Weather-Driven Miss Masks Underlying Strength at Agilent, Creating a Buy Opportunity

Analyst Daniel Brennan from TD Cowen maintained a Buy rating on Agilent and decreased the price target to $157.00 from $170.00.

Daniel Brennan has given his Buy rating due to a combination of factors that suggest Agilent’s setback is temporary rather than structural. He notes that the headline revenue and EPS miss was almost entirely driven by severe East Coast weather that halted several days of shipments, and that underlying organic growth would have matched guidance without this disruption, with much of the deferred volume already recaptured in the following quarter.

Brennan also emphasizes that management reaffirmed its full-year organic growth outlook and margin expansion targets while even raising EPS guidance, indicating confidence in the business trajectory. He highlights strong performance in key segments such as Chemicals & Advanced Materials, particularly semiconductor-related demand, and argues that recent share price weakness, combined with durable end-market drivers and a history of outgrowing peers, creates an attractive entry point despite a modest reduction in the price target.

In another report released yesterday, TipRanks – OpenAI also reiterated a Buy rating on the stock with a $138.00 price target.

A’s price has also changed slightly for the past six months – from $119.150 to $124.720, which is a 4.67% increase.