This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality.
To own Agilent, you need to believe in steady demand for high quality lab tools, plus a shift toward higher margin consumables and software. The latest Altura columns and eSight AI module support that recurring revenue story, but do not materially change near term catalysts, which still center on execution of its FY2026 growth guidance and cost savings, while key risks include tariff driven margin pressure and possible weakness in academic and government funding.
Among recent updates, the OpenAI and Boston Consulting Group collaboration on AI across Agilent’s products ties in most directly with the new eSight AI launch, reinforcing the theme of more integrated, software rich workflows that could support recurring revenue growth and help offset risks around slower capital replacement cycles and rising supply chain complexity.
Yet investors should also recognize the risk that higher tariff driven costs and supply chain shifts could still weigh on margins if mitigation efforts lag...
Read the full narrative on Agilent Technologies (it's free!)
Agilent Technologies' narrative projects $8.8 billion revenue and $2.1 billion earnings by 2029. This requires 6.7% yearly revenue growth and a roughly $0.7 billion earnings increase from $1.4 billion today.
Uncover how Agilent Technologies' forecasts yield a $161.00 fair value, a 21% upside to its current price.
Four Simply Wall St Community valuations cluster between US$150.54 and US$174.76 per share, showing how widely individual views can spread. Set against this, Agilent’s push into higher value consumables and AI enabled workflows could matter a lot for how its earnings power develops over time, so it is worth weighing several different opinions before deciding how this fits in your portfolio.
Explore 4 other fair value estimates on Agilent Technologies - why the stock might be worth as much as 31% more than the current price!
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
Our daily scans reveal stocks with breakout potential. Don't miss this chance:
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.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com