T17:00:45.330211+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-24T17:00:45.327358+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-24. For educational purposes only; not investment advice.