Argan (AGX) Panoramica del titolo
Argan, Inc. attraverso le sue controllate, fornisce servizi di ingegneria, approvvigionamento, costruzione, messa in servizio, manutenzione, sviluppo di progetti e consulenza tecnica per il mercato della produzione di energia elettrica negli Stati Uniti, nella Repubblica d'Irlanda e nel Regno Unito. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 6/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
AGX Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$284.68
FV
164.5% sopravvalutato sconto intrinseco13.31%
Revenue growth p.a.
2.2k
users have viewed this narrative7users have liked this narrative
3users have commented on this narrative
25users have followed this narrative
Concorrenti di Argan, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$753.07 |
| Massimo di 52 settimane | US$791.38 |
| Minimo di 52 settimane | US$196.90 |
| Beta | 0.59 |
| Variazione di 1 mese | 12.29% |
| Variazione a 3 mesi | 32.91% |
| Variazione di 1 anno | 249.16% |
| Variazione a 3 anni | 1,776.58% |
| Variazione a 5 anni | 1,482.74% |
| Variazione dall'IPO | 833.95% |
Notizie e aggiornamenti recenti
Articolo di analisi • 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%...
Aggiornamento della narrazione • 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.Recent updates
Articolo di analisi • 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%...Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • Jun 28
If EPS Growth Is Important To You, Argan (NYSE:AGX) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Nuova narrazione • Jun 05
Argan's Revenue Set to Soar with a 13.31% Growth in the Coming Decade
Material and Labor InflationConstruction material costs (steel, concrete, lumber) have risen 15–20% since 2020 due to supply chain disruptions and tariffs. For AGX, which relies on these inputs for poRendimenti per gli azionisti
| AGX | US Construction | US Mercato | |
|---|---|---|---|
| 7D | 1.9% | 2.6% | -2.7% |
| 1Y | 249.2% | 94.6% | 18.6% |
Ritorno vs Industria: AGX ha superato il US Construction che ha restituito 94.6 % nell'ultimo anno.
Rendimento vs Mercato: AGX ha superato il mercato US che ha restituito 18.6 % nell'ultimo anno.
Volatilità dei prezzi
| AGX volatility | |
|---|---|
| AGX Average Weekly Movement | 13.5% |
| Construction Industry Average Movement | 8.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di AGX è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 14% ) di AGX è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1961 | 1,409 | David Watson | www.arganinc.com |
Argan, Inc. attraverso le sue controllate, fornisce servizi di ingegneria, approvvigionamento, costruzione, messa in servizio, manutenzione, sviluppo di progetti e consulenza tecnica al mercato della generazione di energia negli Stati Uniti, nella Repubblica d'Irlanda e nel Regno Unito. Opera attraverso tre segmenti: Power, Industrial e Teledata. Il segmento Power offre servizi di ingegneria, approvvigionamento e costruzione, nonché progettazione, costruzione e messa in servizio di progetti energetici su larga scala; progettazione, costruzione, gestione del progetto, avviamento e funzionamento, nonché servizi di consulenza tecnica; turbine, caldaie e grandi impianti rotanti.
Argan, Inc. Riepilogo dei fondamenti
| AGX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$10.27b |
| Utili (TTM) | US$161.29m |
| Ricavi(TTM) | US$1.04b |
65.5x
Rapporto P/E10.1x
Rapporto P/SAGX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| AGX Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.04b |
| Costo del fatturato | US$825.77m |
| Profitto lordo | US$216.13m |
| Altre spese | US$54.84m |
| Utili | US$161.29m |
Ultimi utili riportati
Apr 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 11.50 |
| Margine lordo | 20.74% |
| Margine di profitto netto | 15.48% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato AGX nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.3%
Rendimento attuale del dividendo16%
Rapporto di remunerazioneAGX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di AGX| Argan date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jul 23 2026 |
| Data di pagamento dei dividendi | Jul 31 2026 |
| Giorni fino al dividendo Ex | 27 days |
| Giorni prima della data di pagamento dei dividendi | 35 days |
AGX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di AGXAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/25 09:26 |
| Prezzo dell'azione a fine giornata | 2026/06/25 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Argan, Inc. è coperta da 6 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Moore | CJS Securities, Inc. |
| Sergey Glinyanov | Freedom Broker |
| Drew Chamberlain | J.P. Morgan |