Agilent Technologies, Inc.

New York Stock Exchange
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Slightly Bullish +25

10 Stocks That Could Skyrocket in 2026

📊 Agilent reported Q1 2026 revenue of $1.8 billion with core growth of 4.4% year-over-year.

⚠️ First-quarter results were impacted by East Coast snowstorms causing shipping disruptions and ~$10M lost revenue.

🔄 Lost revenue from weather events has largely been recovered in the subsequent Q2 period.

📉 Baird lowered its price target to $155 but maintained an Outperform rating following the report.

📉 TD Cowen reduced its price target to $157 while reiterating a Buy rating on the stock.

💰 The company returned $224 million to shareholders via $152M in buybacks and $72M in dividends.

🛡️ Agilent maintains a strong net leverage ratio of 0.8x, preserving financial flexibility for M&A.

📈 Full-year FY26 core revenue growth guidance was reaffirmed at 4%–6%.

💹 EPS guidance range was increased to $5.90–$6.04 incorporating foreign exchange benefits.

🚀 Q2 guidance projects continued core growth and approximately 7% EPS growth at the midpoint.

Bullish Signals
  • Agilent reported a 4.4% core year-over-year revenue growth of $1.8 billion in Q1 2026.
  • The company successfully recovered approximately $10 million in lost revenue during Q2 following weather disruptions.
  • Management reaffirmed full-year FY26 core revenue growth guidance of 4%–6% despite recent headwinds.
  • Agilent increased its EPS range to $5.90–$6.04, incorporating a modest foreign exchange benefit.
  • The company returned significant capital to shareholders with $152 million in share repurchases and $72 million in dividends.
  • Analysts view the Q1 weakness as temporary rather than structural, citing weather-related shipping delays.
  • Agilent maintains a low net leverage ratio of 0.8x, supporting financial flexibility for future acquisitions.
Risk Factors
  • Baird lowered its price target on Agilent from $165 to $155 following Q4 results that were modestly below expectations.
  • TD Cowen reduced its price target from $170 to $157, reflecting concerns over the impact of East Coast snowstorms on shipping.
Full Analysis
Agilent Technologies, Inc. (NYSE: A) reported Q1 2026 revenue of $1.8 billion, reflecting a 4.4% core year-over-year growth and 7.0% total growth aided by a 2.6% currency tailwind. The company's financial performance was impacted by East Coast snowstorms that disrupted shipping in the final three days of the quarter, resulting in approximately $10 million in lost revenue which has largely been recovered in Q2. Following the earnings release, analyst sentiment remains cautiously positive despite recent price target reductions from Baird and TD Cowen. Baird lowered its price target to $155 while maintaining an Outperform rating, and TD Cowen reduced its target to $157 with a reiterated Buy rating, noting that the reported weakness is temporary rather than structural. Agilent reaffirmed its full-year FY26 core revenue growth guidance of 4%–6% and increased its EPS range to $5.90–$6.04, incorporating foreign exchange benefits. The company also called for continued core growth and approximately 7% EPS growth at the midpoint in Q2, while returning capital through $152 million in share repurchases and $72 million in dividends.