2 analysts' median target is $168[FMP target], stock is $116, +44.9% upside potential. After Q1 +-0.7% EPS beat[FMP earnings], the stock moved -3.0%.
B+ = MoonshotScore 54[multi-pillar formula] + Council 4/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q4 consensus: revenue $1.8B[FMP est], EPS $1.40[FMP est]. 0 consecutive quarters of beat[FMP earnings].
Q1 EPS +-0.7% beat[FMP] but the stock -3.0% D+1[FMP D+1]. Adam Elinoff promised $93.0M CapEx + a sequential decline in Q4 during the Q1 earnings call[Adam Elinoff capex transcript].
Watchlist
Enterprise Services Growth
enterprise_services_growth
Agilent's enterprise services business represents roughly 10% of total services revenue today and has grown nicely at a low double-digit CAGR.
"This business represents roughly 10% of our total services revenue today and has grown nicely at a low double-digit CAGR."
- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026
Altura Column Growth
altura_column_growth
Altura has more than doubled our biocolumn growth to over 30%, a testament to Altura's compelling performance.
"And Altura has more than doubled our biocolumn growth to over 30%, a testament to Altura's compelling performance."
- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026
Pro Iq Lcms Growth
pro_iq_lcms_growth
We're seeing a robust uptake, with growth of our single-quad family exceeding 40% in the quarter.
"We're seeing a robust uptake, with growth of our single-quad family exceeding 40% in the quarter."
- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026
Pharma Reshoring Opportunity
pharma_reshoring_opportunity
We're seeing increased activity in U.S.-based pharmaceutical manufacturing as companies rethink resilience and capacity. Based on announced investments and recent customer activity, we estimate this will represent a $1 billion addressable market opportunity through 2030.
"We're seeing increased activity in U.S.-based pharmaceutical manufacturing as companies rethink resilience and capacity. Based on announced investments and recent customer activity, we estimate this will represent a $1 billion addressable market opportunity through 2030."
- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026
Tsa Contract Raman Insight
tsa_contract_raman_insight
This new instrument has secured a $9 million TSA contract during the quarter, and we are confident that we are well positioned to win larger aviation security tenders in the coming years.
"This new instrument has secured a $9 million TSA contract during the quarter, and we are confident that we are well positioned to win larger aviation security tenders in the coming years."
- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026
Stock Expert AI - Methodology
multi-pillar methodology. Cash Runway and News Sentiment strong. Operating Leverage weak.
How is it calculated? ->6 investor frameworks. 4 bullish (Ray Dalio, Klarman, Buffett, Munger), 1 bearish (Ken Griffin), 1 neutral (Jim Simons).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q1 (February 25, 2026): EPS $1.36 vs $1.37 est[FMP], +-0.7% beat. D+1 movement: -3.0%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q1: EPS $1.36 vs $1.37 beat[FMP], stock -3.0% D+1[FMP].
No RPO/backlog concentration disclosed in Q1 earnings call.
Q1 CapEx $93.0M[FMP cashflow]. Q1 op margin 19.6%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Wednesday evening. The framework is ready on this page: Q4 EPS threshold $1.40[FMP], CapEx threshold "below $93.0M"[Adam Elinoff]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Agilent Technologies, Inc. (A) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.