Argan Gestion
Gestion contrôle des critères 3/4
Le PDG Argan est David Watson, nommé en Aug2022, a un mandat de 3.92 ans. La rémunération annuelle totale est $ 2.26M, composée du salaire de 19.4% et des bonus 80.6%, y compris les actions et options de la société. détient directement 0.29% des actions de la société, d'une valeur de $ 28.25M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.5 ans et 11.7 ans.
Informations clés
David Watson
Directeur général
US$2.3m
Rémunération totale
| Pourcentage du salaire du PDG | 19.36% |
| Durée du mandat du directeur général | 3.9yrs |
| Propriété du PDG | 0.3% |
| Durée moyenne d'occupation des postes de direction | 2.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 11.7yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jul 02
AGX: Backlog And New Fabrication Facility Will Drive Future Upside
Analysts have raised their fair value estimate for Argan to $860 from $550, reflecting updated assumptions around revenue growth, margins, valuation multiples, and recent Street research that cites a higher $600 price target based on Argan's market position and project pipeline. What's in the News for Argan Argan reported record Q1 fiscal 2027 revenue of $291 million and net income of $46.1 million, with adjusted EPS of $3.24 that was $0.91 above analyst estimates, supported by a project backlog of about $2.77 billion and a debt free balance sheet.Article d’analyse • Jun 21
Argan (AGX) Stock Could Be 8.7% Overvalued After Record Q1 Results And Dividend
Argan (AGX) is back on investors’ radar after record first quarter fiscal 2027 results highlighted revenue and earnings growth from energy infrastructure projects, along with a fresh quarterly dividend declaration that underscores ongoing shareholder return plans. See our latest analysis for Argan. The latest quarterly update and dividend news arrive alongside a sharp shift in market sentiment, with Argan’s 90 day share price return of 59.53% and year to date share price return of 126.67%...
Mise à jour du récit • Jun 18
AGX: AI Power Demand And Backlog Strength Will Meet Execution Risks
Argan's updated analyst fair value estimate has shifted from about $473 to roughly $680, as analysts point to a premium P/E assumption, a slightly lower discount rate, and modestly higher revenue growth expectations that are only partly offset by a lower projected profit margin. Analyst Commentary Recent Street research on Argan centers on higher fair value estimates and rating changes that reflect how analysts view the balance between the stock's execution, growth outlook, and current valuation.Seeking Alpha • Jun 07
Argan: Still Fueling America's AI
Summary Argan is a premier beneficiary of surging U.S. power infrastructure demand driven by AI, data centers, and electrification. AGX delivered robust quarterly results: revenue and EPS handily beat estimates, margins expanded, and backlog remains 3.5x higher than two years ago. The company boasts a capital-light model with a 38% FCF margin, zero debt, nearly $1B in cash, and increased buyback authorization. Despite a premium valuation (P/E > 50x), I maintain a buy rating, citing operational excellence, backlog visibility, and unique market positioning. Read the full article on Seeking AlphaMise à jour du récit • Jun 03
AGX: AI Power Demand Tailwind Will Likely Overpromise Future Project Execution
The analyst price target for Argan has been raised by a combined $169, as analysts point to a stronger Q4 showing, fresh upgrades, and increasing interest in the company’s exposure to rising power demand from AI and data centers. Analyst Commentary Recent research coverage on Argan clusters around its exposure to growing power needs from AI and data centers, as well as the impact of the latest Q4 report on expectations for execution and returns on new projects.Mise à jour du récit • May 14
AGX: AI Power Demand Hype Will Likely Outrun Execution Risks
Argan's analyst price target has been lifted by $169 overall, as analysts point to recent upgrades, higher targets from multiple firms and expectations that growing AI and data center power demand could support the company's longer term earnings profile. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to a series of higher price targets, including increases of $50 and $119, as a sign that the recent upgrades are being backed by higher valuation frameworks rather than small, incremental tweaks.Mise à jour du récit • Apr 26
AGX: AI Power Demand Tailwinds Will Likely Overpromise Versus Execution
Narrative Update Analysts have lifted their average Argan price target by roughly $170, pointing to recent target hikes from Lake Street and Goldman Sachs and citing renewed interest following JPMorgan's upgrade and expectations that growing AI and data center power demand could support the company's project pipeline. Analyst Commentary Recent research coverage on Argan highlights both optimism and caution, with price target changes and rating moves framing how different analysts are weighing the stock's risk and reward trade off.
