All companies
Agilent Technologies, Inc. logo

What smart money is saying about Agilent Technologies, Inc.United States flag

A · Healthcare · Medical - Diagnostics & Research · Market cap $42.60B

2 funds in our archive have pitched Agilent Technologies, Inc. — most recently Scharf Investments Quality Value (Equity) Strategy in June 2026.

Company profile

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.

Get an email when a fund writes about it

Summarize with Warren AI
3
Reported positions
1
Bought
0
Sold
4
Letters

Position history

Between Q1 2025 and Q2 2026, 3 fund letters reported a position in Agilent Technologies, Inc.1 opened or added to the position.

Fund letters reporting a position in Agilent Technologies, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20263101
Q1 20250001

Fund activity · 3 positions · 1 move

  • Listed in Guinness Global Quality Mid Cap Fund’s reported holdings.

    Agilent Technologies, Inc.
  • AddedScharf Investments Quality Value Strategy
    June 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) Strategy
    June 2026
    Scharf first started purchasing Agilent shares on behalf of Scharf clients in the summer of 2025.
    Agilent Technologies, Inc.

Fund coverage · 2 theses

  • Scharf Investments Quality Value (Equity) Strategy
    June 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 IM
    March 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.

    Read the full thesis

Read every full thesis on Agilent Technologies, Inc.

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans
Share this ledger