A
Agilent Technologies, Inc.Evidence as of 2026-10-03The desk's Snapshot
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Overview · Agilent Technologies, Inc.
Agilent Technologies, Inc. provides application focused solutions to the life sciences, diagnostics, and applied chemical markets worldwide. The Life Sciences and Applied Markets segment offers liquid chromatography systems and components; liquid chromatography mass spectrometry systems; gas chromatography systems and components; gas chromatography mass spectrometry systems; inductively coupled plasma mass spectromet…
Management team
- Ms. Meghan A. Henson · Senior VP & Chief Human Resources OfficerFind on LinkedIn
- Mr. Chris Swenson · VP & Interim Chief Human Resources OfficerFind on LinkedIn
- Mr. Frederick Schwarz · SVP, Chief Strategy & Corporate Development OfficerFind on LinkedIn
- Mr. Parmeet Ahuja · Vice President of Investor RelationsFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The surviving record—rated Mixed ( - 0.2 ) with high confidence—supports a steady, quarter-to-quarter improvement in core results: revenue rose from $ 1,798,000,000 in Q1 2026 (fiscal quarter ended 2026-02-25) to $ 1,835,000,000 in Q2 2026 (fiscal quarter ended 2026-05-27) and $ 1,878,000,000 in Q3 2026 (fiscal quarter ended 2026-08-26), while operating income climbed from $ 353,000,000 to $ 399,000,000 to $ 444,000,000 over the same three quarters. Net income moved from $ 305,000,000 to $ 339,000,000 to $ 362,000,000 and diluted EPS from $ 1.07 to $ 1.20 to $ 1.28, with weighted-average diluted shares around 283,000,000.
Balance-sheet and market-position data survived the review: point-in-time shares outstanding declined modestly to 281,928,854 as of 2026-08-26, long-term debt rose to $ 3,645,000,000 as of 2026-07-31 with total liabilities at $ 6,604,000,000 the same date, and trailing twelve-month free cash flow is $ 1.124 billion. Valuation snapshots under the stated assumptions show a market-implied FCF growth rate of 28.29%, P/FCF of 42.24, EV/EBITDA of 26.97, P/E of 35.47, market capitalization of $ 47,302,000,000 and enterprise value of $ 49,189,000,000. The filings also expanded risk language on hedging limits, geopolitical and trade-policy exposures, and AI-related risks, and the company announced product and AI module launches dated 29 September 2026 and 1 October 2026. Institutional 13F-reported holdings total $ 33.27B as of 2026-06-30 (a reported quarter-over-quarter value change of 22.4%), and there are recent small insider transactions in early September 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue from contracts reported for fiscal Q1 2026 (2025-11-01 to 2026-01-31) was $1,798,000,000, for fiscal Q2 2026 (2026-02-01 to 2026-04-30) was $1,835,000,000, and for fiscal Q3 2026 (2026-05-01 to 2026-07-31) was $1,878,000,000, showing quarter-to-quarter increases of $37,000,000 and $43,000,000 respectively.
XBRL companyfacts · 0001090872-26-000023Operating income (loss) was $353,000,000 in fiscal Q1 2026 (2025-11-01 to 2026-01-31), $399,000,000 in fiscal Q2 2026 (2026-02-01 to 2026-04-30), and $444,000,000 in fiscal Q3 2026 (2026-05-01 to 2026-07-31), increasing each quarter.
XBRL companyfacts · 0001090872-26-000023Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The company added risk disclosure that its hedging programs “reduce, but do not always entirely eliminate the impact of currency exchange rate movements within any given twelve-month period,” and that hedging “does not mitigate” exposure for expenses beyond twelve months, indicating weaker protections against multi-year currency volatility.
10-K filed 2025-12-22New or materially expanded risk language addresses geopolitical and trade policy risks — including tariffs, sanctions, export controls and dynamic government rulemaking — saying such developments “may restrict our ability to ship products globally or source critical components” and “could increase our costs,” which enlarges the described operational and supply-chain risk set.
10-K filed 2025-12-22Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
13F-reported institutional holdings total "$33.27B" as of 2026-06-30, with 1,136 institutional holders and a reported quarter-over-quarter value change of 22.4%.
13F holdings · 1136 filers · as of 2026-06-30Top reported institutional holders in the 13F include BlackRock, Inc. at "$3.40B", VANGUARD CAPITAL MANAGEMENT LLC at "$2.45B", VANGUARD PORTFOLIO MANAGEMENT LLC at "$1.92B", STATE STREET CORP at "$1.71B", and MASSACHUSETTS FINANCIAL SERVICES CO /MA/ at "$1.36B" (as of 2026-06-30).
13F holdings · 1136 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Agilent announced the NovoStation Sample Preparation System for automated flow cytometry workflows in a release published 1 October 2026.
News · businesswire.com · 2026-10-01A syndicated version of Agilent's NovoStation announcement appeared on finance.yahoo.com on 1 October 2026.
News · finance.yahoo.com · 2026-10-01Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Glenn S. Boehnlein (Director) acquired 817 shares for a reported value of "$120k" on 2026-09-08 (implied price ≈ $146.97 per share); the filing does not flag a trading plan.
Form 4 · Boehnlein Glenn S (Director) · $120k code A · 2026-09-08Mikael Dolsten (Director) sold 634 shares for a reported value of "$96k" on 2026-09-04 (implied price ≈ $151.42 per share); the filing does not flag a trading plan.
Form 4 · Dolsten Mikael (Director) · $96k sold · 2026-09-04Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The market-implied free cash flow (FCF) growth rate that today's price would justify under the stated discount and terminal assumptions is 28.29%.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-trailing-12-months FCF (P/FCF) is 42.24.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
The provided company data shows consistent quarter-to-quarter revenue, operating income, net income, and diluted EPS increases across fiscal Q1–Q3 2026 (fundamentals-0 through fundamentals-3), accompanied by a modest decline in shares outstanding (fundamentals-4) — together these items support a favorable read on recent operating and per-share performance. Institutional ownership and presence in major ETFs (ownership-0 through ownership-2) indicate broad portfolio placement by large investors, and recent product and AI-related launches (news-0 through news-3) provide company-specific evidence of ongoing innovation and go-to-market activity. While valuation multiples and implied FCF growth (valuation-0 through valuation-3) are elevated relative to trailing cash flow (valuation-4), the operating momentum and share-count reduction help explain why market participants and sell-side analysts have a buy-tilt in consensus. The director purchase (insider-0) and the analyst buy/hold skew in the street consensus further bolster a constructive interpretation of the dataset when read jointly against the listed negatives.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.31
30 surviving claims rest on 16 distinct sources; the heaviest analyst carries 23% of them, and 98% of what the desk raised survived the debate.
The set of surviving claims is reasonably supported across multiple documents, but the read has noticeable analyst dependence and a high survival-through-debate rate. One analyst generating nearly a quarter of the claims raises sensitivity to that individual's judgments, and the very high debate survival rate reduces the signal of internal skepticism — together these factors mean the conclusions carry informational weight but should be treated as somewhat brittle to new or contrary source evidence.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
10 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.8 to the score
11 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.8 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
2 filings
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot+0.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on A Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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