Update shared on06 Sep 2025
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.
- Expectation of continued margin improvement as the operating environment strengthens.
- Anticipation of a step up in margins in upcoming periods.
- Potential for an extended cycle driven by investments to replace aging infrastructure.
- Increased power demand supporting the case for a premium valuation multiple.
What's in the News
- Argan was dropped from the Russell Microcap Index, Russell Microcap Growth Index, Russell Microcap Growth Benchmark Index, Russell 3000E Index, Russell 3000E Growth Index, and Russell 3000E Growth Benchmark.
- Grant Thornton LLP was ratified as independent registered public accountants for the fiscal year ending January 31, 2026.
- Stockholders approved an amendment to the Certificate of Incorporation to limit personal liability of certain officers in addition to directors.
Valuation Changes
Summary of Valuation Changes for Argan
- The Consensus Analyst Price Target has risen slightly from $225.33 to $230.33.
- The Consensus Revenue Growth forecasts for Argan has risen slightly from 15.6% per annum to 16.2% per annum.
- The Net Profit Margin for Argan remained effectively unchanged, moving only marginally from 9.95% to 9.76%.
Disclaimer
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