Argan マネジメント
マネジメント 基準チェック /34
Arganの CEO はDavid Watsonで、 Aug2022年に任命され、 の在任期間は 3.83年です。 の年間総報酬は$ 2.26Mで、 19.4%給与と80.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.36%を直接所有しており、その価値は$ 31.00M 。経営陣と取締役会の平均在任期間はそれぞれ2.4年と11.6年です。
主要情報
David Watson
最高経営責任者
US$2.3m
報酬総額
| CEO給与比率 | 19.36% |
| CEO在任期間 | 3.8yrs |
| CEOの所有権 | 0.4% |
| 経営陣の平均在職期間 | 2.4yrs |
| 取締役会の平均在任期間 | 11.6yrs |
経営陣の近況
Recent updates
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 Alpha
ナラティブの更新 • 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.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.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.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...
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 poSeeking 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$43m |
報酬と市場: Davidの 総報酬 ($USD 2.26M ) は、 US市場 ($USD 8.38M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Davidの報酬は過去 1 年間で 20% 以上増加しました。
CEO
David Watson (51 yo)
3.8yrs
在職期間
US$2,259,258
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 3.8yrs | US$2.26m | 0.36% $ 31.0m | |
| Senior VP | 1.8yrs | US$1.21m | 0.013% $ 1.1m | |
| Chief Executive Officer of Gemma Power Systems | 4.6yrs | US$4.71m | 0.22% $ 18.8m | |
| Senior VP of Legal & Corporate Secretary | 2.4yrs | データなし | データなし | |
| CEO of SMC Infrastructure Solutions (SMCiS) | 1.3yrs | データなし | データなし |
2.4yrs
平均在職期間
49yo
平均年齢
経験豊富な経営陣: AGXの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 3.8yrs | US$2.26m | 0.36% $ 31.0m | |
| Independent Chairman | 19yrs | US$160.98k | 0.27% $ 23.2m | |
| Lead Independent Director | 23.1yrs | US$95.98k | 0.37% $ 31.8m | |
| Independent Director | 2yrs | US$178.48k | 0.0094% $ 815.3k | |
| Independent Director | 11.6yrs | US$101.98k | 0.048% $ 4.2m | |
| Director | 14.2yrs | US$3.03m | 1.01% $ 87.4m | |
| Independent Director | 17.2yrs | US$101.98k | 0.19% $ 16.2m | |
| Independent Director | 9yrs | US$111.98k | 0.071% $ 6.2m | |
| Independent Director | 1.2yrs | データなし | 0.0025% $ 217.3k |
11.6yrs
平均在職期間
71yo
平均年齢
経験豊富なボード: AGXの 取締役会 は経験豊富で 経験豊富 です ( 11.6年の平均在任期間)。
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 | 2026/06/09 13:42 |
| 終値 | 2026/06/09 00:00 |
| 収益 | 2026/04/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Moore | CJS Securities, Inc. |
| Sergey Glinyanov | Freedom Broker |
| Drew Chamberlain | J.P. Morgan |