Analyst Consensus ?
ConsensusBuy39 ratings
Bullish3282.0%
Neutral615.4%
Bearish12.6%
1 unmapped firm rating excluded from the percentages.
Agilent Technologies, Inc. · A · FY2026 Q3 · Calendar Q3 2026
Agilent raises outlook after Q3 beat; Ignite drives margin gains
Agilent's Q3 results support a constructive operating thesis: demand in key end markets, pricing and productivity from Ignite, and product and capacity investments are reinforcing growth and margins. The main test is whether these benefits persist as tariff refunds vary, CDMO programs ramp, and Chemical & Energy demand faces macro pressure.
Reported After market closeNYSEHealthcare
$44.19B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.62
Consensus $1.49
EPS surprise
+8.7%
Reported versus consensus
Reported revenue
$1.88B
Consensus $1.84B
Revenue surprise
+2.0%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+1.7%
Event window
SPY move
+0.7%
Same window
Abnormal move
+1.0%
Stock minus SPY
Volume
1.7×
Versus trailing sessions
Subsequent drift
-0.8%
Up to 20 sessions
ASPY benchmark
Ask FN2 about A FY2026 Q3
Transcript, numbers and history already loaded
Why did A rise 1.7% after beating EPS estimates in FY2026 Q3?What changed in A's guidance and outlook in FY2026 Q3?Give me the bull and bear case for A after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Q3 execution exceeded the high end of guidance, China growth outpaced expectations, and management raised the full-year outlook. Biocare integration is complete; product launches and Train C CDMO capacity add to the planned growth pipeline.
Guidance delta
Raised: FY2026 core revenue growth of 5.8%-6.0% and EPS of $6.12-$6.15 ex-tariff.
Key takeaways
- Q3 revenue and EPS beat the high end of guidance, supported by commercial execution and Ignite efficiencies.
- China grew 9%, with demand in pharma, food and advanced materials highlighted.
- New instruments, consumables and AI-enabled software are gaining traction.
- Biocare integration is complete, while Train C CDMO capacity and reshoring are planned growth contributors.
Management priorities
- Continue the Ignite rollout across pricing, supply chain and digital initiatives.
- Bring Train C CDMO capacity online and ramp toward full utilization.
- Expand Altura columns and AI-enabled drug-discovery and lab-automation workflows.
- Invest approximately $450 million in annual capex, including manufacturing capabilities.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$156.47Current
$105Low
$160.84Average
$185High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 21, 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 |
|---|---|---|---|---|
| Wells Fargo | Overweight | Overweight | Maintain | Aug 28, 2026 |
| TD Cowen | Buy | Buy | Maintain | Aug 27, 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 |
| Barclays | Overweight | Overweight | Maintain | Aug 27, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 27, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Aug 12, 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 $156.47. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $165 | $146.85 | +5.5% | Sep 9, 2026 |
| Jefferies | Analyst unavailable | $155 | $151.56 | -0.9% | Sep 2, 2026 |
| Wells Fargo | Analyst unavailable | $180 | $157.69 | +15.0% | Aug 27, 2026 |
| Barclays | Luke Sergott | $175 | $157.98 | +11.8% | Aug 27, 2026 |
| RBC Capital | Analyst unavailable | $185 | $158.78 | +18.2% | Aug 27, 2026 |
| RBC Capital | Analyst unavailable | $180 | $157.92 | +15.0% | Aug 27, 2026 |
| Evercore ISI | Vijay Kumar | $172 | $155.16 | +9.9% | Aug 27, 2026 |
| Bernstein | Analyst unavailable | $180 | $155.16 | +15.0% | Aug 27, 2026 |
| Goldman Sachs | Evie Koslosky | $175 | $155.16 | +11.8% | Aug 27, 2026 |
| Stifel Nicolaus | Daniel Arias | $180 | $155.16 | +15.0% | Aug 27, 2026 |
| Evercore ISI | Vijay Kumar | $148 | $128.34 | -5.4% | Jul 6, 2026 |
| Piper Sandler | David Westenberg | $150 | $131.62 | -4.1% | Jun 11, 2026 |
