Shared on 11 Nov 25
AGX: Rising Backlog Exposure Will Heighten Risks From Project Delays Ahead
Analysts have maintained Argan's fair value estimate at $262. This decision reflects continued industry optimism and increased project activity, supported by rising backlogs and margin expectations despite a modest uptick in the discount rate.
Shared on 27 Oct 25
Argan's analyst price target has risen significantly, with projections now at $315 from the prior $220. Analysts cite surging demand for AI-driven power infrastructure and robust project backlogs as key factors supporting a more optimistic outlook.
Shared on 13 Oct 25
Fair value Increased 14%Argan's analyst price target has been raised from $230.33 to $262.00 per share. Analysts cite record project backlogs, improving margins, and robust demand from accelerating power infrastructure investment as key drivers for the upward revision.
Shared on 06 Sep 25
Fair value Increased 2.22%Analysts raised Argan’s price target to $230.33, citing stronger-than-expected Q2 margins, an improving operating environment, and supportive demand outlook. Analyst Commentary Better-than-expected Q2 margins delivered by the company.
Shared on 23 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Decreased 7.77%AnalystConsensusTarget has decreased revenue growth from 13.3% to 11.2%.
Shared on 26 Mar 25
Fair value Decreased 31%AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 11 Mar 25
Fair value Decreased 30%AnalystConsensusTarget has decreased future PE multiple from 30.4x to 20.7x and increased shares outstanding growth rate from 0.0% to 0.0%.