Morgan Stanley Raises A Price Target to $190

Morgan Stanley has reiterated its Overweight rating on Agilent Technologies with a new price target of $190, a 10.19% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:09 PM EDT

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Morgan Stanley raised its price target on Agilent Technologies, Inc. ($A) to $190 from $175 on October 13, 2026, and rates the stock "Overweight".

Since the rating, $A is up 0.8% to date (from the $171.60 close on Oct 13, 2026).

A Agilent Technologies, Inc.

$172.97 +26.33% year to date

Daily close · Oct 16, 2026

Key Points

On October 13, 2026, Morgan Stanley maintained its Overweight rating on Agilent Technologies, raising the price target from $175 to $190.
Morgan Stanley's $190 price target implies 10.19% upside from Agilent Technologies, Inc.'s ($A) current $172.43 share price.
Agilent's stock is currently trading around $172.43, which is about 9.2% below Morgan Stanley's new target.
The company is expected to report earnings on November 25, 2026, after generating $7.37 billion in revenue over the past year.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Agilent Technologies, Inc. alert may contain errors. Disclosures

Morgan Stanley has reiterated its Overweight rating on Agilent Technologies, Inc. (NYSE: A) on October 13, 2026, raising the price target from $175 to $190. This adjustment comes as the stock is currently trading around $172.43 as of October 16, 2026.

Morgan Stanley's Call on Agilent Technologies

Morgan Stanley's new price target of $190 is approximately 9.2% higher than the recent trading price. This reflects the firm's positive outlook on Agilent's performance in the diagnostics and life sciences sectors.

Other Institutional Activity in Agilent Technologies

In recent reports, several other institutional investors have adjusted their positions in Agilent. Blackrock Inc. reduced its stake by 303,054 shares, totaling 25,599,001 shares valued at about $4.43 billion. Vanguard Capital Management LLC added 68,013 shares, bringing its total to 18,449,861 shares worth approximately $3.19 billion. Vanguard Portfolio Management LLC also increased its holdings by 90,418 shares, now holding 14,442,441 shares valued at around $2.50 billion. State Street Corporation added 89,354 shares, totaling 12,854,230 shares worth about $2.22 billion, while Massachusetts Financial Services Co. decreased its position by 2,613,177 shares, ending with 10,010,867 shares valued at approximately $1.73 billion.

Agilent Technologies, Inc. Stock Up 10.2%

Agilent Technologies has been trading below its new price target, indicating potential upside if the stock price aligns with analyst expectations. The company operates in the healthcare sector, focusing on diagnostics and research, which are vital as the market continues to evolve.

12-month forecast

$A price target

Agilent Technologies, Inc. daily closes and this analyst's $190 target. Not advice.

Recent Earnings

Agilent reported a trailing twelve-month revenue of approximately $7.37 billion and an earnings per share (EPS) of $5.07. The company has shown a year-over-year revenue growth of 8.1% and a net margin of 19.5%. The next earnings report is scheduled for November 25, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

D 39/100

Reported May 27, 2026

Forward outlook
5 target cuts vs 1 raises.
EPS & revenue
EPS beat estimates by 3.8%. Revenue met estimates.
Profit surprise
EBITDA missed by 4 percent. Operating income missed by 7 percent.
Pre-earnings setup
Bar was high, analysts already very bullish.
Analyst signal
1 upgrade, 1 target raise, 5 target cuts.
Earnings quality
Gross margin up 3.1 points. Operating margin up 3.8 points. Positive free cash flow.

Earnings Call Summary

Agilent delivered a strong second quarter with $1.83 billion in revenue, up 6.3 percent core growth and beating guidance by 80 basis points. Earnings per share came in at $1.49, beating expectations by 7 cents and growing 14 percent year over year. Operating margin expanded 130 basis points to 26.4 percent, well ahead of guidance. The company is seeing robust momentum across its instrument business with double digit growth in LC LCMS and GC driven by replacement cycles and share gains. Diagnostics grew 11 percent led by the Omnis family and cancer offerings. Strategic pricing delivered over 200 basis points of contribution, exceeding the annual target of 100 basis points at midyear. Management credited the Ignite operating system for driving execution excellence and structural improvements.

Guidance Management raised full year revenue and earnings guidance. The company now expects $7.39 to $7.49 billion in annual revenue with core growth of 4.5 to 6.0 percent, up 30 basis points from prior guidance. Earnings per share guidance increased to $6.00 to $6.10, up 8 cents at the midpoint. For the third quarter, they forecast $1.83 to $1.85 billion in revenue with EPS of $1.48 to $1.50.

Clearly negative report. The company missed important expectations and likely triggers downward revisions.

Insider Buying and Selling at Agilent Technologies, Inc.

Several insiders have made notable sales recently. Officer Rodney Gonsalves sold 3,000 shares at an average price of $154.99 on November 26, 2025, totaling about $464,956. Director Mikael Dolsten sold 2,600 shares at $149.81 on December 1, 2025, valued at $389,511. Dolsten also sold 1,600 shares at $135.42 on May 29, 2026, and 634 shares at $151.38 on September 4, 2026, before this analyst action.

Analysts Set New Price Targets

On the same day as Morgan Stanley's update, TD Cowen also maintained a Buy rating with a price target of $196, up from $180. Earlier, Barclays maintained an Overweight rating with a target increase to $195 from $175 on October 7, 2026. This shows a consensus among analysts regarding Agilent's potential for growth.

About Agilent Technologies

Agilent Technologies, Inc. provides solutions for life sciences, diagnostics, and applied chemical markets globally. The company operates through three segments: Life Sciences and Diagnostics Markets, Agilent CrossLab, and Applied Markets. This focus positions Agilent well within a growing industry.

Bottom Line

Investors should keep an eye on Agilent's upcoming earnings report on November 25, 2026, as analysts maintain a positive outlook. Morgan Stanley's recent rating reiteration and price target increase suggest confidence in the company's future performance.