Nouveau récit • Apr 11
AI Power Demand Will Drive Riskier Gas Projects And Weaker Margins Ahead
Catalysts About Argan Argan provides engineering, procurement and construction services for large power generation, industrial and teledata projects, with a heavy focus on complex natural gas facilities. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Apr 10
AGX: AI Power Demand Tailwinds Will Likely Prove Overdiscounted
Analyst fair value estimates for Argan have been reset higher from $373.80 to $473.20. The shift is tied to updated views on revenue growth, profitability and valuation following recent price target increases and upgrades from several firms that highlight potential benefits from rising power demand linked to AI and data centers.Nouveau récit • Mar 28
Electrification And Aging Power Infrastructure Will Support Long Term Earnings Strength
Catalysts About Argan Argan provides engineering, procurement and construction services for large, complex power generation, industrial and data infrastructure projects across its Power, Industrial and Teledata segments. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Mar 27
AGX: AI Power Demand And Index Additions Will Shape Future Returns
Narrative Update on Argan The analyst price target for Argan now sits at $425, with analysts pointing to potential benefits from rising power demand tied to AI and data centers. This increased demand could accelerate the need for firm generation capacity.Mise à jour du récit • Mar 11
AGX: AI Power Demand Reliance Will Sustain Excessive Optimism
Analysts have nudged their fair value estimate for Argan from $361.0 to $373.8, citing updated assumptions for revenue growth, profit margins and future P/E, alongside fresh Street research that highlights potential benefits from rising power demand tied to AI and data centers. Analyst Commentary Recent Street research frames Argan as a company with clear exposure to rising power demand tied to AI and data centers, but also as a name where investors need to weigh execution risk and valuation discipline.Mise à jour du récit • Feb 25
AGX: Completed Buyback And M&A Hunt Will Sustain Excessive Optimism
Analysts have kept Argan's price target steady at $361.00, with only minor tweaks to inputs such as the discount rate and future P/E. This reflects updated assumptions rather than a change in the overall view.Mise à jour du récit • Feb 10
AGX: Buybacks And M&A Pipeline Will Shape Balanced Future Returns
Analysts have kept their fair value estimate for Argan steady at US$361.00, with only marginal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. This reflects a reaffirmed view rather than a material shift in outlook.Mise à jour du récit • Jan 27
AGX: Texas Gas Power Backlog And Execution Risks Will Shape Future Returns
Narrative Update on Argan Analysts have lifted their price target for Argan to $397, citing fresh Buy initiations and upgrades that describe the company as a pure-play way to gain exposure to combined cycle gas power generation and a growing backlog of gas-fired projects in Texas. Analyst Commentary Recent research on Argan focuses on its role as a pure-play contractor tied to combined cycle and gas-fired power projects, particularly in Texas, and what that could mean for execution risk and valuation if the current project pipeline plays out as expected.Article d’analyse • Jan 17
Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 29% But Growth Is Lacking
Argan, Inc. ( NYSE:AGX ) shareholders have had their patience rewarded with a 29% share price jump in the last month...Mise à jour du récit • Jan 11
AGX: AI-Fueled Gas Power Backlog Will Drive Future Earnings Potential
Analysts have nudged their price expectations for Argan higher, with the average target rising from $361 to $397 as they highlight the company’s pure play exposure to combined cycle gas power generation, growing gas-fired project backlog, and what they see as strong earnings potential tied to AI driven power demand. Analyst Commentary Recent research takes a mostly constructive view on Argan, with analysts focusing on its exposure to combined cycle gas power projects and the role of its Gemma Power Systems unit in supplying new gas-fired capacity tied to growing power needs, including AI related demand.Mise à jour du récit • Dec 26
AGX: AI-Driven Gas Projects Will Support Backlog While Execution Risks Will Persist
Analysts have modestly raised their blended price target on Argan to $369 from $361, as they factor in accelerating gas-fired power project awards, a strengthening multi-year backlog in combined cycle generation, and greater earnings leverage from the AI-driven power demand cycle. Analyst Commentary Bullish analysts highlight that Argan is increasingly viewed as a direct, pure-play way to participate in the combined cycle gas power buildout, which they see as a multi-year structural growth theme supported by rising AI-related electricity demand.Mise à jour du récit • Dec 11
AGX: AI-Driven Gas Projects Will Support Backlog While Execution Risks Persist
Analysts have raised their price target on Argan to $361 from $295.75, citing the company’s unique leverage to growing combined cycle gas power generation demand, a deepening multi-year backlog, and expanding gas turbine pricing tailwinds that support a higher future earnings multiple, despite slightly tempered growth and margin assumptions. Analyst Commentary Bullish analysts emphasize that Argan’s role as a pure play contractor on combined cycle gas projects positions the company as a direct beneficiary of structurally higher power demand, particularly from artificial intelligence data centers.Mise à jour du récit • Nov 27
AGX: Record Project Backlog Will Raise Risks From Construction Delays Ahead
Argan's analyst price target has risen substantially to $295.75 from $262.00. Analysts expect stronger backlog growth, margin expansion, and a leading role in gas power generation project activity to drive significant value for shareholders.Article d’analyse • Nov 22
Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 25% But Growth Is Lacking
Argan, Inc. ( NYSE:AGX ) shares have continued their recent momentum with a 25% gain in the last month alone. The last...Mise à jour du récit • Nov 11
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.Mise à jour du récit • Oct 27
Power Demand Cycle And Project Backlog Will Drive Multi-Year Expansion
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.Mise à jour du récit • Oct 13
North American Grid Modernization And AI Demand Will Drive Projects
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.Article d’analyse • Oct 08
Earnings Not Telling The Story For Argan, Inc. (NYSE:AGX) After Shares Rise 27%
The Argan, Inc. ( NYSE:AGX ) share price has done very well over the last month, posting an excellent gain of 27%. The...Mise à jour du récit • Sep 06
Texas Gas And Illinois Solar Projects Will Expand Capacity
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.Article d’analyse • Jul 15
Are Argan, Inc. (NYSE:AGX) Investors Paying Above The Intrinsic Value?
