Argan, Inc.

NYSE:AGX 株式レポート

時価総額：US$10.1b

Argan 将来の成長

Future 基準チェック /46

Argan利益と収益がそれぞれ年間17.3%と18%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に28.9% 15.9%なると予測されています。

主要情報

17.3%

収益成長率

15.88%

EPS成長率

Construction 収益成長23.7%
収益成長率18.0%
将来の株主資本利益率28.87%
アナリストカバレッジ

Low

最終更新日30 Mar 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
Seeking Alpha • May 02

Argan: Expanding Margins And A $2.9 Billion Backlog Justify A Strong Buy

Summary Argan is rated 'Strong Buy' as macro trends in AI and data center demand drive a robust $2.9B backlog, up from $1.4B YoY. AGX's revenue growth slowed to 12.7% YoY in Q4 2026, but I expect reacceleration as the backlog converts to revenue over the next 3+ years. Despite a 69x P/E, AGX's projected 32% revenue growth and margin expansion to 20%+ justify a fair market cap 34–88% above current levels. Key risks include macroeconomic shifts impacting AI spend and potential delays in backlog conversion, but management’s track record supports confidence. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • Mar 03

Argan Inc. (AGX): The Energy Transition Architect – Scaling Gas and Renewables with a $3 Billion Backlog in 2026.

Argan Inc. (AGX) is currently positioned as a critical infrastructure engine in the power generation sector, trading at $439.59 as of the March 3, 2026, close.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • Jun 10

Weekly Picks: 📊 OXY's Diversification Strategy, AGX's Tailwinds, and SAP's Valuation Risks

This week's picks cover: Occidental’s 10 year vision to become an energy powerhouse, why Argan’s success will come from its tailwinds and management team, plus, why SAP’s price today may not be the best entry point.
分析記事 • Jun 10

OXY's

This week's picks cover: Occidental’s 10 year vision to become an energy powerhouse, why Argan’s success will come from its tailwinds and management team, and why SAP’s price today may not be the best entry point.
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新しいナラティブ • 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 po
分析記事 • May 27

Market Participants Recognise Argan, Inc.'s (NYSE:AGX) Earnings Pushing Shares 34% Higher

Despite an already strong run, Argan, Inc. ( NYSE:AGX ) shares have been powering on, with a gain of 34% in the last...
分析記事 • May 22

We Like Argan's (NYSE:AGX) Returns And Here's How They're Trending

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Seeking Alpha • Apr 18

Argan: Don't Be Fooled Into Buying This Dip

Summary Argan stock survived a 45% steep drop into the abyss, and has recovered admirably from its March lows. AGX's growth prospects are driven by electricity demand from AI data centers, manufacturing reshoring, and renewable energy. However, Trump's tariffs policy whiplash has threatened to scupper its bullish thesis, while navigating tremendous uncertainties in infra spending outlook. AGX's valuation multiples seem primed for a deeper compression if its growth outlook were to falter amidst tougher economic conditions or trade tensions. I argue why this isn't the type of dips I will buy into, and urge investors to consider sitting this one out. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:AGX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/31/20291,6532252372434
1/31/20281,5131962162215
1/31/20271,2521491111155
1/31/2026945138411415N/A
10/31/2025915120283287N/A
7/31/2025921117140146N/A
4/30/2025910100179185N/A
1/31/202587485161168N/A
10/31/202480666142148N/A
7/31/202471344169173N/A
4/30/202462738133136N/A
1/31/202457332114117N/A
10/31/202352834132135N/A
7/31/2023482365861N/A
4/30/20234582858N/A
1/31/202345533-33-30N/A
10/31/202246222-89-86N/A
7/31/202246826-77-76N/A
4/30/202248335-29-29N/A
1/31/2022509382728N/A
10/31/2021501467475N/A
7/31/202150443119120N/A
4/30/202145835151153N/A
1/31/202139224174176N/A
10/31/20203437178180N/A
7/31/2020274-9204210N/A
4/30/2020250-14124130N/A
1/31/2020239-434754N/A
10/31/2019259-38N/A3N/A
7/31/20193172N/A-107N/A
4/30/201939017N/A-88N/A
1/31/201948252N/A-112N/A
10/31/201856461N/A-149N/A
7/31/201868146N/A-166N/A
4/30/201880456N/A-175N/A
1/31/201889372N/A-73N/A
10/31/201793085N/A51N/A
7/31/201787286N/A181N/A
4/30/201777579N/A256N/A
1/31/201767570N/A259N/A
10/31/201658557N/A199N/A
7/31/201652349N/A109N/A
4/30/201645841N/A13N/A
1/31/201641336N/A-33N/A
10/31/201539936N/A-39N/A
7/31/201541337N/A-6N/A

アナリストによる今後の成長予測

収入対貯蓄率: AGXの予測収益成長率 (年間17.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: AGXの収益 ( 17.3% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: AGXの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AGXの収益 ( 18% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: AGXの収益 ( 18% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AGXの 自己資本利益率 は、3年後には高くなると予測されています ( 28.9 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/17 17:09
終値2026/05/15 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Argan, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6

アナリスト機関
Christopher MooreCJS Securities, Inc.
Sergey GlinyanovFreedom Broker
Drew ChamberlainJ.P. Morgan