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    Will Agilent’s (A) Native-Read Sequencing Push with Wasatch BioLabs Redefine Its Genomics Narrative?

    Simply Wall St·12/23/2025 11:13:38
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    • In December 2025, Wasatch BioLabs announced a co-marketing agreement with Agilent Technologies to pair Agilent’s SureSelect and Avida enrichment chemistries with WBL’s Oxford Nanopore-based Direct Targeted Methylation Sequencing platform, enabling precise, custom native-read targeting of genomic and cell-free DNA for research and clinical applications.
    • The collaboration aims to broaden access to scalable, cost-efficient native-read multi-omic assays, especially for liquid biopsy, oncology, neurology, rare disease, and prenatal research, through joint scientific content, education, and technology demonstrations running through 2027.
    • We’ll now examine how this co-marketing push into native-read targeted sequencing could influence Agilent’s investment narrative and growth drivers.

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    Agilent Technologies Investment Narrative Recap

    To own Agilent, you need to believe its mix of instruments, consumables and services can keep compounding through pharma, chemicals and regulated testing demand, while margins hold up despite tariff and supply chain pressures. The Wasatch BioLabs co marketing pact looks directionally positive for Agilent’s higher value genomics and sequencing workflows, but it does not fundamentally change the near term focus on offsetting about US$70 million of 2025 tariff driven costs or the ongoing risk from weaker academic funding.

    Among recent announcements, the November 2025 full year results and FY2026 revenue outlook of US$7.3 billion to US$7.4 billion are most relevant in framing this news. They anchor expectations around mid single digit core growth and margin resilience at a time when Agilent is also introducing newer offerings like native read targeted sequencing, which could gradually support its push into more recurring, higher margin assay and workflow revenue if adoption builds from early oncology and rare disease users.

    But while collaborations like this are encouraging, investors should be aware that rising tariff costs and supply chain reshoring could still...

    Read the full narrative on Agilent Technologies (it's free!)

    Agilent Technologies' narrative projects $8.0 billion revenue and $1.7 billion earnings by 2028. This requires 5.8% yearly revenue growth and an earnings increase of about $0.5 billion from $1.2 billion today.

    Uncover how Agilent Technologies' forecasts yield a $169.44 fair value, a 22% upside to its current price.

    Exploring Other Perspectives

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    Five fair value estimates from the Simply Wall St Community span roughly US$115 to US$169, underscoring how differently individual investors view Agilent. You can weigh these against the current tariff and supply chain risks that may pressure margins and shape the company’s ability to convert its native read sequencing push into sustained earnings growth.

    Explore 5 other fair value estimates on Agilent Technologies - why the stock might be worth as much as 22% more than the current price!

    Build Your Own Agilent Technologies Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Agilent Technologies research is our analysis highlighting 4 key rewards that could impact your investment decision.
    • Our free Agilent Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Agilent Technologies' overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.