Argan (AGX) Hisse Özeti
Argan, Inc. iştirakleri aracılığıyla Amerika Birleşik Devletleri, İrlanda Cumhuriyeti ve Birleşik Krallık'ta enerji üretimi pazarına mühendislik, tedarik, inşaat, devreye alma, bakım, proje geliştirme ve teknik danışmanlık hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
AGX Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$284.68
FV
153.7% aşırı değerlenmiş içsel indirim13.31%
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
Argan, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$722.31 |
| 52 Haftanın En Yüksek Seviyesi | US$748.50 |
| 52 Haftanın En Düşük Seviyesi | US$183.36 |
| Beta | 0.61 |
| 1 Aylık Değişim | 20.81% |
| 3 Aylık Değişim | 76.19% |
| 1 Yıllık Değişim | 283.19% |
| 3 Yıllık Değişim | 1,635.90% |
| 5 Yıllık Değişim | 1,394.85% |
| Halka arzdan bu yana değişim | 795.80% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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.Analiz Makalesi • 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.
Yeni Anlatı • 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 poAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaHissedar Getirileri
| AGX | US Construction | US Pazar | |
|---|---|---|---|
| 7D | 6.2% | 0.1% | -0.3% |
| 1Y | 283.2% | 112.9% | 24.0% |
Getiri vs. Endüstri: AGX geçen yıl % 112.9 oranında getiri sağlayan US Construction sektörünü aştı.
Getiri vs Piyasa: AGX geçen yıl % 24 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| AGX volatility | |
|---|---|
| AGX Average Weekly Movement | 13.2% |
| Construction Industry Average Movement | 8.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: AGX hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: AGX 'nin haftalık oynaklığı ( 13% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1961 | 1,409 | David Watson | www.arganinc.com |
Argan, Inc. bağlı ortaklıkları aracılığıyla Amerika Birleşik Devletleri, İrlanda Cumhuriyeti ve Birleşik Krallık'ta enerji üretimi pazarına mühendislik, tedarik, inşaat, devreye alma, bakım, proje geliştirme ve teknik danışmanlık hizmetleri sunmaktadır. Şirket üç segmentte faaliyet göstermektedir: Enerji, Endüstriyel ve Teledata. Enerji segmenti, mühendislik, tedarik ve inşaatın yanı sıra büyük ölçekli enerji projelerinin tasarımı, inşası ve devreye alınması; tasarım, inşaat, proje yönetimi, devreye alma ve işletmenin yanı sıra teknik danışmanlık hizmetleri ve türbin, kazan ve büyük döner ekipmanlar sunmaktadır.
Argan, Inc. Temel Bilgiler Özeti
| AGX temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$10.08b |
| Kazançlar(TTM) | US$137.77m |
| Gelir(TTM) | US$944.61m |
73.2x
F/K Oranı10.7x
P/S OranıAGX aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AGX gelir tablosu (TTM) | |
|---|---|
| Gelir | US$944.61m |
| Gelir Maliyeti | US$752.73m |
| Brüt Kâr | US$191.88m |
| Diğer Giderler | US$54.10m |
| Kazançlar | US$137.77m |
Son Raporlanan Kazançlar
Jan 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 9.87 |
| Brüt Marj | 20.31% |
| Net Kâr Marjı | 14.59% |
| Borç/Özkaynak Oranı | 0% |
AGX uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.3%
Mevcut Temettü Verimi17%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/17 12:00 |
| Gün Sonu Hisse Fiyatı | 2026/05/15 00:00 |
| Kazançlar | 2026/01/31 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Argan, Inc. 6 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Christopher Moore | CJS Securities, Inc. |
| Sergey Glinyanov | Freedom Broker |
| Drew Chamberlain | J.P. Morgan |