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Agilent Technologies (A) Is Up 7.3% After Cluster Of Analyst Upgrades On Lab Infrastructure Role

Simply Wall St · 3d ago
  • In early January 2026, Evercore ISI Group upgraded Agilent Technologies to “Outperform,” adding to a series of positive views from major analysts on the company’s prospects.
  • This cluster of analyst upgrades highlights growing confidence in Agilent’s role as a core provider of laboratory infrastructure and recurring, higher-value solutions across life sciences and advanced manufacturing.
  • We’ll now examine how this strengthening analyst sentiment toward Agilent’s long-term laboratory infrastructure role influences the company’s existing investment narrative.

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Agilent Technologies Investment Narrative Recap

To be a shareholder in Agilent, you need to believe in its role as a core supplier of essential lab infrastructure, software and services across pharma, biotech and advanced manufacturing, with growing recurring revenue to balance more cyclical instrument demand. The Evercore ISI upgrade reinforces confidence in that thesis but does not materially change the key near term catalyst, which remains recovery in replacement-driven instrument orders, or the major risk around tariff related cost pressures and supply chain complexity.

Among recent announcements, Agilent’s full year 2025 results, with US$6,948.0 million in sales and US$1,303.0 million in net income, are most relevant here, because they give investors a concrete baseline as analysts turn more positive. These reported numbers, together with management’s 2026 revenue outlook, shape how the market weighs potential benefits from higher margin recurring revenue against ongoing tariff and funding headwinds.

Yet behind this growing optimism, rising tariff driven costs and supply chain volatility remain issues investors should be aware of as they consider...

Read the full narrative on Agilent Technologies (it's free!)

Agilent Technologies’ narrative projects $8.0 billion revenue and $1.7 billion earnings by 2028. This requires 5.8% yearly revenue growth and about a $0.5 billion earnings increase from $1.2 billion today.

Uncover how Agilent Technologies' forecasts yield a $169.44 fair value, a 15% upside to its current price.

Exploring Other Perspectives

A 1-Year Stock Price Chart
A 1-Year Stock Price Chart

Five Simply Wall St Community fair value estimates for Agilent span roughly US$113.68 to US$169.44, reflecting a wide range of individual expectations. You can set these views against the tariff and supply chain risks that could still influence Agilent’s ability to convert analyst optimism into durable performance.

Explore 5 other fair value estimates on Agilent Technologies - why the stock might be worth 23% less than the current price!

Build Your Own Agilent Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Agilent Technologies research is our analysis highlighting 3 key rewards that could impact your investment decision.
  • Our free Agilent Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Agilent Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.