What smart money is saying about Agilent Technologies, Inc.
3 funds in our archive have pitched Agilent Technologies, Inc., most recently Baron International Growth Fund in September 2026.
Agilent Technologies, Inc. delivers specialized, application-focused technologies and services to the global life sciences, diagnostics, and applied chemistry industries. Its Life Sciences and Applied Markets segment provides a comprehensive portfolio of analytical instrumentation. This includes liquid chromatography (LC) and gas chromatography (GC) systems, often integrated with mass spectrometry (MS) for advanced analysis (LC-MS, GC-MS). They also offer inductively coupled plasma mass spectrometry (ICP-MS), atomic absorption (AA), microwave plasma-atomic emission spectrometry (MP-AES), and inductively coupled plasma optical emission spectrometry (ICP-OES) instruments, alongside Raman spectroscopy for material characterization. Beyond spectroscopy, the segment supplies cell analysis solutions such as plate-based assays, flow cytometers, real-time cell analyzers, imaging systems, and microplate readers. Complementing these are various laboratory software, information management platforms, data analytics tools, automated and robotic lab systems, dissolution testing equipment, vacuum technology, and general measurement solutions. The Diagnostics and Genomics division offers cutting-edge tools for genetic and diagnostic research. These encompass arrays designed for DNA mutation detection, genotyping, gene copy number determination, identification of gene rearrangements, DNA methylation profiling, and gene expression analysis. This segment also provides target enrichment solutions for next-generation sequencing, along with software for genetic data management and interpretation. Furthermore, it synthesizes custom oligonucleotides. Other significant offerings include immunohistochemistry (IHC), in situ hybridization (ISH), hematoxylin and eosin (H&E) staining, and specialized staining solutions. The division also supplies consumables and software essential for quality control analysis of nucleic acid samples, as well as reagents for turbidimetry and flow cytometry applications. A key area of development for this segment is liquid-based pharmacodiagnostics. Agilent CrossLab, the third segment, focuses on providing essential laboratory consumables and services. Its product range features GC and LC columns, products for sample preparation, custom chemical formulations, and various supplies for laboratory instruments. Complementary services include expert support for startup, ongoing operations, training, compliance, Software-as-a-Service (SaaS) offerings, asset management, and professional consultation. The company's products reach customers through a diverse sales network, including direct sales teams, distributors, resellers, manufacturer's representatives, and its e-commerce platforms. Agilent Technologies, Inc. was established in 1999 and maintains its corporate headquarters in Santa Clara, California.
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Position history
Between Q1 2025 and Q3 2026, 8 fund letters reported a position in Agilent Technologies, Inc., with 3 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 0 | 1 |
| Q2 2026 | 3 | 1 | 0 | 1 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q1 2025 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 8 positions · 3 moves
- HoldsFindlay Park American FundSeptember 2026
“Performance was disappointing, and in our newsletter we highlighted several positive changes we are making, particularly with respect to technology, in the face of challenging recent performance. Microsoft was the largest positive contributor. Agilent, Waters and Danaher also contributed, supported by continued strength in organic revenue growth.”
Agilent Technologies, Inc. - September 2026
“Agilent Technologies, Inc. (A) is a global leader in life sciences, diagnostic, and applied market tools, supplies, and equipment. The stock was a meaningful contributor in the quarter after the company reported results that exceeded expectations. Agilent benefited from new product launches, some outsized reshoring demand, and a large equipment replacement cycle, which follows an initial life sciences investment cycle in 2021-2022 related to the Covid-19 pandemic, and we remain optimistic about their growth outlook in the coming years.”
Agilent Technologies, Inc. - September 2026
“Largely offsetting the above, solid stock selection effect in Health Care (Agilent Technologies, Inc., Divi's Laboratories Limited, and Zai Lab Limited) and Financials (Mitsubishi UFJ Financial Group, Inc. (MUFG), Japan Exchange Group, Inc., and Piraeus Bank S.A.) contributed to relative performance during the quarter.”
Agilent Technologies, Inc. - June 2026
Listed in Guinness Global Quality Mid Cap Fund’s reported holdings.
Agilent Technologies, Inc. - AddedScharf Investments Quality Value StrategyJune 2026
“Scharf first started purchasing Agilent shares on behalf of Scharf clients in the summer of 2025.”
Agilent Technologies, Inc. - HoldsScharf Investments Quality Value (Equity) StrategyJune 2026
“Scharf first started purchasing Agilent shares on behalf of Scharf clients in the summer of 2025.”
Agilent Technologies, Inc. - AddedThe Davenport FundsMarch 2026
“Other detractors included Mobileye Global, Inc. (MBLY) and Agilent Technologies, Inc. (A). While we elected to move on from MBLY in order to recycle capital into higher conviction ideas, we added to our position in Agilent, as we view the company’s growth objectives as achievable and think the valuation is compelling.”
Agilent Technologies, Inc. - AddedGeneration IMMarch 2025
“Company example At Generation, we believe that we are living through the age of biology. Our understanding of biological processes – and our ability to tweak them for the benefit of humanity – is improving rapidly. Medicine, and biology in general, is often considered the ‘youngest science.’ Agilent, an American company in the portfolio, is the latest company that backs this trend. To uncover biology’s secrets, researchers need tools to ask the right questions, develop plausible hypotheses and then run the right experiments. These tools include instruments that can measure at scales previously considered impossible. A development in one domain can often lead to developments in another. For instance, a technique for detecting a chemical can find application in a pharmaceutical lab (e.g., to detect active pharmaceutical ingredients) or in regulation (e.g., to detect contamination in food) or even forensics. These positive ‘spillovers’ can have large positive sustainability effects. The ecosystem of companies that provide these research tools is fertile hunting ground for Generation. We currently own four such businesses. The newest investment in this bucket is Agilent.”
Agilent Technologies, Inc.
Fund coverage · 3 theses
- Baron International Growth FundSeptember 2026
Agilent is a life sciences tools provider whose large installed base, expanding margins, and diversified product launches position it to compound through the tools recovery.
Read the full thesis - Scharf Investments Quality Value (Equity) StrategyJune 2026
Agilent is a leading life sciences tools company with a pick-and-shovel model, high switching costs, strong fundamentals, an earnings inflection, and a rare valuation discount.
Read the full thesis - Generation IMMarch 2025
Agilent is well-positioned for growth due to its strong market position in analytical instruments, resilient recurring revenue streams, and emerging demand drivers, despite short-term challenges from economic uncertainty.
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