NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-08-31
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Create your account →Intact: The reason to own it still holds.
Agilent grew revenue from $6.95B in 2025 to $7.44B guided for 2026. Non-GAAP EPS rose from $5.58 to $6.05 guided for 2026. The company beat EPS estimates in 5 of last 6 quarters. It invests in AI diagnostics and new centers to grow more.
Revenue growth could slow below 7% expected by analysts. Profit margin gains may stall. Management changes and volatile execution could hurt results.
The price is about 4% below our fair value near $137. Analysts expect about 7% revenue growth. Our fair value is 11% below the Street median.
Breaks if: Ignite progress stalls or reverses in FY26
Continue the operational transformation through the Ignite initiative to drive growth.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on revenue and earnings growth. The current thesis state is stable, supported by consistent management priorities and recent positive financial results.
The valuation indicates that A is priced cheaply compared to its peers, with a slight expectations gap. The market seems to have a neutral view on its future performance, reflecting a justified valuation without significant fragility.
Fundamentals are likely to continue improving, as management is on track with their revenue and earnings growth targets. However, there is a moderate risk due to the potential for economic downturns that could impact performance.
The thesis hinges on management's ability to maintain guidance and deliver on growth targets. Additionally, the performance of sector leaders and overall economic conditions will be critical in shaping A's trajectory.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports a positive outlook. A recent FDA approval enhances growth prospects for the company. Strong revenue growth momentum is evident in recent results.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: EPS falls below $6.00 in FY26
Breaks if: Revenue falls below $7.39B in FY26
Overall, A's position is supported by strong fundamentals and sector momentum, but it faces risks from economic fluctuations. Not investment advice.