Key Insights Argan's estimated fair value is US$177 based on 2 Stage Free Cash Flow to Equity Argan is estimated to be...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$161m |
| Jan 31 2026 | n/a | n/a | US$138m |
| Oct 31 2025 | n/a | n/a | US$120m |
| Jul 31 2025 | n/a | n/a | US$117m |
| Apr 30 2025 | n/a | n/a | US$100m |
| Jan 31 2025 | US$2m | US$438k | US$85m |
| Oct 31 2024 | n/a | n/a | US$66m |
| Jul 31 2024 | n/a | n/a | US$44m |
| Apr 30 2024 | n/a | n/a | US$38m |
| Jan 31 2024 | US$2m | US$400k | US$32m |
| Oct 31 2023 | n/a | n/a | US$34m |
| Jul 31 2023 | n/a | n/a | US$36m |
| Apr 30 2023 | n/a | n/a | US$28m |
| Jan 31 2023 | US$1m | US$305k | US$33m |
| Oct 31 2022 | n/a | n/a | US$22m |
| Jul 31 2022 | n/a | n/a | US$26m |
| Apr 30 2022 | n/a | n/a | US$35m |
| Jan 31 2022 | US$2m | US$223k | US$38m |
| Oct 31 2021 | n/a | n/a | US$46m |
| Jul 31 2021 | n/a | n/a | US$43m |
| Apr 30 2021 | n/a | n/a | US$35m |
| Jan 31 2021 | US$863k | US$200k | US$24m |
| Oct 31 2020 | n/a | n/a | US$7m |
| Jul 31 2020 | n/a | n/a | -US$9m |
| Apr 30 2020 | n/a | n/a | -US$14m |
| Jan 31 2020 | US$1m | US$200k | -US$43m |
Rémunération vs marché: La rémunération totale de David ($USD 2.26M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.46M ).
Rémunération et revenus: La rémunération de David a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
David Watson (51 yo)
3.9yrs
Titularisation
US$2,259,258
Compensation
Mr. David Hibbert Watson, CPA, is Chief Executive Officer, President and Director at Argan, Inc. since August 16, 2022. He had been the Chief Financial Officer at Argan, Inc. since October 15, 2015 until A...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 3.9yrs | US$2.26m | 0.29% $ 28.2m | |
| Senior VP | 1.8yrs | US$1.21m | 0.011% $ 1.0m | |
| Chief Executive Officer of Gemma Power Systems | 4.7yrs | US$4.71m | 0.22% $ 21.4m | |
| Senior VP of Legal & Corporate Secretary | 2.5yrs | pas de données | pas de données | |
| CEO of SMC Infrastructure Solutions (SMCiS) | 1.4yrs | pas de données | pas de données |
2.5yrs
Durée moyenne de l'emploi
49yo
Âge moyen
Gestion expérimentée: L'équipe de direction de AGX est considérée comme expérimentée (ancienneté moyenne 2.5 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 3.9yrs | US$2.26m | 0.29% $ 28.2m | |
| Independent Chairman | 19.1yrs | US$160.98k | 0.27% $ 26.9m | |
| Lead Independent Director | 23.2yrs | US$95.98k | 0.37% $ 36.6m | |
| Independent Director | 2.1yrs | US$178.48k | 0.011% $ 1.1m | |
| Independent Director | 11.7yrs | US$101.98k | 0.038% $ 3.7m | |
| Director | 14.3yrs | US$3.03m | 0.29% $ 28.9m | |
| Independent Director | 17.3yrs | US$101.98k | 0.17% $ 16.3m | |
| Independent Director | 9.1yrs | US$111.98k | 0.12% $ 11.5m | |
| Independent Director | 1.3yrs | pas de données | 0.0063% $ 623.7k |
11.7yrs
Durée moyenne de l'emploi
71yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la AGX est chevronné et expérimenté ( 11.7 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/06 06:45 |
| Cours de l'action en fin de journée | 2026/07/06 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Argan, Inc. est couverte par 6 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Moore | CJS Securities, Inc. |
| Sergey Glinyanov | Freedom Broker |
| Drew Chamberlain | J.P. Morgan |