| HSBC | Sidharth Sahoo | $165 | $135.04 | +5.5% | Jun 3, 2026 |
| RBC Capital | Analyst unavailable | $155 | $133.5 | -0.9% | May 28, 2026 |
| Robert W. Baird | Analyst unavailable | $158 | $115.83 | +1.0% | May 28, 2026 |
| Wells Fargo | Brandon Couillard | $160 | $115.83 | +2.3% | May 28, 2026 |
| RBC Capital | Dan Leonard | $153 | $115.08 | -2.2% | May 26, 2026 |
| Robert W. Baird | Catherine Ramsey Schulte | $156 | $114.96 | -0.3% | May 26, 2026 |
| Barclays | Luke Sergott | $140 | $117.52 | -10.5% | Apr 14, 2026 |
| Fermium Research | Analyst unavailable | $150 | $114.21 | -4.1% | Mar 9, 2026 |
| HSBC | Analyst unavailable | $180 | $139.64 | +15.0% | Jan 20, 2026 |
| Evercore ISI | Analyst unavailable | $160 | $137.95 | +2.3% | Jan 5, 2026 |
| Goldman Sachs | Analyst unavailable | $170 | $142.44 | +8.6% | Dec 9, 2025 |
| Morgan Stanley | Analyst unavailable | $180 | $148.81 | +15.0% | Dec 2, 2025 |
| Morgan Stanley | Analyst unavailable | $270 | $150.1 | +72.6% | Dec 1, 2025 |
| Stifel Nicolaus | Daniel Arias | $170 | $158.22 | +8.6% | Nov 25, 2025 |
| UBS | Analyst unavailable | $180 | $153.6 | +15.0% | Nov 25, 2025 |
| Robert W. Baird | Catherine Ramsey Schulte | $165 | $153.6 | +5.5% | Nov 25, 2025 |
| Barclays | Analyst unavailable | $165 | $153.6 | +5.5% | Nov 25, 2025 |
| Wells Fargo | Analyst unavailable | $165 | $153.6 | +5.5% | Nov 25, 2025 |
| Redburn Partners | Analyst unavailable | $165 | $138.56 | +5.5% | Oct 8, 2025 |
| Jefferies | Analyst unavailable | $130 | $142.31 | -16.9% | Oct 3, 2025 |
| Barclays | Analyst unavailable | $150 | $138.58 | -4.1% | Oct 2, 2025 |
| Robert W. Baird | Analyst unavailable | $142 | $123.32 | -9.2% | Aug 28, 2025 |
| Wells Fargo | Brandon Couillard | $140 | $122.92 | -10.5% | Aug 28, 2025 |
| Jefferies | Analyst unavailable | $116 | $100.26 | -25.9% | Apr 21, 2025 |
| Barclays | Luke Sergott | $145 | $144.25 | -7.3% | Oct 15, 2024 |
| Citigroup | Patrick Donnelly | $165 | $143.82 | +5.5% | Oct 14, 2024 |
| Evercore ISI | Vijay Kumar | $145 | $148.48 | -7.3% | Oct 1, 2024 |
| Bank of America Securities | Michael Ryskin | $147 | $139.99 | -6.1% | Aug 22, 2024 |
| Jefferies | Brandon Couillard | $135 | $133.42 | -13.7% | Jul 22, 2024 |
| Stifel Nicolaus | Daniel Arias | $151 | $133.57 | -3.5% | May 30, 2024 |
| Robert W. Baird | Catherine Schulte | $136 | $145.48 | -13.1% | May 30, 2024 |
| Goldman Sachs | Matthew Sykes | $145 | $145.48 | -7.3% | May 30, 2024 |
| Stifel Nicolaus | Daniel Arias | $163 | $141.34 | +4.2% | Apr 4, 2024 |
| Barclays | Jack Meehan | $105 | $113.15 | -32.9% | Nov 20, 2023 |
| Wells Fargo | Dan Leonard | $170 | $153.44 | +8.6% | Jan 10, 2023 |
| Leerink Partners | Analyst unavailable | $170 | $145.3 | +8.6% | Jan 6, 2023 |
| UBS | Analyst unavailable | $170 | $147.67 | +8.6% | Dec 20, 2022 |
| Leerink Partners | Puneet Souda | $165 | $155.32 | +5.5% | Nov 22, 2022 |
| Robert W. Baird | Catherine Schulte | $161 | $120.38 | +2.9% | May 25, 2022 |
| Wells Fargo | Timothy Daley | $130 | $122.19 | -16.9% | 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
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| COO The Cooper Companies, Inc. | FY2026 Q3 · Calendar Q3 2026 | +2.7% | -14.7% | CooperCompanies beats expectations as inventory reduction weighs on vision revenue |
| MDT Medtronic plc | FY2027 Q1 · Calendar Q3 2026 | +4.3% | +1.5% | Medtronic raises FY27 outlook as growth broadens across platforms |
Latest beats and misses
Who reports nextBeat on EPS
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
- CASYFY2027 Q1 · September 8, 2026+8.7% EPS-14.2% 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 · 2026-08-27T14:16:34.754225+00:00
- FN2 earnings calendar · 2026-09-21T01:23:13.071796+00:00
- Polygon adjusted daily market bars · 2026-09-21T06:40:52.475472+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-21T06:40:52.472723+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 . For educational purposes only; not investment advice.