Analysts Are Bullish on Top Healthcare Stocks: Agilent (A), Regeneron (REGN)

Agilent Technologies (A) launched the S540MD slide scanner in the U.S., capable of holding 540 slides, targeting high-volume pathology labs. The scanner has FDA clearance and integrates with existing lab setups. Agilent reported Q3 revenue of $1.88B, up 8.1% YoY, and raised full-year non-GAAP EPS guidance to $6.18-$6.21. The scanner is a rebadged Hamamatsu model, with no pricing or revenue estimates provided.

Regeneron (REGN) and Sanofi (SNYNF) completed a long-term safety extension trial for itepekimab in COPD patients. The double-blind study evaluated the drug's safety and tolerability over 72 weeks. The trial's completion and positive results could reduce perceived risks, support a COPD launch, and enhance the companies' revenue outlook in respiratory care.

Dupilumab reduced moderate/severe COPD exacerbations across all seasons, with the largest reductions in summer and spring. Data from phase 3 trials showed a 31% decrease in exacerbation rate vs. placebo. According to researchers, dupilumab's efficacy is consistent year-round, providing clinicians with further confidence in its use for eligible COPD patients.

Regeneron highlighted growth in Dupixent's respiratory and dermatology indications, with COPD and chronic spontaneous urticaria showing strong performance. The company discussed its immunology and inflammation pipeline, including long-acting antibodies and bispecific candidates. Regeneron also mentioned ongoing discussions with Sanofi about the future of their collaboration on Dupixent. The company expects an FDA decision on cemdisiran for myasthenia gravis in November and Phase III readouts for

Regeneron Pharmaceuticals (REGN) and certain officers face a securities class action lawsuit over alleged misleading statements about the Phase III Fianlimab-Libtayo study. Investors claim the trial's statistical assumptions were flawed and the study may not meet its primary endpoint. The lawsuit and a Libtayo recall could lead to higher legal costs, regulatory scrutiny, and potential impact on the company's pipeline and financial profile. REGN has a market value of about $80.6 billion.

Agilent Technologies (A) has been upgraded to a Zacks Rank #2 (Buy), reflecting an upward trend in earnings estimates. The Zacks rating system, which is based on earnings estimate revisions, suggests a positive outlook for the company's stock price. Analysts have raised their estimates for Agilent by 3.4% over the past three months, with the company expected to earn $6.17 per share for the fiscal year ending October 2026.